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Resolved! Demand Assessment Data vs Portfolio Scoring Framework

Hi all,  In the old UI the way to score Demands was to use the assessment data on the Demand and then use the Demand Workbench to validate and compare the scores.  In the Strategic Planning Workspace we now have the Scoring Framework to score items. ...

jhwagemaker by Tera Contributor
  • 2761 Views
  • 5 replies
  • 10 helpfuls

Demand Management module

Hello,I am a developer using the PDI for learning and content creation. I would like to explore the Demand Management module, but it is not available in my instance. Is it possible to enable it or grant access to the required plugin?Thank you!

OsamahA by Tera Contributor
  • 655 Views
  • 1 replies
  • 0 helpfuls

Rollup of Business Unit from Projects to the Program

Hello, trying to determine if the Business Unit field and/or Impacted Business Units field on the Program form get populated from a roll up of the information from it's associated projects?  It does not appear to but I am nit sure if it should in an ...

Resource Assigment- Calendar availability

I remember that in the previous version (Resource Plan), when I created a PTO record on My Calendar, the  availability was affected and the resource's capacity decreased.  I'm not able to reproduce this behavior with Resource Assigmnet and Resource m...

Daniel18 by Tera Contributor
  • 364 Views
  • 1 replies
  • 1 helpfuls

Configure Fiscal calendar and Portfolio Planning Fiscal Calendar

Hello Everyone, I have requirement to create Fiscal Calendar and Portfolio Fiscal calendar.1)Fiscal Calendar - This is complted and no queries on this. 2)Portfolio Planning Fiscal Calendar - I have created new Business Calendar as shown below Then I ...

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stormy 12 by Tera Contributor
  • 753 Views
  • 3 replies
  • 0 helpfuls

How percent_complete be calculated in Test Management 2.0?

Hi there, I've been testing some features of test management 2.0 in my PDI.As I read NowLearning and docs, it seemed that Execution Suite and Test Sets are parent-child relationship as Test Sets and Tests are.  Also, I could see percent_complete in b...

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PowerPoint Export for Portfolio

I am looking for assistance with creating a custom PowerPoint template for a 'Personal Portfolio Report'. I want an PPT export that includes a slide for every project in the portfolio, but when I set up the template, it limits the file to the first 5...

AmberS-BHE by Tera Contributor
  • 1328 Views
  • 7 replies
  • 1 helpfuls

Test Management 2.0 demo

Hello there! I'm trying to find any demo about Test Management. I have completed Test Management 2.0 implementetation course but it's not  deep enough.  Do you know about any official or unofficial demo? or maybe a forum with documents, whatever you ...

Is there a faster way to quickly edit date fields?

I have over 100 WBS items that I need to edit the planned start & end date. Having to double click into each field, select a date from the calendar,  click out of the field, and repeat is very time consuming. In other apps, I could tab into a field a...

KarrieDash by Tera Expert
  • 340 Views
  • 1 replies
  • 0 helpfuls