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Portfolio Mgt 13.3: Attributes Between Projects and Portfolio Mgt

Question asked by ManchuWarrior on Jul 28, 2014
Latest reply on Aug 14, 2014 by ManchuWarrior

During the building the Portfolio Content step for populating a Portfolio with Project data,  how can I find out what attributes are being retrieved from I'm assuming the Project Object and going to either the Portfolio Object or Portfolio Investment object?

 

Basically I need to find out what custom attributes on the project side may or may not feed into Portfolios. Should I just compare the attributes on the Project Object to the Portfolio Management object and Portfolio Investment object?

 

While I'm thinking of it, I need to do the same thing for Ideas. We are looking at implementing Portfolio Mgt, but we need to first figure out what custom attributes and other modifications may affect Portfolio Mgt. We are now on 13.3 and from a Portfolio Mgt perspective we are starting from scratch.

 

Any tips will be greatly appreciated. Thank you in advance.

 


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