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How do I filter the portfolio and save a fixed view?

Use the filter in the Portfolio table to show only the projects you want to see, and save columns and filter as a table profile so you get the same view next time.

Use the filter in the Portfolio table to show only the projects you need, for example one department or one project manager. Save the setup as a table profile so you do not have to set it up again.

How to filter

  1. Go to Portfolio.

  2. Open the filter in the table and choose the column you want to filter on, for example department, project manager or status.

  3. Choose the values you want to see. An active filter is shown with a marker in the table.

Portfolio with the filter panel open. 1: Filter. 2: the Client, Organization, Project type and Status filters. 3: the table profile where the view is saved.

How to save the view

  1. Set up the columns and the filter the way you want them.

  2. Save as a table profile. Choose whether the profile should be private or shared with the organization.

  3. Next time, select the profile in the profile selector above the table.

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