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We’re in the middle of implementing Strategic Planning Workspace and are running into a very common challenge: end users are overwhelmed by enterprise-level noise.By default, many users land in SPW and see goals and plans that have nothing to do with...
I'm working on a new status report template using some custom fields on the pm_project table that we haven't used before on status reports. They show up in the Export to PPT Add-In, the placeholders seem appropriate with the link the final } but when...
Personalize function on Portfolio planning workspace doesn't list all parameters on the demand / project screen. For example, in the demand creation screen, there are fields such as "Investment Type", "Investment Class", "Impacted Business Unit", etc...
Hi allI updated Collaborative Work Management from 7.0.2 to 8.0.2 in Dev and Test. Everything went fine.I did the same thing in Prod, and now I cannot create Spaces, Boards, or Folders. Also, when I attempt to open a Task from the My Work section, it...
I added a new percent complete field to the sn_align_core_planning_item table and on the SPM work space it does not display numbers or percent like the OOB one does. How can fix this?
Hi,After importing a Microsoft Project (.mpp) file using the 'Update an existing project' option, the 'Description' field on the project record is being updated with the value from the 'Notes' field in the Microsoft Project.I followed the knowledge a...
When you create a portfolio plan in SPW the planning state column has a default filter applied. Does anyone know how we can edit that filter and make it stick? I can update it but as soon as I go back in the portfolio plan it goes back to the default...
Hello, thanks in advance for answeringI have a request to create a special dashboard for HIGH VISIBLE project some items similar to project analytics but here goesSee example in screenshotstatus -pull from status (make color green, yellow or red)%com...
I'm looking for a way to add the Work Notes field to the new Project Workspace preview pane. Is this something that is configurable or is it something that would have to be done programmatically? Any recommendations on how to do this? Please see th...
I want to run "Update Resource Capacity" UI action from background script. I will be passing user id, start date as current date, end date as current date+18 months.
I'm trying to find the latest applications that are part of SPM (zurich release) so that I have the most current information on SPM product line..
Which is better to use as a first time user of Resource Management application, Resource Assignment or Resource Plan?
What if a user has 3 skills that would be needed for one project? Would the recommendation be to create 3 resource assignments per each skill? Or would the recommendation be to configure the system to allow for multiple selection of skills for 1 reso...
When we create any child task like testing task, documentation task under Enhancement record, Actual start date and actual end date gets populated from child task.But when we create release from any existing product and from release form planning boa...
Hi. Can anyone advise how I leverage the new playbooks in Project Management? I've made sure my PDI has the Project Workspace, PPM Standard, and Playbook Experience plugins updated to the December store release. I can also see the two Playbooks in t...
