Portfolio Planning reference

Reference information to provide additional details about Portfolio Planning such as user roles, tables, and domain separation information.

Components installed with Portfolio Planning
Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles.
Domain separation and Portfolio Planning
Domain separation is supported for Portfolio Planning. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Planning item reorder errors in Portfolio Planning
Review the scenarios when the reordering of items can fail in the List view of Prioritization in Portfolio Planning Workspace.
Item milestone errors in Portfolio Planning Workspace
Learn about the scenarios when the planning item milestones on the portfolio plan roadmap or free-form roadmap can be in an error state in the Portfolio Planning Workspace.
Item dependency errors in Portfolio Planning Workspace
Learn about the scenarios when the planning item dependencies on the portfolio plan roadmap or free-form roadmap in Portfolio Planning Workspace can be in an error state.
Managing Portfolio Planning with PPM
Ensure that Portfolio Planning is integrated properly with Project Portfolio Management (PPM) following these guidelines.
Form field information for Portfolio Planning
Field information for forms used in the Portfolio Planning application.