The CreatorCon Call for Content is officially open! Get started here.

SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Milestones on Status Report

When I run my Status Report on a Project it brings in my Risks, Issues and Changes but my Milestones are blank.   I have added Milestones as a column to all of my Project Tasks and have set some to True and some to False.   Does anyone know what I am...

markcurran by Kilo Explorer
  • 2281 Views
  • 4 replies
  • 1 helpfuls

SPM Use case query

Hello All,I have been learning about Project Portfolio Management within the SPM framework over the past few weeks. While I have a good understanding of the processes related to Ideas, Demand, Projects, Resource Allocation, etc., I lack real-time exp...

Demand Budget

How do I add budget to a demand?  My Demand Budget tab is blank with no options to add anything.  I have added cost plans, monetary benefits and non-monetary benefits to my demand, but am unable to add a budget. Once cost plans, monetary benefits, no...

Rate Model based on User Type Attribute for Planned Cost

Hi, I'm trying to create a Rate Model based on the Employee Type Attribute. This attribute is out of box and I validated all the mappings for this field are in place.  The company has 2 averaged rates that they would like to use for planning labor an...

sas-2 by Tera Contributor
  • 277 Views
  • 1 replies
  • 0 helpfuls

OnCell Edit in Workspaces

I have a requirement to show a message when someone is going to close the latest Project Task in a Project.The message warns the user that the action is going to Close the project. If the user Accepts, the flow continues and if the user Cancels, the ...

Alberto12 by Tera Contributor
  • 292 Views
  • 2 replies
  • 0 helpfuls

Freeze Timesheets Dynamically

Recently, I got a requirement where I need to freeze timesheets every month, but with a twist: the deadline for regular users had to be different from the deadline for their managers.This is a common but tricky challenge for any organization. A simpl...

Request fora plugin: Project Portfolio Suite with Financials

Hello all,  I'd like to get that Plugin Plugin name: Project Portfolio Suite with FinancialsPlugin ID: com.snc.financial_planning_pmoReason: Required for Project Workbench, Roadmap View, Planning Type fields in PPM#Roadmap #Projectmanagment #Plugin 

ZapryanZ by Mega Contributor
  • 630 Views
  • 3 replies
  • 2 helpfuls

Resource Assignments for Planning/Forecasting

We are moving from Resource Plans to Resource Assignments, how are organizations planning for future work, demands for example, without having the soft-booking functionality that we had with Resource Plans?

Difference between the REQ, RITM, SCTASK, TASK? Need to know the Flow of these creations. Decribe briefly about the relationships between them? Which one is parent table and which one is the child table? Any kind of help will be appreciable

Difference between the REQ, RITM, SCTASK, TASK? Need to know the Flow of these creations. Decribe briefly about the relationships between them? Which one is parent table and which one is the child table?   Any kind of help will be appreciable

SrinivasPkl by Tera Contributor
  • 84532 Views
  • 15 replies
  • 60 helpfuls

Resource Management Over Allocation

Hello, We found that our system recently stopped over allocating past 0 hours.  In the past, a resource manager was able to over allocate a resource in the negative, i.e. -16 hrs, -60 hours.  In the last few weeks, we found the system cuts off at 0. ...

EWood by Tera Contributor
  • 640 Views
  • 4 replies
  • 0 helpfuls