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Performance Analytics Automated Indicators

Goal: find via indicator the average # of demands logged in ServiceNow in the last 18 months (from Nov 2024 to April 26).Issue: results are incorrectImplementationI have in Zurich ServiceNowDemands logged in April24  I have created: Demands.Monthly.C...

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RS7 by Tera Contributor
  • 445 Views
  • 1 replies
  • 0 helpfuls

Resolved! Modify CWM apply template procedure

Dear all,I'm using Collaborative Work Management and would like to modify the Apply template functionality; this action just creates the list of saved tasks (of my starting template) but doesn't applies also relationships and some other fields I woul...

E di Santo by Tera Contributor
  • 1583 Views
  • 8 replies
  • 1 helpfuls

Dependency lines in Portfolio Planning Kanban view

Hi.  Has anyone implemented dependency lines in the Portfolio Planning KanBan view, similar to those seen in the EAP Board?    Or better still, does anyone know if this is coming in the future roadmap?   My thinking is the logic and code has to be in...

Financial View in Status Reporting

We are launching our SPM journey, currently on Zurich. When in the Status report module the Finance tab has view that included benefit and costs and well show you breakdown by period. This is done at a single project level for the status report. Is t...

iromero by Tera Contributor
  • 608 Views
  • 1 replies
  • 0 helpfuls

Benefit Plan and Benefit Realization Dashboard

Good Morning, I'm trying to create a dashboard to have a centralized place for all the benefit plans. Is there a way to connect the benefit plans to the Project Number in the dashboard? So far I've only been able to have a full list of benefit plans ...

ShareseH by Tera Contributor
  • 1059 Views
  • 4 replies
  • 0 helpfuls

How-to setup guides

Hello, are there any how-to guides with screenshots showing how to setup a Scrum or Kanban board and how to manage the cards..etc? Thank.

KaramL by Tera Contributor
  • 782 Views
  • 4 replies
  • 0 helpfuls

Duplication of a SAFe story

Hi everyone, I would duplicate a SAFe story in order to assign it to different teams. I have Yokohama  version but I can't find the "copy story" button.  Any thoughts?  Thanks!

silviainza by Giga Contributor
  • 765 Views
  • 5 replies
  • 0 helpfuls

Resolved! SAFe Migration to "Full Configuration" in EAP

It appears that the current "SAFe Migration Guided Setup" only caters for migration into the "Portfolio Configuration" or "Essential Configuration" EAP Configurations.  We are using "Full Configuration" which appears not to be catered for.  Has anyon...

Nat Hunter by Tera Contributor
  • 801 Views
  • 2 replies
  • 0 helpfuls

Relationship between ds_doument and pm_project

Hello everyone,I'd like to know how ds_document (Document Management) relates to Projects (pm_project), as I need a dashboard that lists documents, filtered by project.I hope you can help me, thank you.

Add custom button in CWM Workspace

Hi All,I am trying to add a custom button next to cancel and update in CWM Task. When a task is clicked in CWM workspace the below view opens.  I tried adding new actions, declarative actions(Form) but nothing worked. How to add a new button for belo...

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