Portfolio planning workbenc customization
Hi all. A customer asked to remove some widgets in the portfolio planning workbench (not workspace!). Do someone know the name of the UI page or widget to customize? Thanks
Forum Posts
When we have multiple Resource Management Schedules how to set default value for Resource Properties
Hi All,Following is the setup that am planning for my requirement. Please suggest me if this is correct or I can do it in any better way.I need to set up Resource schedule for Resources where we have 4 different regions involved.Let’s say Region A, R...
Resolved! Portfolio does not populate onto the Idea form - Record Producer
Hi,I have created a Record Producer with "select box" variable. I have added choices manually. On the "Idea" form we have "Portfolio" field. Its a reference field. Whatever value I am giving on the Record producer I want it to go on the Idea form.cu...
Agile Triage Boards - For Enhancements?
Hello all, I had a question about the Agile Triage Board, specifically with regard to Enhancements, and whether they should be triaged, i.e. whether a Triage Board should be created with which to add Enhancements to the Backlog, or whether users shou...
Filtering feature in the project workspace
Hi, allI have a question about the filtering feature in the project workspace.I know you can select more than one candidate if it is a choice, but is there any way to search for “A or B” in a reference or string field?
Resolved! Customize the Project Status Report or Alternative
Hello Community. I have been asked if it were possible to create our own customize version of the "Status Report" that is found within a project record, that pulls individual project information into form, from the project details, project tasks, and...
Change the “my project” condition in the project workspace
Hi, all Is there any way to change the “my project” condition in the project workspace?Currently, I thought I could change it by using the UI builder, but it doesn't work. I don't even know where to set the conditions for the project to be displayed ...
Record Producer dot walking does not work.
Hi, I have created Program variable and added choices to it.I have added Program field dot walking from Demand form onto the Idea form. Whatever value I choose on the variable should go to the idea form field. current.idea.demand.primary_program = pr...
Making Category field Un Mandate on Idea portal
when ever I am trying to create a new idea , category field is mandatory on it . How Can i Make it optional on the create a new idea form . Thank You .
Resolved! Project State Closed/Complete/Incomplete Changes Percentage Complete to 100%
FujiWhen a project manager changes the project state to any of the Closed states (Closed Complete, Closed Incomplete, Closed Skipped) the project percentage complete changes to 100% as a result of all of the Project tasks being changes to 100%. We ...
Unable to activate lens
Hello Everyone, My task is to hide confidential demands and projects from users other than present in allowed list on demand, project record. I have following custom fields on demand and project table,1. Is confidential2. Allowed users To achieve thi...
Project workspace draft emails
Hello everyone!does somebody know how to send emails from draft emails related list in project workspace?In the details, compose section, I can save an email as draft, however when I go to draft emails list and open an email, there is no option to se...
Resolved! How a score is calculated in idea management ?
Hi,I have a requirement where we need to add score field in idea form, by default score field is set to read-only and set default value as '0'.how is score calculated in idea, please refer to screen shot @MarcoN376343603 quick help on this would rea...
Resolved! Toggle Template Bar does not display the ability to email
Toggle Template Bar does not display the ability to email for demand and project like it does for incidentAppreciate your help in advance
Demand to Change Workflow
Could anyone share details about their workflows when converting a Demand to an operational Change record? Presently in my organization Change records are strictly an artifact in preparation for any code/build preparing to move from a Sub-Production ...