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Forum Posts

FISCAL Periods

Hi All ,  I want to generate the fiscal periods like the OOTB ones.    However, when I attempt to create a fiscal calendar, the prefix doesn't appear. Screenshot below Like with the prefix FY26: M01- JUL  Does anyone know how to set this up ? 

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monishsnowd by Tera Contributor
  • 1433 Views
  • 2 replies
  • 0 helpfuls

Prerequisite for next experience resource management

Prerequisite for next experience resource management 1. We use custom app for HR - so we installed plugin for employee profilebut we need start and end date  - how do we populate from sys user to emp profile table2.  so for primary attribute how do w...

JayanthiHCL by Tera Contributor
  • 2304 Views
  • 2 replies
  • 2 helpfuls

Resolved! Resource Assignments remain after project is closed.

We migrated from Resource Plan to Resource Assignment last month and I have a question about functionality. We plan our resources for the entire fiscal year (7/1 to 6/30).  When we migrated, the resource plans that were evenly distributed for each mo...

gjz by Mega Sage
  • 2008 Views
  • 2 replies
  • 1 helpfuls

Access to event recording

How do I request access to the SPM event record for "SPM Resource Management Workspace: How to Set-Up &."?When I click on it, it is telling me access denied.

Viper777 by Tera Contributor
  • 1094 Views
  • 3 replies
  • 0 helpfuls

Workspace Preview view in project management

Hi Team , I have configured Workspace Preview view in dev environment and i can see it new project workspace.When i click edit task in new project workspace form opens in Workspace Preview view .But when i moved this test environment , in native i ca...

arjshubh by Tera Contributor
  • 692 Views
  • 1 replies
  • 0 helpfuls

Demand Management - what to capture/how to route?

Hi Everyone, are there any best practices in term of what objects should be ideally captured when raising a demand, and how do you ensure the demand gets assigned to the appropriate team/person that should manage it? OOTB, on the demand form there is...

Auto Save Planning Console

Is there an option to auto save in the planning console part in SPM? the guys keep getting caught out and end up losing work.   

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Alex Cason by Tera Contributor
  • 2377 Views
  • 8 replies
  • 4 helpfuls