Program hierarchy?
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‎08-28-2019 08:55 AM
We're looking into the possibility of doing a program hierarchy within the PPM suite. The requirement, as currently stated is: "we want programs within programs under a single portfolio."
There is a field available in the pm_program table called "top_program", which is as you might expect a self-reference to the pm_program table.
Under this scenario we would want to make the top_program field available for some limited subset of users (probably portfolio managers) to create these nested programs. So the top_program field would have to be exposed for at least one view.
In addition we'd want to add a related list of programs, for those top_programs to be able to list/display the programs contained within it.
All of this is pretty straight forward, with one possible exception. For some reason, the top_program column is read only in a clean OOB instance (checked in new Madrid developer instance).
So the question is this: Does anyone know of a good reason why the top_program would be read only in an OOB instance? And then the follow-on to that is, does anyone have any idea of the long term implications of changing that field from read only to writable?
My suspicion is that some of the portfolio/program roll-up reporting will not take into account that there's a program parent/child relationship. I'll be testing this to the extent I can.
Any thoughts? Anyone out there given this a try? We'd really like to make this a reality but don't want to regret making the changes to implement it. Would appreciate any help or discussion on the topic. Thank you.
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Project Portfolio Management
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‎09-05-2019 03:06 PM
Anyone else have any ideas about this?
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‎07-21-2020 08:57 AM
Hi Earl,
Did you ever get any more info on this? What did you do? We are trying to do something similar.
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‎07-27-2020 03:05 PM
Nothing concrete or helpful, unfortunately. As with many things looks like this is going to be left to our own devices to test/verify how it works.
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‎07-27-2020 03:16 PM
Okay, thanks for getting back to me and letting me know.