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TravisGrogan1
TravisGrogan1
Level 3
April 14, 2023
Solved

Force the use of a Portfolio

  • April 14, 2023
  • 3 replies
  • 1069 views

Is there a way I can REQUIRE users to assign their projects to a Portfolio?

 

My only solution is to force them to use a Project Template and preassign the Portfolio there.

 

Any other solutions?

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Best answer by Kurt_Jones

Travis, this is the best practice standard and one of the many reasons for having users start projects via templates.  If you have Fusion you could use that to help update some of the information when a request is submitted.  There is a global setting where you can force users to create projects via templates and not allow any other options so you can guarantee this data is being populated correctly.

3 replies

Kurt_Jones
Community Advisor and Adobe Champion
Kurt_JonesCommunity Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
April 15, 2023

Travis, this is the best practice standard and one of the many reasons for having users start projects via templates.  If you have Fusion you could use that to help update some of the information when a request is submitted.  There is a global setting where you can force users to create projects via templates and not allow any other options so you can guarantee this data is being populated correctly.

If my response answered your question, please mark it answered, so others can find the answer
Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity Advisor
Community Advisor
April 17, 2023

I support @kurt_jones suggestion. I'm starting change management to shut down the ability to create projects from scratch. One thing that will help quiet the haters: A template with no tasks. I have a generic portfolio with a program called "Unfiled projects" set as the default, which will help with housekeeping.

    RandyRoberts
    Community Advisor
    RandyRobertsCommunity Advisor
    Community Advisor
    April 17, 2023

    The above suggestions are really good. I would also add, remove the "Projects" icon from the waffle menu via Layouts. Then the user has to go to the Portfolio level to create and view projects (the "create new project" button doesn't appear anywhere else). Any new projects will then be in the portfolio the user created the project from.

    Also, you can create a report for projects where the portfolio is blank to call out the offending projects.

    If you force portfolios via template, then you will need a template set for each portfolio. This could lead to a lot of duplicate templates as you could not use one template that could go in several different portfolios.

      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity Advisor
      Community Advisor
      April 17, 2023

      Team, correct me if I'm wrong but I think I heard the ability to put these native fields like Portfolio/Program in a custom form is coming? Would be awesome if true. 

      If this helped you, please mark correct to help others : )
        RandyRoberts
        Community Advisor
        RandyRobertsCommunity Advisor
        Community Advisor
        April 17, 2023

        I've heard that as well. No timeline though.

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