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Is it possible to get this type of report or dashboard view in Workfront based on projects and portfolios or projects and programs?

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Level 3

See the example attached. Is it possible to get a visual similar to this in Workfront. The center area are the projects or programs the left side are the portfolios.

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Level 10

Hi Trisha,

If this precise look is a requirement, I invite you to consider our Magic Reporting solution, with which we could tailor to suit, and you could then run in real time from a dashboard right within Workfront. Happy to chat further offline via doug.denhoed@atappstore.com if you're interested.

On the other hand, if you're willing to compromise the look, I'd suggest you create a Task Report in matrix mode, grouped by the Portfolio and Project horizontally, then by the Planned Start Date (to the month) vertically, filtered to Task Number = 1 (the first task, assuming each project has one). That should at least give you a checkerboard of the information, which you might then be able to fuss with (e.g. coloring the cells) to get it in the ballpark.

Regards,

Doug