Portfolio selection at issue/request level that will populate the Portfolio field on the project?

Forum|Forum|1 year ago
April 17, 2024
1 reply
946 views

Hi all - I'm trying to find a way to have the Portfolio field on a project automatically populate based on a field (Portfolio, typeahead) from the issue/request.

Currently, we have requesters choosing the Portfolio, then at project conversion, our planners are manually populating the Portfolio field based on the selection from the request.

Seems like we should be able to carry that over somehow, but I can't figure it out!! Has anyone done this before?

Thank you in advance ...

Workfront

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Best answer by Richard_Carlson

You can use templates to convert issues to project, in the templates you have the ability to define specific portfolios and programs

Richard_Carlson

Accepted solution

Community Advisor

You can use templates to convert issues to project, in the templates you have the ability to define specific portfolios and programs

amybillmayerAuthor

Level 4

Thank you for the reply, but we have a "many template" to "many portfolio" ratio - no one template applies to any one portfolio.

Richard_Carlson

Community Advisor

After rereading your original question it might be something to do with your custom forms. If you are capturing information on a request (issue) custom form when you convert it to the project there needs to be a corresponding project version of the custom form. If your issue and project custom forms are the same the data will map correctly from request to project.

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