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Need email client template for Demand workspace

Dear Community Experts, The requirement is to be able to send an email from a Demand record inside Portfolio Planning Workspace > Planning Item on click on Compose Email.I've setup Email Client = true in "sn_align_core_demand" table and created an Em...

RishabhB by Tera Contributor
  • 677 Views
  • 5 replies
  • 0 helpfuls

Help on UI Action

Hi,I have an requirement, to create a button on a form and when user clicks on it it should open a page where user can select 1 or many knowledge articles. After selecting the articles it should show in the related list of named knowledge.Any help wo...

Nivedita9 by Tera Contributor
  • 295 Views
  • 2 replies
  • 0 helpfuls

Resolved! SPM Reports and Reports

Hi ,  I need to generate some SPM Project reports for my leadership team. Can anyone help me what all reports we can generate and list me if there is any out of reports already available . ThanksSathish

Resolved! How to grant access to team member access triage board?

Currently, only PO's are able to access triage board in SAFe board. We need to grant access to Tech leads and team members to configurate the triage board. However, we can't give them the safe_scrum_master role. We have tried to change UI_macros log...

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Demand and Project Management in SPM

Are the "Project tasks"(Related list object) created under Demand transferred to "Project Tasks" under Project? If no, then how can we do it manually?

aditirathor by Tera Contributor
  • 499 Views
  • 1 replies
  • 1 helpfuls

SPM PPM: Help with Report Conditions for Dependency records

Hi team, I am wanting to produce a report that shows all of the Cross-Programme dependencies.I am a lowly user, but I have a lot of experience producing reports using the standard reporting functionality. The table that holds the data is  Planned Tas...

GPenetito by Mega Expert
  • 863 Views
  • 4 replies
  • 0 helpfuls

RIDAC page not fetching the data after Project Workspace upgrade

Hello Experts, After upgrading the Project Workspace plugin to version 3.0.0 we have noticed that RIDAC page is unable to fetch any data in Project Workspace. It takes forever to see any RIDAC entries.  Does anyone else is facing this issue? Is there...

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Shekahr by Tera Contributor
  • 1580 Views
  • 8 replies
  • 13 helpfuls

Need help with Resource assignment notifications

Hi ,I am new to SPM and while I am trying to figure out the SPM, I have noticed that a lot of notifications are not available OOTB. What I would like to do is setup a email notifications on Resource Assignment table (sn_plng_att_core_resource_assignm...

psyherin by Kilo Sage
  • 994 Views
  • 2 replies
  • 2 helpfuls

Score value gets reverse while sync

Hi, I am  working on the fields to sync between dmn_demand and sn_align_core_demand.I have already setup the integration between the 2 tables.When I change the Impact field and Score field is re-calculated in the demand table the value of the score f...

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JanhaviT by Tera Contributor
  • 304 Views
  • 1 replies
  • 0 helpfuls