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Categories Portfolios
Created by Guest
Created on Apr 5, 2022

Portfolio Level Dashboards

Please consider adding portfolio level dashboards to your roadmap. I'm guessing that most ProjectSight users (including us) have multiple projects contined within a portfolio. It is extremely time-consuming to check project status, items assigned to me/my company, and items due by going in-and-out of every project contained within the portfolio. There should be a portfolio-level dashboard similar to the project-level dashboard that gathers information from all projects assigned to you within that portfolio.

It would be great if you had similar data controls/widgets at the portfolio level that allowed the user to quickly select all projects assigned to them or selectivly choose the projects they want to be included.

To further build upon this request, it would be useful to hyperlink the project data to the project's data module. ie. If the user has 5 RFI's assigned to them in Project A, 10 in Project B, and 15 in Project C, and the user selected all three projects to display in the portfolio level dashboard. If the user selects the 10 RFI's assigned to them in Project B, it should open the RFI module within that project.

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  • Guest
    Reply
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    Aug 15, 2023

    agree

  • Melissa Goodwin
    Reply
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    Jun 20, 2023

    1000% Agree.


  • Mercedes Green
    Reply
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    May 16, 2023

    We need Portfolio Level Dashboards and Reporting as well as an "All Projects" view for those Project Executives managing 5 or more projects.