Adding a Plan to a Project Request

I would like to add a Plan to a Project Request. When I go to Admin>Portfolio Planning>Types>Type>Project Sections and try to add the Plan Section to the Type it is grayed out and will not let me check the box. What am I missing? 

Asked by Jeffrey Wormley on Wed 4/3/24 10:28 AM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Wed 4/3/24 1:58 PM

Hello Jeffrey,

Prior to the "Review" stage of a project request, they are not able to have plans built out/associated with project requests. This would require an enhancement to the current system capabilities to allow this to happen, so if that is something that would be useful to your organization I recommend using this service to submit an enhancement request.

Mark Sayers
Sr Support Consultant, CS

1 of 1 users found this helpful.
Thank you for the speedy reply. - Jeffrey Wormley Wed 4/3/24 2:30 PM