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Is there a way to report on Portfolios by Permissions User Groups or vice versa?

  • November 14, 2023
  • 1 reply
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In our AdaptiveWork instance, we have configured Portfolios with many User Groups assigned to the Permissions field.

Does anyone know of a way to create a report to show this relationship?

We could also look at it the opposite way: for each User Group, what Portfolios is it assigned to?

Best answer by bkrutiy

Hello Sharon, 

Unfortunately the permissions field is not exposed within reports but a way around this is to view the Portfolio module and add the permissions field as a column. You can then see the permissions for all the Portfolios. This view, which you can export as well can give you the visibility you are looking for.

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1 reply

bkrutiy
Bronze Product Expert
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  • Bronze Product Expert
  • Answer
  • November 14, 2023

Hello Sharon, 

Unfortunately the permissions field is not exposed within reports but a way around this is to view the Portfolio module and add the permissions field as a column. You can then see the permissions for all the Portfolios. This view, which you can export as well can give you the visibility you are looking for.