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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...

Mary by Mega Guru
  • 1461 Views
  • 1 replies
  • 1 helpfuls

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 ...

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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...

Mary Myers by Kilo Contributor
  • 1672 Views
  • 5 replies
  • 0 helpfuls

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...

SRI10 by Tera Contributor
  • 4700 Views
  • 14 replies
  • 6 helpfuls

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...

Mary Myers by Kilo Contributor
  • 1384 Views
  • 1 replies
  • 0 helpfuls

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 ...

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Mike D1 by Giga Guru
  • 1624 Views
  • 1 replies
  • 0 helpfuls

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 ...

Wesley8 by Tera Expert
  • 1583 Views
  • 6 replies
  • 0 helpfuls

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...

dyna_wang by Giga Contributor
  • 4341 Views
  • 4 replies
  • 1 helpfuls

Resolved! States missing on idea portal

HiWe have recently purchased SPM standard (mainly for the idea portal). I have installed the following modules, which I understand we are entitled to. Project & Portfolio ManagementDemand ManagementFinancial PlanningResource ManagementRelease Managem...

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Mike D1 by Giga Guru
  • 2311 Views
  • 12 replies
  • 2 helpfuls

How to convert currency?

Can anyone help me to convert currency? We have editable currency fields called "Annual Maintenance Cost" and "Annual Maintenance Cost (Ref). When a user update the "Annual Maintenance Cost" with their currency, I'd like to know the amount in JPY. I ...

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masaya1 by Mega Contributor
  • 6092 Views
  • 6 replies
  • 3 helpfuls

Project artifact repository

Is there any way to keep project artifacts (apart from attachment link to attach documents on Project form) in PPM?

sagar_basu by Tera Contributor
  • 1014 Views
  • 3 replies
  • 1 helpfuls