Hello,
We are wanting to start to use Programs to group together some of our larger campaign projects that come in.
I have created a new Portfolio to then house these Programs as they will need to sit away from the existing Portfolios we have, and then created about 10 Programs that sit underneath the new Portfolio.
Our Project Manager has amended the 'Project Details' of a Project to include the new Portfolio and Program details to test this out, however since doing so, our internal users are no longer able to access the project or log time on their assigned Tasks, and external clients are no longer able to view Proofs within the Project.
It seems the point the Portfolio is added to the project is when the internal user loses access to the project. I assumed it was some sort of access issue, but if I then un-assign and then re-assign the user to a task within the project, they are again able to access the project and add time to tasks.
I've tested setting up a new Project, adding the new Portfolio/Program details before assigning users to tasks, and this seems to work, so I guess it's just the existing projects we need to add to the Portfolio/Programs that are going to be an issue.
Does anyone know if this is expected behaviour, if there's something I'm missing, or if there's any way around this so we can amend the Portfolio details on existing projects so users don't lose access?
In case this is relevant, I haven't associated a Group with the new Portfolio - the guidance I read on the 'Create a Portfolio' page on Experience League suggested I didn't need to do this, and could only associate one Group with a Portfolio which would not work for us.
Thank you
Lana
