Edit the Portfolio of a Program/Move Programs (and their projects) to a different portfolio | Community
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JenGi1
New Participant
April 3, 2017
Archived

Edit the Portfolio of a Program/Move Programs (and their projects) to a different portfolio

  • April 3, 2017
  • 2 replies
  • 648 views

I would like to be able to edit the Portfolio of a Program/Move Programs (and their projects) to a different portfolio.

At the moment if things are set up incorrectly by users, or need to move because of reporting changes with the company, I have to set up a new program in the correct/new portfolio, and re-fill-in custom forms and move documents from the original program manually, and then move the projects, then delete the original program. Bit of pain

    2 replies

    R
    RonaldEa
    New Participant
    May 17, 2022

    You actually already can. See the Workfront documentation below. It's a bit clunky but it works.


    https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FManage_work%2FPortfolios%2FCreate_and_manage_programs%2Fmove-program.html&_LANG=enus

    N
    NarothneeJe
    New Participant
    November 23, 2021

    This would be really helpful as we have custom forms and I had to duplicate the work rather than being able to move the program to the correct portfolio.

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