We have set up the Portfolio Calculation Hours so our portfolios recalculate at one of those times so it can then send us a daily report.
With the hierarchy we have set up, we have noticed we don’t get any daily reports as we have Projects added to Applications and Applications added to Portfolios.
With our testing, we only get the reports if only projects are added to a portfolio and one of the projects has a change it will send.
Is there anything to allow when a project is updated using our hierarchy projects > applications > portfolios it recomputes the application so the portfolio knows there has been a change and it can do the recalculation at the times we have specified, or is that not how it is intended to work?
It’s fun to get a question about Portfolios and Applications, they don’t show up too often in our Community!
I ran some tests and I think the problem is independent of portfolio calculation hours or notifications.
When I analyze a project that belongs to an application, the application recomputes but the portfolio does not. This is true whether I’ve turned off live portfolio recalculation (by setting up portfolio calculation hours) or not.
I’ll flag this for attention from the relevant team.
Thanks for diving into this issue and running some tests and thanks for flagging this to the relevant team to see if this behaviour is expected. Let me know if they uncover anything as it would be good to know if we are using the correct setup for our hierarchy or if we have to change it.
It turns out this is due to a bug where application refresh does not trigger a refresh of any portfolios that reference that application. I’m working on a fix now, but in the meantime, your best bet is to replace the application references in your portfolios with manually-added projects.
Perhaps the reason we don’t see more discussions in the community about them is that they are part of a premium version with dedicated support. Or maybe, jokingly, it’s because “nobody uses them” haha!
