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Resolved! Capacity planning

Hi all, Which is the link between Capacity Planning in SPW and Resource Assignments? Capacity planning is for Portfolio manager but which is the purpose? Only showing capacity based on role/group/skill? Portfolio manager can perform any action (such ...

Tommaso2 by Tera Expert
  • 460 Views
  • 1 replies
  • 1 helpfuls

Creation of resource plans without users

When creating a Resource Plan for a Demand in its first stages, it is common not to know exactly which specific resources will be involved.Does anybody know if there is a way to create Resource Plans that doesn't allocate users but creates like a pla...

Alberto12 by Tera Contributor
  • 254 Views
  • 1 replies
  • 0 helpfuls

Difference between Resource Plans and Resource Assignments

Dear Community,  Please help me to understand how does "Resource Assignment" work and what differs it from "Resource Plan".  I have following questions:1. Why when resource assignment is created resource gets automatically allocated (hard allocation)...

c-vkondrat by Tera Contributor
  • 1539 Views
  • 1 replies
  • 0 helpfuls

SPM - Demand budget and cost center

Hi all, There's any relation between demand budget and cost center? It is possible to connect them to verify for example if overbudget scenario occurs (maybe once expense lines are processed)? If so, with SPM Pro this feature is included? Many thanks...

Tommaso2 by Tera Expert
  • 448 Views
  • 4 replies
  • 1 helpfuls

Resolved! Project Workspace

I'm trying to move my work into the new project workspace, but one of the things that drives me absolutely bonkers is the lack of ability to filter the list of projects under my projects and all projects.  Sure, you can search or use some sorting met...

Platform analytics workspace inside of DPM

The out of box behavior of the DPM to visualize data with KPI-groups, shows daily updates.When clicking one of these widgets, is it possible to get to the platform analytical workspace so that more detailed details can be extracted from the data? For...

Resolved! Convert Idea to Task - add other task options

Hi, On the Idea Form there is the option to 'Create Task'  which gives the option to 'Convert an Idea to task'.  The options available are either Demand or Project. Is there a way to add other options to that drop-down - e.g. Incident/Service Enhance...

Dan Brown2 by Kilo Sage
  • 5881 Views
  • 16 replies
  • 33 helpfuls

Mystery choices in field

In the project phase field there are 5 choices listed.3 of them we want to keep2 of them we don't.... but they don't exist anywhere We want to get rid of "CXO Queue" and "PMO Queue" They don't exist in the configure choices Not in choices  No diction...

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Demand - Automated prioritization

Hi all, It is possible to automatically prioritize a demand based on specific criteria?e.g. if the demand is opened for a specific department, then the priority would be higher I know it is possible to prioritize demands from "strategic planning work...