on 09-04-2012 7:17 PM
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.
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
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Thanks Amit.
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