Expand my Community achievements bar.

The next phase for Workfront Community ideas is coming soon. Learn all about it in our blog!

Portfolio & Program Mandatory Fields

Avatar

Level 1

9/20/22

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

Avatar

Level 3

9/21/22

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.