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TCCTTest
Copper Contributor
Jun 20, 2022

Project Online Portfolio Analysis for Resource Planning does not work

Hi

 

I tried to create a new portfolio analysis scenario which covers Resource Planning perspective.

I think the problem is with the Resource Role Custom Field that you have to select:

 

 

The resource role that is supposed to be used is not shown in these drop down choices.

 

So if you go to PWA Settings > Enterprise Custom Fields and Lookup Tables

The custom field named "Role" is supposed to be used.

 

 

I'm not sure if it's about the attributes that I set for this 'Role' field?

I think because I checked the box "Use this field for matching generic resources", that is why it does not show up for selection in the Portfolio Analysis...

 

 

Please help! Thank you in advance.

 

Regards,

 

 

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