In Work Center -> Portfolio add opportunity column (So you can see Assignments, Actions & Opportunities)

Adding the ability to see opportunities in the Work center -> Portfolio would allow a one stop shot to see if your assignments have an action, opportunity or both.  This ensures a plan for all of your portfolio.

  • Kevin Berry
  • Jul 31 2017
Work Center
  • Attach files
      Drop here to upload
    • Nicole Solano commented
      January 10, 2024 17:20

      Looks like there are multiple related ideas with several votes on each. Has anyone heard any updates from Blackbaud on this?

      Attachments Open full size
    • Jennifer Vincent commented
      February 07, 2018 18:54

      Yes, absolutely! I need to be able to see which constituents have an opportunity as well as those without. A column in Work Center on the Portfolio view would be the ideal place for this. It should also be a column that could be added to the Lists section. 

      Attachments Open full size

    Related ideas