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!
Hi Michele,
we are currently facing exactly the same question. Some project frameworks also allow the values “future” (not started) and “completed” as project health options. We want to add these to the portfolio as options with our use case. However, as the column is not configurable, there is no option to remain in the standard system.
A development request to our monday CSM was rejected with a reference to the monday community, as the configurability of the RAG / project health column is currently not on the development plan.
The only option is to use a workaround and add another column.
Best
Marc