Projects Not Being Added to Portfolio from Project Template

As part of our Project Template, we add newly created projects to a primary Porfilio… for the last few weeks I would say more than 50% of projects have not been added to our Porfilio. Anyone else? I dont think anything has changed on our end. Seems like a bug.

Could it be that the person who used the project template doesn’t have access to this portfolio?

Are the projects created manually, or they are tasks converted into a project using a template?

2 Likes

Hi,
Did you check for missing dates or milestones? Ideally you would want each project added to the portfolio includes at least one task with a specified date and that the projects have related milestones with dates

I think this is the reason! I made some updated yesterday and hopefully that fixes it. Thank you for the reply.

1 Like