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How to Execute a Successful Project Portfolio Management Program
  • Pages
    • Achieve your organization's strategic goals with this project portfolio management template
    • Set Up
    • Strategy Doc
    • Projects
      • icon picker
        Views
      • Charts
      • Plans
    • Review Meeting

Views

You can the list by any of the columns to create Views By Team, By Phase, By Person, By Date, By Anything thing you’d like. Sometimes each of these Views are a Page. Other times, a team might want to create a few cuts in one place.
Team :
By Team Project View
Project Name
Team
Phase
Owner
Launch Date
Launch campaign
Jun 21
No results from filter

Project Manager :
By PM Project View
Project Name
Team
Phase
Owner
Launch Date
Win more clients
Jul 2
No results from filter

The filter here uses the user() formula to filter this to just your own projects.
My Projects
No results from filter

Phase :
By Phase Project View
Hire 3 more people
Jul 14
Project Unicorn 🦄
Jun 23
No results from filter

 
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