Hi everyone,I'm facing an issue with the Financials tab in a custom Portfolio Plan.I have created a new Lens using custom planning items (TeamSpace1 Project, TeamSpace1 Demand, and Enhancement). So far, I have:Created the new planning tables and con...
I need a custom report of investment budgets for active demands. However, I cannot find a way to dot-walk from the sn_invst_pln_invst_budget to the dmn_demand table. The relationship between demand and sn_invst_pln_invst_budget exists, and I have t...
Hi, is there an easy way to copy over a list of 50 rows in a spreadsheet to SPM, making it 50 Project Tasks. I just need the list, date/time or any other details is not important for now
Hi All, For one of our client implementations, we are looking for the end to end SPM data architecture diagram which shows the flow of data. Reaching out to the community for any resource/docs/links we can refer. Thanks in Advance RegardsRidam
When I open an existing project from the list view in Project Workspace, it opens in the Planning tab by default. I want it to open directly in the Details tab instead. Could you please guide me on how to change this behavior?
Hi Everyone,I have a requirement in Project Workspace Planning Console where I need to restrict editing of a field based on certain validations. Since the Planning Console grid is not the usual UI, I understand that field level ACLs don't work in th...
We have recently implemented Resource Workspace, migrating from classic. When a resource manager is viewing team members within their resource cards, they are pleased to see planned and actuals but are frustrated as they no longer see the starting h...
Hi All, I am trying to display a error message on change of any field on project task in below Planning View on Project Workspace but it is not coming using a Business Rule . It works fine in native end though. Please find the below screenshot:Busin...
Per the Planned Task documentation, percent complete is described as being calculated based on planned effort and actual effort for an individual planned task. And as far as I have found, there is nothing documented for how percent complete rolls up ...
We are testing the SAFe to EAP Guided Migration Tool and ran into an issue with our Custom Configuration (Portfolio Configuration with Epic - Feature - Story structure). The documentation for Verify EAP Configuration for migration from SAFe states t...
We have just migrated to the Next Resource Workspace. I am attempting to create a resource cards to reflect all resource groups across our IT organization. I'm hitting a limitation of 100 name resources. How are others reviewing their resource com...
We are setting up to migrate from Resource Plan to Resource Assignment. When we are using Resource Plans, the Cost Plan is generated when the Resource Plan is created and approved. For the Resource Assignment, it requires the user to manually click t...
Hi everyone,I am building a Customer Satisfaction Survey that triggers automatically via Flow Designer when a Project record (pm_project) changes to "Closed Complete". The Requirement:The requirements document states that the survey form itself needs...
Hi everyone, I am looking for some guidance on customizing the CIO Roadmap in SPM. The requirement is to see milestones on the roadmap, along with the associated Business Unit. Currently, the OOB CIO Roadmap is displaying Projects based on the select...
If anyone has experience with customizing the CIO Roadmap, I would appreciate your input. I have a question regarding the Relationship Table used in the CIO Roadmap configuration (screenshot attached).Is the data in the Roadmap is getting populated t...
