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Forum Posts

Not show user name in resource

I selected the DBA role (or another role) in the Resource Capacity page. In the "Manage Resource Capacity" section, I want to see the names of the users who are assigned to that particular role. How can I display the list of users for the selected ro...

kamleshdhak by Tera Contributor
  • 494 Views
  • 2 replies
  • 0 helpfuls

Budget Allocation toggle not displaying in Strategic Planning Workspace

I can't seem to get the toggle to display for Budget Allocation and I'm hoping someone can help me figure out why.  We've been using PPM, I just recently installed Strategic Portfolio Management and Strategic Portfolio Workspace and configure it.  Ho...

gjz by Mega Sage
  • 1092 Views
  • 1 replies
  • 0 helpfuls

Project Workspace - Create new Baseline, Restrict "Create new" button

Hi Community,  In the "Planning" tab of a Project in the project workspace, when I click the Baselines icon, the below little section shows up, and it has a button called "Create new". My goal is to restrict this "Create new" button to certain roles ...

Shawn20_0-1782510481341.png
Shawn20 by Tera Contributor
  • 1043 Views
  • 3 replies
  • 0 helpfuls

Resolved! SPM - Cost Plan Actual Calculation Wrong

I have identified a bug in PPMFundManager in both Zurich and Australia release.  I am working with ServiceNow on this to confirm best way to patch this.  It is very specific to the following scenario when you are rolling up expenses to the project an...

NedChamberlain_0-1781894244399.png NedChamberlain_1-1781894244400.png

Resource Management - Updating Cost Plans

Hi All -- We (I) am in need of updating cost plans created from an allocated resource plan after updating the  rate in the Cost properties. I've read that the cost plans will not automatically be updated and we must execute the Update Cost Plan actio...

PennyDMc by Tera Contributor
  • 795 Views
  • 1 replies
  • 0 helpfuls

SPM - Vacation - Gantt

Hi all, It is possible to track vacations in the gantt chart (SPM) to show them in the chart itself?e.g. 2 weeks in August that appear as grey vertical lanes during which is not possible to create tasks Thank you

Tommaso2 by Tera Expert
  • 501 Views
  • 1 replies
  • 0 helpfuls

Capturing Planned Benefits

Hi, How are people capturing planned benefits in SPM? I work in a PMO that services third party customers and I'm trying to find ideas on how to capture planned benefits. I've noticed the benefit plans tab but I'm hoping to capture the planned benefi...

ShareseH by Tera Contributor
  • 517 Views
  • 1 replies
  • 0 helpfuls