The slide publisher add-in has recently been updated to support Portfolios, and also enable repeated slides for related Projects / Programmes.
We have a nested organisation where we have the following concept (with the Clarizen objects in Brackets).
- L1 - Domain Delivery (Portfolio)
- L2 - Pillar Delivery (Sub-Portfolio)
- L3 - Project / Programme Delivery (Program / Project)
Currently using slide publisher we can create a report at L2, whereby we can obviously bring in the related Program / Project information
At L1 we can bring we can report on the related L2 elements, but unable to pull L3 information.
This basically means that if we want to produce a consolidated domain report, someone has to run it at each Pillar and manually assemble (which with 4 domains, and 17 pillars is quite time consuming, especially as there is manual effort becomes frequently the content exceeds the slide boundaries)
The idea / enhancement is to have a repeating Portfolio slide, where we could apply a filter to link the L2 portfolios to the L1 Portfolios (assuming that we could then nest the repeating Project / Program slides underneath). That should enable the slide publisher to be invoked from he L1 Portfolio object, whereby it would aggregate the L2 Portfolios, and L3 Program / Project information into a single pack.