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Forum Posts

Dashboard with Epics roadmap (gantt)

Hello, I'm trying to create a dashboard, where I can display a list of my planned Epics (planned start/end date), but most important the list, I want to also have a widget that shows the same list items in some sort of a gantt chart. Has anyone tried...

rleandro by Tera Contributor
  • 342 Views
  • 4 replies
  • 0 helpfuls

Resolved! Accidently deleted the default status report for Projects

Hi All I have accidently deleted the default status report that comes OOTB for project docs. I am now getting the error message when i save a new status report. The default template is currently empty.  Configure the default template before creating ...

FarzadT by Tera Contributor
  • 330 Views
  • 5 replies
  • 2 helpfuls

Resolved! HIDE UI Action in Project Workspace.

Hi All,I’ve created a UI Action called “Move to Planning” on the pm_project table. However, I need this action to be hidden specifically when viewing the Planning tab in Project Workspace. I’ve tried implementing this through a client script but have...

monishsnowd by Tera Contributor
  • 498 Views
  • 2 replies
  • 2 helpfuls

SPM/PMO Portfolio/Program/Project Structure

Possibly thinking about restructuring our Project Management Office Portfolio/Program structure.We currently have two Portfolios (Strategic and Operational) and numerous underlying Programs.Curious if anyone would be willing to share their structure?...

JBrians by Tera Contributor
  • 419 Views
  • 5 replies
  • 3 helpfuls

SPM - Table Map Working Concept

I wanted to understand the functionality and working concepts/configurations behind the "Table Map" that can sync data between 2 tables. Particularly I want to know how the "link" is established between 2 records that are to be synced together, speci...

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...

Alpa82_0-1749044995561.png
Alpa82 by Tera Expert
  • 1108 Views
  • 6 replies
  • 2 helpfuls