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Financial View in Status Reporting

We are launching our SPM journey, currently on Zurich. When in the Status report module the Finance tab has view that included benefit and costs and well show you breakdown by period. This is done at a single project level for the status report. Is t...

iromero by Tera Contributor
  • 447 Views
  • 1 replies
  • 0 helpfuls

Benefit Plan and Benefit Realization Dashboard

Good Morning, I'm trying to create a dashboard to have a centralized place for all the benefit plans. Is there a way to connect the benefit plans to the Project Number in the dashboard? So far I've only been able to have a full list of benefit plans ...

ShareseH by Giga Contributor
  • 851 Views
  • 4 replies
  • 0 helpfuls

How-to setup guides

Hello, are there any how-to guides with screenshots showing how to setup a Scrum or Kanban board and how to manage the cards..etc? Thank.

KaramL by Tera Contributor
  • 580 Views
  • 4 replies
  • 0 helpfuls

Duplication of a SAFe story

Hi everyone, I would duplicate a SAFe story in order to assign it to different teams. I have Yokohama  version but I can't find the "copy story" button.  Any thoughts?  Thanks!

silviainza by Giga Contributor
  • 639 Views
  • 5 replies
  • 0 helpfuls

Add Timecards for Direct Reports

I want my leaders to be able to add timecards to timesheets on behalf of their direct reports. Is this possible?

Mueller by Tera Contributor
  • 798 Views
  • 5 replies
  • 0 helpfuls

Resolved! SAFe Migration to "Full Configuration" in EAP

It appears that the current "SAFe Migration Guided Setup" only caters for migration into the "Portfolio Configuration" or "Essential Configuration" EAP Configurations.  We are using "Full Configuration" which appears not to be catered for.  Has anyon...

Nat Hunter by Tera Contributor
  • 526 Views
  • 2 replies
  • 0 helpfuls

Relationship between ds_doument and pm_project

Hello everyone,I'd like to know how ds_document (Document Management) relates to Projects (pm_project), as I need a dashboard that lists documents, filtered by project.I hope you can help me, thank you.

Add custom button in CWM Workspace

Hi All,I am trying to add a custom button next to cancel and update in CWM Task. When a task is clicked in CWM workspace the below view opens.  I tried adding new actions, declarative actions(Form) but nothing worked. How to add a new button for belo...

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Unified view of Demands and Incidents

Hi everyone,I have a requeriment from a team that manages both Incidents and Demands. The processes are separate, but the team needs a unified view of their work to better manage workload and capacity.The idea is to avoid mixing processes and workflo...