Portfolio & Program Mandatory Fields | Community
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SBurchman
New Participant
Sep 20, 2022 5:06 PM UTC
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Portfolio & Program Mandatory Fields

Description -When setting up a project from a request or by using a template, can you make the portfolio and program fields mandatory. Our users often forget to complete these fields.

    1 reply

    Tracy_Parmeter
    Tracy_Parmeter
    Level 3
    Sep 21, 2022 12:15 PM UTC

    This wouldn't help when converting the requests into projects but if they are creating a project using a template you could train them to open the correct Portfolio/Program first and create the project from within there. That would auto-populate those fields for them.

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