SPM articles

A World of Pure Imagination

I get asked why use #ideation or #innovation management, I must admit I was always a bit sceptical... until now and this explains why. You can also read it at: LinkedIn Yorkshire Analytics

Test Management 2.0 - Where does the sort order for the Test Execution Assignments come from when they are being run.

The selected Test Execution Assignments when run from the "Tests Assigned to me" has its sort order defined in the UI Macro called "test_step_list". In the UI Macro, there is an orderBy() method that specifies that the selected records are ordered by...

Why is my Project Task not listed in the Deleted Records?

Sometimes mistakes happen and a Project Task (pm_project_task) is deleted on accident. Admins may check in the Deleted Records (System Definition > Deleted Records) to find nothing for the particular Project Task. This is currently the expected behav...

Why does my Resource Report / Allocation Workbench show Availability while Allocated Hours are more than Capacity?

Occasionally, Resource Managers will notice that they have Users who are over their Capacity in Allocated Hours yet still have availability. This is entirely possible in the system since Over-Allocation does not roll over to the next day. Consider th...

Matrix report Dashboard

Matrix Report Dashboard I had to create matrix dashboards.I share them as it may interest people who require the same type of reporting.I made this reusable as much as I could, but this requires a minimum of technical skills and knowledge of HTML, CS...

Allocation Workbench Troubleshoot - Resource Plans are not loading or Workbench is hanged

Below are listed reasons for Resource Plans are not being loaded or Workbench is hanged. Check Allocation Board filter is defined correctly.Check if the Dates filters or State filters (Planned / Requested / Confirmed / Allocated) are checked correctl...

Allocation Workbench Troubleshoot - Resource Plans of Project Tasks are not listed / showing on Resource Workbench

Resource Plans created at Project Task (pm_project_task) are not listed / showed on Allocation Workbench. This is a known issue and Please refer to KB Article for more details.

Allocation Workbench Troubleshoot

This article is the parent article of all issues / troubleshooting related to Allocation Workbench. Allocation Workbench Troubleshoot - Task types other than Project / Demand Allocation Workbench Troubleshoot - Resource Plans of Project Tasks are n...

Reset Demand Scores to automatic calculation from metric assessments if they were manually modified on Demand Workbench / Portfolio Workbench

From the Demand / Portfolio Workbench is possible to manually modified resulted scores for demands just drag them and dropped them somewhere else in the bubble chart. If, after manually modify them you want to reset to the calculated value you can ad...

Let's do it better together by driving down costs and improving service

Throughout my career in companies I have worked for or contracted in, Continual Service Improvement (CSI) is hardly ever practiced. Since labor is typically the most expensive resource managed in an organization, it is amazing that every level of ma...

Latest 5 technology trends for businesses

5 technology trends transforming Industries. In the era of digital technology, technological advancement has become a strategic priority for every business to meet the growing consumer expectations and the pace of digital transformation. The Insuranc...

Troubleshooting guide for Project Planning Console

1> PPM version is upgraded from Kingston to later versions : If Planning console is struck and browser console shows the below error TypeError: MomentUtils.getMomentTimeZone is not a functionat eval (planning-console.js:57)at processQueue (js_inclu...

Burndown Button - SAFe

Burndown - SAFe 01. Insert and Stay on the "Burndown" UI action, change condition for current.getValue('sys_class_name') == 'sn_safe_sprint' 02. Script Include "BurnDownMetricUtil" Author: Jeferson Rocha Script Summary Was useful...

Installing Agile Plugins

Installing Agile Plugins ImageDescription 01. System Definition > Plugins OR >> Admin > Application Manager 02. Search by Agile Development 03. Click Install 04. Click Activate05. Waiti... 06. Agile Development 2.0 will be installed...

Troubleshooting Microsoft Project Import Error - Only Positive Days,Hours, Minutes and negative days are allowed for lag time dependencies.

only below three lag formats are supported in service now 1. Days 2. Hours(should be positive duration) 3. Minutes(should be positive duration) If your Microsoft Project has any lag formats other than above three , on importing you will see below...

Can Create Baseline dialog box within Planning Console be modified?

In our Test instance, we have modified dialog box that appears when creating baseline from Related Links and New button in Related tab on Project form. There is a third place to create baseline on Planning Console. Can Create Baseline dialog box wit...

Demand management

Demand Management: ITIL demand management helps a business understand and predict customer demand for services. Every business is subject to cyclical behavior. According to ITIL, the purpose of demand management is to understand, anticipate, and infl...

Resource Management

What is Resource Management? Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances. It involves plann...

How to allow delegates to approve time sheets

I had a request from my users to allow delegates to approve time cards since it's not supported OOB. The good news is I was able to accomplish this by modifying 2 business rules (I actually created copies to keep the original rules in case we ever n...

Show all Project Tasks in this Project - A quality of life feature

So an unexpectedly common question I've been getting from people moving from MSProject: "Can I get all the project tasks in a list view (no matter where they are in the WBS) so i can edit them Excel style? The obvious answer is yes (since they'll al...