Sych between project tasks in SPM and order tasks in SOMT

[snehapatel]

Hi,

I am creating project oversight in SPM from the order in OMT.  I understand that whenever the order tasks gets updated, the respective project tasks also gets updated. My requirement is to update the order tasks whenever there is an update to project task like notes, status etc. gets updated. How can this be achieved?

Thanks,

Sneha

[Community Alums · Accepted solution]

Hi @snehapatel ,

To update Order Tasks when Project Tasks change (e.g., notes, status):

• Business Rule on pm_project_task: Trigger on update of key fields, locate the related Order Task, and update the necessary fields.

• Flow Designer: Use a Record Updated trigger to look up the linked Order Task and map the updates.

• Important: Be careful to prevent infinite loops by controlling when the sync logic runs (e.g., add conditions or flags).

Since there’s no native bi-directional sync, this approach is generally the way to go. requirement.

Useful References:

• Strategic Portfolio Management integration with Order Management

• SPM integration with OMT – Creating Customer Order Line Item

• SPM integration with OMT – Run-time synchronization (Customer Order)

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.