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Resolved! Status report on Strategic Planning Workspace

Hi everyone. We have a request to make the project status report available on the Strategic Planning Workspace, without the need to enter the Project Workspace view. To be more specific, I'm talking about creating a new tab on that panel on the right...

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Fabricio4 by Mega Sage
  • 2320 Views
  • 5 replies
  • 2 helpfuls

Exco level monetary benefits tracking - how?

Across multiple projects I have to be able to track financial savings,  I then need to be able to report upwards to our exco as to what month on month financial savings have been made. I think we use the Monetary Benefits tab, but how has anyone use ...

N1COLA by Tera Contributor
  • 963 Views
  • 5 replies
  • 1 helpfuls

The list numbers don't work as a link to record

Hello,we encountered a strange bug. For users with role sn_ppm_read, enabling them read role for demand, and opening them, for some reason the Demand list is displayed to them without option to use Demand Numbers as a link.To other users, managers an...

PavelP by Mega Sage
  • 601 Views
  • 2 replies
  • 0 helpfuls

journal fields are not showing on portal

I created a custom view for the portal and I want to display that custom view on the portal.I am able to open the record in that custom view, but the Work Notes and Activities (journal fields) are not displaying properly.What could be the issue? 

surajkorade by Tera Contributor
  • 829 Views
  • 1 replies
  • 0 helpfuls

Resolved! Dynamic approver for Document Management

Hello,we're planning to user Document management for managing and approving Documentation for individual Projects, but the Approval Process in module allowes only set user to be specified as approver. I'd expect there should be option to use dynamic ...

PavelP by Mega Sage
  • 830 Views
  • 1 replies
  • 1 helpfuls

Resolved! Prevent Demands from Showing in Time Sheet Portal

Hello @all ,Whenever I create a Resource Assignment from the Demand form related list, the corresponding demand starts appearing in the Time Sheet Portal under the “All Tasks” tab.My requirement is that demands should never appear in the Time Sheet P...

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