Project and Portfolio Management Practitioners Forum

Approved Proposal Snapshot Field in 8.0

Jamie Pick
Super Contributor.

Approved Proposal Snapshot Field in 8.0

Upon upgrading from 7.5 to 8.0, the Proposal workflow needs to be modified to include the ksc_take_snapshot special command to take a snapshot when a Proposal spawns a Project. This works fine. However, the Financial Management Guide mentions "The Approved Proposal Snapshot field is added to the proposal; the value is a link to this snapshot"

While I see the Approved Financial Snapshot field in Workbench, it does not appear on the Propsal after a Project is created from it.

Does anyone know how to get this field to magically appear? I've tried the obvious things and cannot seem to get it to work.