Resolved! how to configure Demand workbench
Hi , Need information on demand workbench , my company has demand module working how to add demand workbench .
Forum Posts
Usage Guidance for Feedback, Product Idea, Product Enhancement, and Product Feature?
I’m struggling to understand when and how we should be using feedback, product idea, product enhancement, and product feature, and I don’t see clear documentation online.How I envision this should work is we would receive feedback that we potentially...
PI Planning using sharable views in EAP (Enterprise Agile Planning)
Hello All,could use some help if we are planning to have an option to either sharable views within the Planning Board Personalized panels in EAP. Customers really like that EAP allows us to choose metrics and indicators to be shown on cards so that ...
How to get notified of SPM updates, releases, and roadmap info?
Is there something we can subscribe to that lets us know when new SPM functionality is released and provides regular updates of the product roadmap going forward?
Portfolio Management Project Intake Process
In portfolio management, what are the steps for project intake? Do you need to have resource forecasted prior to prioritizing your projects? For example, is scoring based alignment to strategy, complexity, financials, etc... enough to prioritize yo...
Resolved! Does anyone know how to configure the "Set targets" button in Scenario Planning!?
Hi all, I have been given the requirement that only users with the role sn_align_core.apw_admin, should be able to set targets for Scenarios. Basically, we have a large number of users who user Portfolio Planning, but we want to limit the ability to...
Applying a template does not work in the Workspace view
Hi,We have the option to apply templates in SPM. I uploaded projects using the Import Set, but applying a template does not work in the Workspace view for these imported (external) projects. However, the same action works correctly in the Classic vie...
Project Workspace
Hi Community, We have to delete, Financial historical data from Project Workspace. As the client going to use the customized financial management so, not required the historical data now. I deleted cost plans, cost plan breakdown records , investment...
Completing Resource Assignments
Our agency is in discussions to migrate from Resource Plans to Resource Assignments. Upon review, there are many new features and many deprecated features. One of the features that will no longer exist when switching to Assignments is the ability t...
Creating enhancement from demand in teamspace 1
Hi everyone,I have a question regarding an SPM implementation for a client.We are currently managing a project where, from a Demand, users can create both Projects and Enhancements. At the moment, everything is being managed within Teamspace 1.For th...
Resolved! Agile Board Search
Is there a way to get the search on the sprint planning board to be able to search assigned to? We can search the story number, short description but not assigned to. One of the scrum masters is trying to pull stories from the backlog based on who th...
'Create next planning interval' when clicked start date and end date is not populating
When I click on 'Create next planning interval' action under EAP (strategic planning workspace).Start date and end date are not populating.I have checked Planning calenders and entries everything is configured.
Resolved! Best Practice when adding a template to the Project Planning Page
I'd like to know if someone has worked out the best time to add a project schedule template to the Planning Page in Project Workspace. I think I found a solution but would like your feedback. When a project is converted to a demand:It pulls over the...
Resolved! SPM - External dependencies in Project Workspace
Hi all, When I create an external dependency in Project Workspace the relationship is always Finish to Start and it cannot be modified.Actually I cannot modify that dependency at all. Can you please clarify how it works? Many thanks
Enabling Resource Management and Time Cards for Programs
Has anyone come across a way to enable resource plans/assignments and time cards for programs? We have dedicated program managers and want to be able to track their time doing that work but unsure if we can do it directly with the programs or if we'd...