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Resolved! How do I prevent users approving or rejecting in a related list?

I set up the approval form so that only approvers are able to mark their own approval requests as approved or rejected.  For those who aren't the approver, I have given them the ability to mark an approval as no longer needed.  It works great.  But h...

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ewilks by Giga Expert
  • 2394 Views
  • 5 replies
  • 0 helpfuls

Timeline of all projects in cascade

I'm in search of a solution to display all projects in a cascading timeline view, like the Investment Portal. However, the issue with this portal is its limitation on drilling down beyond a milestone. On the planning console, we can delve into a Phas...

Resolved! Time Card Portal: how to set default tab to Other

Context: I have a widget / UI question. By default, the task selector in the Time Card Portal has 3 tabs, with Task and its items showing up:   I would like the "Other" tab and its contents to show up on default / page load, like this:   In the wid...

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Community Alums by Community Alums  
  • 2222 Views
  • 6 replies
  • 2 helpfuls

Project Templates and Project Schedules

I have a need to create a Project Template (with numerous quarterly tasks) that spans a 3rd schedule.  In doing so, I am attempting to create the template so it will auto generate the quarterly deliverable dates based on the Planned Start and Planned...

Scott104 by Giga Contributor
  • 916 Views
  • 1 replies
  • 0 helpfuls

Resolved! Report - Actual Cost X Estimated Cost

Hello everyone, I am currently trying to create a report based on two custom fields created on the pm_project table, "Actual Cost" and "Estimated Cost", example:The blue bar would be estimated cost and the orange bar would be the actual cost of the p...

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Vinicius2 by Kilo Sage
  • 621 Views
  • 1 replies
  • 1 helpfuls

Resolved! Cannot Filter by new field in a Portfolio Plan

Hello, we have added a new column to all planning items tables (Core Planning Items, Demand, Epic and two custom tables).  We can edit the plan to filter by this field, however once we are in a plan and try to filter - the field is ONLY available if ...

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Timeline of all projects in cascade

I'm in search of a way to display all projects in a cascading timeline format, similar to that of the Investment Portal. However, the limitation of the Investment Portal is its inability to delve into more than one milestone. On the other hand, in th...

Idea Creation from Back End without Category.

Hi all, I noticed that there is no OOTB Category field available for selection when Idea in created from the back end. This results in back end created Ideas not showing up on the Service Portal (front end) Idea list.                                 ...

AL_432 by Tera Contributor
  • 645 Views
  • 3 replies
  • 0 helpfuls