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Forum Posts

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
  • 3824 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
  • 3875 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
  • 836 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
  • 1548 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
  • 685 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?

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
  • 1628 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
  • 1508 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...