Ability to change the "type" of a portfolio with without having create a new one. Or the ability to change the type of the opportunity within a portfolio.

As departments within the college learn more about Award Management, they may wish to utilize a flexible application to gather information from students. Currently, there is no way to change a type. A new portfolio must be created with may detach the history from previous opportunities.

  • Rebecca McKinney
  • Feb 3 2021
  • Reviewed: Need Further Info
Client Name "shard name" volstate
User System Admin
Functional Unit Portfolio
Employee Name Rebecca McKinney
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  • Admin
    Carrie Goldberger commented
    February 15, 2021 17:43

    Thanks, Rebecca.

    Is this request specific to flexible applications? Currently, you can change the type between "Apply to's", "Automatch", and "External". But since flexible applications work differently compared to the others and are not tied to the General Application, their type cannot change.

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