I am working on configuring SPM and SPW in a test environment and while I'm able to manage epics via the strategic planning workspace and my lenses are configured to display them as planning items, they do not appear on the list view section under Pl...
Hello All, I'm looking to disable the "Add Task" button on Project workspace.Scenario:We should not allow our users directly create a "Task" under project ( Only Project template is applied to create tasks), but we should allow users to create a task...
Hey SPM Community, What approaches have you come up with to synch the scores given to the Planning Items in the SPW with the score fields on the execution items? Given that the choice of scoring framework is pretty vast, I'm aware it's challenging, b...
We have the below user story as part of the implementation of spm, does anyone have a solution or know how this can be done? As PMO,I want to be able to create & group project resources by role and I want to be able to assign a default bill rate to e...
I'm looking for some guidance on how to create menu items in the Service Portal for defects and enhancements. Specifically, I'd like users to be able to click on these menu items to view all logged defects and enhancements (similar to how a CSM custo...
Hi all, Does anyone know where conditions that show the different options in a Planning Console cell are defined?I've seen that different options are shown depending on user's role.See image attached. Thanks and Regards.
I've been unsuccessful in hiding this 'New' button on the home page of the Project Workspace. I've tried several steps I've read in community posts and tried to add an exclusion for the project table in the"Action Exclusions related list" to no avail...
Hello Team, Any one know how to remove the New Project Button from project workspace @Ankur Bawiskar . This is not coming from $pm_home macro. I have checked. Regards, Alok Gupta
Hi there, Is there anyone familiar with setting up the field color of Risk Value to match the Risk Rank based on the Risk Value matrix configured in the Risk Value Lookup? Regards,Khalil
Hey all, I am slowly rolling out SPM (as the sole admin/dev) for my company, and am getting complaints on some of the OoB functions with the agile board. When a user is on the agile board and is viewing the backlog, any changes to the rank (drag and ...
I have created a Strategic Planning Workspace for my Portfolio Projects. I format the Prioritization section of this with the columns that I want, in the order I want. However, when I share this with others...it is set to however they have it set i...
Has anyone found a way to include a projects GANTT chart in the customized PowerPoint template while using the 'Export to PowerPoint' feature? The info that I found online seems to be conflicting. I saw some info where someone claimed it is possible ...
Hi Community, i have a hard time to understand the logic of Planning items of type "Demand, Project, Epic". I can see that these are not the same task used in Project management, agile development etc. I understand that in some cases you would want t...
Hi All Can any one please help me if there is any SLA's for demanad management.Especially for demand and demand conversions. Thanks Sathish
We have introduced a new UI action called "Planning" which will move the Project record phase from "Initiating" to "Planning". Within the UI action Workspace client script, added the below script to execute.. here within the alert, the action name ...
