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SPM - Resource Management

Hi all, - How Resource Manager is informed that specific resource assignments are created?E.g. notification?- Based on this the resource card is created to manage the requested pool of resources, right? - How the appropriate Resource Managers are inf...

Tommaso2 by Tera Expert
  • 219 Views
  • 1 replies
  • 1 helpfuls

Resolved! SPM - Demand and Project functional definitions

Hi all, For demand and project, can you please share with me:- When and why are they created? (e.g. why I should open a demand/project rather than a change request or service request?)Can you please share examples? - Who creates them? (I know demand ...

Tommaso2 by Tera Expert
  • 370 Views
  • 1 replies
  • 1 helpfuls

Resolved! Resource Management Workspace

Hi all, Why Resource Manager creates a new Card in the Resource Management Workspace to approve/unapprove a resource assignment? Which are the criteria to open a new Card? Which is the purpose of the Card in relation with the resource assignment? How...

Tommaso2 by Tera Expert
  • 583 Views
  • 2 replies
  • 1 helpfuls

Problem Management

When a problem is resolved and moved to complete, the closed and the closed by fields in the change form are changed to completed and completed by. How is this OOTB functionality configured/implemented in the instance? Where can that be found? 

Project Workspace - Project Search Button Removed?

I was surprised to learn from SN Support that the project Search button in PW was removed in Q2 2025 release. Our project managers use that search all the time. Before I communicate this to our userbase, I want to ensure this is, indeed, the case.  R...

ChadNelson by Tera Contributor
  • 430 Views
  • 3 replies
  • 0 helpfuls

Resolved! What is the best way to get rid of unwanted Expense Lines?

Hi, We have a requirement to enable it_project_managers to delete/remove expense lines from the project records. OOTB, the delete ACL is only limited to the admins and they do not want to use the state field (basically, they don't want to view the un...

Project Role to view the table records

Hi as im currently making an ACL script which validates on table base on some of the following reference fields i created. But now when i check on the access analyzer it passes on my read but still i cannot see the records in the project table. Maybe...

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win b by Mega Guru
  • 561 Views
  • 6 replies
  • 0 helpfuls

Resolved! Cost Managed & Financial managed

Dear AllI need to find the correct way to manage the IT financial in platform and I would like toStart with the perfect solution My scope are- planning and managed the budget IT- define the cost model -monitorign cost IT - allocate the cost in correc...

aruscitti by Tera Contributor
  • 919 Views
  • 2 replies
  • 1 helpfuls

Resource plans are not visible in Timesheet

Hi There are four Resource plan is assigned to a group and is in allocated state member is added to the group, also member is assigned one of the resource plan member is able to see only one resource plan in the timesheet able to submit  Please sugge...

JayanthiHCL by Tera Contributor
  • 226 Views
  • 1 replies
  • 0 helpfuls

FORM BUILDER NOT WORKING IN CUSTOMER AS IT WORKS IN MY PDI

Hello   I configured the Project Task form in Form Builder on my PDI and successfully added the fields for Actual Start Date, Actual End Date, and Actual Duration ( pleaase see attachment. However, when I attempted to replicate the same configuration...

Witouu by Tera Contributor
  • 497 Views
  • 2 replies
  • 0 helpfuls

AddQuery()... Query - Serverside logic

Hello,I've created a serverside script for a portal widget which work for the most part, however I cant seem to get the data to populate if the table u_status_snapshots.u_project_report is the same as the parent.Thanks in advance! (function() { var...

Andrew_TND by Mega Sage
  • 272 Views
  • 3 replies
  • 0 helpfuls