How to sync demand to planning item ?

[prash4]

When a Demand (dmn_demand) is created with investment_class and investment_subclass, these fields should be carried over to the related Planning Item (sn_align_core_demand).

whenever a demand or project is created, it will automatically create a record in planning item table (sn_align_core_demand or sn_align_core_project) 

here the requirement is to copy fields values in demand or project to planning item. how do i acheive it ? 

can someone help me with code or logic

Thank you

[Namita Mishra]

Hi @prash4 ,

Thank you for reaching out to the community.

To better assist you, could you please share the objective or use case behind your request? Understanding the context will help clarify why you're looking to copy field values from a demand or project to a planning item.

Thanks,

Namita Mishra

[mikereaves]

Hi Namita,
We're recently adopting the SPW Free-Form Road Maps (FFRM) and we love them.
We want to see both Demands and Projects in the FFRM (along with dependencies).
My understanding is that to do this we need the demands & project to be in the table: sn_align_core_planning_item table.

Can you explain any possibilities why the sn_align_core_planning_item table is not populated?

Thanks for your expertise.
Mike Reaves

We're not seeing records in that table and according to the documentation there's supposed to be an OOTB sync when we create demands & projects.

[alexankaras]

Hi Mike,

Two things:

1. If you're using Freeform roadmaps, planning items are not necessary - you can create a freeform roadmap directly against the pm_project, dmn_demand or even task table (if you want to create a roadmap that has both demands and projects).

2. If you want to start using Portfolio Plans (that have way more functionality than just a roadmap screen), you need to start using planning items. We have a built-in mechanism to seamlessly sync your pm_project and dmn_demand with the sn_align_core_project and sn_align_core_demand tables.

We have a short video that walks you through and it is easy to activate that sync (+ import retroactively all existing demands/projects to planning items):

https://www.youtube.com/watch?v=c7DI5ZhY3lE

During your setup, and before you move to the import - take a moment to assess if you need custom fields to also sync to planning items. The process for that would be:

1. Go to the sn_align_core_demand or sn_align_core_project table (or sn_align_core_planning_item if the custom field exists both in demands and projects) and create the custom field on that/those tables - with exactly the same specs with the one you have on the dmn_demand/pm_project table(s).

2. Go to the Alignment Integration record (after you have clicked the "Generate Mapping Configurations" button) and open the "Table Map" record of the dmn_demand or the pm_project record (or both) depending on where your custom field is:

 

3.  Create a "Field Map" record inside that - you're basically creating a mapping between your custom field on the dmn_demand/pm_project table to the sn_align_core_X table (for majority of cases, flow type should be both unless you only want a field's value to be controlled from one of the side). Example here:

 

 

4. Repeat steps 1 to 3 for all your custom fields that you'd need to access from within the planning item/workspace.

5. Now continue with "Import" for your existing items.