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Resolved! How to add demand requirements in related list on demand?

Hello all, please see image below. To start, the DREQs were not being closed after the PRJs were closed, and I was having trouble removing them from the queue. To fix this issue, I created a business rule that when the demand is closed, the demand re...

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astanley by Tera Contributor
  • 1228 Views
  • 4 replies
  • 2 helpfuls

Resolved! Portfolio Planning - Integration Field Mapping Updates

I need to make some updates to what fields are syncing between demands and the demand planning item.  More specifically, I'm attempting to change the field mapping between demand and the demand planning item.  I want the planning item owner field to ...

Kevin Lee by Tera Expert
  • 624 Views
  • 1 replies
  • 1 helpfuls

Resolved! Convert a Project Risk to an issue

Hi Folks, I am new to SPM, but I am quite surprised there is nothing OOTB to convert a Risk to an Issue. Am I missing it?  If there is nothing OOTB, can someone advise me on how to go about this? Our PMO would like the ability to convert Risks to Iss...

Dependencies in SPM

Good morning all,  I have trying to work out the most effective and efficient way to view, manage and anlyse dependencies (not logical i.e. predecessors or successors) for a portfolio of Programmes and Projects within SPM. I am aware there is the fun...

jackbartlett by Tera Contributor
  • 1774 Views
  • 4 replies
  • 0 helpfuls

Colour of Project State

Is anyone able to explain what drives the status of Projects in terms of what makes it go red yellow or green on the overall project?  

Alex Cason by Tera Contributor
  • 974 Views
  • 4 replies
  • 0 helpfuls

View Rule

i have created a new view rule called "SI" View on the demand form for demand manager.so when user with it_demand_manager role opens the demand form then Demand form with "SI" view will open.is there any chance that the user can switch the "SI" view ...

sharukh by Tera Contributor
  • 473 Views
  • 1 replies
  • 0 helpfuls

Resolved! Enable Strategic Planning Workspace

Hi Team, Could you please let me know how to 'Enable Strategic Planning Workspace', workspace should display under Workspaces bar. Please check the below screenshot.  Thanks,Pavan

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Resolved! Triage Backlog for Release Item

How do I create a Triage Board in Agile Development 2.0 that filters on a Request Item - Item? I only see "Configuration Item" as a condition option.

Schedule on sys_user table

Hi all, Who can set up a schedule for a user on sys_user table?Can users setup their schedule by themself if yes then what role will be required for users to set schedule for themself. Thanks,Priyanka

Priya26 by Tera Contributor
  • 646 Views
  • 1 replies
  • 0 helpfuls