PMO Dashboard Secondary Filter

KeithWood
Tera Contributor

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?

2 REPLIES 2

jameswoodfo
ServiceNow Employee
ServiceNow Employee

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.

Principal Technology Consultant, Expert Services, CTA/CIS+

KeithWood
Tera Contributor

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.