When I need to create multiple portfolios in a workspace, I need to have the same columns and workflows, so that I can move projects between boards without losing data.
Request
Ability to duplicate portfolio structure just like how we can duplicate board structures.
Use case
I would like to move my completed projects to a completed portfolio, instead of archiving the project. I still need all the data for a few months just in case.
Instead of recreating all the columns which could be 20+ columns, I would like to be able to just duplicate the columns from the original portfolio.
I have the same use-case. I am looking to archive completed projects to keep within the limitations of board connections, in addition to using the same portfolio structure across a variety of project portfolios.
At the moment it looks like the only option is to manually create every portfolio and set the structure up side-by-side without being able to duplicate the board to connect new / different projects to.
Need this to avoid wasting time. Need to be able to make a reusable Portfolio Template. Enterprise PPMs need this! I need to scale fast, it took me a long time to create this, need to recreate in multiple workspaces.