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Show selected field value on related table form

I added a custom field, “Portfolio Manager” (reference, sys_user) to the Project [pm_project] table as a required field.  When a user creates a project_change_request (PCR) from a given project, I want the PCR form to have the Portfolio Manager value...

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D-Frost by Tera Contributor
  • 436 Views
  • 4 replies
  • 0 helpfuls

New Project Workpace - Edit Project Task (Form Layout)

Hello All.On the New Project Workspace, is there any way to edit the form layout for the user's screen when clicking on Edit a project task? Im specifically interested in including the checklist section..  as we currently have on the legacy workspace...

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DCorrea10 by Tera Contributor
  • 765 Views
  • 3 replies
  • 2 helpfuls

Resolved! Can SPM have read-only access without requiring a license?

Our PMO was asking if business leads could have read-only access to SPM. We're fairly limited in our licensing and are keeping those limited to the Project Managers primarily.  Is there a way to allowed non-licensed users read-only access to SPM so t...

MBarrott by Mega Sage
  • 620 Views
  • 1 replies
  • 2 helpfuls

Additional Assignee list in project task

Can anyone tell me the working functionality of additional assignee list for the project task:Reference Qualjavascript:var util = new ProjectManagementUtils(); util.assignedToRefQual(current, SNC.PPMConfig.getProjectRole('user',current.getTable...

Assignment group Field in Project / Project Task form in PPM

Hi All, This query is regarding the Assignment Group field of Project / Project task form. In our requirements, PPM groups are different from ITSM groups. Step1: As part of PPM, we identify the resource groups that should be working on Projects and P...

Anusha_Rao by Tera Contributor
  • 1576 Views
  • 4 replies
  • 1 helpfuls

Agile Scrum Roles & Permissions

I am looking for a detailed description of each of the agile scrum roles and what permissions each of them have at a detailed level. Where would I find this information?