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Planview Customer Success Center

SQL option in Portfolio results in error (2012)

SYMPTOMS:

When creating a new portfolio or modifying an existing one, using the SQL option to add the items and clicking on the GO button, the following is generated.

Even if the statement is valid the error is produced.


ERROR/WARNING MESSAGES:
The query must be a select statement and the table project or opportunity (candidate) must be in the from clause.

REASON:
Defect in the GO button


WORKAROUND:
Add items to the portfolio using a SQL statement by running the portfolio calculation engine job that adds items to the portfolios. Or use the other two options to add items.

RESOLUTION:
Defect with workaround.