To curate your Project Portfolio to only view projects you’re interested, create saved views so you can easily see a pre-filtered project portfolio every time.
To create a saved view:
- Click on Projects on the black navigation bar
- Apply filters beneath “Show” on the left-hand side. In this example I’ve filtered for Project Custom Fields: Billability, Priority, and Project Owner.
- Once you’ve finished applying filters to curate the view you need, under the header “My Views” on the upper left-hand side, click the “+ Save Current View” button and title your view (ex. “My Portfolio Status”).
- Any saved views you create under “My Views” are only viewable to yourself. Saved views created under “Shared Views” are viewable by anyone with access to the Project Portfolio page.