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Select Portfolio or Program during request

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Level 5

1/30/18

Many teams that we have worked with are in hopes that they are able to select a portfolio or program field when submitting a request. This would allow the resolving project to be placed automatically into the portfolio or program when it is converted to a project. It would save teams time when the requestor already knows what portfolio or program to put it in.

Note: In many cases for marketing teams the program or portfolio objects are their campaigns and would allow tactics/deliverables to be placed easily into the correct campaign or bucket.

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