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How to parse actual costs by fiscal year

We have a use case to parse out actual costs by fiscal year for multi-year projects.  We have been able to parse out planned costs by fiscal year from the cost plan, and budgets by fiscal year, but have been unable to parse out actual costs by fiscal...

David78 by Tera Contributor
  • 1341 Views
  • 5 replies
  • 1 helpfuls

CI Rate Cards and Rate Card Costs - How to Correctly Use Them

Hello, I'm opening this thread to get some more clarification on how to use the Cost Management application, and more specifically how to correctly use Rate Cards, CI Rate Cards, Rate Card Costs, and Expense Lines. Overall, the goal is for us to be ...

dgreene16 by Kilo Contributor
  • 2200 Views
  • 4 replies
  • 1 helpfuls

Resolved! Copying Feature, Stories, Tasks and Attachments

I am trying to copy Feature with all Stories, Tasks and Attachments from the Safe ApplicationI have a field on the Feature form called u_copy_storires with the UI Action conditoin of current.u_copy_stories!="" I can get the Feature to copy over.  Sto...

Configuration of Financial tabs in Project Workspace

Hello Community, I am trying to configure the tab : Financial in the Project Workspace, specially the cards in the top.   We have created new fields to manage the costs but the cards is showing only the default cost field, how can I modify those car...

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PPM Phases - How to Change the 5 Phases of a Project to 4.

Hi  I have a request to change the OOTB phases for a PPM project Record. Currently, there are 5 =   Initiate > Plan > Execute > Deliver > Close  Is it possible to change the phase to 4 and update the names in the drop-down list and banner headings as...

FTE based on resource schedule ?

Hii , i need some suggestion. When we use FTE  in resource plan , planned hours is calculating based on resource schedule (Average daily FTE hours).i have requirement , when i am using FTE in resource plan in place of these resource schedule, will us...

Is there a way to format text in the Notes field in PPM?

Hi there,  Can you format the text in the Add Notes field? Our users would like to add bullets, numbered lists, etc  so there is some organization to the notes. I don't see this as a option and when we manually created the lines by hitting "shitt+ent...

LucyJ by Mega Contributor
  • 614 Views
  • 1 replies
  • 1 helpfuls

Auto closure of open Demand tasks when demand is closed

We have chosen to close demands when a project is created and I found in the DemandUtil Script Include where the closure happens; however, this doesn't close the open demand tasks.  Does anyone have a solution for closing the demand tasks along with ...

Want to set current year value in "Fiscal Year"

Hi All, Set Default Year for Create Demand Budget of a DMND Year.Under Related Links, when we click on "Create Demand Budget".On the Popup set default Year "Current Year" for field Fiscal Year. (Means In 2020 will be 2020 in 2021 will be 2021 etc..) ...