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Freeze Timesheets Dynamically

Recently, I got a requirement where I need to freeze timesheets every month, but with a twist: the deadline for regular users had to be different from the deadline for their managers.This is a common but tricky challenge for any organization. A simpl...

Resolved! Changing the activity stream icon color in workspace

I’m attempting to change the activity stream icon color in workspace using the field attribute, but I can’t get it to apply for custom journal input fields. It does work for work notes, so I’m trying to confirm whether this attribute is limited to th...

2026-05-27 08_48_16-Workspace Activity Stream Icon Color.png 2026-05-27 08_47_26-Dictionary attributes.png
Heather9 by Kilo Guru
  • 1337 Views
  • 2 replies
  • 0 helpfuls

Resolved! How do I hide fields in a table

I am wanting to hide "is it a travel laptop" until "Yes" is selected in "Is this a laptop". How do I hide the field unless the condition is met? 

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Populate Budget column on Project Workspace

We are trying to figure out if the Budget column within the financial tab in the Project Workspace can be recalculated. Right now we understand that the budget is grouped into two cost type and expense type based on the Budget allocation attribute wh...

Resolved! Unable to allocate Budget in SPM Project

I created a project and entered a budget under the Project Budget tab, which is reflected in Project → Details → Budget Cost. However, when I navigate to the Financials tab, the budget value appears as 0.I have tested this with different roles, inclu...

pranaybarmo by Tera Contributor
  • 2810 Views
  • 6 replies
  • 1 helpfuls

SPW Planning item error

I created 5 demands across multiple portfolios and advanced each to Approved state. From each demand, I created resource assignments at the group level and approved all of them. I then opened the Strategic Planning Workspace, created a portfolio plan...

CoolP by Tera Contributor
  • 762 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to create Resource Assignment Baseline

Hello everyone, I have come accross the table Resource Assignment Baseline [resource_assignment_baseline]. I'm looking for documentation on this table and it's functionality. However, I'm not able to find anything. Can anyone help me? I have found ou...

Felipe365 by Tera Contributor
  • 605 Views
  • 1 replies
  • 0 helpfuls

PowerPoint Project template

Hello everyone,I'm stuck to edit the out of the box available "Project report" on project workspace. Project Workspace > More actions > Export projectselect file type to "PPT"  then  powerpoint template to "out of the box template"Now I want to edit ...

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Resolved! CWM | Doc Page | Version Control

Dear Community,  I need to know from whom and when updates were made to the Doc Pages whcih i have created. Is there the possibility to have a Version Control, when updating Doc Pages? Thanks in advance. BR, E

ErAs-xx by Tera Contributor
  • 704 Views
  • 2 replies
  • 1 helpfuls