Hello
I am looking for functionality / configuration that will reduce the administrative effort to our portfolio reporting when a new project is added. Today I have to go into every report and manually add the sheets from the project folder to the report in order to keep the portfolio data accurate.
My current structure: Workspace that contains all project detail> folder titled "Active Projects> Folder that contains our standardized sheets and reports at the project level. & a folder that use used as the standard template. Also within that same workspace is a folder titled "Daily Management Reporting> Manager's dashboard and reports that should pull data from all project plan sheets.
Process: A project is approved to move forward, I copy the template folder in the file "Active Projects" and rename it, along with renaming the sheets. Add a little detail from the approval meeting like Lead, Start and End and approved budget. The project dashboard automatically starts pulling the new data. YAY
The daily management (portfolio) level updates. When I created the report, selected the "Active Project" file, thinking (hoping) that now when project were added these reports would automatically pull in the detail needed. It does not - I have to manually go back into each report and select the "Active Project" file again. I have to do the same thing when a project is removed from active status. There are 27 reports that feed the user dashboard, manager dashboard and vp dashboard. Time consuming to say the least and leaves my reporting wide open for inaccuracy. Certainly there is a better way to configure my project workspace ... right ???
Also note, we do not have Control Center.
I am sure there are questions, start sending them and I do hope for a better solution.
Thank you
Dawn
