Questions about portfolio planning

Hamza EL JIRARI
Tera Expert

Hello,

We are exploring the new portfolio planning workspace (formerly alignment workspace) and we have the following questions:

- When you create a portfolio plan, you use "planning items", demands and projects mainly. These items are not the "real" (by that i mean not on the real tables, for example "pm_project" for projects ) demands and projects tables but one you have created just to construct a roadmap, is our understanding correct?

 

- Is there a way to copy the "real" demands and projects on the "planning items" ? I suppose that an import on the tables can do the trick, the inconvinience of this method is that we will need to do imports regularly.

- Can we use the "real" demands and projects on a portfolio plan ?

BR,
Hamza.

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