Looking for some help to create a pivot report. I am trying to create a pivot report that shows actual effort. I am able to do that but I need the report to show the total hours spent on the project as well as the average hours spent across all proje...
Dear Community Members,We are planning in implementing Resource Management and Capacity Planning. We are looking for an Implementation Partner with strong SPM/PPM background. Do you have any recommendations? We did find a partner. Thanks for the repl...
Hi, i would like to know if is it possible to add a type and make multiple selection on allocation boards. thank you
Hello !When we create a new demand, we have resources working on documenting the "demand" and therefore, we have tasks and resources assigned to the demand for period of time. As the demand get documented, we create new resource plans for the PROJECT...
I am searching for a way to permanently change the default depth on the planning console, so that whenever i open the planning console, the default depth is always three, when possible. If there is a way to always make the default depth equivalent to...
Not sure what could be causing this but every imported project task I'm bringing in via an import set/transform map is having it's overall status default to red, even when the project itself is green. I figured it might be a conflict is planned/actu...
I was wondering if anyone has recently implemented the Resource Management application in SPM and would be interested in sharing some of the their learning? We have recently implemented Demand Management, Project Management, and Portfolio Planning....
Hi everyone I'm trying to set as manual the score demand calculation. Currently this value is based on demand assessments scoresI deactive 2 business rules and it works in part But the problem here is when I change the state from screening to qualifi...
My organization will be moving to the new Resource Assignment capabilities in CY25. However, in the meantime a quick fix I need help with is restricting Resource Groups so that Resources can only belong to one Resource Group at a time. With my last ...
Hi all,My organisation is keen on utilising the OOTB SPM modules to assist with demand and resource management. Currently, our process is pretty basic with the use of Microsoft Forms and spreadsheets. One of the main issues around this is the reporti...
So in Strategic Planning Workspace I click on the briefcase icon for Portfolio Planning. I then click on one of my Portfolio Plans. Then I go to the Planning section on the left navigation menu. From there I click on the gear icon for Personalize on ...
Trying to assign a resource in a project in Xanadau / SPM and I am getting the following messages and cannot assign them.Resource assignment cannot be created or updated because "user" is not available.Invalid insertSee Attached
I would like to create a list of active projects and display data elements from the Project Status table (key accomplishments, upcoming tasks, etc) in a list view. I can build a report, but this pulls the html fields. Is there any way of pulling thos...
Hi there!I know the demand score calculate is based on risk, value and size with particular formula and at the same time this 3 items are based on another items like financials values, demand assessment, etcMy client ask me for set it in a manual way...
Hello Everyone, I would like to know if it is possible to create a structure like this: Portfolio > Sub-Portfolio > Program > Project/Demands The idea is to fund and control one big portfolio and bellow this portfolio, I would like to set many Sub Po...