SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Portfolio / Strategic Planning - planning items

Dear all, we are currently working intensively with the workspace for strategic planning/ portfolio planning. We start using the roadmap in the demand phase of a planning item, prioritizing and defining dependencies between existing projects/epics an...

User291978 by Tera Contributor
  • 1950 Views
  • 6 replies
  • 1 helpfuls

Milestone Order

We are implementing Project including the new project workspace and Export to PowerPoint for status reports.  Can someone tell me the logic used to pick the milestones that are being exported?  We've limited the export to 5, but if more than 5 are ma...

Linda_G by Kilo Sage
  • 495 Views
  • 2 replies
  • 0 helpfuls

SPM Reporting with Tableau or Other Reporting Tools

Hello!  We are finding the out of box reports and reporting capabilities within SPM to be limiting, thus spending an exhaustive amount of time exporting data and manipulating it with Excel.Hearing that many companies use Tableau as their solution.  I...

Resolved! Cost Break Down Calculation

How Cost plan related Cost break downs are calculated ? One user reported that , Cost plan of FY22 all months break down "Entered cost and functional cost" updated automatically Where its get updated ? where calculates the value ?

find_real_file.png
sukran by Mega Sage
  • 3087 Views
  • 8 replies
  • 0 helpfuls

Lexicon

Is there a lexicon or list of definitions for the Demand Module? 

Fiscal Year and period wrong mapping

I am generating a new Fiscal calendar for FY25 but system is creating with label FY26.End Date of FY24 is 02-01-2025. I am using start date for FY25 as 02-02-2025 and End year is 2026.System is generating new Fiscal year as FY26 but starting date of ...

Resolved! Duplicate Project Workspace

Hi Everyone Is there any option to create any workspace or copy actual one and edit existing elements with my credentials? or an admin will have to create one?

Fuki by Tera Guru
  • 2097 Views
  • 4 replies
  • 0 helpfuls

Cost centre depending on project type

Hi, I am looking to set different rules based on the 'project' type selected for billable cost centres.ie. normal projects will go to the cost centre listed on the project but other project types will go to the users home cost centre.Is there a way t...