Convert an Issue/Request into Program or Portfolio

Thank you for the submission! We think this is a good enhancement to the Workfront platform overall and this product area in particular!

Workfront currently prioritizes large-scale, foundational enhancements such as the new Reporting experience and changes to the core data model, so this item does not fit in our near-term roadmap. As such, I am marking this as Declined now, but we'll keep this in our backlog for the improvements for this area so that we can revisit the decision in the future.

Workfront Admin,

Can you please combine this idea with

Converting Requests/Issue to Programs

 https://experienceleaguecommunities.adobe.com/t5/workfront-questions/converting-requests-issue-to-programs/m-p/480582#M13411

We would love an update if we will get this functionality to convert a request/issue into a program or portfolio soon.

Just verifying - it looks as though this idea still has not yet been implemented into a process, however, according to the 8/22 comment, this is part of a planning idea?

Has anyone found a workaround to a request to a program/portfolio?

Do you copy the request into all the projects that you then create from this "campaign" type request?

Many thanks! 

Hi everyone,

As an update here, this will be combined with the general changes to the Workfront object structure, with the first phase being handled as a part of this idea: https://one.workfront.com/s/idea/0870z000000PSYuAAO/detail

As such, it won't be completed in the short term, so I am marking this as Not Planned. It is something we want to pursue for the long term though.

Or to look at this another way: if you could copy a completed form between objects (requests, Programs, Projects, Portfolios. tasks, issues)

I am working on a workflow right now that would make this functionality HUGELY useful to us. Same as others have said. Some requests need to be multiple projects and being able to make a request a Program would be great.

Our team sends in mulitple project requests at one time, so basically campaign (program) level requests. We really need to be able to capture that request at the Program level and than make projects.

**We would also love to have the Business Case at that level not just at the Project level.

I've read about the Parent/child projects that will be coming, will that be an option for the issue we are looking for? Thanks!

This will help us also! Some of our requests require multiple projects to fulfill the request instead of just one. If we can convert the request to a Program, we can then create the many projects within the program based on the request form that was submitted.

We desperately need to be able to take one request and convert it into a CAMPAIGN with several projects. Having only 1 resolving project object per request is a big issue for us and extremely confusing to the requestors.

We need this functionality. We have a request queue specifically for campaigns and right now I have to manually copy over the custom form data from the issue when I create a portfolio.