Bundles on Portfolios Should Apply to Future Projects Added to Portfolio

ASK: Bundles applied to a portfolio should be applied to all future projects that are added to the portfolio, not just to the projects that are already in the portfolio at the time of launch.

USE CASE: We’re a SaaS org with three distinct divisions, let’s say ABC, DEF, and GHI. I’m creating project templates for use within the ABC division, inside an ABC portfolio, but the DEF division wants to use them too. Inside the templates are fields setting the division to ABC, because I made these for ABC, and I want rules in other projects to fire on the projects created from the templates based on it being in the ABC division (assignees, custom fields, etc.).

DEF doesn’t want to recreate the templates, fair enough, but can’t have the tasks auto assigning to ABC division. I thought I found the solution in a Bundle that sets the Division to ABC, another bundle that sets the Division to DEF, and apply the bundles to the ABC and DEF portfolios respectively. I created a new project from a template in the ABC portfolio, watched the rules fire, and behold! the ABC division bundle rule did NOT fire, and I think it should.

Yes 100% :heart_decoration:

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Maybe as a deselectable option upon adding it, should there be a use-case to not want this applied to all future projects.

Either way, at least an option to remove it later, as you want to be able to stop it without having to replace the portfolio.

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Absolutely! We get all the options when duplicating tasks or projects, what to do, what to keep, etc., the same should appear when working with a bundle.

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