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Idea/Project Dates in Portfolio

Question asked by leose02 Employee on Nov 28, 2014
Latest reply on Dec 1, 2014 by navzjoshi00

I was looking for some help regarding a problem I am encountering at at a client. They want to be able to report on the same Start and Finish Dates in the portfolio of investments from Idea to Project.

On the idea object, they currently use Estimated Start and Finish dates to show the potential project start and end dates, but this is causing problems in the portfolio area as they do not want separate date fields for Idea and Project. Having four start and finish dates isn’t a solution for them.

 

They can’t use OOTB Idea start and end dates (to replace estimated project start and end dates) as they allocate users to ideas, and you can’t allocate users before the start date, which is usually a future date.

 

How do other clients that use portfolio report start and end dates for ideas and projects? Do they most use separate fields?

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