Strategic Planning Workspace

[monishsnowd]

Hi All ,

I recently configured the SPW. However, when I create a Portfolio Plan using the Project Portfolio lens, it only displays demand records, while project records are missing. What could be causing this issue?

[Sandeep V1]

Can you verify if project planning items are correctly created through internal integrations?

Ensure that the filter criteria you applied actually matches with at least one project. I see that you are trying to pull 2025 projects.

[monishsnowd]

Hi @Sandeep V1 , yes the planning items are correctly created. Not sure what might be the issue.