Lock investments in Portfolio Plans

  • 1.  Lock investments in Portfolio Plans

    Posted 06-04-2019 12:22 PM
    Edited by Daniel P. Glez 06-06-2019 04:38 AM
    Is possible to lock the content of modified investments for a Portfolio Plan?
    By default from a process with primary objects Portfolio and Plan content can be locked.
    However, portfolio investments object is not available as a primary or linked object.(Event Enabled=true)

    Besides the previous, those Portfolio pages using "Plans";   "Investments", "Plans" and "Waterlines" don't include in URL the ID of current plan, so it makes more difficult a solution based in URL parameters.

    any experience or ideas?

    Portfolio menu
    portfolio inv. event enabled
    process pfm Objects

    #portfolio #portfolio-plans ​​​#clarity#workerprocess