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Question:

We have a custom field called Initiative Type with multiple options. One of the options is Minor Budget Request (MBR).

When a user selects MBR under Initiative Type, we would like the Project Sub Type field to display only two specific options: Business Planning and Out of Cycle Initiative.

If the user selects any other Initiative Type, the Project Sub Type field should display the usual/default set of options.

Has anyone configured this kind of conditional dependency between fields in Planview? If so, what is the best way to achieve it?

​@prasadnknv - I have not done this personally but found this article helpful: https://success.planview.com/Planview_Portfolios/Administration/Structures/10_Primary_Structures/020_Defining_Structure_Dependencies

Or maybe you’ve already reviewed the article and just looking for real life experience & feedback. :)

​@prasadnknv - I have not done this personally but found this article helpful: https://success.planview.com/Planview_Portfolios/Administration/Structures/10_Primary_Structures/020_Defining_Structure_Dependencies

Or maybe you’ve already reviewed the article and just looking for real life experience & feedback. :)

​@pamela.sargent Thank you so much for sharing the article. This indeed helped me get to the desired state. Now when I created a structure dependency, the field Project Sub Type is not allowing me to use drop down functionality. Instead now I have to go through the Data Picker with multi-select (Which I am not in favour of). Would you have any answer to it? Appreciate your response. :)

​@prasadnknv - I have not done this personally but found this article helpful: https://success.planview.com/Planview_Portfolios/Administration/Structures/10_Primary_Structures/020_Defining_Structure_Dependencies

Or maybe you’ve already reviewed the article and just looking for real life experience & feedback. :)

​@pamela.sargent Thank you so much for sharing the article. This indeed helped me get to the desired state. Now when I created a structure dependency, the field Project Sub Type is not allowing me to use drop down functionality. Instead now I have to go through the Data Picker with multi-select (Which I am not in favour of). Would you have any answer to it? Appreciate your response. :)

Actually, I will work with this. 🙂. thank you for your suggestion and happy weekend.

​@prasadnknv - That is interesting that it changes the type of structure for the dependent structure.  I did not find anything in CSC that would explain or warn about that.  I’m glad you can make that work though as it appears it’s not something we can control, but does raise curiosity. 

Best of luck

 

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