Hi everyone, I would just like to know how do you use the Portfolio and Program entry? Considering its traditional definition, I am having a hard time to reflect it here in Clarizen. Can you share if you have similar experience?
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We use the toggle field Project or Program (Label is Portfolio) to identify when a Project is simply a Parent of many "child" Projects. Each Portfolio represents a Business Unit in our environment. This way we can easily filter and report on projects by the Business Unit.
We are trying to use the Program work item type however, you cannot have a Program be a part of a Portfolio, only the other way around which doesn't work for our case. The below suggestion may be a workaround but then we'd have to change everything. have you figured a way to reflect them in Clarizen, Michael?
Hello, in my functional understanding, Portfolio can have a program and projects inside, but it is not possible to do this in Clarizen. So, like Michael, i'm quite interesting of how you use this in Clarizen. Thanks.