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Investment Progress Field on the Roadmap View

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Article ID: 227986

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Currently the Progress out of the box field is not available in Roadmaps is there a plan to have this brought in and synched from the Investment.

Environment

Release : 15.9.3, 16.0

Component: PPMSTU

Resolution

The "Progress" attribute is not currently available. The following work around may be used:

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 steps below. 

Create a new custom attribute with the same API Attribute ID on the project and roadmap item objects
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)