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Forum Posts

Fiscal Periods vs. Calendar for Resource/Operational Plans

Hello, Anyone can help with Fiscal Period vs. Calendar alignment for Resource and Operational Plans? In our SPM/PPM implementaton, we use a 4-4-5 fiscal calendar, aligned with our corporate financial practices.Resource Managers allocate resources bas...

rleandro by Tera Contributor
  • 1183 Views
  • 1 replies
  • 0 helpfuls

Capturing Opportunities in PPM

What recommendations or best practices have others adopted in capturing Opportunities (favorable Risks) in SPM/PPM?As risks aren't always negative, how are others capturing favorable Risks in their SPM project records?  As they aren't planned benefit...

JR Laprime by Tera Guru
  • 1244 Views
  • 2 replies
  • 0 helpfuls

Track dates a phase change in the project occurs

I have a need to create a report that shows dates on which the project phase field is changed. Is this date held in the system anywhere, and if so can someone point me in the right direction. If it is not held by default can anyone propose the best w...

DaveOB by Tera Contributor
  • 805 Views
  • 1 replies
  • 0 helpfuls

User Experience Analytics

Good morning,we have a ServiceNow Portal that contains Knowledge Articles and files (the files are stored in ServiceNow). Knowledge Article ISMS management When user updates a knowledge article and saves it in SN, the SN database shall record:Last Up...

RS7 by Tera Contributor
  • 692 Views
  • 1 replies
  • 0 helpfuls

Planned end date calculation issue on certain Projects

I need some help figuring out how the Planned end date is being calculated for some of the projects in our environments. It's my understanding that for projects without an Actual start date (i.e. those in a Pending state), the Planned end date is the...

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How to assign schedule automatically ?

I have a requirement where a new user is created or updated with pps_resource role, we need to add resource management schedule to the usercan someone help me create a BR code role: pps_resource ( 8cd72e3193f3220064f572edb67ffb42 )schedule: Resource ...

prash4 by Tera Expert
  • 830 Views
  • 1 replies
  • 0 helpfuls

Resource assignment tab is missing for SPW workspace

Please take a look at the screenshots. One comes from client's instance and as you can see the "Resource assignment" tab is missing.    It's present in my pdi (second screenshot).  I checked the views on my PDI to check if resource assignment was add...

DamianGul_3-1747125071396.png DamianGul_1-1747125042407.png DamianGul_0-1747125029956.png
Damian Gul by Tera Contributor
  • 1902 Views
  • 7 replies
  • 0 helpfuls