How to show Portfolio and Program Relationship

Forum|Forum|5 months ago
October 6, 2025
2 replies
407 views

In our organization, each business unit (BU) has its own portfolio. Within these portfolios, programs are organized and aligned to the respective BU. However, is there a solution for a program to span across multiple BUs—essentially, for a single program to be associated with more than one portfolio?

Workfront

skyehansen

New Participant

I think the question to ask here is for what purpose. One way to accomplish this is to make a multi select external lookup field to be a portfolio picker.

You can see a similar picker at work here:

https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/how-to-replace-typeahead-with-external-lookup-fields/m-p/685514

MorganHatcher

New Participant

Hi @shannabo -

It is a one to one relationship, a Program can only be associated to one Portfolio. I like to think of Portfolio/Programs as files on your computer a main folder (Portfolio) with sub folders (Programs)

S

ShannaBoAuthor

New Participant

Generally, there is a one-to-one relationship between programs and portfolios. However, there are cases where a single program may be associated with two distinct portfolios. In these situations, when two business units (portfolios) collaborate on a single project (program), both units seek to receive equal recognition for their contributions to the project.

AshpektSolutions

New Participant

If you want to achieve this, you can create a custom field named “Active BUs” and list all Business Units as checkboxes.

This will allow you to select multiple BUs for a single program and reflect shared contributions.

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