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04-26-2023 03:26 PM
Hello all,
I am trying to understand the relationship between Demands and Strategic Planner Workspace, specifically the prioritization within the Portfolio Planning.
I assumed that when a demand is approved OR a project is created within a specific portfolio, then that demand or project would automatically be included in the Prioritization backlog within the strategic planner workspace. When I try and test this, the demands and projects with the same Portfolio do not show up in my portfolio plan (the prioritization section).
Is this not the intended functionality? I see that you can create a demand or a project directly from the portfolio plan but I don't think my organization would want to do that as we will be using the Demand module.
Any advice would be appreciated!
Thank you,
Sierra
Solved! Go to Solution.
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04-27-2023 06:28 AM
Hello, you can configure how data should flow: both directions, alignment to execution, execution to alignment
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04-26-2023 10:57 PM
Hello, Strategic Planner works with its own set of objects and planning items. A demand created in the demand module is not automatically related to a planning item. To achieve that, please activate & configure the alignment integration, bridging the planning and the execution sides.
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04-27-2023 04:52 AM
Thank you so much for your response Juergen! So it is possible, we just need to configure it? Wonderful, I really appreciate your support on this question!
-Sierra
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04-27-2023 06:28 AM
Hello, you can configure how data should flow: both directions, alignment to execution, execution to alignment