I am trying to have a holistic view of my portfolio which comprises of demands, projects for delivery/implementation and engagement projects from Audit > Engagements from IRM module.
I have populated the Portfolio field in the Engagement Project form and I can see the project under the Portfolio but when I create an Investment Portal view with filter of that Portfolio, the engagement project is not visible.
If this is not available OOTB, can I also ask what is the rationale in omitting such information?
Thank you and have a great day.
#Investment Portal
