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OpenProject is the leading open source project management software.
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openproject/docs/use-cases/portfolio-management/README.md

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Docs/12.1 (#10167) task/40956-update-docs-for-121 * Update to docs for 12.1 Changed user guide Established subdirectory "team-planner" Started editing README for team-planner * Docs changes for 12.1 Further edits to README of team-planner subdirectory: -Intro into functionality -getting started -more features explained * Update README.md * Update readme Team planner Additional edits to team planner readme file * Update README.md * Project status README Update for 12.1 Project status update for 12.1 (WP #34708): -Added new screenshots to reflect 3 add'l status choices: Not Started, Finished, and Discontinued Directory: docs/user-guide/projects/project-status/REAMDME.md * Calendar Module v12.1 Update Updated snapshots to most current version, explained "Visibility settings", and introduced/explained multiple calendars, Favorite, Public and Private functions [#36322] Save different views in calendar module https://community.openproject.org/work_packages/36322 * Update to the Team Planner Update to the Team Planner as well as functionality of the Planning Calendar. There were several additional features that were added to the Team Planner that were not captured in the last edit, such as the "include projects" filter button. [#40956] Update Docs for 12.1 https://community.openproject.org/work_packages/40956 * Use Cases I added a new folder/repository called "Use Cases". Use cases are frequently asked for how-to scenarios and workarounds. The main README is basically a Table of Contents with links. I have also added 2 use cases, Portfolio Management and Resource Management. This is is not associated with a specific work package, but rather a value-add to customers * Update Images Updated images included in initial edits, from randomly generated, numerical file names created by pasting, to more descriptive image names and description. This was done for updates triggered by v12.1: - User guide -> Modules (update) - Team planner (new) - Calendar (update) - Use cases (new) * Style guide related changes Style Guide related changes/adjustments to: - Docs/User Guide/Team Planner - Docs/User Guide/Calendar - Docs/Use Cases/* Detail: Corrected inverted quotation marks use for buttons, and replaced by bold font instead * fix(docs-12.1): typofix in name & url for new section * fix(docs12.1): resolve review issues * fix(docs12.1): use relative links for internal doc links Co-authored-by: as-op <a.sandorf@openproject.com>
3 years ago
---
sidebar_navigation:
title: Portfolio Management and Custom Reporting
priority: 900
description: Step-by-step instruction about portfolio management and custom reporting
robots: index, follow
keywords: use-case, portfolio management
---
# Use Case: Portfolio Management and Custom Reporting Options
Step 1: To view all projects, first select the *project chooser drop-down*, the chose *View all projects*
![Chose project](chose-project.jpg)
Step 2: You can sort and filter this view using custom fields, such as *Initiative* or *Status.* If you have not added useful custom fields, please see [here](../../system-admin-guide/custom-fields/).
Step 3: Press the **floppy disk icon** to save and name your view once you are happy with the information that is displayed. You can also add this view as a favorite to the black bar on the left.
## Creating Custom Reports
You can create advanced project reports by using the same techniques and the print function (**CTRL+P**), then saving as PDF, for example. The print function in OpenProject is optimized for reporting purposes. Only information displayed in the main screen area is included. None of the designs or side or top menus are in it.
For more advanced requirements, using the Wiki is another powerful tool. For more information about how to use the Wiki function, please consult: [Wiki](../../user-guide/wiki/)
The Wiki function allows you to build complete custom reports using embedded work package tables, macros and even embedded calculations.
Here is an example of how a wiki could look:
![Creating custom reports](custom-reports.jpg)
And how the dynamic data, such as calculations, filters, macros and reference language work behind the scenes:
![Dynamic data](dynamic-data.jpg)
For more information about the syntax and how the attributes work [here](../../user-guide/wysiwyg/).
If you like to work with multiple Wiki-based reports, you can create an umbrella Wiki page as a table of content, for example, on which all the other reports are listed. See more info on Wiki and the use of Macros [here](../../user-guide/wiki/).