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Using multiple 'proposal' types from Portfolio menu?

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Jim Bowen
Super Collector

Using multiple 'proposal' types from Portfolio menu?

Hi,
I have several different groups using PPM for proposals and projects. Each have their own request types (with the appropriate field groups), workflows, etc.

However, only one of these groups can use the menu item "Create a Proposal" in the "Portfolio Management" section, because theirs is named 'PFM - Proposal'.

Is there a way to tweak PPM to allow different proposal request types to be called from this menu item? (Maybe an intermediate screen showing the different request types with the proposal FG?)

Has anyone done this? Did you modify the menus? If so, which file(s) had to be modified?

Are there any out-of-the-box ways of handling this that I have simply missed?

Thanks - Jim
10 REPLIES
Jyotir ++
Member

Re: Using multiple 'proposal' types from Portfolio menu?

Hi Jim,

I would suggest you to create all list in Menus itself for Ex:

Create Proposal
Creat1 1 Proposal
Creat1 2 Proposal
Creat1 3 Proposal

You can make changes in Demand Management menu for the same setting.

Hope this will help you.

Many Regards,
Jyotir Mishra
Sangiliraja_1
Collector

Re: Using multiple 'proposal' types from Portfolio menu?

Hi Jim

I have updated the create a proposal link to allow my custom request type instead of OOTB.

May be you can enhance that for multiple RT's (I am not sure of that).

If you wish i can send u the changed xml.

Thanks
Sangiliraja,P
Jim Bowen
Super Collector

Re: Using multiple 'proposal' types from Portfolio menu?

Yes - I would really appreciate you sending me the XML! I would at least understand how to make such a change.

Jim
Sangiliraja_1
Collector

Re: Using multiple 'proposal' types from Portfolio menu?

PFA..

Sangiliraja_1
Collector

Re: Using multiple 'proposal' types from Portfolio menu?

PFA..
Thanks
Sangiliraja.P
Sangiliraja_1
Collector

Re: Using multiple 'proposal' types from Portfolio menu?

PFA

Thanks
Sangiliraja.P
Sangiliraja_1
Collector

Re: Using multiple 'proposal' types from Portfolio menu?

Hi.

PFA...

Thanks
Sangiliraja.P
Sangiliraja_1
Collector

Re: Using multiple 'proposal' types from Portfolio menu?

Hi Jim.

Sorry. There was problem in laptop. All attachments are same. After i attached it didnt get shown up so i attached so many times.

Thanks
SAngiliraja.P
Jim Bowen
Super Collector

Re: Using multiple 'proposal' types from Portfolio menu?

Thank you - I see the files, and will review!

Jim
ChristineK
Super Collector

Re: Using multiple 'proposal' types from Portfolio menu?

Jim I am having the same issue that you are. I need to be able to create multiple types of "Proposals" that will later generate different types of "Projects". Where you able to find the solution??
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