Portfolio Management

Dear Jackie Hargreaves,

Good day! hope you are doing well.

After analyzing the information, you have provided and conducting further investigations from our end, we have concluded that this issue requires more resources and expertise than our forum team currently possesses. Therefore, I recommend that you create a support ticket with Microsoft Support directly by following steps from this link: Get support - Microsoft 365 admin | Microsoft Learn

If you are not an admin, you can contact your admin to contact Microsoft support. You can look for the way to find your admin through this link: How do I find my Microsoft 365 admin? - Microsoft Support

Please accept my sincere apologies for not being able to resolve the problem and for redirecting you to the related development team. I regret any inconvenience this may cause. The fix to your concern can be identified through the background logs, and I suggest you raise a support ticket from the Office 365 admin center, where the related team will investigate the problem further by collecting the necessary background logs.

Once again, I apologize for the inconvenience this has caused. We appreciate your patience and understanding and thank you for your time and cooperation.

Sincerely,

Ralph Chawatama | Microsoft Community Moderator

Hello

Thank you for getting back to me.

Yes the plan is associated with a group. Unfortunately when I create a portfolio and select add plans its not visible to choose.

Regards

Dear Jackie Hargreaves,

Good day! Thank you for posting to Microsoft Community. We are happy to help you.

We are sorry to hear that you’re having trouble linking plans to a portfolio. I deeply understand the inconvenience this has caused and sincerely apologize for it.

You should be able to add a basic plan. However, if the plan is not associated with a group, you won't be able to add it. To check if a plan is associated with a group, click on "Share" at the top right. If you see the option "Create group," then the plan is not associated with a group.

If this is the case, you can go ahead and choose the option "Create group" or "Add to existing group." After this, you will be able to add the plan.

We appreciate your understanding that sometimes the initial response may not resolve the problem immediately. However, we can work together to narrow down and resolve the situation. So, could you please verify this and let me know.

Once again, I apologize for the inconvenience this has caused. We appreciate your patience and understanding and thank you for your time and cooperation.

Sincerely,

Ralph Chawatama | Microsoft Community Moderator