A customer asked to view all projects in a Portfolio view, which is no problem for Project Insight.
Then he wanted to be able to drill down into an issue report, milestone report, project summary or project status report - with just 'one click'.
This stumped us at the time, but we figured out a 'best practice' for this.
You may create a custom field at the project level and name it an appropriate name. For example, we named ours 'Link to issue report.' Once the field is in the system, the project managers will be able to insert the hypertext link to the specific report.
The project manager can add or edit this hyperlink at any time.
- Copy the URL up to (but not including) the words "?rtn="
- Paste the URL in the Custom Field on the project add/edit form
- Click 'save'
That's it. Now, when you add that custom field column to your portfolio reports, your link makes any other reports one click away.