The CreatorCon Call for Content is officially open! Get started here.

SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

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...

find_real_file.png
astanley by Tera Contributor
  • 1425 Views
  • 4 replies
  • 2 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
  • 2073 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
  • 1156 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
  • 565 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

PavanKumarRaja_0-1688388659256.png

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
  • 751 Views
  • 1 replies
  • 0 helpfuls

Change Report Color

I would appreciate some help with reporting colors.I have created a report called "overall project health" using the project_status table, a type of semi donut and grouped by overall health. It displays the values from that table of Red, Yellow & Gre...

service portfolio owner field

Hi all, We're setting up de foundation part of Service Portfolio management, so just the data and nothing more using the foundation part that is part of the platformwhen you are defining a portfolio you can fill the owner and the manager of the portf...

dependency field on the rm_story table

I recently installed the Agile Development 2.0 plugin. Our scrum master setup some dependencies with other stories. They then added dependency to the list layout and saw it was blank. I figured this was due to dependent stories being part of a many t...

BrianLancaster_0-1687556217432.png