SOLVED

Project Online Portfolio Analysis for Resource Planning does not work

New Contributor

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:

 

TCCTTest_4-1655705872069.png

 

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.

 

TCCTTest_2-1655705621377.png

 

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...

 

TCCTTest_3-1655705715976.png

 

Please help! Thank you in advance.

 

Regards,

 

 

2 Replies
best response confirmed by TCCTTest (New Contributor)
Solution

Hello @TCCTTest ,

I think it is probably due to you allowing multiple values to be selected.

Paul

Thank you Paul. Thank makes sense!