Welcome to an exciting new chapter in project management with Project Portfolios! This feature revolutionizes how you organize, analyze, and manage your reports. Whether you're dealing with diverse suppliers, multiple locations, or various project types, Project Portfolios will make your workflow more intuitive and efficient.
Here’s everything you need to know about making the most of this powerful feature.
1. What Are Project Portfolios?
Project Portfolios let you group reports based on specific criteria such as supplier, location, or project type. This feature allows for better organization and enables bulk actions, simplifying your report management tasks.
Instead of just a flat list of reports, you now have a dynamic, structured approach to handle your projects.
2. A New Home Page for Your Projects
When you log in, you'll find a redesigned home page divided into three main sections:
Reports: A comprehensive list of all your projects.
Statistics: Displays totals for all projects and specific metrics for individual portfolios.
Portfolios: A dedicated area for organizing and managing your work folders.
3. Creating and Managing Portfolios
Here’s how to start creating and organizing your portfolios:
Create Folders:
Navigate to the Portfolio section.
Click on "Create Folder" and name it based on your organizational needs (e.g., EUDR Projects or REDD+ Projects).
Assign Reports:
Go to the Actions menu in the report list.
Assign each report to the appropriate folder.
You can verify assignments by accessing the portfolio and checking the reports inside.
Reassign or Deselect:
Need to move a report? Reassign it to a different portfolio with ease.
Deselect reports to remove them from all portfolios entirely.
4. Enhanced Portfolio Features
View Up to 15 Folders: If you have more folders, simply use the search input to find the one you need.
Statistics Per Portfolio: Accessing a portfolio will display specific stats related to the projects it contains.
5. Customizing Your Report View
The Reports section is packed with customization options to help you focus on what matters most:
Manage Columns:
Show or hide columns based on your priorities.
Save a default setup that applies to every team member.
Adjust Table View:
Choose how many reports to display at a time.
Filter reports by criteria tied to the visible columns.
Export to CSV:
After filtering and organizing your view, export the data in CSV format for offline analysis or sharing.
6. Bulk Actions and Search Optimization
With Project Portfolios, handling large datasets is more efficient:
Perform bulk actions on multiple reports across portfolios.
Quickly locate specific folders or reports using the search feature.
Conclusion
Project Portfolios are designed to enhance your project management experience in Orbify. From tailored organization to powerful bulk actions, this feature provides you with the tools to streamline your workflow.
Dive in today—start creating portfolios, organizing your reports, and exploring a smarter way to manage your projects!