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Increase display limit / add visibility into Project Details section for Portfolio/Program fields

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Level 3

24-02-2021

While editing the Portfolio/Program fields on the Project Details section, the dropdown field doesn't display all options past a limited amount (I believe it's 20 objects total). Although the area has been designed with the typeahead functionality, within the dropdown there is a scroll bar allowing for you to scroll to see the 20 items.


Due to the nature of our business model, the amount of portfolios/programs is ever changing and typically has more that the display limit of 20. Most often, our Planners are unfamiliar with the newly created portfolios/programs so they are more dependent on reviewing a list of the names rather than using the typeahead function to identify the correct name.


I'd like to propose a change to that dropdown with 2 options

  1. Allow for a larger/unlimited display since the scroller feature is already implemented. This would allow for the ability to view all items within the dropdown list
  2. Add a "View __ more" feature when there are more items past the display limit (patterned after the Favorites section). so that the items can still be read but allows for your display limits


3 Comments

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Level 3

24-11-2021

Thanks for posting this one Casey. We have a need for this too. We'd also love to see all active portfolios listed rather than the default setting. And it' would be awesome if you could just click on one to select it from the list.

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Level 5

10-02-2022

This is needed for sure! If Programs don't show, users will assume that what they see are their only options. I was told by WF this is to help page load time, but I don't see how allowing all programs to show would really inhibit this. And the impacts of NOT showing all program options are worse than potentially having a slightly longer load time. Please allow ALL programs under a portfolio to show!

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Level 3

22-02-2022

I COMPLETELY agree on this one. What a HUGE mistake from the WF team when scoping out this functionality.


My company is in Healthcare, the largest in our state with 75,000 employees. How do you think our Clinical portfolio can only contain 20 programs, which is the display default. Then with different terms how can my project owners properly select the most accurate portfolio without seeing all?


The functionality is there... so why can this not be built better? it wouldn't create a poor experience. I would love to understand WF's reasoning to this.


In my issue I now have hundreds of projects being selected under the wrong portfolios and programs. We rely on projects in the correct portfolio and programs for reporting reasons. This MUST be reevaluated by WF and resolved or else why is my company paying $$ for numbers to be wrong in my reports.


I hope this can be fixed soon. Too much cleanup and oversight on my 40+ planners in WF.