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Resolved! Importing to the Docs tab in Project Workspace

Hello, We have upgraded our instance to Yokohama and are looking to move our Classic Project Workspace users to the new Next Experience Project Workspace. One of our users inquired about the possibility to import Word documents, PDFs, and other files...

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Is there a possibility to print Gantt Chart from the Project Workspace?

Hello Team, Below is the screenshot of the New Project Workspace, I don't find any option to export/Print the Gantt Chart.   Old Planning Console: In this we have an option to Print the Gantt Chart.   Do we have any other option to get an export/ p...

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MSM1 by Tera Contributor
  • 1733 Views
  • 7 replies
  • 5 helpfuls

Resolved! Record of fiscal Periods missed on Produccion

I generated fiscal periods for the years 2025 and 2026. I saved them in an update set and successfully commited them to production. However, the records don't appear in the table. Why could this have happened? Is it better to do this manually in prod...

How to delete records definetly

After Deleting pm_project table records, data is deleted but record remains. I notice same behaviour in sys_user table.

Jojuloma by Mega Contributor
  • 230 Views
  • 2 replies
  • 0 helpfuls

Calculation of users' availability and allocated resource

Hi there,I'm fairly new to SPM and we are in the process of building our demand and resource management module for our team.Mostly everything has been built as required, including the submission form for demand requests, the back end view of the reco...

JDavies549 by Tera Expert
  • 552 Views
  • 1 replies
  • 0 helpfuls

Resolved! Resource Assignments: Group and Role

Are the user's Primary Resource Group and Primary Resource Role one and the same as the Resource Assignments Group and Role? Thanks,Jim

JBrians by Tera Contributor
  • 250 Views
  • 2 replies
  • 2 helpfuls

Goals Dashboard in Strategic Planning Workspace

Wondering if anyone knows if there is a way to edit this dashboard that is *not* UI builder?Steps:1) Go to strategic planning workspace2) Create a portfolio or open one that already exists3) Open the Goals menu4) View the dashboard tab  There is no "...

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Anna T_ by Tera Expert
  • 328 Views
  • 2 replies
  • 0 helpfuls

Configuring security for a project in project workspace

Hi All,I am trying to understand the functionality of configuring security for a project in project workspace as part of Yokohama release, I have enabled the necessary plugins and did the configuration in project record. When I impersonated with the ...

ranjanak by Tera Contributor
  • 463 Views
  • 4 replies
  • 0 helpfuls

CIO Roadmap error

I have a timeline visualization that only works in 2D; when I try to view it in 3D I receive an error message: 'No panels available - To view the Timeline Visualization, verify the configuration settings'. I doubt anything was changed from the OOB se...

sting1 by Kilo Contributor
  • 1238 Views
  • 2 replies
  • 1 helpfuls