I would like to see if there is a way to dynamically pull in a list of projects associated with a program by using the document templates with dynamic content. I want to create a program-level report using the document editor. I am able to use dynam...
Hi,I'm working on building document templates and wanted to check if the template functionality allows for more advanced automation. Specifically, is it possible to create a template where:The title is automatically populated with the Project Number ...
Hi, Filter by gives out two options, Resource & Work type which are by Task and Employee profile.I want to be able to filter by both. An example of this would be filtering to show me Projects where State is Work in Progress(Work type->Project->State=...
Hi , Need information on demand workbench , my company has demand module working how to add demand workbench .
I’m struggling to understand when and how we should be using feedback, product idea, product enhancement, and product feature, and I don’t see clear documentation online.How I envision this should work is we would receive feedback that we potentially...
Hello All,could use some help if we are planning to have an option to either sharable views within the Planning Board Personalized panels in EAP. Customers really like that EAP allows us to choose metrics and indicators to be shown on cards so that ...
Is there something we can subscribe to that lets us know when new SPM functionality is released and provides regular updates of the product roadmap going forward?
In portfolio management, what are the steps for project intake? Do you need to have resource forecasted prior to prioritizing your projects? For example, is scoring based alignment to strategy, complexity, financials, etc... enough to prioritize yo...
Hi all, I have been given the requirement that only users with the role sn_align_core.apw_admin, should be able to set targets for Scenarios. Basically, we have a large number of users who user Portfolio Planning, but we want to limit the ability to...
Hi,We have the option to apply templates in SPM. I uploaded projects using the Import Set, but applying a template does not work in the Workspace view for these imported (external) projects. However, the same action works correctly in the Classic vie...
Hi Community, We have to delete, Financial historical data from Project Workspace. As the client going to use the customized financial management so, not required the historical data now. I deleted cost plans, cost plan breakdown records , investment...
Our agency is in discussions to migrate from Resource Plans to Resource Assignments. Upon review, there are many new features and many deprecated features. One of the features that will no longer exist when switching to Assignments is the ability t...
When I was trying to install "Strategic Planning" Application in my pdi instance, it was giving error, dependencies "Portfolio Planning" needs to be installed. But when I tried to Install the "Portfolio Planning" application, it is giving the error "...
Hi everyone,I have a question regarding an SPM implementation for a client.We are currently managing a project where, from a Demand, users can create both Projects and Enhancements. At the moment, everything is being managed within Teamspace 1.For th...
Is there a way to get the search on the sprint planning board to be able to search assigned to? We can search the story number, short description but not assigned to. One of the scrum masters is trying to pull stories from the backlog based on who th...
