Strategic Planning Workspace - how to tell if demand/project was created from SPM or SPW

Kylie T
Tera Contributor

‎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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Community Alums
Not applicable

‎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.

Please see https://docs.servicenow.com/bundle/utah-it-business-management/page/product/portfolio-planning/conce... 

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Kylie T
Tera Contributor
In response to Community Alums

‎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.

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