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Automate the project phase change process

Hi there! I found a solution in order to automate the phase change when I change the project state. I just went to the corresponding process flow and set the conditions with the state values insted of the phases (on pm_project table):sys_process_flow...

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Cost Plan Actuals not showing in Project "Actual Cost" field

All, I have a situation where I have a an actual cost entered in a project's Cost Plans (in the field Total actual cost).  But when I view that project in the project table, the "Actual cost" column still shows $0.  Is there a job or action behind th...

Tim138 by Tera Contributor
  • 1309 Views
  • 3 replies
  • 3 helpfuls

Resolved! Set up a triage board in SAFe

Product documentation to 'Set up a triage board in SAFe' step 3 'select Triage board', there is no Triage board option. I have scrum_product_owner role, what am I missing?

Lisa Conn by Tera Expert
  • 1152 Views
  • 4 replies
  • 0 helpfuls

Resolved! Best practices concerning demand management

Hello, We are considering using demand management. In that regard i have 2 questions : 1- What is the recommended organisation needed to support this process : Our IT direction is organised by technologie (SAP, O365, ServiceNow etc...), what is the b...

Does ServiceNow has an OKR plug-in?

Hello all! We have a client that uses ITBM, and a custom application to track KPI´s and OKR´s on their organization. This works fine, they take SAFe information of Epics, characteristics, user stories and make some nice dashboards on a custom made ap...

Discount Rate % and Internal Rate of Retunrs %

Got the message as below when cost plan is added. How Discount Rate % and Internal Rate of Retunrs % and Net Present Value are calculated? And why it did not calculate for below example?    

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Geeky by Kilo Guru
  • 1591 Views
  • 5 replies
  • 0 helpfuls

Resolved! Cost Plan vs Project Budget

Hi,  What is the exact difference between a cost plan and a project budget?  Can a cost plan be converted into a project budget?  Kind regards, Mathias

Mathias1 by Kilo Contributor
  • 4357 Views
  • 8 replies
  • 6 helpfuls

WBS for implementation of PPM suite

Please share if some one has a standard template for WBS for  implementation of PPM or if you using a template for the same.  I need breakdown of all tasks associated with implementation of PPM

J_31 by Kilo Sage
  • 641 Views
  • 4 replies
  • 1 helpfuls

RoundOff Property on Planned hours in Resource plan & KB0959650

Hello Community, I can see Planned hours in Resource plan is taking round off value, if the given input is 7.43 hours it is considering 7 hours, which is not expected by our client, I have gone through Community and knowledge articles, where it says ...

Sree7 by Giga Contributor
  • 745 Views
  • 3 replies
  • 1 helpfuls

Tracking forecasted spend by vendor and actual spend - ITBM / PPM

Hi All,We have recently procured ITBM and I've been looking at PPM for managing budgets and spend.I want to look at being able to track our IT Departments budgeted spend which has already been forecasted for the year per vendor. We would like to also...

Alex120 by Tera Contributor
  • 656 Views
  • 2 replies
  • 0 helpfuls

agile board- sprint tracking

Hi All, I am pretty new to this agile board. recently one of  the user informed that the when a story card is clicked from the agile board, the popup window used to display two tabs one showing the story record and other with orignal task record(eg:i...

snowuser yt by Tera Contributor
  • 1088 Views
  • 1 replies
  • 0 helpfuls

Email Project status report, add

Hello has anyone created a way to send/email project status report to certain users Ive seen a field added like Report Recipient field to Project status form along with a UI button to "email status report" which would email out status report not sure...

Mary by Mega Guru
  • 785 Views
  • 2 replies
  • 0 helpfuls

End date should not adjust when we change the start date

Hello All, I Need help on this issue in project task table  Consider 'start date' and 'end date' are filled with one month difference when you change the 'start date' to 15 days near to 'end date' then automatically it is extending the 15 days in 'pr...