I would like to change the operation of the out of box 'New' button on the Project Workspace to open a Record Producer form, instead of the Project new view. I have located, copied and inactivated the 'New' declarative action on the pm_project table...
On the tables for stories I noticed there is a type field that is not on the form by default. It has the options of Spike, Documentation, and Development. Since it is not on the form by default and I cannot find anything in DOCS regarding this field ...
Hi Team, I am getting the below error, when creating project from demand. I updated the plugin as well to resolve the issue as well. Project gets created, but these two error are still there.Please advice on this.@Namita Mishra , any help will be app...
Hi everyone,for a tab that I created in the Project Workspace called "My Stakeholder Projects", I want to add a fixed filter that includes "Sponsor is (dynamic) me" OR "Stakeholder is (dynamic) me".The fixed filter for Sponsor I was able to change in...
How do I merge CWM boards?
Hi. I cannot figure out how to expand the roadmap timeline view to go beyond four quarters. Both my programs and my projects within the portfolio have dates beyond what I can view in the roadmap. How do I get this to work? Thanks!
Hi ,Could you please help me understand how to hide specific related list items—such as Issues, Decisions, Actions —only on the newly added L2 menu called Deal Details.
Dear Team, I am trying to create a dashboard (a list) using data from a Portfolio Plan.However, I am unable to find any table generated from these particular lists to use as the data source for the dashboard.Is this possible? Does this list correspon...
I recently completed the Strategic Portfolio Management (SPM) one slider on all the connected modules for SPM and how they interact. Does this exist?
In demand form, when state changes from screening to qualified state, data in value (score_value) field is getting cleared in Assessment data tab.
Hello everyone,I'm looking for guidance on how to go about installing SPM in Yokohama Dev instance, no SB available. Client has purchased the pro license. Is it possible to do the install in a PDI? If so, what is the sequence of installation? SN Docs...
To configure a List page in the OOB Project Workspace, follow the steps below:Open the UX List Menu Configurations [sys_ux_list_menu_config] table and create a new record. Under the UX List Menu Configurations record, create UX List Category from the...
Hello everyone, I created a new field in the status report table and I success to add it in the investment portal but the icon does not follow. I would like to replace the value "Green" to the icon like others fields. See screenshot. Thansk ! FF
We would like the automatic sum (add up) of the Scrum Task Planned Hours. put that value into User Story Points(u_story_points).
Hello everyone,I’ve been working on setting up a flow to automatically create a baseline whenever a Project Change Request is submitted. While the baseline record itself is being created successfully, the Financial Baseline and Schedule Baseline are...
