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Type:
Suggestion
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Resolution: Tracked Elsewhere
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Component/s: documentation
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None
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1
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.
- resolves
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