Personalize function on Portfolio planning workspace doesn't list all parameters

SuneerS
Giga Contributor

yesterday

Personalize function on Portfolio planning workspace doesn't list all parameters on the demand / project screen. 

For example, in the demand creation screen, there are fields such as "Investment Type", "Investment Class", "Impacted Business Unit", etc. 

Also, if I add a new custom field in the demand form, how can this be made available in the project  detail page and portfolio planning workspaces? 

 

 

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M Iftikhar
Mega Sage

27m ago - last edited 26m ago

Hi @SuneerS,

To make your new custom field available in the Portfolio Planning workspace, you’ll need to configure it at the table and form layout level. Please follow these steps: 


1.  Create a custom field in execution as well as planning item table: 

  • For Demand > create the field in Demand[dmn_demand] and Planning Item[sn_align_core_planning_item]. 

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2. Map the custom fields created in execution and planning item tables

  • Navigate to Portfolio Planning > Integrations.
  • Create a table map to ensure the custom field is linked properly between execution (Demand) and Alignment table(sn_align_core_demand) .

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3. Update the form layout: 

  • Open any demand[sn_align_core_demand] (or project[sn_align_core_project]) record. 
  • Switch the form view to APW Default. 
  • Configure the form layout and add your custom field where needed. 
    (Follow the same steps to add custom field on Demand form).
    MIftikhar_2-1759166415714.png

4. Validate in the workspace: 

  • Open the Demand (or Project) in the Portfolio Planning workspace. 
  • Check the Details tab to confirm that your custom field is now visible. 

This way, any new custom field you add will show up consistently in the Demand/Project detail pages as well as in the Portfolio Planning workspace. 

Configuring Portfolio Planning with PPM

Thanks & Regards,  
Muhammad Iftikhar  

If my response helped, please mark it as the accepted solution so others can benefit as well. 

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