We are planning to implement PPM and resource management. I am trying to understand what the best way is to manage the resource groups within the platform.We have well defined group structure and all ITIL users are in those groups (sys_user_group) an...
Hello Community, I hope everyone is doing well.In project workspace, planning page, you can select a row, then click on the three dots and a menu appears.Do you know where these UI actions are setup? I have checked UI actions and code in UI builder b...
Hello! I am looking for some advice with locking critical fields in the Business Case tab (like Strategic Priority, Primary Goals, In Scope/Out of Scope, etc.) to prevent unauthorized edits and reduce scope creep. Ideally, after a project has been su...
I'm trying to filter in Advanced Dashboards, but I'm not having any success. When adding the filter by Filter source and Data to Filter, it's not setting the selected value. I've already tried changing the filter to TABLE, but I wasn't successful...
Good afternoon community,We are in the process of upgrading to Xanadu and we are having an issue with a UI Action we created that automatically takes team members into Project Workspace and to that project. This UI Action was working in Washington DC...
Currently, we're on Washington and still using the Classic Project Workspace. We enter project budgets using the option under Related Links. When I switch to the new Project Workspace I don't see where one would enter a project budget. So, I have two...
Here’s my case: In the project, only the project manager of that specific project can edit and create tasks. So, in the new "Project Workspace", I would like the button to create new tasks to be reserved for the project manager of the project. (Scree...
While exporting the Status Report from a project, in the option to "Report to export" the dates are randomly getting populated. How to display the reports in ascending or descending order? In the image below , it can be seen that the reports are rand...
Would it be possible to configure approvals for Service Builder the same way you can create pre-publish flows for Catalog Builder? Currently, if a Service Owner hits publish it's instantly available to all users, and they're not always very thoroug...
Hello All, I want to allocate resources based on their availability, role, etc. so that I will have visibility into resource costs.I want to understand exactly how the calculation of the hours of resource allocation works? Like the hours available to...
I'm looking for a method to create a stakeholder list report of demands where there is only one demand listed and it would display all the stakeholders associated with the demand. Currently, if I has more than one stakeholders for a given demand, the...
Hello i have a client who has added about 20 more tasks under “other” in time sheet portal they want to add help/hover over text or help text to guide users for description of each..is this even possible?thanks much
Not sure how to install this on my PDI. I searched the docs, but can't find the applications when I search for them in the Application Manager.
Hi Team, There is an issue around timecards state, timecards raised for non-restricted projects are being processed & timecards which are raised for restricted projects are not being processed, showing still in approved state. Can you suggest, how th...
I have a business requirement to allow some role-less users without SPM licenses to view information in the demand table and project Rable, so a new read ACL needs to be added.Does granting read permission to a no-role user to view the demand and pr...
