I have a notification which runs when the project state is Screening and Approval is requested (Here the approval will also be assigned to - to whom ever the project is assigned) .and it is sent to Assigned to Now on this notification I have to creat...
Hello all! Iam implementing SPM standard (PPM Standard) and with my admin role I can see financials on the Portfolio Planning Workspace, but impersonating a portfolio manager he cannot see the section. Debugging the workspace I found there is a scr...
Hi everyone, My name’s Matthew, and I’m a Portfolio Lead at a telecoms company in Yorkshire, UK. I’m reaching out to see if anyone has solid experience with SPM implementations that they’d be open to demoing or sharing insights on. I’m not looking fo...
We've created a custom table for Sub-Portfolios in order to drill into our portfolio space deeper. I'm hoping to create a secondary filter on the out of the box PMO Dashboard that is dependent on the Portfolio and then show the relevant sub-portfolio...
Dear all,Is it possible to align text in list views to the center?In the example below I would like to align the values of Risk, Value and Size to the center.Thanks for your help and best regards,Christoph
We're setting up the PPT templates for status reporting and have everything working except Issue priority. It displays as Standard, Moderate, Urgent or Critical within SPM but the placeholder is pulling over the choice values instead of the words so ...
Hi community, I am using Enhancement in SPM. But I am stuck at the overall process, especially on the OOTB state: DraftScopingAwaiting approvalWork in ProgressTesting/QADeploymentClosedHow do you interpret them and how do you use them?
Hi all, I have created a custom role which I want to use to grant non-IT users access to view certain projects only, and Following the kb article below I have created an ACL for "now.workspace.project.*", that has allowed the workspace link to become...
What is the use of Weight Field in the Notification? Not getting. what is the exact use of this because it may miss some of the important emails that needs to be sent. Please explain in detail. Any help will be appreciated. (No one will configure two...
Hi Community, Looking for some advice on the following use case: we have a team using one of the Teamspaces and they don't want to use the assessment functionality for Demand, hence not having questionnaires being sent out. They also don't want to sk...
We are looking to migrate to resource assignments from resource plans. It all looks great (have migrated in a sub-prod instance to give it a spin) - but - we use the "Manage" button and related form in Demands today to view demand resource plans in ...
Yokohama Patch 6Resource Management Workspace v5.2.0 After upgrading to Yokohama Patch 6 and updating the Resource Management Workspace plugin to v5.2.0, we noticed that Resource Status is sometimes showing in French instead of English. This seems to...
Hello everyone,I believe there might be a way to create a scenario plan for capacity.Is there something I might be missing when trying to include capacity while creating a scenario in the Strategic Portfolio Workspace? Thank you
I want my PMs to be able to self manage their Agile teams when members are added or removed. What role do I need to give them in order to do this?
What are the best practices for time sheet and time sheet policies in your organization should I users part of resource group submit timesheets or are the separate dedicated group??