How to apply permission template to all projects the portfolio?

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#1

Some facts first:

  • the project is assigned to portfolio on creation and never again until done manually
  • the project will then use the permissions inherited from the Portfolio

usecase (quite standard I’d say):

  • I need to add a new group of users to the permission template
  • and I need to apply it to all existing projects within the portfolio

how?
If I go to the portfolio then the permission is applied on the Portfolio level, but not on all the projects that are inside it.
If I switch to Manage>Projects view, I then do not have the UI to filter out all projects that are within a specific portfolio…

#2

Hi Radek,

There is no specific correlation between existence within a Portfolio and applying a Permission Template. Portfolios were designed explicitly for reporting, not project/permissions management purposes.

My suggestion: Open the Portfolio and Project Management pages side-by-side. On the Project Management page, check the box for projects that exist within the Portfolio and then use the Bulk Apply Permission Template button to activate the desired permission. You could also potentially script this action using our web APIs.