Teamspace integration with Portfolio Planning Workspace

Amritha1
Tera Guru

Hello All,

I've installed Teamspace1 plugin and I'm seeking advice on how do we integrate TeamSpace and Portfolio planning Workspace. The below link has been kept as a reference yet I would like to know how to proceed with this further.  The documentation suggest to :

  1. Create one alignment integration for all the team spaces. On the alignment side, create extended tables to store individual TeamSpace table data (like TSP1 Portfolio [sn_align_core_tsp1_portfolio], TSP1 Demand [sn_align_core_tsp1_demand], TSP2 Project [sn_align_core_tsp2_project], and so on).
  2. In the alignment integration, map the extended tables you have created in Step 1, to the respective TeamSpace tables (like tsp1_portfolio, tsp1_demand, tsp2_project, and so on)

My question here would be, which table should we extend while creating table to store individual TeamSpace table data. i.e  TSP1 Project [sn_align_core_tsp1_project] should be extending sn_align_core_project or Planning Item? 

Requesting help with the step-by-step procedure .

 

Working with Teamspaces (servicenow.com)

 

 

Any advice and/or feedback is highly appreciated.! Thanks

6 REPLIES 6

Andreas Reuter
Tera Contributor

Hi there.

I am currently facing the same challenge of making the Teamspace 4 data visible in the Portfolio Planning Workbench.

What I have done so far is similar to what is described here:

I extended the sn_align_core_project parent table for Teamspace. I then added this as a new table map in the integrations and then created the field mappings manually. I used the pm_project table in the integrations table maps as a template.

I also extended the sn_align_core_planning_item table for Teamspace 4 as described here.
But I don't understand the connection to the integrations. I can't create a new table map there for the extended teamspace planning item table because I already have a table map! Or do I need to add the necessary fields to the table itself? I already have all the fields from the parent table.

The problem is as follows:

In the Portfolio Planning workspace, many columns for the Teamspace 4 projects are simply empty... For example, I do not see any project labels or other information in the roadmap bars. And I don't know if the configuration is wrong or if something is missing...

I'll add some screenshots here and would be grateful if someone could help me.

yogesh41
ServiceNow Employee
ServiceNow Employee

Hi,

 

I will suggest extending `sn_align_core_project` so that `sn_align_core_tsp1_project` will inherit some of the Project related fields that are not present in core `Planning Item`. That will help integration mapping. 

 

Yogesh