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Fields changes are not shown in history > Calendar or List

Hi Team, We have a field called as "Total Budget", it's coming from table "planned_task".  This field is being used on other tables like dmn_demand or pm_project or pm_program. Whenever changes are made to this field, we can see the changes on the No...

Missing Resource Management Workspace overview dashboard

Hi, As per this article - Using Resource Management Workspace, Resource Management Workspace overview dashboard should be the landing page, when user navigates to Resource Management Workspace: However, in our Client instance, the behavior is, it lan...

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Atish3 by Tera Contributor
  • 621 Views
  • 4 replies
  • 0 helpfuls

Add Agile Phase

I am using the Xanadu version of SPM and I don't see the same options as what's shown in the SPM optional Agile lab.  I selected the Execution Type of Hybrid. 1) In the SPM Fundamentals course. In section TCO3502 "Plan your hybrid projects" of the op...

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debraahandl by Tera Contributor
  • 360 Views
  • 1 replies
  • 0 helpfuls

Add new custom field on Create Rate Line.

We are trying to add a new custom field Billing Rate in Rate model Line table and that should be available in Create Rate Line form also while creating a new rate line. But couldn't find from where the page is appearing and not able to add a field.th...

Neha_01 by Tera Contributor
  • 408 Views
  • 2 replies
  • 0 helpfuls

Resolved! CWM Task Assignment notification misleading

We are just starting to use CWM and are noticing that the CWM Task Assignment Notification emails are misleading.  It appears they are going to both the task owner and the assignment group, but the body of the email only addresses the task owner (by ...

Category and Type fields in Demand are sometimes read-only?

According to the documentation here: "The Category and Type fields become read-only when a work entity is created from a demand. If the created work entity is deleted, these fields become editable." I have created a bunch of demands to test and some ...

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Problem Generating Fiscal Calendar

When I try to Generate a Standard Fiscal Calendar for a client, I get this error if I try to generate fiscal periods for just 2023, "Start Year should be before End Year."I found that the OOTB UI Page used to generate the fiscal calendar uses the fol...

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Copying and Pasting Indented Tasks in Planning

Hi, When I copy and paste a group of Parent and Child tasks it loses the indentation and pastes them all at the same level as the task they are being pasted below. Am i doing something wrong? ThanksWoody

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Woody77 by Tera Contributor
  • 569 Views
  • 2 replies
  • 1 helpfuls

Budget for subprojects

Hello community,quick question, can we create budget for subprojects?In the main project I can see the relateed list for creating a budget but in the subproject it is hidden for some reason.Thanks!

SPM - Idea conversion

Hi all, What happens if an idea turns into a epic, story, improvement initiative and customer project?(demand and project conversion is clear to me) Which is the process that is then triggered for each mentioned conversion?For example for epic or sto...