Portfolio planning workspace : how to track the planning item of pm_project and dmn_demand table

[Shivani Sahu]

Hi team,

In portfolio planning workspace I just need to understand how can we track the existing planning items of the exact table of project and demand pm_project and dmn_demand. As of now on this tool we can track the item of sn_align_core_project and sn_align_core_demand table data in roadmap which does not have the exact data which we are looking for tracking. Please let me know how to map the correct table on planning item under lenses of portfolio plan.

regards,

[Namita Mishra]

Hi @Shivani Sahu ,

Thanks for checking with community.

To answer your question, I have created a recording so that steps are clear.

You can also check the doc link explaining the integration steps.

Hope this helps, if it does, please mark this answer as correct \ helpful.

Have a Great Day!!

Namita Mishra

[Namita Mishra]

Hi @Shivani Sahu ,

Hope you found the recording helpful. Would you please respond if the answer was correct and the issue is resolved? If yes, please mark the response as correct.

Your action will motivate the folks (including me) who help others in community as well as checking this response when they have the same issue.

Wish you Merry Christmas & Happy New Year!

Thank You!

Namita Mishra

[Namita Mishra]

Hi @Shivani Sahu ,

Hope you are doing well and the above response has answered the query.

If it does, please mark this as correct answer.

P.S. Thanks @virginia , for marking this as helpful. Appreciate.

Thanks,

Namita Mishra

[ronyaac1]

@Namita Mishra could you please provide the recording? I am running into the same issue. I have done the Servicenow Integration > Generate field mappings and did the import but still all projects and demands are not appearing in the portfolio plans. Surely I wouldn't need to add all the fields to be mapped? There is also already a Sync business rule OOTB for both demand projects so I didn't think I would have to recreate another.