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Forum Posts

Skills - One per Resource Assignment?

What if a user has 3 skills that would be needed for one project? Would the recommendation be to create 3 resource assignments per each skill? Or would the recommendation be to configure the system to allow for multiple selection of skills for 1 reso...

madelinetwo by Tera Contributor
  • 702 Views
  • 2 replies
  • 0 helpfuls

Resolved! Leveraging the new Project Playbooks

Hi. Can anyone advise how I leverage the new playbooks in Project Management? I've made sure my PDI has the Project Workspace, PPM Standard, and Playbook Experience plugins updated to the December store release.  I can also see the two Playbooks in t...

Error when trying to complete a planning interval

Hello,  When I try to click on Complete Planning Interval in EAP, I get the error 'Close the child iterations before closing the iteration XXX'. I went as far as deleting all of the sprints associated to the ART and still get this error.  I checked i...

kevboyfl by Tera Contributor
  • 572 Views
  • 2 replies
  • 0 helpfuls

SPM Course

Hello, everyone!Iniciating my learning at the platform, please, witch course about SPM will be more important to make at the first time? Thank u!

EstefaniaP by Kilo Contributor
  • 1296 Views
  • 7 replies
  • 5 helpfuls

Setting Capacity in Resource Management

In all of the documentation I am finding for Resource Management, they all seem to start with requesting the resource.  Am I to assume that the capacity for all of these resources has already been configured/entered?  It is a bit confusing as the doc...

jaguthrie by Tera Contributor
  • 1626 Views
  • 3 replies
  • 1 helpfuls

Resource Management Notifications Not Triggering from Workspaces

Hi everyone, We’ve created email notifications to alert project managers when resource assignments are created or updated. These notifications work fine when data is modified elsewhere, but they don’t seem to trigger in the following scenarios:When r...

bertakadar by Tera Contributor
  • 1023 Views
  • 3 replies
  • 0 helpfuls

Using Playbooks for Project Gate Checklist

Currently we still use excel for our Project Gate Checklist and have always been looking for a better solution. Having just read the 'Playbooks in Project Workspace: Guided Project Execution', I was wondering if this could be used for Gate Checklists...

Woody77 by Tera Contributor
  • 789 Views
  • 2 replies
  • 2 helpfuls

Track resource availability

Hi community,This is the requirement I've working but stuck to implement, "I want visibility of assigned work and resource loadSo that I can avoid assigning work to over-committed resources."Acceptance criteria:- Resource allocation visible in resour...

Translations in Resource Management workspace

Hi friends, I don´t know if it a bug or if I´m missing something but the translations is not working for the Resource Management Workspace when set to Dutch.Does anyone knows why and how do I solve this?Tks!