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Portfolio-dependent Initiative Screen

Former Member
0 Kudos

Hi,

Does anyone have any suggestions on how to create PPM portfolio-dependent screens? Basically, we have 2 portfolios and wish one of the initiative screens to be a subset of the other (ie. most fields are hidden). I know we can use config-mode=X but I don't see any easy way of tying a configuration to a particular portfolio. Any bright suggestions? Thanks.

Shaun.

Accepted Solutions (1)

Accepted Solutions (1)

amit_maheshwari2
Contributor
0 Kudos

Hi Shaun,

You can create different portfolio types for your 2 portfolios.

Then using the configuration Portfolio Field Override Porftfolio Dependent Settings -> Define Portfolio Types, you can influence the fields for 2 portfolios.

Cheers

A

Answers (1)

Answers (1)

Former Member
0 Kudos

Thanks Amit.