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Milestone Order

We are implementing Project including the new project workspace and Export to PowerPoint for status reports.  Can someone tell me the logic used to pick the milestones that are being exported?  We've limited the export to 5, but if more than 5 are ma...

Linda_G by Kilo Sage
  • 342 Views
  • 2 replies
  • 0 helpfuls

SPM Reporting with Tableau or Other Reporting Tools

Hello!  We are finding the out of box reports and reporting capabilities within SPM to be limiting, thus spending an exhaustive amount of time exporting data and manipulating it with Excel.Hearing that many companies use Tableau as their solution.  I...

Resolved! Cost Break Down Calculation

How Cost plan related Cost break downs are calculated ? One user reported that , Cost plan of FY22 all months break down "Entered cost and functional cost" updated automatically Where its get updated ? where calculates the value ?

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sukran by Mega Sage
  • 2241 Views
  • 8 replies
  • 0 helpfuls

Lexicon

Is there a lexicon or list of definitions for the Demand Module? 

Fiscal Year and period wrong mapping

I am generating a new Fiscal calendar for FY25 but system is creating with label FY26.End Date of FY24 is 02-01-2025. I am using start date for FY25 as 02-02-2025 and End year is 2026.System is generating new Fiscal year as FY26 but starting date of ...

Resolved! Duplicate Project Workspace

Hi Everyone Is there any option to create any workspace or copy actual one and edit existing elements with my credentials? or an admin will have to create one?

Fuki by Tera Guru
  • 1522 Views
  • 4 replies
  • 0 helpfuls

Cost centre depending on project type

Hi, I am looking to set different rules based on the 'project' type selected for billable cost centres.ie. normal projects will go to the cost centre listed on the project but other project types will go to the users home cost centre.Is there a way t...

Add a user to multiple sso groups

can you please help out how can we add one user into multiple sso group from the workflow  orchestrion or let me know any another way we can achive 

hemantnh by Tera Expert
  • 274 Views
  • 2 replies
  • 0 helpfuls

Do tags move with a demand to the project?

Does anyone know if I add a tag to a demand when it becomes a project will the tags still be associated with that record?  Someone thought they saw it work that way, but they feel it has changed now and was wondering when/if it changed.   Tamara Pige...

TPigeon by Tera Expert
  • 672 Views
  • 7 replies
  • 1 helpfuls

Approval Required on Decision Form

Hi, Looking for quick help related to 'Approval Required' field on Demand Decision field. There is a question from customer that how/who does this Decision gets routed when 'Approval Required' is Yes on the Decision. Can someone help/ explain what is...

Hide state choices in New Project Workspace - RIDAC

Hi Community, We have started using the New Project Workspace and on the RIDAC page we noticed that for some of the records (Issue, Action, Request Change), State field displays 2 custom choices which we hid from the form via a Client Script. Basical...

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PaulaaO by Mega Sage
  • 741 Views
  • 6 replies
  • 0 helpfuls