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Project Workspace - Export list of projects to Excel

Hello community,Is there a way to export list of projects to excel, directly from the project workspace?I believe I saw it somewhere but cannot find it in our instances that are on Yokahoma.Would you know if such Export button exist or is yet to come...

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Alpa82 by Tera Expert
  • 649 Views
  • 4 replies
  • 2 helpfuls

Can users choose when they receive system notifications?

Hi all I am working on configuring email notification preferences so that users can control when they receive project task notifications - specifically, allowing them to receive certain types of notifications at a scheduled time each week, rather tha...

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KhoendibG by Tera Expert
  • 630 Views
  • 5 replies
  • 1 helpfuls

Project Workspace - Fixed Filter

Hi  Can you help, I am wanting to update / remove the fixed filter associated with the Project workspace.  I am struggling to find out where to do this?  The older project workspace allowed users to set their own filters but the "new" Yokohama view d...

Cath Foster by Tera Contributor
  • 494 Views
  • 2 replies
  • 0 helpfuls

Resolved! SPM - Resource Management Workspace

Hi all, Resource Management Workspace just needs PPM standard?Our client has SPM pro, so it should be included right? Differently, what is needed to have it?  Many thanks,Tommaso

Tommaso2 by Tera Expert
  • 1255 Views
  • 8 replies
  • 5 helpfuls

Starting APM/Enterprise Architecture Module

Hey Everyone,I hope you are doing well.I'm reaching out for a bit of guidance. I come from ITOM Module background but in my current project i have to assigned to work on a new module "Enterprise Architecture/APM".While i am currently going through th...

Vaibhav_241 by Tera Contributor
  • 812 Views
  • 4 replies
  • 5 helpfuls

Multiple Expense lines are created on approving a Time Card

Hello, community,On approving a time card, I see that sometimes 4 expense lines are created on the associated task record.However, the actual amount is calculated on only One Expense line and all other Expense line Amount is $0.Thanks in Advance!Rega...

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Dependency not updating while importing mpp

I am importing a mpp file to import the project from microsoft Project to SPM but dependency in the mpp file are not getting updated in SPM. Any solution for the same.

NeeravC by Tera Contributor
  • 279 Views
  • 2 replies
  • 0 helpfuls

Not all projects are seen in Investment Portal

Was wondering what are some reasons when I create a portal on Portfolio that the projects do not match the amount when I filter on the pm_project list view for the same portfolio and Active = True