How the portfolio are linked to stakeholders registry ,how do we add stakeholders to portfolio

[Sprankle]

How the portfolio are linked to stakeholders registry ,how do we add stakeholders to portfolio 

[NavinAgarwal]

Hi @Sprankle ,

There is a business rule written on dmn_demand table which does the entry into stakeholder register.

Identify individuals who have the appropriate domain knowledge to evaluate demands related to each portfolio. Then make them stakeholders for that portfolio.

I hope you have reviewed the below docs page for populating the stakeholders.

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/planning-and-polic...

Please let me know if this helps or you have any follow up questions.

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[Trupti Krishnam]

@NavinAgarwal How do we delete stake Holders's from the portfolio .

[Potier Thomas]

Hello Trupti and Sprankle,

tldr:
-> To add a stakeholder to a portfolio, fill in the portfolio field on the Stakeholder Register table

-> To delete a stakeholder, empty that field or delete the stakeholder record.

Here is a bit more in-depth explanation of how stakeholders work:
1 - The stakeholders are first declared and defined on the Stakeholder Registry (dmn_stakeholder_register), which you can access either Demand -> Settings -> Stakeholders or Project Administration -> Settings -> Stakeholders

• There, they receive their link to the portfolio along with their other 'default' attribute. (eg: default function, level of interest, etc).
• To remove a Stakeholder from a portfolio, you can either
  • Empty the 'portfolio' field on the stakeholder's entry on the dmn_stakeholder_register table. -> This will leave the stakeholder in the register, but they won't be associated with a portfolio
  • Replace the 'portfolio' field with the new portfolio the stakeholder is part of.
  • Simply delete the stakeholder from the dmn_stakeholder_register table if they will not be stakeholders anymore.

2- When a stakeholder is part of a portfolio, they will be automatically added to the demands and projects that are part of that portfolio.

• When that happens, a new record is created on the m2m for demand and project stakeholders. (respectively dmn_m2m_demand_stakeholder and pm_m2m_project_stakeholder)
• The initial value for their attributes, such as function, level of interest, etc., will be taken from the Stakeholder Register, and can then be changed to reflect their specific role on the Demand/Project. Changing their attributes on the Demand/Project's related list will not change their default attributes from the register.
• If you delete a Stakeholder from the related list of the Demand/Project. (Or remove them via the collection list 'Add existing'), the record will be deleted from the m2m but the Stakeholder will remain available in the Register.

NB: It is good to note that if you create a Stakeholder using the button 'Create new' on the classic interface related list on the project form or demand form, you will also create a Stakeholder on the Register (dmn_stakeholder_register) table. The 'create new' button and the 'Add existing' button are not yet available on the Project Workspace.

Please let me know if I can clarify some of my explanations 🙂