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Usage of SPM for Multiple Functions

I am curious who in the community uses SPM for multiple groups/functions, for example, IT, engineering, new product development, etc. Do all functions use the same configuration/fields? If not, how do you accommodate differing requirements for each g...

Strategic Planning workspace

Hi all , While creating a portfolio plan in SPW, I noticed that in the Details tab, when I set the calendar type to Fiscal, the Plan Start Period and Plan End Period fields remain empty. I’ve already validated the fiscal calendar I created, and it ap...

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monishsnowd by Tera Contributor
  • 111 Views
  • 1 replies
  • 0 helpfuls

Project Workspace Resource Assignment for Multiple Project Tasks

Hi. I am hoping to be able to assign a single resource to multiple project tasks within Project Workspace. i.e. We have a build phase but this is broken down in to 6 project tasks where we want our resources assigned. Is there anyway I can easily ass...

Kiahni by Giga Contributor
  • 187 Views
  • 1 replies
  • 0 helpfuls

Strategic Planning Workspace

Hi All ,I recently configured the SPW. However, when I create a Portfolio Plan using the Project Portfolio lens, it only displays demand records, while project records are missing. What could be causing this issue?  

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monishsnowd by Tera Contributor
  • 193 Views
  • 1 replies
  • 0 helpfuls

Resolved! Project Tasks not appearing in the Project Planning Console

We upgraded from Istanbul to Kingston Patch 2 and now there are some projects that do not show the project tasks in the Planning Console.  I could not troubleshoot this issue and I was hoping someone would know why this is happening.   The Project ha...

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JR Guieb by Tera Expert
  • 3412 Views
  • 6 replies
  • 0 helpfuls

Resource Management Workspace

I've noticed that while our "Unnassigned assignment request" widget (screenshot 1) in the Overview Dashboard is showing the correct number of resources, the filter is not updating once you click into it. It continues to show the 2025 filter (screensh...

Double Notification by approve and Defer on demand table

Hello,I need some help with a notification issue.I created a notification to inform the Project Requestor when the state of a Demand changes. The notification condition is State changes.However, when I click Approve or Defer on a Demand record, the n...

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