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Ranking in SPW

I have two different Portfolios created that have some of the same demands and projects.  When I change the rank of a project in portfolio 1, it changes the rank of the same project in portfolio 2.   Is that normal behavior?

Resolved! Create Different Assessment for Demand Stakeholders

The OOB Demand Notifications are not Appropriate for our Organization. I have already created a new functioning Assessment (very simple) and want to use that to score my demands and appear on the Demand Workbench. I want to turn off the OOB Assessmen...

Portfolio Plan Custom Lens

I have a requirement to provide a top down organisational view, this would look like:Portfolio > Program > Project > TaskI have got to the point of creating the portfolio, programs, projects, and task associated.|The portfolio plan pre-loaded options...

joshuanatto by Tera Contributor
  • 704 Views
  • 2 replies
  • 0 helpfuls

Business Calendar vs Fiscal Periods in SPW Financials

Hi all.  When creating a portfolio in the Strategic Planning Workspace using Fiscal Period instead of dates to set the start/end date, it using the Business Calendar Entry table (business_calendar_span).  I'm working with a customer that has relabell...

Data tables and mapping

Hello!  First, please note that I am not a developer, but an active user who is trying to self-teach due to low dev support resources.  My question concerns gathering all the necessary data in one view.  Appreciate any insights.  Thank you! For plann...

kerrsol1972 by Tera Contributor
  • 694 Views
  • 1 replies
  • 0 helpfuls

Resolved! Hide Add Task Button on Project Workspace

Hi There, is there any way we can hide Add Task button on project workspace. I tried to hide it but its not present in declarative action/ui action or anywhere else.

Community Alums by Community Alums  
  • 3388 Views
  • 11 replies
  • 2 helpfuls

RIDAC templates

I need to create a Decision record for every new Demand that is created. I thought of using a template for the Decision record and am unable to get that to work. I am able to set up a template for the Action record. Automation would be great too.What...