Proposals & Business Model Portfolio

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paul.jakubowski
Posts: 19
Joined: 24 Feb 2019, 03:03

I'm trying to get the Business Model Portfolio prioritization working (I saw your demo video of this feature). I have defined a Business Model Portfolio using the editor with every slot filled on the editor form.

Then I created a proposal using the proposal editor. I've filled in every slot on the Introduction tab except supporting documents. I read in the university page that the proposal has to be 'complete' for it to appear on the Portfolio list, but what does 'complete' mean. The help also says I can customize the editor and remove things we aren't using yet. Is there more clarity that can be provided on what needs to be captured to make the connection work vs. what's optional?
JohnM
Posts: 583
Joined: 17 Feb 2009, 20:19

Hi Paul,

I'll raise a support ticket for you, we're not sure why it's doing that.

John
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