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New Participant
May 27, 2021
Solved

Portfolio Manager can't set priority

  • May 27, 2021
  • 4 replies
  • 812 views

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.

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Best answer by jjsaunders

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.

4 replies

kynabaker16
Employee
June 2, 2021

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

jjsaundersAuthorAccepted solution
New Participant
June 2, 2021

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.

New Participant
June 1, 2021

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

Doug_Den_Hoed__AtAppStore
New Participant
May 27, 2021

Hi Jason,

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

Regards,

Doug