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KathleenKSJH
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March 31, 2023
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Maintaining Time Tracked for a project moved to a new Portfolio

  • March 31, 2023
  • 1 reply
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We added a new portfolio "D" for a select group of new projects. A project that exists under an existing portfolio "A" has had IT time tracked for the last 2 months under portfolio "A" but is now considered under portfolio "D". We are trying not to impact the IT time tracked. Can we/should we move the project from portfolio "A" to "D"  - will it maintain the IT hours already tracked?

 

Or do we need to keep the project under portfolio "A", close the project & create a new project under portfolio "D"?

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Best answer by Madalyn_Destafney

Hi, not to worry. You can move your existing project to a different portfolio in the project's overview section. Nothing will change except the portfolio (and program if it's under a Program too). Existing time tracked move with the project, everything is in tact with the project.

HOWEVER, if you do not want that existing time already logged to be considered part of the new portfolio's time, you'd want to either note that in reporting (pull time starting X date) or like you said, you can close this project in portfolio A with all its time in tact, and open a new project under portfolio D for new time to begin under that portfolio.

If you found this useful, please mark correct to help others : )

1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
March 31, 2023

Hi, not to worry. You can move your existing project to a different portfolio in the project's overview section. Nothing will change except the portfolio (and program if it's under a Program too). Existing time tracked move with the project, everything is in tact with the project.

HOWEVER, if you do not want that existing time already logged to be considered part of the new portfolio's time, you'd want to either note that in reporting (pull time starting X date) or like you said, you can close this project in portfolio A with all its time in tact, and open a new project under portfolio D for new time to begin under that portfolio.

If you found this useful, please mark correct to help others : )

If this helped you, please mark correct to help others : )
    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    April 18, 2023

    Hi @kathleenksjh, did the response above help you out or did you have other questions on this?

    If this helped you, please mark correct to help others : )
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