Portfolio Team Member Question

[terrieb]

So I know that Portfolio module is not used by a lot of people, especially since no changes have been made to Demand or PPM in the last few years, by my Demand Manager just asked if there is a solution to this.

When a Demand is created and passed to the Demand Manager, depending on the Portfolio, he may add additional Stakeholders.  If the Demand moves to create a Project, that Portfolio and Stakeholders goes with it.

However, sometimes the stakeholders may change depending on the Demand and/or Project but the same Portfolio.  

So we tried two options:

1.  Went into the Portfolio itself and deleted those stakeholders no longer needed (especially if they are ex-employees)

2.  Went into a Demand, picked that Portfolio and then clicked the "Add Existing" on the Stakeholder tab to add/remove members.

If we did Option 2, they automatically got added to the Portfolio.  So the next time he created a new Demand and selected that Portfolio, all the stakeholders he "added" on the previous Demand were still there.

You would think adding/removing Stakeholders from the Portfolio table would be the default, and you can individually add to any Demand or Project as needed.

I have looked up documentation on this and it never really talks about the Stakeholders part - only the reason for using a Portfolio.

So asking this here to see if there is a solution to this or do we keep doing it the manual update approach as we have been doing, per Demand or per Project on the Related lists area...

(Currently our Production instance is on Vancouver - our sub prod instances are on Washington DC - does the same in both release levels)

Thanks!