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Unanswered questions

28 Topics
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Copy Boards from one PP Template to Another

I understand how to make a copy of a board in a PP Template.  I have not figured out how to “paste” that into the other PP Template workspace.  The help on this topic says it is possible, but it does not give the instructions on how to “paste” that copied board.  Thank you...

90
rzb1qs
Silver Active Participant
N
NFlynn
asked in Ask the Community
Adding a Table to a card comments

Just wondering if anyone has been able to add a table type formatting in the comments text box.

211
Jon High
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
What Roles Used for View Only Access in Portfolios

I am curious what other customer do to provide read/view only access in Portfolios.   We have two types of roles but neither is quite right.   We go between the Team member role but that roles doesn’t allow access to Strategy and Programs or a Requestor role but this role doesn’t allow the user to create/maintain portfolios.    We would love to use the Requestor license more but are worried about the administration of the portfolios that is needed to support this type of role.     Any thoughts appreciated.

844
M
Platinum Innovator
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