Hi!
We have created a portfolio with several projects. In this portfolio, the schedule column is not updated when a new element is introduced in one of the projects.
What can we do to update it for each new element?
Thanks!
Hi!
We have created a portfolio with several projects. In this portfolio, the schedule column is not updated when a new element is introduced in one of the projects.
What can we do to update it for each new element?
Thanks!
Hi Irene, I wasnāt able to find a Schedule Column in mondayās standard Portfolio template. Assuming this might be a custom board you have created. Are you able to share a couple of screenshots? Can you also clarify what you mean by element? Is that a item or sub item?
Hi Brice,
I mean a timeline column, and when I say element I refer to a new Item.
So, the portfolio timeline column is not updated when I create a new item in any project, with its own timeline.
Iām sorry for my English.
Hi Irene, thanks for clarifying :). If you use the Portfolio Solution (available on Work Management Enterprise Tier) the timeline on the Project level will auto update to Actual Timeline on the Portfolio Level.
More on it here: https://support.monday.com/hc/en-us/articles/13337066797202-The-portfolio-solution
Let me know if you need help assessing whether Enterprise is a good fit for your organisation (if you arenāt on that level already).
Hi @BruceGosk
Thanks for your answer.
It should be like that, but it is not our case. It must be a technical fault.
Is it just our fault or is it happening to someone else?
@Molina its worth checking with monday support directly as monday can see what is, and isnāt enabled on your account on the back end. You can reach them via the question mark icon
Hi!
Again, thank you very much for your help. Thatās what Iām going to do.
Wait, we can create portfolios of projects?? Do you mean you can create a āgroupā of āboards?ā
Hi!
Yes, we can create a portfolio of projects. It is a new functionality.
You can create it by adding a new item to your workspace (from the same place where you create the boards).
Hi @BruceGosk @Molina, was this issue ever resolved? I am having similar issues where none of my project updates get reflected in my portfolio of projects. Any ideas on how to fix this?
There is a bug which Iāve reported (discovered by a clever client) where if you include special characters like ā&ā in a name of a project board, it will not connect to the Portfolio correctly.