Portfolio Planning Workspace: How to work with existing data?

[Lukas B]

We have installed the app "Portfolio Planning Workspace".

In this application, there is "Portfolio Plans" and "Free-form Roadmaps".

In "Free-form Roadmaps", I can select a source table and work with it - perfect.

However, in "Portfolio Plans", I thought I can work with existing Demands and Projects. But that does not seem the case: For projects, records are coming from the table "sn_align_core_project" (which is empty of course), and not pm_project as expected.

Is there a possibility to configure the application, so that we can use our existing records in the tables "pm_project" and "dmn_demand"?

[Patrick Laroch1]

Which lens did you select?

[Lukas B]

I've selected home (on the left side), then "Portfolio Plans".

It shows the same list when I select the List "Planning Items" > "Projects" or "Demands"...

I already tried to create a new lens with "pm_project" or "dmn_demand" as Planning items, but I cannot select one of those tables. It just displays the new tables "sn_align_core_demand", "sn_align_core_project" and "sc_align_core_scrum_epic"...

I went the long way to figure out if I can change this selection:

I've checked the dictionary: populatePlanningItems() (a display BR "Populate Planning Items Slush Bucket") is responsible for the limitation.
The script leads to a function "getAvalilablePlanningItemTypesWithDisplayNames" in the script include "PlanningItemAPI".
It extends "PlanningItemAPIImpl".
In "PlanningItemAPIImpl", there's the function "getAvalilablePlanningItemTypesWithDisplayNames". It gets the table names of another function: "getAvailablePlanningItemTypes".
There, it checks if we "hasSPMProLicense" (the answer is no). So another function "getSPMStandardPlanningItemTables" in the Script Include "FGEUtil" is called.
Aaaand there we go: A hard coded list of those three tables.
So, can I just modify this script and add "pm_project" and "dmn_demand" to it? No --> This item is read-only based on its protection policy.
OK... What now? Back to the Dictionary Entry of the Planning items and remove the script, and add the tables as Choices? Also not possible, as this selection is limited.

I guess if I dig deeper, I'll find a way with the crowbar to get those tables as a selection. Probably. But it's clearly not meant to be like that.
What am I missing? What's the thought behind the functionality that we cannot use our existing data but have to re-enter everything?

Or am I looking completely in the wrong place?

[Elizabeth M_]

We are experiencing the same issue, did you find a solution? 

[Sandeep V1]

Hi,

The best and quick way to start with Portfolio planning/ Strategic planning workspace is be to use Project Portfolio lens. The entity used here is the PPM portfolio which you use in PPM and your demands and projects are already tied to. 

But before that, make sure integrations are setup; if your integrations are already setup, you will see the mapping generated. Else click on the link 'Generate Default Mapping Configurations', it will generate table maps. This is essentially to setup sync between project, demand execution items to the planning items that will be used in SPW.

All the above process should be completed very quickly, based on the volume of data.

Once integration is done, you should be able to create your portfolio plans. 

Thanks,

Sandeep