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Access control to projects and portfolios

Hello dears, We are starting to use the PPM module in our organization and one of the requirements is to control access to projects and portfolios, so that only the PMs can see their own projects and/or only portfolio managers can see the demands/pro...

Implementation of SPM Question

Hello Community,I have been given a road map with sprints for the implementation of SPM.In sprint 1 I have the core configuration, in sprint 2 I have portfolio and Program Management.In sprint 3 Demand Management, sprint 4 Project Management and spri...

Demand Workflow

I was looking into the demand workflow, and had to make alterations to the same, including the approvals. I was wondering which workflow will be followed by the demands that were created before the changes were made and are not in the closed state.  

Items disappearing from the backlog

We use Request Items for intake of enhancements. I setup a triage board to be able to pull this in as part of the backlog. Management wants us to close the requests once they are put connected to a story. The problem is once your close the Request It...

Agile Projects and Using Project Templates

Hello!I am looking for guidance on using Project templates to create an Agile Project to manage our SN Platform upgrades and Patch installs. We just created 2 Project Templates to manage the 2 types of SN upgrades I mentioned above. The Project Templ...

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Resolved! Printer friendly version - currency changes

Hi, On the projects, we have created a view with only few fields required along with two custom numeric fields to capture the project actual cost (to be manually entered by the PM) The view shows the amounts in system currency correctly but for few u...

Shri3 by Tera Expert
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Project reporting by goal

Hello All,  I have a requirement to produce a report that allows the users to see all project records associated to goal.  They do not have the goals framework plugin enabled, but only using the base project to multiple goals relationship.   Any idea...

Chris108 by Tera Contributor
  • 336 Views
  • 1 replies
  • 0 helpfuls