- My View
i have a little Problem, that if i signed as an Portfolio-Manager, and i have select once of my portfolios, then i can´t see a related Links to the Portfolio-Workbench.
I want to take a list of Demands into my active Portfolio, so i need these Workbench where i cann see the Budget of the whole Portfolio and who the List of Demands reduce these Budget.
I have put a Screenshot of the Formular which i mean, and in red i have marked the Link-List that i´ve mean.
I hope you can help me, how i can bring on the Portfolio-Workbench to these Link-List.
Thank You an bye
Portfolio workbench is UI action on portfolio form.
This UI action has condition to check portfolio manager role and this link will be present only for existing record and NOT for new portfolio record.
Please mark answer as Correct, helpful as appropriate.
thanks for Your answer, but it´s not the answer that i´m hoping for. If you see on my Screenshot, i´m havin an existing portfolio opened, but the Link is not available??? Do you have an another note for me, how i can use this Link of the Portfolio-Workbench???
Some of the related links are being excluded in "Planning Console" view. Try switching View for Portfolio form.
Another thing I have noticed that "Portfolio Workbench" module is not available under "Portfolio". Do you have IT Project Manager or Project Manager role ?
So from the planning console I come after selecting a specific project only on the project workbench, but unfortunately not on the entire portfolio workbench.
Assigned are the two roles "IT_Portfolio_Manager" and "IT_Project_Portfolio_User". But implicitly, the roles "portfolio_manager" and "project_manager" inherited this assignment as well.