on 06-27-2013 10:28 PM
Hi Folks,
I have a scenario where we have 2 portfolios and around 25 portfolio item types (PPM5.0). Unfortunately, this has resulted in an overly complex system that does not meet the business needs. Ideally, there should be only 1 portfolio and 2-3 portfolio item / project types.
So here's my question. If we change the setup to 1 portfolio and 2-3 item / project types;
I am assuming we will have to do some custom development for these. Hoping somebody here has gone through this and/or can share some ideas/options.
Thanks,
Lashan
Hello Lashan,
1 In a standard way It is not possible move one item to one portfolio to another. As fas as I know you need to create the item in the new portfolio.
Transaction RPM_DX_ITEM lets you create a change items, not sure if you use this transaction you can change the :
- Portfolio, Bucket and fields that are not configured in the new portfolio but not in the old one.
2) If the previous option works... ( that I am not sure) you will have the items in the corret status but the projects in a wrong status ( old status).
You can synchronize that when you set status A in the item the porject is set to status B
I hope this can be helpful,
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Hi Lashan,
Did you managed to change the item types of existing portfolio items? I have the same requirement.
Thanks,
CAMILO URIBE
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