Refreshing AdaptiveWork data from Advisor
You can refresh manually AdaptiveWork data directly from Advisor to ensure that your information stays current. This functionality is available only for portfolios that have already been linked between the two systems.
How Manual Data Refresh Works
Only linked portfolios can receive data updates from AdaptiveWork. Advisor checks for changes and refreshes data automatically using a "delta" update (only changed data is updated).
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If any projects from AdaptiveWork are not already included in the Advisor portfolio:
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New projects are created in Advisor.
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They are automatically added to the correct portfolio.
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If the portfolio is newly created in Advisor:
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You are taken to an empty Portfolio Dashboard initially.
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Data from AdaptiveWork is then synced into Advisor.
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| When? | Outcome |
|---|---|
| Open an existing linked portfolio in Advisor | AdaptiveWork data is refreshed manually by clicking Refresh from Advisor Portfolio Dashboard |
| Projects missing from Advisor | They are created and added to the portfolio |
| Portfolio is new and linked to Advisor | Advisor Portfolio dashboard appears empty at first, then data is synced automatically |