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Resolved! Resource Assignments remain after project is closed.

We migrated from Resource Plan to Resource Assignment last month and I have a question about functionality. We plan our resources for the entire fiscal year (7/1 to 6/30).  When we migrated, the resource plans that were evenly distributed for each mo...

gjz by Mega Sage
  • 698 Views
  • 2 replies
  • 1 helpfuls

Access to event recording

How do I request access to the SPM event record for "SPM Resource Management Workspace: How to Set-Up &."?When I click on it, it is telling me access denied.

Viper777 by Tera Contributor
  • 555 Views
  • 3 replies
  • 0 helpfuls

Workspace Preview view in project management

Hi Team , I have configured Workspace Preview view in dev environment and i can see it new project workspace.When i click edit task in new project workspace form opens in Workspace Preview view .But when i moved this test environment , in native i ca...

arjshubh by Tera Contributor
  • 263 Views
  • 1 replies
  • 0 helpfuls

Demand Management - what to capture/how to route?

Hi Everyone, are there any best practices in term of what objects should be ideally captured when raising a demand, and how do you ensure the demand gets assigned to the appropriate team/person that should manage it? OOTB, on the demand form there is...

Auto Save Planning Console

Is there an option to auto save in the planning console part in SPM? the guys keep getting caught out and end up losing work.   

AlexCason_0-1678810933704.png
Alex Cason by Tera Contributor
  • 1383 Views
  • 8 replies
  • 4 helpfuls

Resolved! SOFT & DEVSUP Templates

Hello, I want to create a template for SOFT and DEVSUP, each has its own unique phases.  I have found some information on templates, but I can't find any information with step-by-step instructions.  Can anyone help please? ThanksMatt