Strategic Planning Workspace Planning Item Project Rank and State reset on milestone change

[Karen3]

Hi:

I have reproduced an issue in our Strategic Planning Workspace where if you make dependency and key milestone changes on the Project Work Item,   the corresponding Planning Item is deleted and recreated.    The new planning item then has the lowest rank and is set to Planning state new regardless of what the original item has.

We have reported this issue to ServiceNOW, but I am wondering if anyone else is experiencing this, or if the cause could be the internal integration between the work item and the planning item.

Has anyone seen this an been able to correct the issue.   We basically have to review the priorities daily because normal work a project manager might do on the project can cause the item to be reprioritized.   

Any ideas or help would be greatly appreciated.

[Namita Mishra]

Hi @Karen3 ,

This is the first time I am hearing this issue... Would be helpful if you share the root cause and the solution once you hear back from ServiceNow support team.

Happy Friday!

Thank You!

Namita Mishra

[Karen3]

Just FYI  we did report this and there is either a released or planned to be released fixed.   Support also provided a solution we could apply immediately.    

Defect PRB1776619 has been created for this issue and it has been fixed in Future release of Portfolio Planning with PPM, Agile 2.0, SAFe - 4.4.1.

[Karen3]

From Support 

Defect PRB1776619 has been created for this issue and it has been fixed in Future release of Portfolio Planning with PPM, Agile 2.0, SAFe - 4.4.1. (Tentative release in September End )

The temporary workaround is to add an IF condition in the "ExecutionToAlignmentSync" Script Include to skip the syncing when it's a planned_task_rel_planned_task record.

[SasankaV]

Hey @Karen3 , I faced a similar issue before. The issue got resolved while working with one of the steps below:

- Navigate to `System Definition` > `Business Rules`.
- Check for any rules related to Project Work Items or Planning Items.
- Disable or modify any rule that deletes and recreates Planning Items on milestone changes.

- Navigate to `System Definition` > `Script Includes`.
- Look for scripts managing dependencies and milestones.
- Modify scripts to update Planning Items without deleting and recreating them.

- Navigate to `Integration` > `Configuration`.
- Review settings for the Project Work Item and Planning Item integration.
- Ensure the integration updates existing items instead of creating new ones.

Give this a try, and let me know if it doesn't work, I'd be happy to investigate your issue and assist in detail.