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...
Hi,We're going through the process of migrating from Resource Plans to Resource Assignments. On RPs, when the Cost Plan was created, we had the option of selecting one of our custom Cost Type Definitions on the CP. Now on a project that has been migr...
Hello! When we launched SPM, we had included a few slush-bucket fields in our Demand Form. Now, we're thinking of moving those fields to a multi-select checkbox option. We're finding the inability to edit the slush-bucket fields in the list view are ...
Hi All, Currently Project managers needs to click on Print button to create the PDF manually. is there any way to automate that PDF generation and send it over an email to Project managers as soon as the status report is created ? As like shown i...
Update time card billing month to be set to the month for the work date It appears that the current configuration is to set the time card billing month based off the current date and time of when the time card is being created. For facilities time c...
Hello, I can't find a recent thread to answer if we can remove the comma on an integer field? I just want the numbers, but it keeps adding in the comma thanks
I want highlights in green to be renamed in the label in Project Workspace.
Hello, Is it possible in the Investment Portal, view Financials, to create a new grouped column? If yes, how do it?Thanks.
Hi!I was wondering if you could select only a child category when you are creating an idea. For example, I have this structure: - Category A - Category 1 - Category 2- Category B - Category 3 I know I can set "Category A" to active=false an...