Edit the Portfolio of a Program/Move Programs (and their projects) to a different portfolio | Community
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JenGi1
Level 2
Apr 3, 2017 3:29 PM UTC
Archived

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

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

    RonaldEa
    Level 3
    May 17, 2022 2:46 PM UTC

    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

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    NarothneeJe
    Level 3
    Nov 23, 2021 12:39 PM UTC

    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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