Simple(?) report that counts the number of active projects in a Portfolio | Community
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amybillmayer
amybillmayer
Level 4
Oct 15, 2020 4:59 PM UTC
Solved

Simple(?) report that counts the number of active projects in a Portfolio

Hi all - I'm looking to run a report that will show the number of active projects within each Portfolio - INCLUDING Portfolios with 0 active projects. We would like a way to identify Portfolios that are no longer being used.

Thanks in advance!

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    Richard_Le_Accepted solution
    New Participant
    Oct 16, 2020 11:24 AM UTC

    Hi Amy,

    A simple project report grouped by Portfolio Name would display the project count for each portfolio. You could also add a secondary grouping on project status to show all active / inactive projects. However please note that a portfolio would need to contain atleast one project for it to appear in your report, it wont include empty portfolio's.

    You can also add a column to your report to show the last update date of each of your projects. Seeing that all of the projects within a portfolio have not been updated in the last 3/6/9 months is a sure way of knowing that a portfolio is inactive!

    Best Regards,

    Rich.

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    3 replies

    Richard_Le_Accepted solution
    New Participant
    Oct 16, 2020 11:24 AM UTC

    Hi Amy,

    A simple project report grouped by Portfolio Name would display the project count for each portfolio. You could also add a secondary grouping on project status to show all active / inactive projects. However please note that a portfolio would need to contain atleast one project for it to appear in your report, it wont include empty portfolio's.

    You can also add a column to your report to show the last update date of each of your projects. Seeing that all of the projects within a portfolio have not been updated in the last 3/6/9 months is a sure way of knowing that a portfolio is inactive!

    Best Regards,

    Rich.

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      amybillmayer
      amybillmayerAuthor
      Level 4
      Oct 16, 2020 12:34 PM UTC

      Last Update Date! I can't believe I didn't think of that. Thank you so much for making me look at this in another way - this should work perfectly!

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      Richard_Le_
      New Participant
      Oct 16, 2020 12:38 PM UTC

      You are very welcome Amy, glad I could help!

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