Skip to main content
Level 2
March 29, 2017
Declined

Convert an Issue/Request into Program or Portfolio

Convert an Issue/Request into Program or Portfolios

14 replies

Level 3
October 30, 2017

Yes please! This would be a significant functionality improvement for us. We are currently considering large workarounds to this solution by instead using calculated fields on custom forms, or using a vendor to move data outside of the application.

Translate
Level 2
April 12, 2019

Agree. The Program object is anemic.

Translate
amybillmayer
Level 4
April 17, 2019

Would love to be able to convert a Request/Issue to a Portfolio!

Translate
April 17, 2019

‚Critical to efficient intake on different project types in an in-house agency setting!

Translate
November 15, 2019

We need this functionality. We have a request queue specifically for campaigns and right now I have to manually copy over the custom form data from the issue when I create a portfolio.

Translate
SarahWilkersonCA
Level 7
November 18, 2019

We desperately need to be able to take one request and convert it into a CAMPAIGN with several projects. Having only 1 resolving project object per request is a big issue for us and extremely confusing to the requestors.

Translate
micheles1325819
Level 2
July 29, 2020

This will help us also! Some of our requests require multiple projects to fulfill the request instead of just one. If we can convert the request to a Program, we can then create the many projects within the program based on the request form that was submitted.

Translate
Level 2
February 3, 2021

Our team sends in mulitple project requests at one time, so basically campaign (program) level requests. We really need to be able to capture that request at the Program level and than make projects.

**We would also love to have the Business Case at that level not just at the Project level.

I've read about the Parent/child projects that will be coming, will that be an option for the issue we are looking for? Thanks!

Translate
Level 3
October 25, 2021

I am working on a workflow right now that would make this functionality HUGELY useful to us. Same as others have said. Some requests need to be multiple projects and being able to make a request a Program would be great.

Translate
Level 3
October 25, 2021

Or to look at this another way: if you could copy a completed form between objects (requests, Programs, Projects, Portfolios. tasks, issues)

Translate