Hi all - I'm looking to run a report that will show the number of active projects within each Portfolio - INCLUDING Portfolios with 0 active projects. We would like a way to identify Portfolios that are no longer being used.
Thanks in advance!
Hi Amy,
A simple project report grouped by Portfolio Name would display the project count for each portfolio. You could also add a secondary grouping on project status to show all active / inactive projects. However please note that a portfolio would need to contain atleast one project for it to appear in your report, it wont include empty portfolio's.
You can also add a column to your report to show the last update date of each of your projects. Seeing that all of the projects within a portfolio have not been updated in the last 3/6/9 months is a sure way of knowing that a portfolio is inactive!
Best Regards,
Rich.
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