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Convert an Issue/Request into Program or Portfolio

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Level 4

3/29/17

Convert an Issue/Request into Program or Portfolios

14 Comments

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Level 7

10/30/17

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.

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Level 1

11/15/19

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.

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11/18/19

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.

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Level 2

7/29/20

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.

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Level 2

2/3/21

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!

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Level 3

10/25/21

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.

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Level 3

10/25/21

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