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Portfolio & Program Mandatory Fields

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Level 1

20-09-2022

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.

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Level 2

21-09-2022

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.