Owner field on Roadmap is not in sync with Investment Manager field

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

The Owner field on roadmaps is not in sync with the Investment Owner/Manager field of a custom investment object. Do you need to create a custom field Owner on custom investment object to ensure auto-population of owner field at roadmap Items level?

Resolution

Table of Contents

• 16.0 and higher
• 15.9.3 and lower

16.0 and higher

The manager field is now available on Roadmaps and is able to be synced from investments. This field could be utilized instead of the owner field. 

See the below screenshot referenced at Synchronize Roadmap Items with Linked Project, Custom Investment, or Idea Attributes that shows the attributes available for synchronization starting in 16.0. 

15.9.3 and lower

You would need to create a new custom attribute on both the Custom Investment (or applicable object) and Roadmap Item object (with matching API Attribute IDs, Lookup data types, and lookups in order for them to sync). See Sync custom attributes from Project/Idea to Roadmap for steps on how to do this. This applies to any Out-of-the-box attribute where the API Attribute is in the old naming convention and un-editable). 

Note: To copy over existing data, one option is to create a custom attribute and process, see the steps below. 

1. Create a new custom attribute with the same API Attribute ID on the project and roadmap item objects
2. Create a custom process to copy the value from the OOTB attribute to the custom attribute so that can be synced to roadmaps (No sample process is available for this, but one suggestion is reaching out in our Communities group for Clarity for ideas to see if anyone has anything they can share)

Additional Information

For more details on getting started with Rest APIs, see: REST API Reference