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Related Record tab in Project workspace

Hi All I wanted to add "Related record" tab in project workspace and under that all related list should appear similar to the incident record in service operation workspace. Currently , the related record is shown in the project workspace as individu...

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sadiar by Tera Contributor
  • 1207 Views
  • 3 replies
  • 1 helpfuls

Resolved! Default project document templates - where do they live?

We're looking to get started using document templates through the project workspace and can't seem to figure-out where the default templates live in the system.  I would expect that they could be found under Document Templates / All Document Template...

How to mark Resource Assignments as complete?

How do you complete a resource assignment? Earlier in Resource Plans, if there was a piece of task completed before the planned end date, the project managers had an option to mark the resource plan as complete. I am not able to see any such option i...

Resolved! Create new Agile group or add Agile to the Assignment group Type?

Trying to understand if its best practice to create a new Agile Group for users or if by adding "Agile Team" to their existing assignment group that is the same thing.   What is the purpose of each?  Does one grant more access than the other?  Not fo...

Brenda D by Tera Contributor
  • 695 Views
  • 2 replies
  • 0 helpfuls

Can I change the width of a column in a report?

This seems like a simple question, but I couldn't find an answer anywhere. I have a very simple list report which I want to use on a dashboard to display Project Name, and Description.I have two formatting issues:1) The two columns in the report are ...

Mat10 by Tera Contributor
  • 3142 Views
  • 6 replies
  • 2 helpfuls

test results to change

How do you associate test results to change We use test management to for creating and testing  how test results are included in a change record before approval  

JayanthiHCL by Tera Contributor
  • 343 Views
  • 1 replies
  • 0 helpfuls

Idea assignment based on category

I am trying to figure out how I can make an assignment rule (or similar) so I can auto assign ideas to a specific assignment group based on the category of the idea.I have limited the number of categories a user can select to 1.I can see that the sel...