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PI Planning using sharable views in EAP (Enterprise Agile Planning)

Hello All,could use some help if we are planning to have an option to either sharable views within the Planning Board Personalized panels in EAP.  Customers really like that EAP allows us to choose metrics and indicators to be shown on cards so that ...

Nil C by Tera Contributor
  • 1072 Views
  • 2 replies
  • 0 helpfuls

Applying a template does not work in the Workspace view

Hi,We have the option to apply templates in SPM. I uploaded projects using the Import Set, but applying a template does not work in the Workspace view for these imported (external) projects. However, the same action works correctly in the Classic vie...

Project Workspace

Hi Community, We have to delete, Financial historical data from Project Workspace. As the client going to use the customized financial management so, not required the historical data now. I deleted cost plans, cost plan breakdown records , investment...

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reenajkumar by Tera Contributor
  • 376 Views
  • 2 replies
  • 0 helpfuls

Completing Resource Assignments

Our agency is in discussions to migrate from Resource Plans to Resource Assignments.  Upon review, there are many new features and many deprecated features.  One of the features that will no longer exist when switching to Assignments is the ability t...

Unable to install "Strategic Planning" Application

When I was trying to install "Strategic Planning" Application in my pdi instance, it was giving error, dependencies "Portfolio Planning" needs to be installed. But when I tried to Install the "Portfolio Planning" application, it is giving the error "...

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Resolved! Agile Board Search

Is there a way to get the search on the sprint planning board to be able to search assigned to? We can search the story number, short description but not assigned to. One of the scrum masters is trying to pull stories from the backlog based on who th...

brianlan25 by Kilo Patron
  • 2123 Views
  • 12 replies
  • 2 helpfuls

Resolved! Best Practice when adding a template to the Project Planning Page

I'd like to know if someone has worked out the best time to add a project schedule template to the Planning Page in Project Workspace. I think I found a solution but would like your feedback.  When a project is converted to a demand:It pulls over the...

Resolved! SPM - External dependencies in Project Workspace

Hi all, When I create an external dependency in Project Workspace the relationship is always Finish to Start and it cannot be modified.Actually I cannot modify that dependency at all. Can you please clarify how it works? Many thanks

Tommaso2 by Tera Expert
  • 1214 Views
  • 2 replies
  • 1 helpfuls

Enabling Resource Management and Time Cards for Programs

Has anyone come across a way to enable resource plans/assignments and time cards for programs? We have dedicated program managers and want to be able to track their time doing that work but unsure if we can do it directly with the programs or if we'd...

KeithWood by Tera Contributor
  • 364 Views
  • 1 replies
  • 0 helpfuls