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Can the attributes created on Idea object be shown in the Portfolios?


Article ID: 104052


Updated On:


Clarity PPM SaaS Clarity PPM On Premise


I have created an attribute under the Idea object. How do I see it under Portfolios?


Release: CODFSS99000-15.4.1-PPM SAAS FedRAMP-Sandbox-Small Environment


Attributes created on the Idea object will not be available on the Portfolio object. Only attributes that are created on the Portfolio object itself can be configured on the Portfolio views. However, the attribute from the Idea object can be added to the views under the Investment tab of the Portfolio. This can be accomplished by registering the attribute under the Portfolio Investment object->Attribute Registry tab and moving the attribute from the Available to Selected Attributes column.