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Hi, 

In Portfolio, we have the following associations: Work → Outcome → Strategy.
I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).
Are there any ways to display the associated strategy (and outcome) in a work portfolio? 
Can I also use this column as a filter in the work portfolio definition?

Please help and share your wisdom.
Many thanks

Tony.

​@Happytoon - We do not actively use Strategy but from my experience when working with it in a sandbox I found this to be a large gap in the functionality.  There is an enhancement request to include strategic hierarchy levels when building a portfolio.  You may want to vote on it to help push it up the priority list: https://e1.spigit.com/e1prmcontinuous/Page/ViewIdea?ideaid=8267

Best regards,

Pam

NASCO

Hi,

We currently CAN filter Work Portfolios by Strategic Hierarchy (we don’t use Outcomes). I can’t recall if this attribute was created for us by a Planview consultant or not. But this allows us to choose any node on the Strategic Hierarchy and the portfolio will only include those projects that are associated with it. This feature was essential to the roll-out the Strategy functionality.

 

 

 

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