Planning Items not showing on Portfolio Planning

julianada-s · 3 weeks ago

Hi Friends! 🙂

Whenever I create a Portfolio Plan, the planning items does not show on the planning items list. Even if the chosen Portfolio has lots of projects and demands and within the date range. Why?

Alpa82 · 3 weeks ago

Hi @julianada-s tcheck here is a Import button on the top right corner

View solution in original post

Chris Everding · 3 weeks ago

Can you confirm you've enabled the integration to create the planning items from your projects and demands? It's in Strategic Planning -> Integrations.

julianada-s · 3 weeks ago

This? It there something missing here? Like, should say specifically Projects and Demands??

Alpa82 · 3 weeks ago

@julianada-s When you open the integration record on your screenshot, did you Generate the default mapping and run the Import?

also check if you have this property set to UPSERT
com.sn_align_cmn_int.bulk_import

julianada-s · 3 weeks ago

Hi Alpa82! I changed the value to "upsert":

And on the "Aligment integration" I clicked "Generate Default Mapping Configuration" wich generated these 5 records:

How do I "run the import"? I tried a new Portfolio Plan and still not showing the items.

Thank you so much!