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Status Under review
Workspace Apptio
Categories Apptio Planning
Created by Guest
Created on May 22, 2023

RELATED IDEAS

Option to automatically update ITP reference data from CT with no manual intervention

As this idea, https://community.apptio.com/idea/automate-itp-ct-integration, suggests it would be very nice to automate the integration between ITP reference data and CT datasets. 
I understand there is a new product, ADM, that will support this and as I understand, ADM will automatically pull the latest data from CT, but it will remain a manual process to update the ITP reference data in each plan. I do see why this manual update is in place because I understand why you don't always want to update the plan.

I would really appreciate it if there was an option to have certain reference data automatically update with the latest ADM pull from CT. For example, Takeda has a daily update of the Vendor data. We want the latest vendor data to always be available in ITP. If ADM refreshed the Vendor reference data, but did not update the current plan's reference data, then this would be cumbersome to have to manually update every day. In the scenarios where we are confident we can update certain reference data, we want this to be automated so that there is no manual intervention.

Every morning I must update reference data and every afternoon I must publish financials to CT. To eliminate this manual process would be a massive improvement to my workstream.

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