Synch Scoring in Strategic Planning Workspace with Execution Items
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11-01-2024 02:14 AM
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?
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11-01-2024 03:12 AM
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.
