How to View all Work Portfolios

I don’t think the creator of the portfolio is visible in Portfolios, only the administrator.  In most cases this should be the creator.  The Portal_Info table in the database does have the created by field.  You might be able to write a query that pulls that detail.  

I can get to this view as long as I know who owns the portfolio.  When I don’t know the owner, how do I get to a list of Portfolios for the entire company?

I am not aware of any report that lists all the portfolios and who created/administrates them.  One possibility would be the creation of a custom report that queries the Portal_Info, Portal_Filter and Structure Table.  The Portal_Info table does have details such as created by and created date.

Out of curiosity would be the need for such a report?

​@Kirsten C if you are able to login as PV Master that user has access to all portfolios. There you could see the Portfolio Administrator and all members.  It does not show who created it but you could at least see the current owner of the portfolio. 

Thbutler is also correct if you wanted to go down a report path, but that report would have to be able to see all portfolios in the database and not the ones owned by the person running the report. 

Hope this helps

Pam Sargent
NASCO

Here’s a dataset you can use just to see all the work portfolios and who created them. Just paste it in Administration > Reporting > Dataset management and test it. 

SET TRANSACTION ISOLATION LEVEL READ UNCOMMITTED;

select
st.description as [Portal_Name],
prt.created_by as [Created_by],
prt.created_date as [Created_Date],
prt.modified_date as [Modified_Date]

From
ip.portal_info prt
join ip.structure st on prt.structure_code=st.structure_code
where
prt.portal_usage = ‘Portfolio'

​@Mario.munoz  - This is great.  Seems it’s missing a closing quotation mark.  Not sure where it would go.

try this

SET TRANSACTION ISOLATION LEVEL READ UNCOMMITTED;

select
st.description as [Portal_Name],
prt.created_by as [Created_by],
prt.created_date as [Created_Date],
prt.modified_date as [Modified_Date]

From
ip.portal_info prt
join ip.structure st on prt.structure_code=st.structure_code
where
prt.portal_usage = 'Portfolio'

​@Mario.munoz  - That worked!  Thank you.