Expand my Community achievements bar.

Do you have questions about the migration to Adobe Business Platform? Come join our upcoming coffee break and ask away!

Planner can only see old portfolios and not the new ones

Avatar

Level 2
Hi all, I'm the very new System Admin for my team. One user has the Planner level of access, and he was able to create a new project. However when he's in the Edit Project settings and he scrolls down to the Portfolio drop down, he only sees two very old portfolios to choose from. He doesn't see the newer portfolios that were created in 2020. He even clicked on 'Projects' in the global nav bar, and then selected the Portfolios tab. When I'm logged in, I see all portfolios. But when he logs in as Planner, he only sees two old portfolios and he doesn't see the new 2020 portfolios. Can someone advise which settings I should review? CD
Topics

Topics help categorize Community content and increase your ability to discover relevant content.

2 Replies

Avatar

Level 10
Hi Cortney, You probably have to give them access to the Portfolio(s). You can bulk Share too.

Avatar

Level 2
This works, thank you, Vic! Cortney Devine Intuit