Resolved! SPM Module Roles
Hi all,How can I find out list of roles by specific modules in SPM? We currently have SPM access flying across several roles and considering a clean up. Thanks
Forum Posts
History not tracked when a template is applied to a project
We have a customer that applies different kinds of templates to their projects. One project template changed the Portfolio value to something they were not aware of, but the history did not show who, or why the field value changed. We tracked it down...
Milestones in SPW
Can anyone speak to Milestones in SPW with a type of "deadline". These seem to be appearing on roadmaps without any type of creation in SPW. When a Key Milestone is created of 0 duration those show up as Key Milestones but where are these deadlines...
How to perform a change on an allocated resource
Hi all,I can't figure out the correct way of how to perform a change correctly on an allocated resource, without messing up my cost-plans, planned and actual costs. This change on allocation is generally happens when either of the following two circu...
Resolved! What is the difference between 1) RESOURCE ROLE rate vs 2) RATE MODEL - role rate?
Hi SN CommunityAny help appreciated. I am struggling understanding the role rates. Can anyone advise me the difference between 1) RESOURCE ROLE rate vs 2) RATE MODEL - role rate ?For what purpose would each rate be pulled and when/where? (e.g. Re...
Workday Integration for Timesheets
Getting a client started with SPM and wondering how we'll handle utilization. They use Workday for timesheets and don't want to duplicate effort by having to use SPM for time cards. There also isn't any existing integration with Workday. Is there a s...
how to change scale on Demand Workbench (bubble chart)
I want to change the X, Y and Z axis items in the Demand Workbench.Are there constraints on the types of columns that can be set? Are there any restrictions on the value?E.g. Can only numbers be set? What is the allowed range? (How is the maximum val...
Program Management recommendations in SPM
Hello everyone!I am interested in learning how others are managing Programs records in SPM. When we engaged a third-party implementor with our original ITBM (now SPM) roll out, we were advised that along with every Program record created in the Prog...
Resolved! How does percent_complete increment on Project form?
I want the percent_complete field to increment if ANY closed state is selected. Right now it only increments if the Closed Complete is selected for a respective project task, ignoring Closed Incomplete and Closed Skipped. I think it is a business ru...
Link between State and Percent Complete in Project
Hello,How can I modify the link between the state and the percent complete fields.When I change the state to "Work In Progress", the percent compte will be 0% when I want it to keep the same value. I would like :State "Closed skipped" or State "Clos...
Scenario planning
How the scenario planning connected to strategic planning workspace. What is the typical sequence and what can be reused from one to other.
Resolved! Create custom burndown charts
Hi, is there a way to customise/adatp the OOB burndown chart? It seems to work quite differently from the rest of the widgets in the platform. Both Product Owner Dashboard and Agile Board Analytics don't seem to be standard widgets/reports in the ...
Read only fields on Parent Project Tasks
When using projects, if a project task has a child project task associated to it several fields become read only. The Project team would like to use parent/child project tasks independently for the purposes of calculating resource costs, but as the f...
How to add Project Tasks under Tasks and Group Tasks on Time Card Portal
Hi all, I need to add "Project Tasks" under the Tasks. The Project Tasks under this tab will be one assigned to the user. I also need to add "Project Tasks" under the Group Tasks. The Project Tasks under this tab will be one assigned to the group tha...
Resolved! Adding another choice for STATUS on Project task form
Hi Community, I have the following requirement from my portfolio stakeholders: add another choice in the status field from Project Task form called Complete and to appear against Blue colour when reviewed on Planning Console (Classic or New Project W...