Forum Discussion
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.
1 Reply
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.
