Promote a Report

By default, user reports are only available to the user who created them. However, if you believe your report might be useful to other stakeholders, you can promote it to a workspace, project, program, or portfolio report. This will make the report accessible by other members of the corresponding workspace, project, program, or portfolio.

When you promote a report, you are assigned administrator privileges for it and can assign security privileges for the report to other workspace, project, program, or portfolio members.

To promote a report to a workspace, project, program, or portfolio:

  1. In the object selector, select Workspace, ﱆ Project, Portfolio, or Program, and then select an object name from the list.
  2. From the Main Menu, select Reports, and then select Report List.
  3. On the Report List page, in the table, select a report, select the Context menu, and then select Promote to Workspace, Promote to Project, Promote to Program, or Promote to Portfolio.
  4. Select Save.

    Notes:

    • To promote a user report to a workspace report, you must be in the report's owning workspace hierarchy.
    • To promote a user report to a project, program, or portfolio report, you must be in the context of the project, program, or portfolio.
    • When you run a workspace report at the project level, the report will not display data for any subject areas that are not relevant in the project context. For example, Programs, Portfolios, Strategies, and Portfolio Budget Plan subject areas will not display any data when a report with these subject areas is run at the project level.

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