New Portfolio template (like reviewer group

New Portfolio template (like reviewer group template)

I would love to have a new portfolio template, similar to the option for review groups. I have about 50 opportuity admins and they are always forgetting to add the post-acceptance questions for our stewardship team, or the default qualifications for our applicants. It would be great if we could have a default template that could be detached or modified.

Guest
May 14 2020
Reviewed: Voting Open

Client Name "shard name"	ucla
User	System Admin , Opportunity Admin
Functional Unit	Portfolio
Employee Name	Tamara Tsang

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Ability to create a template to add a new portfolio. Merged

Adding the ability to create a template so that when a new portfolio is created all tabs - details, qualifications, post-acceptance, messages are already available and the user just needs to update with the specifics for that portfolio.

Created 03 Feb 15:00 by Rebecca McKinney

0 Reviewed: Voting Open

New Portfolio template (like reviewer group template)

Ability to create a template to add a new portfolio. Merged

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