Resolved! Role needed for cost plans and budget updating in PPM?
Can someone identify the role(s) needed to be able to create/update budgets and create cost plans for Projects within PPM? Thanks!
Forum Posts
Resolved! Update the Resource Capacity for an Individual Resource.
All, Scenario: During the setup of Resource Plans, we have a requirement to increase the Capacity of some Vendor resources to 9 hours a day. What I did: Using the below-mentioned Navigation : Resources - > Users-> Select a specific Vendor resource. ...
Resolved! Project workspace financial panel shows error
Financials Panel shows error " Cannot access cost plans .Define an entity to start working on your project financialsEven after set Investment funding entity on Project record to active, it is showing above error. Can anyone suggest in these case?
Resolved! Question about licensing (SPM)
Hello,We're using the SPM module, I'm wondering which roles within that module require licensing? Thanks
Capacity Planning tab inside Portfolio Planning
Currently the Unit dropdown in Capacity Planning tab inside Portfolio Planning only has two options: FTE and % Utilization. I need to have the option in Hours too. I was able to add the Hours option but now I need to display the dates converted into ...
Change PPM assigned capacity
How we can change the assigned capacity in PPM to 3 days a week (Monday - Wednesday) for user? and what its impact if we change in to 3 days a week?#PPM
Resolved! What is the use of 'message' field in client script??
Hi all, i am new to service now, just wanted to know what is the use of 'message' field in the Client script form. Please clarify this with a simple example if possible...
Export to PowerPoint for SPM Project Status Reports for Xanadu Release
Hello Community, Has anybody used the PPT export for SPM Project Status Reports since upgrading to Xanadu?It no longer seems to work for me since the upgrade. I'm also trying to customize PPT templates, and I can no longer see the option.Is anyone ru...
Strategic Portfolio Management Roadmaps - View Task/Milestones using Parent field filters
Is it possible to create a dashboard, roadmap or modify the portfolio planning workspace to view the Project Tasks and milestones of a project but utilize the fields on the project to filter the list. We are trying to create a roadmap of the tasks t...
How can I provide a user access to the Sprint Planning for Agile groups without adding them to the specific groups?
I have a requirement to allow a Project Manager access to the Sprint Planning tab within the Agile Board for multiple Agile groups. I do not want to add this user to each of those groups as they will not be doing any work for the group. I just want t...
Resolved! Issue with "New Project" button in Portfolio Planning Workspace. No pm_project generated.
I'm encountering an issue when creating a new project from the Portfolio Planning Workspace. When I click the "New Project" button, it generates a record in the sn_align_core_project table, but no corresponding record is created in pm_project.I alrea...
Resource Management Workspace 5.1.1 release
Is there any word on when version 5.1.1 of Resource Management Workspace will be released? Thanks!
SPM Demand Assessment - How to Allow Re-submission of Assessment
OOTB, after submitting an assessment for demand, can the respondent revise their answers after they clicked "Submit"? If we want to make this happen, where and how can we configure it, are there any codes/ business rules to control this? Many thanks!
Capacity in RMW
In Resource Management Workspace, there are two resources that have the same 40/hour per week schedule and the same 8 Average Daily FTE Hours/Hours Per Person Day. The same projects with similar hours and Person Days are assigned to them, yet when yo...
Project ressource assignment
hello in a project , under resource assignment , I would like to update the planned hours per period. I can update the values but changes are not saved. See attached screenshot in which I highlighted the cells in yellow.can somebody help ? I was in ...
