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Resolved! How to edit pop-up box for Demand Budget?

See attached screenshot for best understanding.  My company would like to add a CER# field when creating a demand budget.  Right now selecting the 'Create Demand Budget' UI Action will display this pop-up box to ensure budgeting values for each Fisca...

MBarrott by Mega Sage
  • 565 Views
  • 2 replies
  • 1 helpfuls

Pulling reports from 2 different tables or sources

Hi Team,  Can someone please help us in case of reports. We are trying create a report using Resource Plan source and Project source. Available resources by role by capability by month. Something as Available resources by role by capability by month....

nnethikunta by Tera Contributor
  • 557 Views
  • 1 replies
  • 0 helpfuls

Limit date calendar entry to anything post 2-3 months from today

I'm wanting to give users the ability to ensure the optimal date that they are wanting a demand to be completed.  The restriction is that they should only be able to select a day which is 2-3 months away from the current date (grace period not curren...

MBarrott by Mega Sage
  • 421 Views
  • 2 replies
  • 0 helpfuls

Manually Convert Project Action to RIDAC Action?

We are beginning to utilize the Risk, Issue, Decision, Action within the demand & project records.  If you follow the standard RIDAC process, in order for any of these to end up in the RIDAC Entries list, they must all start as a 'risk' and be conver...

Lsullivan4 by Tera Contributor
  • 557 Views
  • 2 replies
  • 0 helpfuls

Strategic Planning Workspace and Teamspace

Hello, I would like to ask, if the Strategic Planning Workspace or Project Workspace works with the Teamspaces ?E.g. if we have two Teamspaces can there be multiple Workspaces for each Teamspace?Thank you

Alpa82 by Tera Expert
  • 746 Views
  • 2 replies
  • 2 helpfuls

Resolved! JIRA Migration to ServiceNow?

This is a 2 parter:  1) I saw a client ask about this. Are there any existing migration scripts/tools for migrating JIRA to ServiceNow?  2) That being said, I have more of a personal question. What are your opinions on JIRA vs ServiceNow? I now have ...

Inactive by Mega Expert
  • 7832 Views
  • 6 replies
  • 0 helpfuls

Agile Development

The user having roles scrum_master, scrum_product_owner, or scrum_sprint_planner cannot drag and drop stories on agile board.

nav21 by Tera Contributor
  • 526 Views
  • 5 replies
  • 0 helpfuls

Display value of Sum of Opex & Capex in Field

Hello Everyone, Is there a way to display the value of total sum of actual capital / actual operating in Project Table ? There is already a calculation on cost plan table when the cost type contains "opex" or "capex" My concern is how can I display t...

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Resolved! How to Hide Form Sections?

I'm wanting to hide the Preferences section from the Project Task form (pm_project). From what I'm seeing there's no clear/easy way to flip an Active field like a lot of things on forms.  Is there a simple solution to hiding form sections?

MBarrott by Mega Sage
  • 6197 Views
  • 15 replies
  • 12 helpfuls

Resource Reports with a Skills Filter

Hello, I have been tasked to create a report (similar to the Resource Reports) to display the resource allocation of groups based on a selectable skill that group has. The report will be used to determine which users of a group, that have that skill ...

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