We're reclaiming inactive PDIs to keep them available for active builders. Learn what's changing, who's affected, and how to protect your work. Read More

SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Using Playbooks for Project Gate Checklist

Currently we still use excel for our Project Gate Checklist and have always been looking for a better solution. Having just read the 'Playbooks in Project Workspace: Guided Project Execution', I was wondering if this could be used for Gate Checklists...

Woody77 by Tera Contributor
  • 1028 Views
  • 2 replies
  • 2 helpfuls

Track resource availability

Hi community,This is the requirement I've working but stuck to implement, "I want visibility of assigned work and resource loadSo that I can avoid assigning work to over-committed resources."Acceptance criteria:- Resource allocation visible in resour...

Translations in Resource Management workspace

Hi friends, I don´t know if it a bug or if I´m missing something but the translations is not working for the Resource Management Workspace when set to Dutch.Does anyone knows why and how do I solve this?Tks! 

Operational Resource Assignments

Xanadu Patch 0 We are in the process of evaluating the migration to resource assignments from resource plans and are encountering some issues/questions. These operational assignments are easily identifiable when we use the time sheet portal to log ti...

mah1 by Mega Sage
  • 3447 Views
  • 9 replies
  • 6 helpfuls

Using E-Signatures in conjunction with Docs

Was wondering if anyone has used the E-Signatures functionality in conjunction with Docs? I.e. A PM drafts a Project Brief and then submits it to their Sponsor for approval and they approve it using E-Signature? Again, I'm functional rather than tech...

Resolved! CIS-PPM Exam preparation

I am planning to take CIS-PPM Exam. Are there any sources to refer. Is Udemy course ServiceNow CIS PPM Exam Prep (Rome) | Udemy is good enough for preparation ?

Facing issue while exporting projects SPM formatting <p>

Hello, In SPM , If I want to export data (specifically description, justification, rejected alternatives) there is some formatting information which is very confusing when reading the information. please refer the attached screenshot. Thanks!

Filter Group support for Tags

I am leveraging Filter Groups in an alignment workspace dashboard and am hitting a roadblock with Tags.  My intent is to use the Tag (label) table as the source, which will drive different lists in the dashboard with project detail from the pm_projec...