Portfolio / Strategic Planning - planning items

[User291978]

Dear all,

we are currently working intensively with the workspace for strategic planning/ portfolio planning.

We start using the roadmap in the demand phase of a planning item, prioritizing and defining dependencies between existing projects/epics and the (new) demands.

When we now follow the demand process (in the execution part) and convert the demand to a project, we experience the following:

• the planning item linked to the demand is set to complete, thus it is removed from the roadmap
• a new planning item linked to the project is created and is added to the list but needs to be set to "prioritized" again to be visible on the roadmap
• all related information (dependencies) to the original planning item is lost

Is there anything we miss currently that needs to be activated, because in this way the roadmap functionality is frustrating the users.

Thanks & kind regards,

Manuel

[Karen3]

Hi:  I am seeing the same behavior and am wondering if you were able to find a solution.  We would also like that when a Demand is converted to a Project, the planning item for the Project would be added to the list in the same state (prioritized, with the same priority) as the original demand planning item.   Did you ever come up with a solution?

[User291978]

Hi Karen,

no - we haven't found a good solution so far except a full fledged implementation that would capture all data and take it over (similar to the demandtoprojecthelper). Any other ideas would be highly appreciated.

Kind regards,

Manuel