Synch Scoring in Strategic Planning Workspace with Execution Items

[phil_bool_unifi]

Hey SPM Community, 

What approaches have you come up with to synch the scores given to the Planning Items in the SPW with the score fields on the execution items? 

Given that the choice of scoring framework is pretty vast, I'm aware it's challenging, but I've got a customer that has their own scoring system they'll use consistently, so there's only one set of fields to consider.
I'm thinking so long as the fields align, I can use a pair of BRs to keep the values in synch (obviously being careful to avoid setting up a recurring loop!)  Is this something others have tried?

Has anyone found a way to extend the provided Planning Item integration to include the scores?

[PaulaaO]

Hi Phil - what are the execution items of your client and what are the exact fields related to Score? I have not tried it, but I would check to see if I could achieve this via the Table Maps from Alignment Integration, to map the fields between the execution and planning, with the flow from alignment to execution if that is what the client wants.

[TroySasso]

Hi Phil,

Before proceeding to sync scoring data make sure your customer fully understands the difference between scoring Demands and Scoring planning items >> A demand score assesses the feasibility and value of a new proposal (e.g., risk, cost, strategic value) to determine if it should be approved. A planning item score (or portfolio item score) prioritizes approved initiatives (projects, epics, demands) using standardized frameworks to optimize resource allocation.  

Assuming your execution items are the aligned planning item to core forms such as Demand and Project;

dmn_demand = sn_align_core_demand

pm_project = sn_align_core_project

Basic info:

1. When a planning item (Demand, Project, Epic) is scored in Strategic Planning Workspace the scores are stored in variables.  The variable table is called; sys_variable_value.  Regular Demand scores are not.

2. When you perform a .list command on the sys_variable_value table (sys_variable_value.list) the 'ID' column in the list matches the sys_id of the planning item (Demand/Project/Epic) from the Planning item scoring framework. 

3. There is a field on the sys_variable_value table called 'execution URL it has the core Demand/Project sys_id built onto the end of the URL

4. ***A planning item sys_id DOES NOT match the sys_id of a Demand/Project from the core side so use caution if you want to write workflow to sync answers you'd have to possible match the project/demand friendly name from the ID column or extract the core sys_id from the execution url

Hope this is helpful to some of you.