Sub Projects in Portfolio Planning Workspace

[SusannahA]

Hello, 

In my portfolio plan in the portfolio planning workspace, I can't differentiate between projects and subprojects-- they all just appear as projects. I want to show only the projects, or only the subprojects on a given roadmap. The sn_align_core_project records don't have a 'Parent' field so I can't filter by whether or not that's empty. Does anyone know how to distinguish between projects and subprojects in a portfolio plan?

Thank you in advance.

[Vinay3 · Accepted solution]

Hi @SusannahA , you can use the 'is top project field which is on the sn_align_core_project table to differentiate projects and subprojects. It is available from Feb 2025 store release of the Strategic planning application.

[SusannahA]

Thank you!