Add application portfolio name to the export using template builder

[hash_nana]

Hi there,

I've been trying to add portfolio name field to the application template (for exporting) but haven't been able to get it done. Appreciate if you could confirm whether this is possible and if so, the steps to add the portfolio name using template builder.

Thanks,

HN

[LMeden]

@hash_nana you should be able to it as mention previously. But you need multiple worksheets 
Examples below.

[hash_nana]

Hi @LMeden ,

Just to clarify, what I want is to add portfolio information to the application or software tech. Portfolio information alone has no value to me.

Thanks,

[LMeden]

Hi @hash_nana, Initiative work in the same way for both Application metaclass and Software Technology metaclass.
To serve your purpose you will need to identify the Initiatives that belongs to the Software Technology metaclass. You can use your example to identify the Software Technologies with Initiatives.

[hash_nana]

Hi @LMeden ,

Thank you for the information. I'm actually trying to get portfolio of software technologies. Therefore, the main object is software technologies. Should I use initiative as the relationship object as shown in the screenshot below?

[LMeden]

Hello @hash_nana 
To get the portfolio name of an application you must go though the Initiative metaclass.
Application --> Initiative --> Owner Portfolio

In the Excel Builder it looks like.