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Portfolio & Program Mandatory Fields


Level 1


Description -When setting up a project from a request or by using a template, can you make the portfolio and program fields mandatory. Our users often forget to complete these fields.

1 Comment


Level 3


This wouldn't help when converting the requests into projects but if they are creating a project using a template you could train them to open the correct Portfolio/Program first and create the project from within there. That would auto-populate those fields for them.