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Resolved! Resource Assignments and relationship to Resource allocations

Looking for some clarity on the relationship between resource assignments and resource allocations.  Currently when a resource assignment is created it also creates the resource allocations.  These resource allocations seem to be created with a booki...

lisafin by Tera Contributor
  • 4060 Views
  • 7 replies
  • 6 helpfuls

Resolved! Ready For Review missing from Resource Assignment, Planning view

In the training video, SPM Resource Management Workspace: A new approach for assigning resources to outcomes, the presenter is showing how to create a Resource Assignment and the "Ready For Review" column is showing for the PM to indicate that the as...

StephenPMO by Tera Contributor
  • 621 Views
  • 1 replies
  • 0 helpfuls

Resource Management Workspace

Hi Team, I am trying to setup OOB resource management workspace, but facing issue in creating Resource assignment from workspace and also I can't see any unassigned tasks. Kindly, advice on the steps. Regards,Manal Aquil

Manal  AQUIL by Tera Contributor
  • 491 Views
  • 2 replies
  • 0 helpfuls

Projects and Pending state

Hi all, I’m working on an instance where the project lifecycle was customized so that all states depend on one of the phases: Initiating, Planning, Executing, Delivering, and Closing. In other words, each state is only available within its correspond...

Resolved! SPM- Project Workspace - Budget allocation not correctly shown

Hi I have a simple set up where one resource working 160hrs at rate of 158/hr. System generates cost for the resource for one month of the assignment as 25,280. When i toggle OFF the Budget allocation the total is shown correctly. But when i toggle i...

SingL by Tera Contributor
  • 687 Views
  • 2 replies
  • 1 helpfuls

Resolved! Links in past live discussions/trainings

Found on YouTube this video from June2025, "SPM Resource Management Workspace:  A new approach for assigning resource to outcomes",  has this slide at the 1:19:00 mark near the end the shows a link to "SPM/ITBM YouTube Playlist".  Can you please help...

Eric56 by Tera Contributor
  • 1052 Views
  • 4 replies
  • 0 helpfuls

Changing Phase Names

Hello! How can I change the names of the phases in SPM? I've been going round and round in circles trying to find the answer!

KaraleeW by Tera Contributor
  • 282 Views
  • 1 replies
  • 0 helpfuls

How can we enable Email Composer in EAP?

I want to enable Email Composer (Docs - Communicating via email in Workspace) in EAP so that my teams can keep email communications related to Features and Stories in those records. The article I linked to shows the feature, but it doesn't explain ho...

Adam Geil by Kilo Sage
  • 505 Views
  • 2 replies
  • 0 helpfuls