Update the Create Portfolios help article to remind users to link at least one Program to the Portfolio to view it in the Teams Hierarchy navigation

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    • Type: Suggestion
    • Resolution: Tracked Elsewhere
    • Component/s: documentation
    • None
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      Issue Summary

      Currently, it is not possible to view a Portfolio in the Team Hierarchy dropdown in the top navigation unless it has at least one Program assigned to it. However, this is not mentioned in the help article - Create portfolios.
      Request to add a note to the above article, reminding users to assign at least one Program to the Portfolio in order to view them in the Team Hierarchy dropdown in the top navigation.

      Steps to Reproduce

      • Create a new Portfolio without adding a Program
      • Navigate to Team Hierarchy dropdown in the top navigation
      • Search for the newly created Portfolio
      • Notice that the Portfolio is in the list

      Expected Results

      Users are notified through the Create Portfolio article that at least one Program has to be assigned to a Portfolio in order to see the Portfolio in the Team Hierarchy in the top navigation

      Actual Results

      Portfolios created without linked Programs are not visible in the Team Hierarchy in the top navigation, creating confusion among customers who do not know how to fix this.

      Workaround

      Currently, there is no known workaround for this behavior. A workaround will be added here when available.

            Assignee:
            Kyle Foreman
            Reporter:
            Arathi M S
            Votes:
            4 Vote for this issue
            Watchers:
            6 Start watching this issue

              Created:
              Updated:
              Resolved: