Multiple projects with their tasks in one view in PPM.

Chandler2
Tera Guru

We have planning console where we can see one project and the tasks/milestones attached to it with the timeline.

Is there any option where we can the same information but for multiple projects simultaneously. 

2 REPLIES 2

PaulaaO
Mega Sage

Try the investment portal functionality. We are using it and we create the portal views based on Portfolios.

Investment Portal (servicenow.com)

Hi Paula,

Thanks for the response. Could you please help with some of my questions on Investment Portal?

 

1. It gets activated as part of PPM Standard plugin or some other plugin is required?

2. In my PDI, I was looking into it and what I see that the Project tasks where the rollup field value is true, those project tasks doesn't show up on investment portal. Do you know why?

3. How we can see all the tasks in timeline view and is there any article/video link other than the servicenow doc which can help me further?