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04-30-2025 02:56 AM
Hi Community,
I am struggling a bit with the internal integration between Demand & Project (Execution Table) and the Planning Item (alignment table).
It seems that when we set up the internal integration, we missed the linking of the "state" field on the planning item to "state" on the project or record - as a result, we cannot see which projects are complete or cancelled when we do portfolio planning (everything appears to be in new or draft).
So my question is, how can I configure the internal integration to include state and trigger a mass update for all Planning Items to update "state" with the "state" from the demand or project?
Kindly
Kay!
Solved! Go to Solution.
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05-01-2025 08:56 AM
Update for anyone who is curious - I had create the Table Maps, but since "state" is a choice field (of sorts), I had not created the "Choice Maps" for the states - once I have done, everything worked fine
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08-05-2025 05:49 AM
If you have updated the integration and created the choice maps, try making a change on one Planning Item (from the planning table - sn_align_core_planning_item_list) and seeing if the state updates for that single planning item.
If that works for a single planning item, try running a new import on your Alignment Integration or writing a background script that updates all planning items should do the trick
