Forum Discussion

davidmck_telstra's avatar
davidmck_telstra
Copper Contributor
Jun 09, 2026

Improve refresh fidelity in Planner Portfolios

Planner Portfolio currently appears to refresh new items from connected premium plans, but changes to existing items like renamed summary tasks / roadmap items do not reliably propagate into the portfolio after refresh.

This makes Portfolio difficult to use as a trusted roll-up view because the source plan and portfolio view can diverge. The issue is especially problematic during early planning, when workstreams and summary tasks are frequently renamed as the plan matures.

Requested improvement:

  • Refresh should update task, summary task and milestone names from the source plan.
  • Portfolio should offer a “full resync” option for a connected plan.
  • Portfolio should show last refresh time and any sync exceptions.
  • Users should be able to rebuild roadmap items from the source plan without removing and re-adding the plan.

Current behaviour makes Planner Portfolio feel more like a partial snapshot than a reliable portfolio view.

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