Roadmap Copy functionality updating sync date on Scenarios

Products

• Clarity PPM SaaS

Issue/Introduction

When you copy a Roadmap all of the Scenarios pre-setting up the auto-sync held their sync dates. Any scenarios post auto-sync are all showing with the latest sync date. The older Scenarios data and being updated. How can this be corrected going forward?

Environment

Clarity 16.2.3

Resolution

When copying (Save As) a Roadmap Scenario, to preserve historic data on original, you will need to manually update it. Manually updating will avoid the sync schedule from running and updating the older Scenario and the data should remain the same.

- Manually delete schedule or turn off "auto-sync" after copying Scenario for new month
- Add an end sync date on sync schedule
- Use "Sync" column in grid (turns sync on/off)

Additional Information

The use case is added to the Top-Down Planning with Roadmaps page in Clarity Techdocs:

https://techdocs.broadcom.com/us/en/ca-enterprise-software/business-management/clarity-project-and-portfolio-management-ppm-on-premise/16-3-0/using/new-user-experience-top-down-planning-with-roadmaps.html#concept.dita_bfa5994ce63f0514920f5445df85aa91039a15e6_UsecaseAutoSync