Populate the stakeholder registry

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: it_pps_admin

    Procedure

    1. Navigate to All > Project Administration > Settings > Stakeholders.
      You can also scroll to the Stakeholders related list on the Demand or Project form and click New to create a record.
    2. Click New to create a new record.
    3. On the stakeholder register form, fill in the fields.
      For a description of the field names, see Stakeholder Register Form.
      Note:
      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 different portfolio.