Roadmap Filters on Strategic Planning Workspace

Linda_G
Kilo Sage

I'm trying to setup the Strategic Planning Roadmap functionality and any time I try to create a portfolio, it's blank even though there are demands within that criteria.

 

When I click on the filter to try and filter, I get this message.  This doesn't happen in my PDI, is there something I'm missing?

Screenshot 2024-12-12 at 12.45.50 PM.png

 

2 REPLIES 2

PaulaaO
Mega Sage

Hi Linda - are you trying to use existent demands from the platform? If so, did you review the Integration setup in order for SPW to import data from PPM?

If you have, 2nd place I'd look would be the Approved dates, do these fall within the dates you setup for your Portfolio in your SPW?

ibaig
Tera Contributor

Same issue, did you get this working? Thanks