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Resource Assignment and rate calculation

There are 4 places where we can record rates for resources: 1. Rate model and Rate lines 2. Rate on Resource Role 3. Rate of Resource Group 4. Default Rate system property  On top of that we have a rate over ride (which is simply over rise a rate whe...

Resolved! Resource Card filter not working

I recently migrated to Resource Assignments from Resource Plans, and I'm having trouble creating Resource Card filters in the Resource Management Workspace.  No matter what I select, I get all resource assignments instead of the limit I want.  This h...

gjz_0-1761577544247.png gjz_1-1761577672344.png gjz_2-1761577882086.png
gjz by Mega Sage
  • 442 Views
  • 4 replies
  • 1 helpfuls

Resolved! Idea to Epic conversion - SPM

I want  to create a business rule that triggers when the Idea record state changes resulting the creation of new Epic (or idea is convertes into Epic) after that the story should be created automatically.But I am nor able to find any UI action that s...

vipulmange by Tera Contributor
  • 147 Views
  • 1 replies
  • 0 helpfuls

DPM dashboard stuck at loading

Hi,I have my Digital portfolio management(DPM) dashboard stuck at loading,Cleared the cache and tried everything i could think of, but no luck its same, Can someone help on this?Below is the screenshot for the same

Screenshot .jpg
purnimasaha by Tera Contributor
  • 110 Views
  • 2 replies
  • 0 helpfuls

Resolved! Manage Stakeholders List

How does everyone manage the stakeholder register list?  We maintain a list of stakeholder based on portfolio. however when demand manager/ project manager add a new stakeholder to their demand/ project, the new stakeholder is rolled up and saved at ...

SK51 by Tera Contributor
  • 3912 Views
  • 7 replies
  • 9 helpfuls