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Former Member
Mar 16, 2011 at 11:20 AM

PPM - Object Links


Hi All,

The possible mapping for the scenario mentioned below?

1) Create Portfolio

2) Create Bucket Structure for the Portfolio

3) Assign three Initiatives EX. IN1, IN2, IN3.

4) Create One Item for each Initiative IT1, IT2, IT3.

5) No Auto PS Project has to be created for this.

6) Create a PS Project manually with three top WBS Elements with subordinates and linking those WBS Elements

each to IT1-W1, IT2-W2, IT3-W3. (By std we can only assign one project definition to the portfolio Item). I

assigned this through Object Links

7) Now the dates, status and Planned/Actual Costs/Budgets should transfer to Portfolio items and also dates/status

should also get synchronized between WBS Elements and Items.

How this scenario will be possible. Is there a possiblity to synchronize the dates/status of Object linked WBS element to portfolio Item?

PS: I can create only on PS Project because of Synergy planning.