In the SPM module, I created a new field called 'Template' on the Project table form. When a user selects a template using the 'Apply Template' UI action, I want the selected template name to automatically populate in the 'Template' field on the form...
On dmn_demand form we were using custom RICE framework and for which we created a custom fields to store attribute values which was used to calculate final score value. Now we are switching to SPM and want to use SPW (strategic planning workspace) to...
Hello, In SPM planning I am adding project tasks to visual task boards.Where in the planning module view can I see if I have added a project task to a visual task board?I suppose I could append to the short description something like (VTB) to show i...
Hi Community, I have a problem with parent task for a projetc in SPM : a parent task does not close while all child tasks are closedAny advice ?thx for you help
In setting up the new resource management system, I understand we have to generate employee profiles and each profile will need a primary attribute for group/role/skill. My questions are: a) When someone is placed in a resource group, is there funct...
The client tells me they need these two factors (CPI and SPI). Can someone help me determine if this comes from CAJA or needs to be developed?Thank you.
We have worked hard to implement demand process where all new ideas need to flow through. We continue to see "raw projects" or PRJ records created and bypass our demand process. We thought we could easily set security access to prevent that, but it...
How are organizations approaching those work efforts that may not be a formal project run by their PMO but large enough to utilize Resource Planning? Agile doesn't work because it uses story points and CWM doesn't work because it doesn't use RPs and ...
When a Demand (dmn_demand) is created with investment_class and investment_subclass, these fields should be carried over to the related Planning Item (sn_align_core_demand). whenever a demand or project is created, it will automatically create a reco...
Hi,We have a requirement when we're updating the planned end date on a project task, to copy that value to the planned start date. I've done this via a client script. However, if it's a Milestone task, the value in the tick box is getting removed. I...
Where can I find the most up to date resources on best practices for Goal Framework?
When ever user Going to Deactive the Group we need to display the count of active records that Group associated with multiple tables like incident, problem, change, like that. we need to write on change client script on Active field.If any one pleas...
Hello fellows,I would like to create a status report on PPM that shows me the information of CPI (Cost Performance Index) and SPI (Schedule Performance Index). I tried to extract this information from Portfolio Workbench by clicking on Track Portfoli...
Is there a way to change resource plan dates in Project & Resource Workbench if we have not migrated to Project & Resource Workspaces?I want to change project dates and I want all associated resource plans to shift with the new dates. The resource pl...
I did not want to give everybody the access to update boards, so most of our SPW users have sn_align_core.ap_read_only access rather than sn_align_core.apw_user access, including our Project Managers. However, I noticed that in order to be selectable...
