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Approved projects added to portfolio

Hello,

I would like to have all projects raised through one specific project request and approved through custom action, automatically added under one portfolio (portfolio as a parent). Can you advise how this can be done?

Skrzypczynska, Barbara Answered

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Hello Barbara,

This will require building multiple custom actions - one for creating the project request and another one for approving it and creating the project within the desired portfolio. Please contact your Customer Success Manager or Professional Services consultant for assistance.

Thank you!

Roland Pumputis 0 votes