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Resolved! Hide and show process flow based on the category.

Hi, In Business management, Draft -> Submitted -> Screening -> Qualified -> Approved -> Completed.is available out of the box. I have added new custom field "Demand Category". I want to hide the state- Screening in process flow if the Demand Category...

SRI10 by Tera Contributor
  • 2586 Views
  • 14 replies
  • 6 helpfuls

Close a Portfolio

Can you close a portfolio without deleting it?  We had a past portfolio that shouldn't be selected for new demands or projects, but I don't want to delete it for the historical closed demands and portfolios.  Can you keep a portfolio but make it clos...

TPigeon by Tera Expert
  • 491 Views
  • 4 replies
  • 0 helpfuls

Resource Reports - heat map criteria

When I view the Resource-Availability report, sometimes the colors are red and sometimes green for the same Demand.  See attached.  It varies depending on the duration I chose.  Why?  Is there a way to make this static (e.g., whenever there is negati...

Mary Myers by Kilo Contributor
  • 822 Views
  • 1 replies
  • 0 helpfuls

Resolved! HELP!! Need to add custom field on idea portal

HiI have been asked to add some custom fields on the idea portal. I am used to dealing with record producers, where I add the custom field and variable and then map them.How can I add custom fields on the create idea page? I am thinking this must be ...

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Mike D1 by Giga Guru
  • 1292 Views
  • 1 replies
  • 0 helpfuls

Resolving quirky issue with stories assigned to projects and we can't reassign to a new project when initial project closes or we need to reassign. Has anyone else encountered this?

A few months ago, we discovered an issue with trying to reassign stories to new projects when a project completes.  When we try to reassign the active story to a new project, because SN assigns the story to the demand of the project that it is first ...

Wesley8 by Tera Expert
  • 1086 Views
  • 6 replies
  • 0 helpfuls

Difference between Agile Development and Release Managementv2

Can someone help us understand what the key difference between Agile Development and Release Management v2 is? We're beginning to use Demand Management to create enhancements, and these enhancements show up natively in the Agile Development suite, bu...

dyna_wang by Giga Contributor
  • 3742 Views
  • 4 replies
  • 1 helpfuls

SPM - Licence

Hello,My organisation has SPM and we will be looking to increase the functionality in the coming months.  We only have standard licence's, however, I noticed that some functionality requires a professional one.  Is it possible to buy a number of prof...

Resolved! States missing on idea portal

HiWe have recently purchased SPM standard (mainly for the idea portal). I have installed the following modules, which I understand we are entitled to. Project & Portfolio ManagementDemand ManagementFinancial PlanningResource ManagementRelease Managem...

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Mike D1 by Giga Guru
  • 1341 Views
  • 12 replies
  • 2 helpfuls

How to convert currency?

Can anyone help me to convert currency? We have editable currency fields called "Annual Maintenance Cost" and "Annual Maintenance Cost (Ref). When a user update the "Annual Maintenance Cost" with their currency, I'd like to know the amount in JPY. I ...

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masaya1 by Mega Contributor
  • 5250 Views
  • 6 replies
  • 3 helpfuls

Project artifact repository

Is there any way to keep project artifacts (apart from attachment link to attach documents on Project form) in PPM?

sagar_basu by Tera Contributor
  • 699 Views
  • 3 replies
  • 1 helpfuls