Hi SPM Community, We're moving to Resource Assignments and we'd like to automate the creation of cost plans rather than using the UI action 'generate labor costs'. Using the code from this UI action, I created a business rule which seems to be worki...
Hi , We have an issue with the way the SPM works - projects are being G3 approved , it was realized that approving G3 was not changing the state of the project to Completed. The expected behavior of the tool is that once G3 is approved, the project ...
Demand Management, when an assessment gets triggered, everyone in the stakeholder list gets the same set of questions.Requirement is : Security team → only sees security-related Qs Data team → only gets data management QsBasically, instead of blast...
Hi all. I have some custom attributes added to project and I need to export them to a powerpoint template. Using the plugin, I don't see my custom attributes. I tried to add them manually using the same syntax of OOTB attributes but it does not expor...
Hi AllTheir is an requirement where in Demand Management process, when a demand reaches the 'Screening' state, the assessment (survey) sent to stakeholders should be dynamically assigned based on each stakeholder's group, so that group-specific surve...
Description:Hi Community,I'm observing something unusual in our PPM (Project Portfolio Management) setup and would like to confirm if this is expected Out-of-the-Box (OOTB) behavior or possibly a result of custom logic or a data issue.里 Scenario:In t...
I want to have a detailed understanding on how the project phases work.How the phases move from one to other?Can we have approvals when one phase is moved to other?
Is it possible to 'copy' a demand record to create a new one? I see I can do it for CHG Req, but not demand - using personal instance as admin to try this -
Does anyone have any insight as whether a view-only permission or role can be created for non-resource managers to access and see the Allocation Workbench tool? If it can be done, do you have any documentation on how the permission or role was creat...
I have a requirement to populate INC based on the site it was created but first how will i create a multiple select dropdown filter on the site/region code? Can anyone Please guide through
Migrating to Resource Assignments and see that they are tied to the Employee Profile for the Primary Resource Group, Role, and Skill.We currently do not have the Employee Profile table populated. As we look to populate the Employee Profile table, we ...
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...
Hello, Hoping someone else has a good way to solve for this. When planning through SPW how do you see in an initiative with active projects rolling up to programs, stand alone projects rolling up to initiatives, and demands rolling up to an initiativ...
Hello - I can't find my thread on this but here is what I am trying to do and getting stuck on step 4 and 5. I need to have automated emails sent to users at 9:05 AM every Monday who have not submitted their time sheets for review. Create an Email N...
I would like to change the filter of My Resource Cards being shown in Resource Management Workspace. I want to show to one default Resource card to everyone here in My Resource Cards. Add a Screenshot for reference.
