Can project be linked to multiple portfolio?

Alpa82
Tera Expert

Hello,

I would like to confirm if a project can be linked to a multiple portfolios.
A per the SN documentation Define a project:
Portfolio =  'Primary portfolio to which the project belongs. A project can belong to multiple portfolios.'

On this doc: Portfolio Management the below image does not show such scenario and does not mention it so it is unclear to me.

Alpa82_0-1738804047728.png

 



If it is possible to link project to multiple portfolios, which OOTB fields to use for that? 
Thank you

1 ACCEPTED SOLUTION

Ravi Chandra_K
Kilo Patron
Kilo Patron

Hello @Alpa82 ,

It is achievable with many to many relationships table, but that would require further customization.

Please refer Sean's response from below thread:

https://www.servicenow.com/community/spm-forum/can-projects-belong-to-multiple-portfolios/m-p/972975....

 

Please mark the answer as helpful and correct if helped. 

Kind Regards,

Ravi Chandra  

View solution in original post

1 REPLY 1

Ravi Chandra_K
Kilo Patron
Kilo Patron

Hello @Alpa82 ,

It is achievable with many to many relationships table, but that would require further customization.

Please refer Sean's response from below thread:

https://www.servicenow.com/community/spm-forum/can-projects-belong-to-multiple-portfolios/m-p/972975....

 

Please mark the answer as helpful and correct if helped. 

Kind Regards,

Ravi Chandra