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Has anyone discovered a way to show programs/project link in the Portfolio module? Or best practice?

Question asked by vtleogal2 on Sep 10, 2015
Latest reply on Sep 15, 2015 by am1

Currently the Portfolio module does not easily show the links with projects/programs. For example, an organization is heavily run by programs. These programs contain one or more projects, each with different launch dates, The Program serves as the overall release date. When viewing the data, the user wants to see Projects and the associated program. Assume one project belongs to one program.

 

Example

Project 1          Program A

Project 2          Program A

Project 3        Program B

Project 4        Program C

Project 5     Program C

Etc.. and then of course other common attributes.  We have configured the program page (and projects) quite heavily.

 

Would this require adding an attribute on the project field that shows the associated program? If so, how would that be done?

The Portfolio module has a Project Hierarchy image that takes you to the Project Hierarchy where you can see parents/children, but that is a pop up so it does not show that cohesiveness.

 

Has anyone figured out a decent way to show the program/project relationship in a Portfolio  (13.3/14.2) -- If you include both,then your portfolio double counts it.   Or does anyone have any best practices when trying to view a portfolio including programs and projects?

 

I logged an Enhancement (idea) to improve the Portfolio module with the relational data (master/sub; programs/projects, etc)

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