List view in the project portfolio

In the List view of the Project portfolio, your projects are displayed in a table. This allows you to compare multiple pieces of project information at the same time, filter and group projects, and display the columns relevant to you.

To do this, open the Portfolio tab in the Projects area and select List via the view selection.

Select and customize columns

The column selection determines which project information is displayed in the list. This allows you to adapt the Portfolio list to your respective use case.

The Title field always remains part of the list and cannot be hidden.

The selected columns can be saved together with additional settings as a custom view.

Display Flavors as columns

In addition to the standard fields, you can also display Flavors as separate columns in the Portfolio list. This allows individual project information to be displayed and analyzed directly in the Portfolio.

Edit project information directly in the list

Various pieces of project information can be edited directly within the Portfolio list without first opening the project master data.

This includes, among other things:

• Standard fields
• Labels and Flavor values

To do this, click the corresponding cell and select or edit the desired value.

Sums in grouped lists

For supported numerical columns, sums are automatically displayed at group level. This allows you, for example, to directly sum the budget of all projects within a group.

The displayed totals are based on the projects included in the respective group and by the currently applied filters.

Filter projects

Using Filter, you can define which projects are displayed in the current Portfolio list.

For example, you can filter by Project type, Location, Project management, status, date fields, labels, Flavors, or other available project information.

Multiple filters can be combined. For example, you can display only projects of a specific project type at a specific location.

Group projects

Using Group by, you can group projects based on common properties.

The following project information is available for grouping, among other things:

• Project folder
• Location
• Project management
• Project type
• Created by
• Updated by

Using the arrow in front of a group, you can expand or collapse the projects it contains. The number of projects assigned to the respective group is also displayed next to the group name.

The selected grouping can also be saved as part of a custom view.

Search in the Portfolio list

Using the search field above the projects, you can quickly search the currently displayed list for specific content.

Enter a search term. The list is searched based on your input and matching content is highlighted.

“Only me” and additional list options

At the right edge of the search bar, you will find the Only me quick filter and the Three-dot menu (…) for additional List view options.

With Only me, you can quickly narrow down the Portfolio view to your own projects. In the Portfolio list, this includes projects in which you are assigned as project management.

Directly next to Only me is the Three-dot menu (…). This gives you access to additional options for the current List view.

Save the Portfolio list as a view

You can save a Portfolio list configured for your use case via View.

This can include the selected columns, applied filters, groupings, and other display settings, among other things.

For example, you can prepare different views for project controlling, active projects, your own projects, or other recurring analyses.

Frequently asked questions (FAQ)

Which columns can I display in the List view of the Project portfolio?

Using the column selection, you can define which available project information is displayed in the list. In addition to standard fields, Labels and Flavors can also be displayed as separate columns. The Title field is always visible and cannot be hidden.

Can I display my own Flavors in the Project portfolio?

Yes. Available Flavors can be displayed as separate columns in the Portfolio list. This allows you to display and analyze individual project information directly in the Portfolio.

Can I edit project information directly in the Portfolio list?

Yes. Supported standard fields as well as Labels and Flavor values can be edited directly within the corresponding cell without first having to open the project master data.

What is the difference between search and filters in the Project portfolio?

Search is suitable for quickly finding content within the current list. With Filter, on the other hand, you can specifically narrow down projects based on certain properties and combine multiple conditions.

Can I use multiple filters in the Project portfolio at the same time?

Yes. Multiple filters can be combined. For example, you can simultaneously filter by Project type, Location, Project management, or other project information.

Can I group projects in the List view?

Yes. Using Group by, you can group projects based on common properties, for example by Project folder, Location, Project management, or Project type.

Are values such as the budget automatically totaled for grouped projects?

For supported numerical columns, totals are automatically displayed at group level. This takes into account the projects that are included within the respective group and by the currently applied filters.

How can I display only my own projects in the Project portfolio?

Enable the Only me quick filter in the List view. This includes the projects in which you are assigned as Project management.

Can I save my columns, filters, and groupings in the Project portfolio?

Yes. Using View, you can save your configured Portfolio list as a custom view. This can include, among other things, the selected columns, filters, groupings, and additional display settings.