Integrate existing records between pm_project & planning item
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02-20-2024 07:18 AM - edited 02-21-2024 03:42 AM
Hi team,
My requirement is to filter out only parent projects in Portfolio Planning Workspace. For that, I created a new field 'Parent' in planning item table. And I have provided the mapping between Parent field in pm_project & sn_align_core_project. (Since it extends from planning item, I have created the Parent field in this table). I need to sync the existing records, where Parent field needs to be synced. However, parent field is syncing, but only for new records & existing record updates.
I am new to this PPM, so it would be great if any one here can help me out in this?
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02-21-2024 03:36 AM
Hi team,
Can anyone please help me out on this scenario?
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02-21-2024 06:14 AM
Hi, Just an tactical thing to look at.
Have you updated the field values for the Parent Project that existed before with the appropriate values. The new records maybe have this set as default, but the old one will not have Parent='Yes'.
Also, there is an existing relationship to the Project table. If the relationship field is empty then the record is Parent by default. I think it is called the top-Task, you may need to check.
