Project Management
Hello,Are there training courses for using out of the box project management? Basics to Expert tips.Looking for end to end project management within SN. Setting one up, what is required, to day to day functionality.Thank you
Forum Posts
Service Portal related issue
In the Service portal page there are so many categories when we click on particular category then it will redirect to the category related catalog items. please see the above image I'm highlighting related catalog item we can highlight that particula...
Sending of email notification
I have a requirement to send email notification ,if the submitted by and requested for user are same person send only one notification ,if the submitted by and requested for is different person same induival notification to each of them
Hide empty Swimlanes on Sprint Tracking / Visual Task Board
Hello everyone, I use the "Sprint Tracking" Visual Task Board of the Agile Development application. It is configured to show me Swimlanes for our Epics, but if there is no User Story with the specific Epic in the current Sprint, it is displayed anywa...
Cost plans - Migrating Resource Plans to Assignments
Hi SPM Community, We're moving to Resource Assignments and we'd like to automate the creation of cost plans rather than using the UI action 'generate labor costs'. Using the code from this UI action, I created a business rule which seems to be worki...
After G3 approved, state of the project to be closed Completed.
Hi , We have an issue with the way the SPM works - projects are being G3 approved , it was realized that approving G3 was not changing the state of the project to Completed. The expected behavior of the tool is that once G3 is approved, the project ...
Demand Management Assessment
Demand Management, when an assessment gets triggered, everyone in the stakeholder list gets the same set of questions.Requirement is : Security team → only sees security-related Qs Data team → only gets data management QsBasically, instead of blast...
Adding custom attribtes to powerpoint templates
Hi all. I have some custom attributes added to project and I need to export them to a powerpoint template. Using the plugin, I don't see my custom attributes. I tried to add them manually using the same syntax of OOTB attributes but it does not expor...
Demand Assessment SPM
Hi AllTheir is an requirement where in Demand Management process, when a demand reaches the 'Screening' state, the assessment (survey) sent to stakeholders should be dynamically assigned based on each stakeholder's group, so that group-specific surve...
Two Records in resource_aggregate_monthly Table for Same User, Plan, task and Month— OOTB Behavior?
Description:Hi Community,I'm observing something unusual in our PPM (Project Portfolio Management) setup and would like to confirm if this is expected Out-of-the-Box (OOTB) behavior or possibly a result of custom logic or a data issue.里 Scenario:In t...
Resolved! Different phases in Project(pm_project) table
I want to have a detailed understanding on how the project phases work.How the phases move from one to other?Can we have approvals when one phase is moved to other?
Demand Record
Is it possible to 'copy' a demand record to create a new one? I see I can do it for CHG Req, but not demand - using personal instance as admin to try this -
Can you create a View Only permission or role for the Allocation Work bench
Does anyone have any insight as whether a view-only permission or role can be created for non-resource managers to access and see the Allocation Workbench tool? If it can be done, do you have any documentation on how the permission or role was creat...
Need to populate Site/Region code
I have a requirement to populate INC based on the site it was created but first how will i create a multiple select dropdown filter on the site/region code? Can anyone Please guide through
Resource Assignments - Employee Profile
Migrating to Resource Assignments and see that they are tied to the Employee Profile for the Primary Resource Group, Role, and Skill.We currently do not have the Employee Profile table populated. As we look to populate the Employee Profile table, we ...
