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Project Resource Plan and Project Task Assignment Group

I am wondering what are the exact differences between Demand/Project "Resource Plan" and Demand/Project Task "Assignment Group" Since Resource Plan is directly tied to the Demand/Project record and Assignment Group inside is tied to 'Task' record, I ...

Heesun by Mega Contributor
  • 867 Views
  • 2 replies
  • 0 helpfuls

How to parse actual costs by fiscal year

We have a use case to parse out actual costs by fiscal year for multi-year projects.  We have been able to parse out planned costs by fiscal year from the cost plan, and budgets by fiscal year, but have been unable to parse out actual costs by fiscal...

David78 by Giga Contributor
  • 919 Views
  • 5 replies
  • 1 helpfuls

is there a way to make a project private

I have a program that is current a "special project" that has resources that need to be assigned and upper management needs to be aware of the resource allocation for the project without everyone else seeing the project in the company.  Is this possi...

Tammy5 by Tera Contributor
  • 753 Views
  • 4 replies
  • 2 helpfuls

CI Rate Cards and Rate Card Costs - How to Correctly Use Them

Hello, I'm opening this thread to get some more clarification on how to use the Cost Management application, and more specifically how to correctly use Rate Cards, CI Rate Cards, Rate Card Costs, and Expense Lines. Overall, the goal is for us to be ...

dgreene16 by Kilo Contributor
  • 1689 Views
  • 4 replies
  • 1 helpfuls

Resolved! Copying Feature, Stories, Tasks and Attachments

I am trying to copy Feature with all Stories, Tasks and Attachments from the Safe ApplicationI have a field on the Feature form called u_copy_storires with the UI Action conditoin of current.u_copy_stories!="" I can get the Feature to copy over.  Sto...

Configuration of Financial tabs in Project Workspace

Hello Community, I am trying to configure the tab : Financial in the Project Workspace, specially the cards in the top.   We have created new fields to manage the costs but the cards is showing only the default cost field, how can I modify those car...

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PPM Phases - How to Change the 5 Phases of a Project to 4.

Hi  I have a request to change the OOTB phases for a PPM project Record. Currently, there are 5 =   Initiate > Plan > Execute > Deliver > Close  Is it possible to change the phase to 4 and update the names in the drop-down list and banner headings as...

FTE based on resource schedule ?

Hii , i need some suggestion. When we use FTE  in resource plan , planned hours is calculating based on resource schedule (Average daily FTE hours).i have requirement , when i am using FTE in resource plan in place of these resource schedule, will us...