Resolved! Project Form - Assignment Group / Assigned To
Could you share what you are using these fields for on the project form? I'm using them on the Project Task form but not on the Project Form. What is their purpose on the project form? Thx.
Forum Posts
Resolved! APW, Lens and Goals - How to associate the goals correctly
I want to use the lens OOB templates to view demands and projects. But I want to be able to do it via department and also via strategic priorities. The thing I don't understand is the goals. It seems when you build a goal it can only be associated to...
Resolved! Alignment Planner Workspace - Free-form Roadmaps
Anyone have any recommendations on further details of how to trouble shoot the set up of the free-form roadmaps? I was able to figure out AWP in the other release, but we've just put Tokyo in our Sandbox environment and it works differently. I am i...
Resolved! When in a story we have a 'Project' field and I need to exclude Closed Projects
When in a Story form, we have a 'Project' field that is a Lookup List and currently it pulls all Projects, no matter what state the Project is in. We need to exclude any Projects that are in a 'Closed Complete', 'Closed Incomplete' and 'Closed Skippe...
Resolved! Percent complete on project form
Hi kellykaufmann1. On a project record when the status is changed from "Work in progress" to any one of Pending/Open, the percent complete value of the project and project task changes to 0 from its previous value and also Actual Start/End Dates are ...
How to store Schedule Reports on a shared drive (mid-server or other) ?
We would like to store existing reports into a shared drive so that:- the owner of report has the flexibility to update it easily (add / remove columns) - we avoid sending reports to many users by emailI'm challenging the "export Set" option that is ...
OOB Demand Roles
Hello AllLooking at the SN Tokyo Demand workshop deck and only the DM & demand user are listed under roles..Demand Manager [it_demand_manager]Demand User [it_demand_user]what about the Demand_approver role?also do organizations create a Demand Approv...
Projects containing Capex and Opex Tasks
Hi All,Following is the OOB functionality:1. When a resource plan is created for a project, system automatically generates cost plan with cost type ‘Labor capex’.2. When a user submits the time card for a project/Project Task – There is an automatic ...
Extending resource plans in active projects
We are seeking a more streamlined way to extend *Allocated* resource plans. We currently extend at the individual resource plan level. This is a lot of work for large projects. Does anyone have tips / tricks? Maybe a way to extend several at once...
Resolved! Hide and show process flow based on the category.
Hi, In Business management, Draft -> Submitted -> Screening -> Qualified -> Approved -> Completed.is available out of the box. I have added new custom field "Demand Category". I want to hide the state- Screening in process flow if the Demand Category...
Resolved! Ensuring new field updates populate work notes and flow from demand through to project
Dear Community, I am a bit of a noob and trying to get up to speed with things and have a few questions/ problems I am trying to work through. I have not found the answer yet but while I am looking I figured I would reach out. I recently was tasked...
Resource Reports - heat map criteria
When I view the Resource-Availability report, sometimes the colors are red and sometimes green for the same Demand. See attached. It varies depending on the duration I chose. Why? Is there a way to make this static (e.g., whenever there is negati...
Resolved! HELP!! Need to add custom field on idea portal
HiI have been asked to add some custom fields on the idea portal. I am used to dealing with record producers, where I add the custom field and variable and then map them.How can I add custom fields on the create idea page? I am thinking this must be ...
Resolving quirky issue with stories assigned to projects and we can't reassign to a new project when initial project closes or we need to reassign. Has anyone else encountered this?
A few months ago, we discovered an issue with trying to reassign stories to new projects when a project completes. When we try to reassign the active story to a new project, because SN assigns the story to the demand of the project that it is first ...
Difference between Agile Development and Release Managementv2
Can someone help us understand what the key difference between Agile Development and Release Management v2 is? We're beginning to use Demand Management to create enhancements, and these enhancements show up natively in the Agile Development suite, bu...