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01-08-2024 01:50 PM
QUESTION: When using SPW, do you have to enter all new demands and projects from SPW?
So far, that is the only way I can get the goals relationship to pull the work items to a portfolio plan. It seems that you should be able to go into PPM, in any active demand or project, add the relationship, and that also pull active work items to the portfolio plans too. Surely, we aren't supposed to have 100+ projects, demands, and epics in 2 different places... Right?
Thanks for the help!
#strategicplanningworkspace #strategicportfoliomanagement #spw #spm @ScottWallace1
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01-08-2024 03:42 PM
Hello @Jenny Lyn ,
Hope you are doing well.
Your expectation is correct - either you create a project / demand (in simple terms, execution items) via PPM or from SPW, it will be visible into the SPW as long as it satisfies the criteria which you have used while creating the portfolio (in SPW).
In case the execution items created in the PPM side are not reflecting in SPW then it seems that integration is not working.
Similar question was answered in this post, have a look at it.
In case this answers the query, please mark this as correct response.
Thank You!
Namita Mishra
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01-08-2024 03:42 PM
Hello @Jenny Lyn ,
Hope you are doing well.
Your expectation is correct - either you create a project / demand (in simple terms, execution items) via PPM or from SPW, it will be visible into the SPW as long as it satisfies the criteria which you have used while creating the portfolio (in SPW).
In case the execution items created in the PPM side are not reflecting in SPW then it seems that integration is not working.
Similar question was answered in this post, have a look at it.
In case this answers the query, please mark this as correct response.
Thank You!
Namita Mishra
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01-09-2024 07:20 AM
Wonderful. Thank you.
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01-09-2024 07:16 AM
Wonderful. Thank you, @Namita Mishra .
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04-03-2025 01:51 PM
We are encouraging our users to use the Strategic Planning Workspace however we run into an issue where they are unable to create a project from demand in the Strategic Planning Workspace.
In the legacy UI they can do this using the 'Create Project' option in the related links. This means they'll have to jump over to the legacy UI, create the project then go back to the workspace?
I have checked the community and found this have been an issue and also asked but not answered:
https://www.servicenow.com/community/spm-forum/how-to-create-project-from-demand-in-the-strategic-pl...
Can you assist or provide steps/guidance on this critical issue as it is impeding us from using the Strategic Planning Workspace.
Thanks
Garfield
