To allow use of a form by Primavera Portfolio Management Propose, it must comply with the following special requirements:
- A form must be usable in the "New" mode. It must be able to create a new Item or Portfolio.
To comply with this requirement, a form must include the Item Name component on its first tab.
- A form must have a Default Home Portfolio assigned.
The ProSight Guest user must have at least a Create permission in this home portfolio.
Note: By assigning a Default Home Portfolio to a form, the Item Parent component need not be included on any one of its tabs.
- A form must be accessible to the ProSight Guest user.
So, the ProSight Guest user must have at least a Read permission on the folder in which the form resides.