Hello Community,I would like to know more about the logic/reason behind the "Move Resource Plan" action on the allocation workbench. This feature is intended to shift the resource plan in time, however it has (in my opinion) a big flaw: moving a reso...
Can anyone explain to me in detail why this message displays: "New item is created successfully but is not on the planning board, as it does not meet the portfolio plan criteria." Someone asked this question in a previous post, but the response did n...
Has anyone found a trick to select and copy a list of demands or projects to include the links for users to easily reference?
HelloCan anyone help me show me how to create a default Allocation Workbench for all users in the instance.THANKS
Hi everyone! Is there a (otb) way to report on the total planned hours per demand? The total planned cost is calculated based on the hours + rates of the resource plans, but we would additionally like to report on the sum of planned hours in the reso...
In a time series report, is it possible to reverse the order of the label so that it displays the (calendar year_Quarter)? Ex: 2023_02, 2023_04
Hi All, wondering if anyone here has ever "split" an ART and looking for information on the sequence of events that need to happen? Unfortunately I couldn't find any documentation on that. The use case is:Thus far, all the ARTs we have on the system...
How 'actual' field in 'fm_budget' table is calculated. How to populate it?
Hi team, I am looking to add a unique ID on benefit plan table that comes up as a related list in Project records, however there is no substantial ID available that can correspond to the Benefit plan. In simple language, i would need a benefit pla...
Hello people! I have a simple question... Do you know what is the table for an agile board? I need to build a report with stories and COLUMNS. If a build it with the stories table I won'tt be able to see the columns so I need to get the agile board t...
Hello, I have a request from one of our team leaders to create a report for project tasks that have been assigned to his team, for a certain project. At the moment I can create a report that shows project tasks at the top level but how do I show task...
Hi everyone, Kindly assist with resource information or steps to use Performance Analytics to accomplish any of the following:a) Project Health and Progressb) Task and Issue Resolutionc) Project Risk and Mitigationd) Client Satisfaction and Feedbacks...
Hello Community,I have a requirement to trigger notification to project manager to update the Project data if the project is expired. Help me with this requirement!
Dear SPM experts,When we open a project (pm_project) from the Project Workspace, we find that it opens the Gantt chart page by default. Instead we want that when a project is opened, it should show the project form (and not the planning console). Is ...
Hi,I am trying to generate assessment from an indicator table (apm_metric) for which as assessment metric type (asmt_metric_type) is already configured and filter conditions are added there. But when I click on 'Generate Assessment' button and change...
