Is there a way to update the Portfolio RAG health options? We would like to add ‘Complete’ and ‘Not Started’ option.
Is this a status column?
Hi @micheletalbott - sadly these options are predefined and cannot be changed within the Portfolio board. This is (mainly) due to the reporting and automations tied to these specific options.
Thanks!
Mark
Yes, you can update the portfolio RAG health options by accessing the portfolio management settings. Look for the “Update Health Options” feature to make your adjustments.
Thanks everyone. abuislam, I have not been able to find the portfolio management settings when using the new Portfolio function. When I try to edit the RAG label it says “This column is predefined and cannot be changed”. Can you confirm if we’re talking about the same thing and if so, could you please add some more details or steps. Thanks!