Project Portfolio update

There are a number of projects under the Customer Service Portfolio.  But the person attached to that portfolio currently is no longer in that position.  So the new person in that portfolio is not getting updates on any projects in this portfolio.  

What needs to be done to update this?

Tags project-portfolio-management
Asked by Mathew Chandler on Mon 11/21/22 9:22 AM
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Answer (1)

This answer has been marked as the accepted answer
Brittany Renn Mon 11/21/22 10:43 AM

Hi Matthew, 

Have you already removed the old Portfolio Manager and set the new users as the Manager? If not, you would want to start there in TDNext > Analysis > Portfolios > Select Portfolio > Edit > Change Manager field accordingly. You may also need to edit the users Security Role according to this KB, if you haven't already: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=68997

Best,

Brittany Renn

TD Support

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