OOTB Architecture for Strategic Portfolio Management

Brigid33770
Tera Contributor

3 weeks ago

I hope this is the right place to come. 

We have rolled out Strategic Portfolio Managment, and as you know, there are already requests for optimizations and changes. While I am not immersed in the architecture space, I do know that if you start making changes to data fields there will be downstream impacts, especially with updates and reporting. I want to avoid "undoing" work. 

 

So, if I change the Investment Class to Run, Grow, and Transform, are there any downsides to that? What other SPM module shares the same table, and what happens to those reports/widgets? I am unable to find a document that shares the OOTB config. or that shows the mapping between modules to make an informed decision on modifications. 

 

Is there anything documentation out there, that you can share? I really appreciate your assistance with this.

Best,

Brigid

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M Iftikhar
Mega Sage

Wednesday

Hi Brigid, 

Great question, you're right to be cautious here. The Investment Class field isn’t just used in one place; it shows in projects, demands, portfolios, and even some OOTB reports and widgets. If you change the values to “Run / Grow / Transform,” nothing will break, but you will need to: 

  • Update any OOTB reports/dashboards that filter on the old values 
  • Test Scenario Planning, since it often uses Investment Class for comparisons 
  • Be mindful during upgrades, since new content packs might assume the original options 

Best practice is to test in sub-prod first, and document all changes. Some teams prefer to create a custom field instead of overwriting OOTB values, just to avoid upgrade surprises. 

For references: 

  • Check the Schema Map in your instance to see what’s connected 
  • The SPM docs have a good overview of tables, etc. 

Components installed with Project Portfolio Management (PPM) Standard 

Components installed with Strategic Planning Workspace 

  • Release notes for SPM content packs will tell you which widgets use what fields 

SPM relational database structure 

ifti122_0-1757502462918.png

 

 

So yes, you can change it but just make sure you know where it flows downstream. 🙂 
 
Thanks & Regards, 
Muhammad Iftikhar 

 
If my response helped, please mark it as the accepted solution so others can benefit as well. 

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