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Configuring Portfolio Management to include multiple request types proposals

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ChrisJH_1
Trusted Contributor.

Configuring Portfolio Management to include multiple request types proposals

Has anyone attempted to create multiple request types for proposals (PFM - Proposal) similar to how PPM is configured for multiple project types and ensure that it rolls-up to Portfolio Management as well? OOTB, there is only "Create a Proposal" - which doesn't allow the user to make a selection of a type, etc.
1 REPLY
Erik Cole
Acclaimed Contributor.

Re: Configuring Portfolio Management to include multiple request types proposals

We're doing it. Just create your request types but use the PFM Proposal field group in your request header type(s) so you have the right fields to roll up into PFM.