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Adding additional folio fields when creating a dynamic portfolio

Currently, you are allowed to add more than a two level criteria when creating a dynamic folio.

There is a need to be able to have additional fields to add to the criteria when you have multiple folios on your instance.

  • Þórunn Óskarsdóttir
  • May 5 2020
Tempo Platform On-Premise
Tempo Products Tempo Budgets
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  • Laurent Savary commented
    15 Oct 06:24pm

    It would be great to include at least status and e.g. planned revenue, planned costs as filtering criteria

    Typically, I'd like to create a portfolio with only the ACTIVE folios and those with revenue > xxx (thus allowing to define a dynamic portfolio with the most critical projects)

  • Paul Bouvier commented
    5 May 11:32am

    !Ability to filter on dynamic portfolios using more than 2 folio fleds would be a great help to structure Tempo parametrization and then display custom views using dynamimc portfolios