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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
  • 1424 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
  • 559 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
  • 1505 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
  • 1365 Views
  • 2 replies
  • 1 helpfuls

Access to event recording

How do I request access to the SPM event record for "SPM Resource Management Workspace: How to Set-Up &."?When I click on it, it is telling me access denied.

Viper777 by Tera Contributor
  • 816 Views
  • 3 replies
  • 0 helpfuls