AnsweredAssumed Answered

Portfolio Sync - Easy and Best way

Question asked by vs00500773 on Jan 11, 2018
Latest reply on Jan 11, 2018 by vs00500773

CA-PPM Version 14.3


I know that, we can use the OOTB Job 'Synchronize portfolio investments' for automatic sync for the Portfolio. 

But, I can select only ONE portfolio at a time and if I have 20 active portfolios, I have to create 20 Jobs and schedule.

Is there any better option of syncing all active portfolios once a day?


Inside the portfolio General section, there is an option 'Sync Schedule'.  What is the difference between using the job     and using this feature?

Also, if I want to schedule once a day, should I select all 'Day of week'?


Thanks in advance for your help!