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ShannaBo
Level 2
October 6, 2025
Question

How to show Portfolio and Program Relationship

  • October 6, 2025
  • 3 replies
  • 422 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?

3 replies

MorganHatcher
MorganHatcher
Level 4
October 6, 2025

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
    Level 2
    October 6, 2025

    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
    AshpektSolutions
    Level 2
    October 6, 2025

    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.

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    October 6, 2025

    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

    kautuk_sahni
    Community Manager
    kautuk_sahniCommunity Manager
    Community Manager
    February 23, 2026

    ​@ShannaBo Checking back on this thread, were you able to find a solution? If so, please consider sharing what worked for you so others facing the same issue can learn from it. And if one of the replies guided you to the fix, marking it as accepted helps keep our community knowledge clear and easy to navigate. Every update helps!

    Kautuk Sahni
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