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Forum Posts

Create Project template via excel?

HelloCan I create a project template from an excel? Can someone provide the steps to create that?I know that I can import an existing project but it needs to be in mpp format but I have a request for a new project template and they want the ability t...

Resolved! Fields in Portfolio Planning Workspace

Hi, Could you please advise how to achieve this with Out-of-the-box functionality (without scripting):In the Portfolio Planning Workspace, we need to:- see Program data and be able to group by/color by Program for Demands and Projects- see Investment...

mj36 by Tera Contributor
  • 4689 Views
  • 3 replies
  • 1 helpfuls

Resolved! SPM Reports

Hi All Cn I know what all are the basic OOB SPM avaialble and how do I extract them .  ThanksSathish

Resource Plan Not Appearing in Timesheet Portal

Hi everyone, I’m experiencing an issue where one of the resource plans for a user is not showing up on the Timesheet Portal, even though the state is set to "Allocated". There is another resource plan for the same user on the same project that is app...

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TanyapongS by Tera Contributor
  • 3132 Views
  • 5 replies
  • 0 helpfuls

Need email client template for Demand workspace

Dear Community Experts, The requirement is to be able to send an email from a Demand record inside Portfolio Planning Workspace > Planning Item on click on Compose Email.I've setup Email Client = true in "sn_align_core_demand" table and created an Em...

RishabhB by Tera Contributor
  • 1602 Views
  • 5 replies
  • 0 helpfuls

Help on UI Action

Hi,I have an requirement, to create a button on a form and when user clicks on it it should open a page where user can select 1 or many knowledge articles. After selecting the articles it should show in the related list of named knowledge.Any help wo...

Nivedita9 by Tera Contributor
  • 769 Views
  • 2 replies
  • 0 helpfuls

Resolved! SPM Reports and Reports

Hi ,  I need to generate some SPM Project reports for my leadership team. Can anyone help me what all reports we can generate and list me if there is any out of reports already available . ThanksSathish

SathishkumaK by Tera Contributor
  • 1690 Views
  • 2 replies
  • 1 helpfuls

Resolved! How to grant access to team member access triage board?

Currently, only PO's are able to access triage board in SAFe board. We need to grant access to Tech leads and team members to configurate the triage board. However, we can't give them the safe_scrum_master role. We have tried to change UI_macros log...

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