A portfolio owner has asked to see milestone statuses for all projects in their portfolio. The report must filter out any complete projects. What steps should the project manager take to create this view?
A.
Visit the Dashboards page and create a Milestone Path report. In the filter, update the Portfolio Owner ID to the Portfolio Owner’s name and update the Project Status to exclude complete projects.
B.
Visit the Projects page and create a Milestone Path report. In the filter, update the Portfolio Owner ID to the Portfolio Owner’s name and update the Project Status to exclude complete projects. In Report Options, select "Show the Milestone view on the Details tab."
C.
Visit the Reports page and create a Project report. In the filter, update the Portfolio Owner ID to the Portfolio Owner’s name and update the Project Status to exclude complete projects. In Report Options, select "Show the Milestone view on the Details tab."
The best way to display milestone statuses for projects in a portfolio, while excluding completed projects, is to create aProject Report. By setting filters to exclude completed projects and selecting the appropriatePortfolio Owner ID, the report will display the relevant data. Additionally, enabling theMilestone viewin the report ensures that the portfolio owner can easily track project progress and statuses.
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