New resource management workspace best practice for implementation
Has anyone successfully implemented next experience resource management is there any best practices would you like share for migration in prod
Forum Posts
SPM Deprecation Roadmap Needed
As product owner of SPM, I need to refresh my 2026-2027 roadmap to include what will be deprecated. I realize that plans may change, but I am unable to plan without this information. Where would I be able to obtain this info? TYIA
PowerPoint Templates
I am trying to modify an existing PowerPoint Status Report Template. I added 4 fields that are radio button fields to one that was already there. The original and two new ones populated with the radio button in the color of Green/Yellow/Red based o...
Resolved! change the look of the new project workspace
Hi, all.Is there a way to change the look of the new project workspace?In particular, I would like to change the criteria for which projects are displayed in “My project”.
Financials page in Project workspace - Cannot access cost plans
Dear community, I am seeking advice on enabling the Financials page in the Project workspace.I'm running into an issue where the Financials page in a project initially throws a "Cannot access cost plans" error if no cost plans exist. If I create cost...
How can we import a project’s WBS from Excel into SPM?
Hi everyone,Adding project tasks one by one takes a lot of time for our users.We do have templates, but we want to bring a project in from Excel to SPM.How can we import a project task list (WBS) from Excel into SPM?Please share the steps. Thank you!
Export to PPT template in Project Workspace does not display all the date
Hello Community,I'm looking for some clarification on the Out-of-the-Box (OOTB) behavior of the "Export of Project to the PPT" functionality, specifically regarding the slide that captures Project tasks yet to be started.My Observations/Issue:Missing...
How to Customize OOB PPM Project Status report to include Gaant planning tab widget in PPT export
I am working with a customer wanting to leverage the 'Export to powerpoint for PPM' functionality to include the Gaant from the planning tab of a project. There is a planning console widget that shows project Gaants, however the planning console wid...
Create Project Risk based on criteria in scheduled job
Good Morning all--thanks in advance for your help!Have a request to create a Project Risk on associated project based on certain criteriaSorry fairly new to scripting so be patient.. create a Project Risk on associated project:All 3 of these conditio...
Resolved! Configure 'New Button' in Project Workspace: - when project state - Closed completed/closed skipped
I need to configure the new and Delete Button that are present in the Related list of the project workspace . I want these buttons to be shown only when the state of the project is open/work In progress I have checked all the declarative actions . an...
Demand Management - Generate Labor Cost Related Links
I am getting the below error while clicking 'Generate Labor Cost' Related Link after completing the Resource Assignment. What will be the issue. Am I missing something ?
How timesheet access is given to users in a org
How timesheet access is given to users in a orgwhen user is onbaorded? how role is added to the user to provide access to the userif there around 7000 users who require timesheet access to submit time how it would be managed
Restrict Members or Groups in CWM
Hi All,Can we restrict groups or members in CWM? I want to show only users or groups having sn_cwm.cwm_user role only Thanks!
Resolved! Need help with client script for required field -- format as alphanumeric on demand form
Good Morning all--thanks in advance for your help!Have a request to validate data on Demand record/form for a specific field.There are existing values in field and we are not cleaning those up..Sorry fairly new to scripting so be patient..1. I would ...
Sprint.Status is = GREEN / RED / YELLOW
When to use the above Green / RED/ YELLOW options in referring to sprint Filter ?or any easy way to refer to Current Sprint / Future Sprint / Completed Sprint ? #Agile
