Portfolio Manager can't set priority | Community
Skip to main content
jjsaunders
Level 4
May 27, 2021 8:46 PM UTC
Solved

Portfolio Manager can't set priority

I may be overlooking something, but we have a portfolio where the "set priority" button in the optimizer is greyed out for the portfolio manager. Other users have the same button enabled.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
jjsaundersAccepted solution
Level 4
Jun 2, 2021 6:24 PM UTC

The issue was that the user didn't have "manage it" access to all projects in the portfolio. The thing to look for is the checkbox next to the project will be greyed out in the Portfolio Optimizer.

View reply

4 replies

kynabaker16
kynabaker16
Employee
Jun 2, 2021 6:43 PM UTC

AH. Thank you for sharing the trick! So good to know what it was.

Translate
jjsaundersAuthorAccepted solution
Level 4
Jun 2, 2021 6:24 PM UTC

The issue was that the user didn't have "manage it" access to all projects in the portfolio. The thing to look for is the checkbox next to the project will be greyed out in the Portfolio Optimizer.

Translate
    jjsaundersAuthor
    Level 4
    Jun 1, 2021 12:11 PM UTC

    I have checked, the portfolio manager / owner has "manage it" and "share" access.

    Translate
    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    May 27, 2021 9:29 PM UTC

    Hi Jason,

    Perhaps the Portfolio Manager lacks "Manage" rights...?

    Regards,

    Doug

    Translate
    Terms & ConditionsAccessibility statement

    Loading footer...