Resolved! Resource Management --is there a default schedule?
What is the best practice for schedules in RM? Are people using 8-5 weekdays, just trying to see what the majority ok folks are using
Forum Posts
Resolved! Is it possible to make a report which shows all the tasks without resource plan ?
My resource manager would like to see on which tasks he doesn't have add a resource plan. How can i do a report or a dashboard to show all the tasks where my manager is responsible without ressource plan ?
What is the best approach to restrict submitting project time cards if the resource plan end date has passed?
Hi Community, We would like to restrict the possibility for users to submit time cards beyond the end date of the resource plan (regardless if this is Allocated or Completed). As far as I know the only scenario where a user cannot submit time card is...
Resolved! PMO dashboard - Widgets not filtering as expected
Hello, I am trying to customize our OOB 'PMO Dashboard' to show all of the metrics we'd like to see at the Program level. For report widgets (single score, and chart) based on the pm_project table, they seem to work fine when checking the 'Follow int...
how to do Azure devops (ADO) integration with project in ppm?
azure integration
Resolved! How to Delegate a Demand Assessment?
Hi Everyone, May I know if it is possible to delegate a demand assessment? If so, how are we going to set this up? Regards,Diane
Changing OOB phases on Project
Hello We are wanting to change the OOB project phases to align with customers existing phases Can someone tell me what are the implications of changing these? should they be relabeled or create new ones? Do all related forms get updated ie project w...
How can I access/report the Field Changes data?
Hi team. I am a lowly user with expanding analytics access I am in the Action record and want to be able to export the Field Changes data in the Activities field. I can export the Worknotes content, but can't find how/if I can access the Field Change...
While using the Triage board to add tasks other than stories to the backlog, some fields are not populating
Hello Developers, When using the Triage board to add tasks other than stories to the backlog, some of the fields do not map when you click on Add to Backlog. I did like to ensure we add fields like Description, Configuration Item, GL Account, and att...
Resolved! Limitations of Backlog view in Agile Development app
We use Agile Development application on daily basis and there is one thing I am really frustrated about. Why in Backlog view you can only have stories and no other task types? For example we want to work with defects and I want to have them in Backl...
Examples of combining Demand States/streamlining process
Hello I have a client that is extremely lean and they feel there are too many states in Demand flow for their small to to manage They will be having a record producer creating Demands in "Draft" state Have other companies combined Submitted with scre...
I cannot see the project Tasks in the Planning Console
Hi - In the Project Planning Console - I have lost the ability to view Project Tasks on the left pane - all I can see is the Gant? Howe can I fix this?
How to update the Cost Type automatically created in Cost Plan from Resource Plan
When I create a Resource Plan, the corresponding Cost Plan that is created is automatically assigned a Cost Type of "Labor Capex". Does anyone know where I would go to change this default? I want it to default to another one of the Cost Type option...
Can you edit a "Processed" Expense Line?
I have an issue where once an Expense Line has been changed to the "Processed" state, my Project Managers are no longer able to make any updates to the values (read-only). We require the ability to edit these in the event of a change in data or a ke...
Dashboard Demand
The Demand Management is split in 5 phases Draft, Submitted, Screening, Qualified and Approved. Per phase the DM has to complete few requirements prior to move to the next phase. I need a dashboard that monitor if the information is fulfilled accordi...
