Strategic Planning Workspace - how to manage Approved Start and End date from project?

[PaulaaO]

Hi Community,

We are now in the process of adopting Strategic Planning Workspace and we will be using existent planning items such as demands, projects, project tasks (key milestones) in the Prioritization and Roadmap => we've used the alignment integration feature for this, to bring the planning items over in the workspace.

We're aware of the importance of Approved Start Date and Approved End date values from Project (pm_project) to bring both the project, but especially the milestones over in the Workspace; I am interested to find out how other clients are managing these 2 fields, given that they need to be manually updated.

Our main concern is to miss on milestones (execution ones) showing on the Roadmap - what would be best practice, given that different personas are working in the execution side vs alignment side? Has anybody created any rules to update these fields automatically?

Any recommendations and tips would be appreciated.

Thank you.

Paula

[Fuki]

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