Hi @Vince similar question here so adding to your thread to see if a community member has more information that could help.
Wondering how we can sync the milestones between the SPW roadmaps and the PPM records.
The new ability to add [planning] item milestones is fantastic! Also the ability to display only milestones seems well-received by stakeholders, but unfortunately we can't see all of the expected item's milestones.
A few milestones look like they're in sync, but do we need to refresh the planning items in some way to get all the other project milestones to carry over between the project and strategic planning workspaces? Also what is the best practice to get this data refreshed if that is the recommended solution?
Personalize roadmap display to view item milestones and only milestones
Unable to see a match/sync between the planning item's milestones in SPW and the key milestones in the PPM project record
The milestones created in Project records are in the Project Task table (pm_project_task if you're in the default tables, or tsp1_project_task etc. if you're using TeamSpaces). There is an integration provided to synch the execution items (the 'real' items) and the planning items in the SPW, so the intention is that the two remain in synch, and this is possible if that integration is working as expected.
However, it's worth pointing out that I've seen issues several times where that integration is failing. It does not like project tasks that are outside the Approved Start and End dates of the project they belong to, for example, and when it gets stuck, no tasks for that project seem to synch.
Have a look at your integration record under the Strategic Planning > Integrations module, and check that, first of all, you have a table map connecting your pm_project_task table to your 'milestones' table.
Also check that the Project integration has this table map selected in the 'Milestone table map' field.
If they're both right, then it's time to check your integration errors list. Filter these by the Milestone table, and see whether you've got a few dozen, or possibly a few thousand messages in there. Hover over the 'Message' field to see a full detail of which Business Rule is causing the issue. You can use the sys_ids in there to filter down the Business Rule table and see whichever script intercepted the record.
