SPM Governance Model
Has any implemented a governance model to maintain currency and accuracy of SPM data? I'm responsible for end to end portfolio management and will need to enforce more discipline by the project owners. Thanks!
Forum Posts
Resolved! SPM Roles & Meanings
I am trying to find a complete list of Service Portfolio Mangement (SPM) roles and what they mean, how they are embedded/related, etc. I found this tidbit, but I believe there are more roles related to SPM than just these:
Worknotes are updated daily with several records by SysAdmin
I see the notes section of the Project gets added with several entries daily by user System Administrator. This has been observed on single project on dev and prod. Please provide suggestions on how can this be solved.
Display state in process flow formatter dynamically
Hello, We need to add new state "Rejected" for Demand workflow and should be visible in process flow formatter only when state is set to "Rejected" similar to "Deferred". Can anyone please suggest what needs to be done for this? - Prabhh
Resource assignments and RUN activities
Hello, I am exploring the resource assignments feature, how can we manage ITSM tasks (RUN activities) with resource assignments ? We receive hundreds of tickets per day, it is not feasible to create resource assignment ticket by ticket manually. Actu...
Adjusting breadcrumbs on Idea Portal
I would like to modify breadcrumbs on the Ideas Portal. From the discussions I have seen elsewhere, the label for the breadcrumb is hidden on the page itself but I cannot seem to access it.For example, the Create an Idea page has no info where the b...
Linking of user stories to Test Case in Test Management 2.0
Hi all For the Test Management 2.0,if we go inside the agile Board and select Test from show in list at right corner. We have options in stories to add multiple Test in 1 story as attached in the below screen shot.So please suggest how can we link t...
Resolved! how to pul record for 1 month using database view
Hi,I've a database view to pull records from three tables. The report generation and distribution will be automated and i want to pull records for every 1 month. e.g. In the month of July, i want to pull records from 1st June to 30th June. I've tri...
Resolved! Resource Management workspace does not pull up the resources into the resource card
I am getting an undefined error when I create a resource management card.I have used the default filter which is only active users. I have generated employee profiles and mapped primary resource group and primary resource roles using scheduled job "P...
Resolved! How to auto-populate time_worked field for parent project task with time worked from child tasks
Is there a way for the time_worked values of all child project tasks to be summed and auto-populate the time_worked field on the parent project task?
Need to add custom field in Create financial Baseline Modal in UI builder
My requirement is to add custom dropdown field in 'Create financial baseline' popup which show up when we click 'Create Baseline' button in Financial Project Workspace .I have added the dropdown field using UI builder component and able to view the f...
Demand Baseline Questions
1) After creating a project from a demand, a baseline of demand is auto-created (Figure-1). What's the usage? 2) In Figure-1, there is a button [Create Baseline], after I have clicked it (Figure-2 example), there is no field for me to input anything?...
Strategic Planning Workspace Integrations with Demands and Projects
I have set up the integrations between SPW and Demand / Project using the link provided to generate the map. However, the mappings are not working for Programs to Strategic Programs. Also Epics is not choice when setting the lens filter. I cannot fig...
New Experience Project Workspace - Resource Status Column
How do you make the Resource Status Column read only for project managers but not for Resource Managers.
How to prevent Project Task "State" field from locking when creating a child task
Which business rule is responsible for locking (greying out) the "State" field of a parent task when a child task is created? I recently disabled the business rule "Process State Change" on the pm_project_task table to prevent parent tasks from auto...
