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Resolved! PMO dashboard - Widgets not filtering as expected

Hello, I am trying to customize our OOB 'PMO Dashboard' to show all of the metrics we'd like to see at the Program level. For report widgets (single score, and chart) based on the pm_project table, they seem to work fine when checking the 'Follow int...

Resolved! How to Delegate a Demand Assessment?

Hi Everyone, May I know if it is possible to delegate a demand assessment? If so, how are we going to set this up? Regards,Diane

dianemiro by Kilo Sage
  • 1227 Views
  • 3 replies
  • 1 helpfuls

Changing OOB phases on Project

Hello  We are wanting to change the OOB project phases to align with customers existing phases Can someone tell me what are the implications of changing these? should they be relabeled or create new ones? Do all related forms get updated ie project w...

Mary by Mega Guru
  • 1394 Views
  • 3 replies
  • 6 helpfuls

How can I access/report the Field Changes data?

Hi team. I am a lowly user with expanding analytics access I am in the Action record and want to be able to export the Field Changes data in the Activities field. I can export the Worknotes content, but can't find how/if I can access the Field Change...

GPenetito by Mega Expert
  • 3746 Views
  • 2 replies
  • 4 helpfuls

Resolved! Limitations of Backlog view in Agile Development app

We use Agile Development application on daily basis and there is one thing I am really frustrated about. Why in Backlog view you can only have stories and no other task types?  For example we want to work with defects and I want to have them in Backl...

Eriks1 by Kilo Contributor
  • 3636 Views
  • 9 replies
  • 4 helpfuls

Examples of combining Demand States/streamlining process

Hello I have a client that is extremely lean and they feel there are too many states in Demand flow for their small to to manage They will be having a record producer creating Demands in "Draft" state Have other companies combined Submitted with scre...

Mary by Mega Guru
  • 793 Views
  • 2 replies
  • 1 helpfuls

Can you edit a "Processed" Expense Line?

I have an issue where once an Expense Line has been changed to the "Processed" state, my Project Managers are no longer able to make any updates to the values (read-only).  We require the ability to edit these in the event of a change in data or a ke...

Tim138 by Tera Contributor
  • 1439 Views
  • 7 replies
  • 1 helpfuls

Dashboard Demand

The Demand Management is split in 5 phases Draft, Submitted, Screening, Qualified and Approved. Per phase the DM has to complete few requirements prior to move to the next phase. I need a dashboard that monitor if the information is fulfilled accordi...

Elena Piske by Tera Contributor
  • 654 Views
  • 1 replies
  • 0 helpfuls

Resolved! Project Phase vs State

Can anyone explain the difference between Project States and Project Phases? It seems that there would be a consistent tie between these, but I can't figure out why they are separate... seems redundant?