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Dynamic filter on Project Time Category on Time Sheet portal

I have a requirement where the project time category must be dynamically filtered based on the category of the time card. I have used a reference qualifier on the project time category field to have it working on the classic view. How do I make it wo...

Ranking in SPW

I have two different Portfolios created that have some of the same demands and projects.  When I change the rank of a project in portfolio 1, it changes the rank of the same project in portfolio 2.   Is that normal behavior?

Create Different Assessment for Demand Stakeholders

The OOB Demand Notifications are not Appropriate for our Organization. I have already created a new functioning Assessment (very simple) and want to use that to score my demands and appear on the Demand Workbench. I want to turn off the OOB Assessmen...

Portfolio Plan Custom Lens

I have a requirement to provide a top down organisational view, this would look like:Portfolio > Program > Project > TaskI have got to the point of creating the portfolio, programs, projects, and task associated.|The portfolio plan pre-loaded options...

joshuanatto by Tera Contributor
  • 378 Views
  • 2 replies
  • 0 helpfuls

Business Calendar vs Fiscal Periods in SPW Financials

Hi all.  When creating a portfolio in the Strategic Planning Workspace using Fiscal Period instead of dates to set the start/end date, it using the Business Calendar Entry table (business_calendar_span).  I'm working with a customer that has relabell...

Data tables and mapping

Hello!  First, please note that I am not a developer, but an active user who is trying to self-teach due to low dev support resources.  My question concerns gathering all the necessary data in one view.  Appreciate any insights.  Thank you! For plann...

kerrsol1972 by Tera Contributor
  • 351 Views
  • 1 replies
  • 0 helpfuls