Help with filters trying to create new Portfolio Plan

[Marlon Dale]

I've attached screenshots from my PDI with demo data loaded. I'm trying to create a portfolio plan to only give me projects and demands that have the Business Unit "IT". I've attached screenshots. Can someone provide me assistance why these demands and projects aren't showing up?

[PaulaaO]

Hi Marlon, from your screen shots you used Project Portfolio as the lense right? I tested using the same and had the same result and then realised that in the filters there is no Business Unit that can be selected directly when applied to Projects and Demands (without travelling to Business Application which isn't the direct path as you see it on the actual project/demand form)

You might need to try using the Organization lens cause then you start from the BU and built the portfolio from there. I tried it out and worked for me so I think the lens selection is the issue here.

Hope this helps 🙂

[Marlon Dale]

If I used Project Portfolio as the lense do you think this would be something I have to bring over from the alignment integrations?

[PaulaaO]

Yes, I think so.

I just checked the Field Maps from the Integrations for both Project and Demand and Business Unit is not listed there which means that you would need to create a custom field (u_business_unit with similar behaviour as the business_unit) on the alignment side for each table: sn_align_core_project and sn_align_core_demand and then map it in the Field Maps to create the connection between execution and alignment and then I would expect to work and be recognised as a filter.