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Allocation Based PortfoliosAll Editions

With our newest release, it's easier than ever to focus on projects that are relevant to you and your teams. When you have both a project filter and a resource filter and check the box to Display Projects of Filtered Resources, the projects with allocations assigned to the roles and resources included in the resource filter will be displayed in addition to the projects displayed based on the project filter.

For example, you can set the project filter to show the projects with you as the project manager, and the resource filter to show the people and roles assigned to you as the resource manager. When you then check the box to Display Projects of Filtered Resources, you will then also see all of the projects your people or resources are assigned to even if you are not the project manager.

Learn more about portfolio filters in the article Portfolio Filters - Details.

Have feedback? Leave a comment in our Product Roadmap.