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Resolved! Non-Admin User - How to Import Excel to Project Tasks

I've seen both posts: "How to import excel to project tasks" and "Bulk Import Project Tasks from Excel" however neither provides the answer to my question from a non-admin user's perspective. I need to grant a non-admin user the ability to import an ...

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TStark by Kilo Sage
  • 1274 Views
  • 3 replies
  • 0 helpfuls

Agile development - getting started.

Hi, We have ITBM and would like to start using Agile Development or SAFe for product delivery and management, we would like to remain OOTB as much as possible and start in very simple way.   We are already using Demand. Does anyone have a simple proc...

Mark113 by Tera Contributor
  • 1916 Views
  • 5 replies
  • 1 helpfuls

Contract End Dates for Users

Hello I have created some resourcing reports for Supply and Demand, however I have noticed a number of users are still showing as available despite their contracts ending after a particular month.I have amended the 'resource capacity' but they are st...

DanniJ by Tera Contributor
  • 845 Views
  • 2 replies
  • 0 helpfuls

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...

manuelbrugg by Tera Contributor
  • 2094 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
  • 603 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 ?

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sukran by Mega Sage
  • 3807 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 ...