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Resolved! Accidently deleted the default status report for Projects

Hi All I have accidently deleted the default status report that comes OOTB for project docs. I am now getting the error message when i save a new status report. The default template is currently empty.  Configure the default template before creating ...

FarzadT by Tera Contributor
  • 614 Views
  • 5 replies
  • 2 helpfuls

Resolved! HIDE UI Action in Project Workspace.

Hi All,I’ve created a UI Action called “Move to Planning” on the pm_project table. However, I need this action to be hidden specifically when viewing the Planning tab in Project Workspace. I’ve tried implementing this through a client script but have...

monishsnowd by Tera Contributor
  • 699 Views
  • 2 replies
  • 2 helpfuls

SPM/PMO Portfolio/Program/Project Structure

Possibly thinking about restructuring our Project Management Office Portfolio/Program structure.We currently have two Portfolios (Strategic and Operational) and numerous underlying Programs.Curious if anyone would be willing to share their structure?...

JBrians by Tera Contributor
  • 639 Views
  • 5 replies
  • 3 helpfuls

SPM - Table Map Working Concept

I wanted to understand the functionality and working concepts/configurations behind the "Table Map" that can sync data between 2 tables. Particularly I want to know how the "link" is established between 2 records that are to be synced together, speci...

Project Workspace - Export list of projects to Excel

Hello community,Is there a way to export list of projects to excel, directly from the project workspace?I believe I saw it somewhere but cannot find it in our instances that are on Yokahoma.Would you know if such Export button exist or is yet to come...

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Alpa82 by Tera Guru
  • 1306 Views
  • 6 replies
  • 2 helpfuls

Resolved! Automatically change demand state to Approved

SPM: Automatically changing Demand state to ApprovedWhen demand reaches the state “Qualified”, approvals are generated for more than one stakeholders in a related list on the form. When all the stakeholders approve the approvals, the demand field “ap...

Rank and Global Rank in Portfolio Plan in SPW

Hi All,We have 2 fields Rank (not sure if this is a field) and Global Rank in Portfolio Plans in Strategic Planning Workspace. Rank is Read only and when we drag plans up and down, the rank is calculated and Global Rank is updated. Can someone tell w...

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Export to Powerpoint: Formatter working on statuses not working

Hi SNOW Community!  I was wondering if anyone could help me or knows a workaround to an issue I have been facing. In Xanadu, I am using the Export to Powerpoint functionality and creating a project status report using the "Export Project" and project...

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KhoendibG by Giga Guru
  • 870 Views
  • 2 replies
  • 0 helpfuls