Portfolio - Select folder rather than individual list
complete
A
Aaron O'Sullivan
The portfolio view is great however I need this information aggregated at the folder level. My team uses lists to break projects down into functional components or phases. As the overall program manager I need to see progress of the entire project which in our case is the folder. It would be great to then have a drop down that shows the progress of the individual lists so I can hone in on where support is required.
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Zeb
complete
Sophie Renton
Hi Zeb wanted to check in on the progress of this. We also set our click up with each project as a folder and then have multiple lists within this. The ability to have a portfolio where we can see the progress of all our projects at once is essential (i.e at the folder level). Also including the calculation on the time estimated and time tracked to give the time remaining would be amazing, so we can see at a glance whether we are running ok on the project.
Zeb
Sophie Renton: You should be able to do this now in dashboards!
Sophie Renton
Zeb: Thanks Zeb I just had a look at this and we can see it based on the number of tasks but not on time estimated or time remaining. Is it in the pipeline to build these aspects in? Thanks
Eric McSwain
All of my projects (folders) contain at least two phases (lists). The current setup is only helpful if there are a few active phases on various projects that need oversight. I need to prepare portfolios for:
My Boss (all chartered projects)
My Customers (the projects I manage for them)
My Staff (the projects the participate in)
Adding the ability to display the Description is also valuable for those who use it to track the most recent Status Descriptions for the project as a whole. Communicating Status' to stakeholders in a portfolio view would be ideal. Doing so in the comments of a task does not work for us whatsoever. Do I need to make this second part a new request?
Please let me know when this hits the road map so I can stop updating a separate document (outside of click-up) for this.
James Weighill
On my limited experience of ClickUp in evaluating it, this would make the portfolio function infinitely more useful for dealing with multiple large projects. +1 from me.
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Frithjof Asp�y
Yes, this is hugely important!
Zeb
planned