Pm_project and planning item sync

ShreyasG
Tera Contributor

4 weeks ago

I have created a new custom field in pm_project table, customer want this field to be displayed in SPW as well and hence needs to be synced with sn_core_planning_item table or sn_core_planning_project. Is there any way to achive this without writing any custom business rules or script includes? To be more clear how already existing fields are mapped in both tables?

 

 

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PaulaaO
Mega Sage

3 weeks ago

Hi Shreya,

 

Are you doing everything via SPW, as in creating the new projects there or still using the PPM functionality? If the later, then I assume you've integrated it with SPW, in that case you will need to do the following:

- create the same field, with the exact same properties on the sn_align_core_project table

- use Table Map to create the connection between the 2 fields as per the screen shot

PaulaaO_0-1767784251752.png

Hope this helps 🙂

ShreyasG
Tera Contributor

3 weeks ago

Hi @PaulaaO 

Thank you for your response, I have managed to map fields but the mapped does not show group by field in the workspace can you please help

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AlexanderMurar
Tera Contributor
In response to ShreyasG

2 weeks ago

Hi @ShreyasG 

If you want to group fields in the Roadmap tab, you just need to go to Strategic Planning › Portfolio Configuration. There, you can add the fields you want to group by.
In the Prioritization tab, it’s even easier — you simply have to drag and drop the column header above the data grid.
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