Populate the stakeholder registry

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Add users to the stakeholder registry so that demand and project management can automatically populate the stakeholder list when a user creates a demand or project.

    시작하기 전에

    Role required: it_pps_admin

    프로시저

    1. Navigate to All > Project Administration > Settings > Stakeholders.
      You can also scroll to the Stakeholders related list on the Demand or Project form and select New to create a record.
    2. Select New to create a record.
    3. On the stakeholder register form, fill in the fields.
      For a description of the field names, see Stakeholder Register Form.
      주:
      When adding a user to the stakeholder registry, the combination of the user and the assigned portfolio must be unique. However, there can be more records for the same user but with a different portfolio.