Customer Project Metadata in Planning and Budgeting Sync

When the Customer Project metadata saved search is executed from Data Exchange, and the parent of the projects is a customer, the saved search returns projects with the hierarchy of the parent customer. If you want all the customer hierarchy returned, you first need to call the Customer metadata saved search, and then this Customer Project metadata saved search. Consequently, your Planning and Budgeting will have all the customer hierarchy including customers that have projects.

General Notices