PMO Dashboard Secondary Filter
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a month ago
We've created a custom table for Sub-Portfolios in order to drill into our portfolio space deeper. I'm hoping to create a secondary filter on the out of the box PMO Dashboard that is dependent on the Portfolio and then show the relevant sub-portfolios based on the portfolio selection. I've created an interactive filter, breakdown, breakdown source and breakdown mapping but I can't edit the OOTB filters on this dashboard. I know I can add the sub-portfolio as another breakdown in the OOTB filter but it isn't linked to the Portfolio that way. Anyone done anything similar?
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Project Portfolio Management
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4 weeks ago
Hello, Keith,
To help answer the question, would you be able to provide an example of what one of your portfolios with sub portfolios looks like.
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a week ago
Any other information I can provide?
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4 weeks ago
As an example, we have a portfolio of "Care Team" and in the custom table we have sub-portfolios like General Medicine, Orthopedics, Primary Care, etc. to specify the specific areas of the portfolio the work is being done.
