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WorkfrontWarrior
March 10, 2023
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PMO HOMEBASE?

  • March 10, 2023
  • 3 replies
  • 760 views

How are you all updating your project plans thats are cross portfolios and programs? we own ~20 projects and not having a homebase to view everything that is happening in 1 place is very challenging. Any suggestions? 

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Best answer by Madalyn_Destafney

You have a couple options using project reports. Without knowing more detail, the first ones that come to mind are:
- Current Projects grouped by Portfolio

- Current Projects grouped by Portfolio then Program if you're utilizing those and want to see your projects grouped together

- Current Projects grouped by Portfolio and then by Project Owner, if you're wanting to see projects across different efforts by owner. You can include as many or few owners if you want to filter in specific project owner user names.

- You could create a dashboard of multiple reports and make the dashboard your homepage in your layout template (instead of tasklist as your home, for example).

3 replies

Kundanism
Kundanism
Level 10
March 13, 2023

Hi @workfrontwarrior 

In our organisation, we have created few different kind of reports included in a dashboard.

Report 1: Projects connected to portfolios based on access or ownership of the portfolio. Carrying priority.

Report 2: Projects connected to a user's ownership, but they do not have access to the portfolio.

Report 3: Projects that are not connected to any portfolio and belong to the department manager.

Appreciate if others could share their best practices.

    Lyndsy-Denk
    Community Advisor
    Lyndsy-DenkCommunity Advisor
    Community Advisor
    March 13, 2023

    I have plans to build dashboards based on cross-portfolio activity. It relies on some tighter organization within each portfolio, which would be easier if programs were named similarly. Say we have a product launch. We would feasibly have projects in more than one portfolio: in the line of business, sales training, and tradeshows (among others). I'd use either programs or custom forms to flag the common business purpose of these projects, then pull them into a report/dashboard.

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAccepted solution
    Community Advisor
    March 14, 2023

    You have a couple options using project reports. Without knowing more detail, the first ones that come to mind are:
    - Current Projects grouped by Portfolio

    - Current Projects grouped by Portfolio then Program if you're utilizing those and want to see your projects grouped together

    - Current Projects grouped by Portfolio and then by Project Owner, if you're wanting to see projects across different efforts by owner. You can include as many or few owners if you want to filter in specific project owner user names.

    - You could create a dashboard of multiple reports and make the dashboard your homepage in your layout template (instead of tasklist as your home, for example).

    If this helped you, please mark correct to help others : )
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