Silvija Doncev
Silvija Doncev

Silvija Doncev

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Adding more date to the report in Portfolios is something that we don´t have any plans for right now.

Comments (8)

Hi Jason!
Thanks for sharing your idea with us! I am not fully sure what you mean when you say additional columns of data?
There are a few reports and what they do (please also see attached file) :

Nr 1. Export to Excel. Export all details in the view to Excel for further processing or archiving.
Nr 2. Show project portfolio schedule. Gives a timeline comparison view with the project steps for all projects in the portfolio. If you also click on Show portfolio details (3) you will also find the project portfolio schedule if you click on icon nr (5). Here you get the option to download as pdf.
Nr 4. Save portfolio report. Generate a portfolio report in Microsoft Word to spread to stakeholders.

Can you not set start and end date and your other suggested date as project steps in the projects because then they will appear in the report. I look forward to hear from you.

Best regards
Silvija

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Jason Trites
Jason Trites

Jason Trites

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Hello Silvija,

The issue is that the existing report is insufficient and additional data needs to be added to the report to make it more useful to executive management. Currently, I'm having to create a custom report using various information from Project Place. Please see the attached example. Please contact me directly should you have any further questions.

Sincerely,

Jason Trites

Hi Jason!
Sorry for late answer. I have had discussions with product development and right now we don´t have any plans of adding additional data to the report. They gave the suggestion of PowerBI where you can build you own reports. You can read more about it here:
https://success.planview.com/Projectplace/Integrations/Vi...

I would be happy to hear your thoughts on this.
Best regards
Silvija

Silvija Doncev
Silvija Doncev

Silvija Doncev

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Team

Adding more date to the report in Portfolios is something that we don´t have any plans for right now.

Anonymous
Anonymous

Anonymous

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Hi Silvija,

Unfortunately, your Power BI tools will not provide the data we are currently looking for at this time. The Power BI tools at this time are limited and there is no current expansion for the data we have requested at this time. I did check out the tools as well as discussed them with Zach McDowell. We really do need to update the Portfolios screen to be able to insert the data we are looking for on the report. Please contact me to discuss further.

Email: Jason.Trites@flaglerhospital.org

Hi Jason!
I am happy to hear that you have had the possibility to talk to Zach. Well, I hope that we will be able to prioritize this idea higher up among other things in our backlog but we can´t make any promises unfortunately.

Best regards
Silvija

DIMELO - innovation management specialist