cost plan breakdown
Hi,What is the relation between cost plan and cost plan breakdown?After creating the quarterly cost plans how it was creating the cost plan breakdowns ? Thanks
Forum Posts
Is it possible to add standard risks to a project template?
When we were tracking risks in a spreadsheet we had a template with ten standard risks that we wanted all of our projects to track.Now that we're in SPM I'd like to add these to the project template so that when I create a new project it is already p...
Acl is working on one environment i.e dev environment and but it is not working another testing envi
We have implemented an ACL that is functioning correctly in the development environment. However, the same ACL does not appear to be working in the testing environment. We have verified that the ACL code has been properly included in the update sets ...
Completing a Demand that was not Approved
I need a way to mark Demands as Completed without marking them as Approved first. My organization has several demands that for a variety of reasons (loss of funding, regulatory changes, no longer strategically aligned, business need no longer exists)...
Mentioned User’s Email Reply Not Saved on Idea Work Notes
Current Behavior:A user adds a work note with @mention on an Idea record.This triggers a notification via email to the mentioned user.The mentioned user replies to the email, but the response is not captured as a comment or note on the Idea record.Ex...
How do I end resource assignments for a user no longer at the company
Right now we have a very manual process for setting up resource in SPM. But one of the other issues i'm trying to tackle is ending resource assignments for a user who is no longer at the company. I know if they have the pps_resource role and a start ...
Resource Assignment and Resource Plan completion
I need help understanding when to complete (or should we?) the resource plans. We are now using resource assignments and with that a resource plan is created which get set to allocated. Do we need to manually close the resource plans when done or do ...
Copy Project - we want that even custom field values are copied which is not happening currently
Hello SPM experts,We are using Xanadu. Our users use the Copy Project action from classic list interface for pm_project but find that it copies only the standard fields and not the custom fields.What can be done to also have the custom field values c...
Display Resource allocation details on weekly/monthly basis
Hi, When we open any resource allocation record, we can see details of allocation on date level (i.e. daily allocation detail) but we need to show allocation detail on week level or month level. Could anyone suggest how to do it? Thanks in advance....
Help on portal related Issue.
I have created the portal with required pages and widgets (can be found in attachment). However, I am struggling with the submit function and the record is not getting inserted into the customer case table. When I click on the submit button, there is...
Resolved! onLoad client script to display field message on Html Variable type
I need to write an onload client Script on a HTML type variable called 'what would you like to do 'and the message is : -Which department ? Has been identified and secured?If so, which FY and/or future periods available? i've tried it in the below wa...
Resolved! RMW - Where is the resource status set?
Hi,Can anyone point me in the right direction to where the logic for where the resource level -> resource status is set?If one or more of the resources projects is not approved(Pending or Unassigned) then the resource level is set to Pending. RMW Che...
How can i create a Bug or Defect in Test Management 2.0
Hi, i'm looking to the Test Managment 2.0. Now, i run a test and the result has some failures. How can i report a defect from this form. So, i need an overview over all defect wich is reported during a test cycle. The question is focused on "Genere...
open task in the new tab / Full details
Hello all, In Planning Console, when I click on project task on my PDI (Yokohama), I could see a link on top: "Open task in the new tab" and "Full details" link on the bottom of the task (marked in red circle in the 1st picture). I do not see this o...
EAP - Need to add fields to Story Creation - Theme & Epic
We’re using Enterprise Agile Planning (EAP) in the Strategic Planning Workspace, and our business rule requires that every Story have both a Theme and an Epic. In the Agile view, these fields are already present and required. However, in the EAP work...
