Hello ServiceNow Community,
I'm experiencing an issue after cloning from Production to our Test environment and would appreciate any guidance.
Issue Summary:
After completing a Production → Test environment clone, the Demand and Project information no longer appears in the Portfolio Planning within the Strategic Planning workspace. This functionality was working correctly before the clone.
Root Cause:
We believe the data in the Planning Item table [sn_align_core_planning_item] was deleted during the clone process due to missing data preservation configurations.
Current Situation:
- No backup of the Planning Item data is available
- We are considering manual data restoration, but the original data details are unknown (still confirming with the customer)
- We attempted to modify the Execution Item records (which appear to reference the deleted Planning Item records), but found that manual modification is not possible through the UI
Questions:
- What is the recommended approach to restore or reconstruct the Planning Item data?
- Is there a supported method to manually create or restore Planning Item records when they have been deleted?
- What data preservation settings should we configure to prevent this issue in future clones?
Any advice or documentation references would be greatly appreciated.
Thank you in advance for your help.
