Strategic Planning Workspace - how to tell if demand/project was created from SPM or SPW
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‎08-28-2023 10:47 PM - edited ‎08-28-2023 10:49 PM
Our organization wants to figure out how to tell when a Demand or Project is created from the SPW side vs. the SPM side. Is there a OOB source field or method?
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‎08-28-2023 10:52 PM
Hi @Kylie T ,
Strategic Planner works with its own set of objects and planning items. A demand created in the demand module is not automatically related to a planning item. To achieve that, please activate & configure the alignment integration, bridging the planning and the execution sides.
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‎08-28-2023 10:54 PM
Yes, we have the integration configured already. When a new Planning Item Demand/Project is created, it's creating a new Demand/Project on the SPM side. We are trying to figure out how to detect which demands and projects start from SPW vs. SPM.
