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Resolved! Customize OOTB form at SPM or create a new form from scratch

Dear all, I have a dilemma. A client's business requires managing information and the lifecycle of some entity that resembles a project, but isn't exactly a project.What's better? To add 200 new custom fields with embedded workflow to an OOTB form or...

MatthildiP by • Tera Contributor
  • 1734 Views
  • 5 replies
  • 1 helpfuls

Resolved! Change Default View of Create status report button

My end goal assign a different view that I've created on the project_status table as the default when I click the Create status report button in Project Workspace. I've attached screenshots of where I've tried to look in UI Builder but it seems this ...

How do I change the spacing on these fields

Hello, I was wondering how I change the spacing. I want explanation to be touching Contract Verification. I want to also add a space between Contract Verification and Risk Score. 

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Not show user name in resource

I selected the DBA role (or another role) in the Resource Capacity page. In the "Manage Resource Capacity" section, I want to see the names of the users who are assigned to that particular role. How can I display the list of users for the selected ro...

kamleshdhak by • Tera Contributor
  • 636 Views
  • 2 replies
  • 0 helpfuls

Budget Allocation toggle not displaying in Strategic Planning Workspace

I can't seem to get the toggle to display for Budget Allocation and I'm hoping someone can help me figure out why.  We've been using PPM, I just recently installed Strategic Portfolio Management and Strategic Portfolio Workspace and configure it.  Ho...

gjz by • Mega Sage
  • 1202 Views
  • 1 replies
  • 0 helpfuls

Project Workspace - Create new Baseline, Restrict "Create new" button

Hi Community,  In the "Planning" tab of a Project in the project workspace, when I click the Baselines icon, the below little section shows up, and it has a button called "Create new". My goal is to restrict this "Create new" button to certain roles ...

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Shawn20 by • Tera Contributor
  • 1192 Views
  • 3 replies
  • 0 helpfuls