Setup Portfolio Workflows, Templates and Charts (v8.xx)

Setup Portfolio Workflows, Templates and Charts (v8.xx)

A default ‘Project Request’ workflow already exists and can be modified, if it is not in line with the organizations request workflow. The definition of a workflow in the 'Portfolio' database is much simpler than in the 'Projects' database, as it is only available for one type of document and has many less functions.


If you do not need any workflow on the ‘Project Request’, you can detached / delete the workflow instead.

To perform a workflow you need at least the License Stakeholder (also possible Timesheet, Team Member or Project Manager).


In the ACL you need Access as Author and selected Create / Delete documents.



For more information about workflow she the chapter "Configure Workflows".


  1. Templates


See Genius "Office templates" documentation.

  1. Charts


See "Genius Charts" documentation

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