Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio. I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far.
I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link. e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'. I’ve tried other Work Item-to-Work Item links without success.
Is a custom field on the project the way to go? Should Reporting and KPIs be driven off of the toggle as well?
Be the first to reply!
Reply
Planview Customer Community
Already have an account? Login
Planview Customer Community
No account yet? Create an account
Login with SSO
Login with Planview Adminor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here
Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com
Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com