Provide the ability to limit a Portfolio Manager rights to only the Portfolio they manage | Community
Skip to main content
Level 6
July 31, 2017
Archived

Provide the ability to limit a Portfolio Manager rights to only the Portfolio they manage

  • July 31, 2017
  • 1 reply
  • 258 views

We want to be able to limit a Portfolio manager to only have manager access to "their" portfolio. (ex: creating projects on in their portfolio)

With the current functionality, if I provide someone portfolio manager rights, they get that same access to all portfolios. This causes pain when we have an inexperienced portfolio manager or one that may not follow the rules. Ex: If PersonA is the Porftolio Manager for ABC Portfolio -- they should not have the same rights in XYZ portfolio.

1 reply

MarieKe1Author
Level 6
March 26, 2018

This is again coming up - if this is also you would like, please vote on it:)