Object to Portfolio Item "Assign" button deactivated

[former_member603194]

Dear Gurus,

I'm trying to build a Demo system for a client and follow the configuration guide for it.

For a moment I can't manually assign a project to Portfolio Item in PPM, as when I ago to Portfolio Item.

In the portfolio items dashboard screen, I go to Relationships tab and there to Related Objects tab page.

Button "Assign" is not active there. Please could you advise what Configuration I might miss and how do I assign a New Project to a Portfolio Item

Thank you

Daria

[mconvertino]

Hi Daria,

check in the customizing Define Portfolio Item Types if you have set "Portfolio and Project Management" for Link to Project System.

Best regards,

Matteo