Some PDIs are currently unavailable, and PDI actions are paused. View the latest updates here. Read More

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

Forum Posts

Release management across all SPM tasks

We would like to align all our SPM work items into a common release strategy, in order to do this, we would like to include Project, Project tasks, Epics, Enhancements and Stories into releases planning. Are there any recommendations or similar imple...

Tracking Story Dependencies

Is there a way to modify the columns in the Story form Dependent Story and Prerequisite Story tabs to show more information about the related stories.  Would be nice to see who it is assigned to and what the status is without having to click into it.

jaguthrie by Tera Contributor
  • 1268 Views
  • 1 replies
  • 0 helpfuls

Project Change Request in PPM

When creating a Project Change Request in PPM, there is an option to export the request details in PDF format.  However, the format of the PDF OOB is really not pleasant or presentable (layout, fonts, colors .etc.).  Anyone tries to successfully cust...

afattahQ by Giga Contributor
  • 1551 Views
  • 4 replies
  • 0 helpfuls

Resolved! Where is the stakeholdher column?

A user has two reports where one is looking at the demand table and the other is looking at the projects table.  The user wants to add the stakeholder column to the list reports, but it's not available in the list when you modify columns.  How can I ...

ryan_kelly by Tera Contributor
  • 1200 Views
  • 2 replies
  • 3 helpfuls

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 ...

AJ27_0-1709745292526.png
TStark by Kilo Sage
  • 1832 Views
  • 3 replies
  • 0 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
  • 1297 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
  • 2723 Views
  • 6 replies
  • 1 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...

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 ...

Resolved! Duplicate Project Workspace

Hi Everyone Is there any option to create any workspace or copy actual one and edit existing elements with my credentials? or an admin will have to create one?

Fuki by Tera Guru
  • 3416 Views
  • 4 replies
  • 0 helpfuls

Hide state choices in New Project Workspace - RIDAC

Hi Community, We have started using the New Project Workspace and on the RIDAC page we noticed that for some of the records (Issue, Action, Request Change), State field displays 2 custom choices which we hid from the form via a Client Script. Basical...

PaulaaO_0-1709742118859.png
PaulaaO by Mega Sage
  • 1439 Views
  • 6 replies
  • 0 helpfuls

Teamspace integration with Portfolio Planning Workspace

Hello All,I've installed Teamspace1 plugin and I'm seeking advice on how do we integrate TeamSpace and Portfolio planning Workspace. The below link has been kept as a reference yet I would like to know how to proceed with this further.  The documenta...

Amritha1 by Tera Guru
  • 4364 Views
  • 6 replies
  • 0 helpfuls

Task Based Roles and Permissions

I want to be able to compile together a table where I can visually see roles and permissions based on tasks. For example, I can use the Access Analyzer to view CRUD permissions based off a selected table, export them to excel and create a table. Howe...