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Allow Portfolio/Program Adds Without Manage Access

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Level 9

8/21/17

We have templates for specific types of projects that must be part of a specific portfolio and program. Creation of these projects is decentralized and when the template (which has the portfolio and program set) is used, the project does not go there because the project creator only has View access.

There needs to be a security level for portfolios and programs that allows a user to ADD projects, without being able to manage the whole thing.

Alternatively, when creating the template, allow a "use rights like" setting similar to the way you can run reports with another user's security. Then, we could create the template with elevated privileges and the project would be correctly aligned with its portfolio and program.

Our current workaround is reviewing new projects every week and aligning them manually, which is not fun.

2 Comments

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Level 10

9/1/17

Our organization would not want this feature as our admin team controls the portfolios and programs so if implemented, it should be controllable by permissions so organizations can opt out of making this available.

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Level 9

9/28/17

I see your point Sara, and I suspect there are multiple ways of making this functionality optional for organizations. :)