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Alignment Integration for Dependencies

Dear all, I was interested in the possibility of syncing data from my risk table to the dependencies alignment table (sn_align_core_dependency). At out organization, dependencies are mainly managed by the project managers using risks (because depende...

granular delegation for Change request approvals

I have followed the below procedure still unable to see the request for approval. 1. Added the sysapproval_group table to the list.2. Created a Delegation rule.3. Added to the category.4. Created the delegation record and added to the Delegation rule...

R_52 by Tera Guru
  • 716 Views
  • 4 replies
  • 0 helpfuls

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
  • 496 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...

DCorrea10_0-1718682174522.png DCorrea10_1-1718682209310.png DCorrea10_2-1718682277487.png
DCorrea10 by Tera Contributor
  • 863 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
  • 706 Views
  • 1 replies
  • 2 helpfuls