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?
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.
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
