When in a Story form, we have a 'Project' field that is a Lookup List and currently it pulls all Projects, no matter what state the Project is in. We need to exclude any Projects that are in a 'Closed Complete', 'Closed Incomplete' and 'Closed Skippe...
How are folks managing the Agile and Hybrid projects has anyone created a hybrid project template?Other than the additional tabs/related lists displayed what other functions occur?thanks
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 ...
We would like to store existing reports into a shared drive so that:- the owner of report has the flexibility to update it easily (add / remove columns) - we avoid sending reports to many users by emailI'm challenging the "export Set" option that is ...
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...
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 ...
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...
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...
Dear Community, I am a bit of a noob and trying to get up to speed with things and have a few questions/ problems I am trying to work through. I have not found the answer yet but while I am looking I figured I would reach out. I recently was tasked...
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...
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 ...
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 ...
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...
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...
Hi All,Anyone has came across a situation where the Alignment Planner Workspace (APW) is not loading the Roadmap Planning Items (keep on rendering and makes instance non responsive) in Normal Window but working in the Incognito Window.We have tried c...
