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Agile Triage Boards - For Enhancements?

Hello all, I had a question about the Agile Triage Board, specifically with regard to Enhancements, and whether they should be triaged, i.e. whether a Triage Board should be created with which to add Enhancements to the Backlog, or whether users shou...

Filtering feature in the project workspace

Hi, allI have a question about the filtering feature in the project workspace.I know you can select more than one candidate if it is a choice, but is there any way to search for “A or B” in a reference or string field? 

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RyoyaFukuda by Tera Contributor
  • 445 Views
  • 1 replies
  • 0 helpfuls

Resolved! Customize the Project Status Report or Alternative

Hello Community. I have been asked if it were possible to create our own customize version of the "Status Report" that is found within a project record, that pulls individual project information into form, from the project details, project tasks, and...

RCA by Tera Contributor
  • 4135 Views
  • 5 replies
  • 5 helpfuls

Record Producer dot walking does not work.

Hi, I have created Program variable and added choices to it.I have added Program field dot walking from Demand form onto the Idea form. Whatever value I choose on the variable should go to the idea form field. current.idea.demand.primary_program = pr...

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Unable to activate lens

Hello Everyone, My task is to hide confidential demands and projects from users other than present in allowed list on demand, project record. I have following custom fields on demand and project table,1. Is confidential2. Allowed users To achieve thi...

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sameershind by Tera Contributor
  • 402 Views
  • 1 replies
  • 1 helpfuls

Project workspace draft emails

Hello everyone!does somebody know how to send emails from draft emails related list in project workspace?In the details, compose section, I can save an email as draft, however when I go to draft emails list and open an email, there is no option to se...

Resolved! How a score is calculated in idea management ?

Hi,I have a requirement where we need to add score field in idea form, by default score field is set to read-only and set default value as '0'.how is score calculated in idea, please refer to screen shot  @Marco Nappo_ quick help on this would really...

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prash4 by Tera Expert
  • 537 Views
  • 4 replies
  • 1 helpfuls

Assigning Resources at Top Level of Project in Project Workspace

I am using the new Resource Assignment functionality in Project Workspace. On existing (and new projects) I am currently unable to assign any resources at the top level of the project. The field is unavailable to edit (even if I double click), and if...

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buzzhundley by Tera Contributor
  • 743 Views
  • 3 replies
  • 0 helpfuls

Demand to Change Workflow

Could anyone share details about their workflows when converting a Demand to an operational Change record? Presently in my organization Change records are strictly an artifact in preparation for any code/build preparing to move from a Sub-Production ...

JR Laprime by Giga Guru
  • 1120 Views
  • 1 replies
  • 0 helpfuls

SPM - Benefits Realization Management

Hi, I was looking at the Product Documentation on SPM and noticed on the graphic below that there appears to be a dedication function called Benefits Realization Management: Does anyone have any information about this new feature??  Obviously there i...

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