Forum Discussion
davidmck_telstra
Jun 09, 2026Copper Contributor
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 port...
Jamony
Jul 10, 2026MCT
Hi, this is a solid feature request. A portfolio view needs to reflect renamed source items or it stops being trustworthy. I would submit the same concise reproduction through Planner feedback and include one example plan, the time of the rename, refresh time, and whether removing and re-adding the plan corrects it. For now, I would treat the portfolio as a presentation layer rather than the system of record. If the names are business-critical, a Power BI or Graph-based roll-up may be more dependable until Planner offers a true full resync and visible sync diagnostics.