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Our company would like the following features added to Portfolios particularly the Issues records

  • Ability to set up a specific Column Set in the Issues Grids Have editable and viewable controls over the columns - similar to portfolio view
  • Auditing on ANY field (not just alternate structures) to capture history of the value/value changed/ who changed/datetime
  • This is Critical for SOX compliance

Hi ​@mdanley, you may find it more advantageous to submit this enhancement idea within the enhancement request campaign that is available in IdeaPlace.  Here others will vote on it and add comments thus pushing it up Planview’s radar & priority list. 

https://e1.spigit.com/e1prmcontinuous/Page/ViewIdeas

CRIs is being replaced with Logbook and this has all of the view/column set controls you will need, as well as in grid editing (for certain field types).

The capture of history (who/when, from/to what value) is available on custom fields as well as alternate structures, for work.

The Portfolios Product Management team are holding their quarterly roadmap update webinar next week on 22nd Jan. Recommend attending this.

https://info.planview.com/PV-Port-EA-Q1-25-webinar_prm_en_reg.html

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