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Reference Project to proposal

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KeanChen
Trusted Contributor.

Reference Project to proposal

Hi,

 

Actually now I go to the reference tab in the project, but I need know other method for adding more that one proposal  in the project references and view the project in the reference of proposal

 

Please help.

 

Best regards.

4 REPLIES
Celil
Acclaimed Contributor.

Re: Reference Project to proposal

Hi Kean,

 

When you create a project from a proposal, PPM automaticly relates both.

You can also add any request type: proposals, assets, other projects, defects etc; to the references. When add a thing to references, the reletion can see both things' reference tab. If add a proposal to project as refrence, you can see project in proposal reference tab.

 

PS: If the post resolves your issue, please click KUDOS star icon and mark it as Accepted Solution.

 

Celil

IT Governance Professional
& PPM Solution Architect
KeanChen
Trusted Contributor.

Re: Reference Project to proposal

Hi,

Thanks for you response, but when I have the proposal in the status close, I need in the Project Reference add Other proposal but not in the Reference tab, whitout in the Project details.

Best regards.
Celil
Acclaimed Contributor.

Re: Reference Project to proposal

Sorry Kean I can't understand what you want to say. Could you please explain?
Celil

IT Governance Professional
& PPM Solution Architect
KeanChen
Trusted Contributor.

Re: Reference Project to proposal

Hi Celil,

Well, my problem is when I have a Project created and I need to add a proposal reference in Project Details.

Second, when I go to the added Proposal, I need to see the automatized Project Reference.

I hope being clear.

Thanks for you help

Best Regards