Portfolios - Adding new sheet to live environment to roll-up to Portfolio reporting

Question

As my team was working in the portfolio environment, we discovered that we needed to add a new sheet to all projects that would roll-up to the Portfolio dashboard. I have successfully added sheets before, but this time it is not working.

Steps of build:

* Created a cloned environment for build and testing. 
* Once build was complete, I Created as new to each of the live environments giving each sheet the same name and Templated environment added test data for portfolio roll-up to each sheet. 
* Deleted the Test environment
* Created a new environment from the template to force the new sheet to show as an option when creating a portfolio report. 
* Created a row report, Report Scope: Portfolio, checked my new sheet. 
* The only sheet that shows is the new one created to force the connection.

Can anyone help me identify where I went wrong? I have followed these steps before, with one difference. I did not Create as New from a none portfolio workspace. But I don't know why that would be an issue. Is there a backdoor way to force the connection? I do not have access to a control center.

It would be nice if there was a connect button that would allow you to connect sheets across active Portfolio workspaces.

Thank you in advance for any assistance.

Tamara

Tamara H · Answer

Thank you for taking the time to respond! I hope it will help those with a control center. I am the owner of the area, but in our corporate structure I do not have access to ours. That said, it is the new design.

Adrien Leduc · Answer

Hi @Tamara H,

I'm seeing now after writing this, that you wrote "I do not have access to a control center", do you then mean you are not an admin, or do you mena your org is using the new portfolio feature, and not the control center? My answer below is targeted for someone who uses control center:

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I've not done it myself my take might not be the best, that being said:

My guess would be at this step: "Created a new environment from the template to force the new sheet to show as an option when creating a portfolio report. "

Why don't you add the new sheet to the current template structure? then you can go through the blueprint configuration, making sure to leave this new sheet as optional, then add it on all current projects, and finally when it's added on all current projects change it to required in the blueprint configuration.