Demand Stakeholders

venuk · ‎04-21-2017

i have many stakeholders configured for a portfolio but when I create a demand I want the stakeholders auto selected based on the program selected not all the portfolio stakeholders (or) Related to a function that was entered in Portfolio management.

Saurabh Kumar2 · ‎04-21-2017

@Hi Venugopal,

Can you explore more on your question . Do you have any custom field called Program based on that you are trying to trigger Stakeholder.

Thanks,

Saurabh

venuk · ‎04-21-2017

Hi Saurabh,

I have setup my portfolios and each portfolio has multiple stakeholders, but not every stakeholder of the portfolio would need to be an Automatically attached to the demand when i updated a portfolio for the demand.

1) How can I setup which of these available stakeholders to be added automatically?

2) Is there any other way that I can auto populate stakeholders with the combination of Demand Portfolio or Program.?

for example, I have infrastructure as a portfolio and I have created multiple programs System, Security etc for this portfolio.

I could add multiple stakeholders for the same portfolio who are the program managers sometimes, but when my demand belongs to a portfolio and a program I wanted to auto populate only those by the combination of both Portfolio and program but not just by portfolio.

Expectation:

Infrastrcture (Portfolio) - Portfolio Manager ( X)

under which I have two programs

Systems(Program) - Program Manager (A)

Secutiry (Program) - program manager (B)

When I have an incoming demand and I select Portfolio as Infrastructure and Program as Systems the stakeholder X and A to be automatically added as stakeholders.

Hope this is clear.

thanks

Saurabh Kumar2 · ‎06-02-2017

Hi Venugopal,

I think in this case you need to create your custom logic or delete the auto created records based on portfolio because there is no out of the box logic to support this.

Or you can go for custom table of stakeholder and set your business requirements.