Project review

The "Projects" tab is where all members of an organization can get a high-level assessment of Project health by seeing information such as the last date a Project was active, the last update from a Project, all with the ability to sort and group Projects based on what data is most important to you.

🗃️ Filtering, sorting, and grouping

Use flexible filters, groupings, and sorting functionality to view Project activity in a Sub-portfolio and/or Portfolio under the "Projects" tab.

🔎 Check out this tutorial to master filtering, sorting, and grouping so you can only see the most relevant data to you.

💡 PRO-TIP To save your filter, sort, and grouping choices, bookmark the URL so that when you pull up Productable, you'll have those choices saved.


🗄️ Nudging Project Members for a progress update

Waiting for a Progress Update from a Project team? Nudge all team members or a particular few for an update and they will receive a notification prompting action.

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📞 Follow this tutorial to see how to get to the Nudge capability


➡️ Moving Projects and forcing Stage Changes

Projects can be moved between stages of idea maturity and can even be moved to other Portfolios.

📣 Forced Project movement to other Portfolios and Stage Change Requests need to be done by Productable. Work with your Success Team Lead to adjust Project  Email support@beproductable.com for more questions or guidance.