| Solution ID: prim20404 |
| Project level User Defined Field data is not reloaded if the Portfolio is changed |
| Status: Reviewed |
| Version(s): 4.1 |
| Problem: | Project level User Defined Field data is not reloaded if the Portfolio is changed |
| Problem: | Example steps:
  Assign a value to a project level ’User Defined Field’ for each of the two projects ‘School’ & ’Test Jan’. Show the project-level User Defined Field field as a column in the projects view layout. Open Portfolio ‘B’. Close Project Management. All appears fine so far. Launch Project Manger and select to ‘View Global Data’ (i.e. don’t open any projects; or close the project if it opens initially). The ‘School’ project will be visible and the User Defined Field values for that project will be visible. Again – fine so far: Now select ‘Portfolio B’ – either: 1) select, File, open and select the portfolio; or 2) select File, select project portfolio… Without opening any projects you can now see ‘School’ & ’Test Jan’ : However, without having opened ’Test Jan’ the project level User Defined Field values will not be visible for this project as it was not in the ‘Starting Portfolio’. This is the issue – the Project-level User Defined Field values are not refreshed when the Portfolio is opened. |
| Fix: | This known problem Project Management may be corrected in a future release. In the mean time the following workarounds may be implemented: A) Close and Re-open the Portfolio:
B) Alternative workaround: Use the ‘CurrentPortfolio=All Projects’ optional ini file setting. |
