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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...

TPigeon by Tera Expert
  • 2749 Views
  • 6 replies
  • 3 helpfuls

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 ...

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
  • 1538 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
  • 1741 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
  • 4934 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
  • 1454 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
  • 1663 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
  • 1674 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
  • 4413 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
  • 2431 Views
  • 12 replies
  • 2 helpfuls