Planning items in Alignment planner

Kristoffer Pari · ‎05-04-2022

Hi Community,

i have a hard time to understand the logic of Planning items of type "Demand, Project, Epic".

I can see that these are not the same task used in Project management, agile development etc.

I understand that in some cases you would want to have these as in a planning perspective. But when the actual work starts, do you then need to create separate task records of the planning items. Lets say i have a "Project" planning item. Do i then need to create the actual project separately in "Project Management" application. Is there a way of doing this with one click of a button?

If someone could explain the Architecural logic why not just use actual projects, demands and epics in the first place?

Thank you in advance,

Kristoffer

yogesh41 · ‎05-04-2022

Hi,

The Planning Items has been introduced to bring heterogeneous entities like Project, Demand, Epic etc at one place and perform planning activities. It makes possible planning Project & Agile entities together.

The system has two way syncing between Planning Item and corresponding execution entities so that the user need not worry creating / updating one or other entities. For example when sync is enabled the system creates Project Planning Item for each of the Project record as well as sync any planning action taken back to Project record.

Yogesh

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manita1 · ‎12-20-2022

Additional plugin - Alignment Planner Workspace with PPM , Agile 2.0, and Safe is required to run this integration .

Marlon Dale · ‎10-29-2024

Is there a way to align the planning item table? I'm trying to access the project_status table from the sn_align_core_planning_item table to add a column of last project status date to the SPW Portfolio Planning tab.