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Forum Posts

How to distinguish between Standard SPM and SPM Pro?

Hi my client need the overview of what can be implemented in the SPM Standard version and difference between Standard SPm and SPM Pro.Client focuses on managing resources, their real-time work visibility and allocation. And want to forecast the futur...

Resolved! "Export to PowerPoint" for Portfolio Plans

Hi there!  I am trying to use "Export to PowerPoint" for Portfolio Plans. Myorganisation has regular update sessions on Portfolio Plans. I am looking at automating the preparation of those presentations.  When I export a Portfolio Plan, it only ever ...

KhoendibG by Giga Guru
  • 1337 Views
  • 3 replies
  • 1 helpfuls

FISCAL Periods

Hi All ,  I want to generate the fiscal periods like the OOTB ones.    However, when I attempt to create a fiscal calendar, the prefix doesn't appear. Screenshot below Like with the prefix FY26: M01- JUL  Does anyone know how to set this up ? 

monishsnowd_0-1762347571142.png monishsnowd_1-1762347690051.png
monishsnowd by Tera Contributor
  • 509 Views
  • 2 replies
  • 0 helpfuls

Prerequisite for next experience resource management

Prerequisite for next experience resource management 1. We use custom app for HR - so we installed plugin for employee profilebut we need start and end date  - how do we populate from sys user to emp profile table2.  so for primary attribute how do w...

JayanthiHCL by Tera Contributor
  • 1349 Views
  • 2 replies
  • 2 helpfuls

Resolved! Resource Assignments remain after project is closed.

We migrated from Resource Plan to Resource Assignment last month and I have a question about functionality. We plan our resources for the entire fiscal year (7/1 to 6/30).  When we migrated, the resource plans that were evenly distributed for each mo...

gjz by Mega Sage
  • 1296 Views
  • 2 replies
  • 1 helpfuls