when a portfolio planning item is turned into a project...

Let's say a portfolio planning item is in "Approved" status. The next step is for the evaluator to turn it into a project.

Once an item is turned into a project, I am assuming that it no longer shows up in the portfolio planning module listing, correct?

Tags project-requests portfolio-planning project
Asked by Andy Novak on Wed 9/10/14 5:18 PM
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Answer (1)

Drake Sigler Wed 9/10/14 5:18 PM

Hi Andy,

That is correct. A project request is consumed when converted to a project.

Think of it less as a conversion and more like an upgrade. It's basically the same as the original item, just given more functionality.

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