How to create an expense report that filters by Portfolio?

Question

How can I create an expense report that filters by Portfolio? Currently, both Expenses and Portfolio don't talk to each other.

I've tried and thought about:

1. Tried adding the portfolio filter manually via text mode - didn't work

2. Thought about adding a custom field on a project level so I can filter via that. I don't think this would be a viable option as we have a ton of forms used across my team

Any other ideas?

skyehansen · Accepted Answer

What exactly are you trying to do? What text mode did you try? I'm trying to figure out why the standard mode Project >> Portfolio ID didn't work for you, but can also troubleshoot your text mode if you're able to provide it..

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