Within PPM, the template feature allows users to copy certain fields and the project tasks from a defined project into a template which can then be applied to any new project to save time and repetitive work. Which can be a very useful and strong fea...
We are creating a template for some of our projects and would like to include resource plans in the template or be able to copy them over from a previous plan? Is there a way to do that? Or do we create the template for the tasks and have to enter t...
Is there a way to see all allocations against a group in the capacity planning tab of the strategic planning workspace? I'm noticing that the work included in the 'Estimate Outside Portfolio' is only factored into a group's capacity if it is a planni...
Good morning, Our organization is looking to roll out Strategic Planning Module to take advantage of the great tools and capabilities in the Strategic Planning Workbench. What I am trying to wrap my head around is how these new tools play with the e...
Can someone identify the role(s) needed to be able to create/update budgets and create cost plans for Projects within PPM? Thanks!
All, Scenario: During the setup of Resource Plans, we have a requirement to increase the Capacity of some Vendor resources to 9 hours a day. What I did: Using the below-mentioned Navigation : Resources - > Users-> Select a specific Vendor resource. ...
Financials Panel shows error " Cannot access cost plans .Define an entity to start working on your project financialsEven after set Investment funding entity on Project record to active, it is showing above error. Can anyone suggest in these case?
Hello,We're using the SPM module, I'm wondering which roles within that module require licensing? Thanks
How we can change the assigned capacity in PPM to 3 days a week (Monday - Wednesday) for user? and what its impact if we change in to 3 days a week?#PPM
Hi all, i am new to service now, just wanted to know what is the use of 'message' field in the Client script form. Please clarify this with a simple example if possible...
Hello Community, Has anybody used the PPT export for SPM Project Status Reports since upgrading to Xanadu?It no longer seems to work for me since the upgrade. I'm also trying to customize PPT templates, and I can no longer see the option.Is anyone ru...
Is it possible to create a dashboard, roadmap or modify the portfolio planning workspace to view the Project Tasks and milestones of a project but utilize the fields on the project to filter the list. We are trying to create a roadmap of the tasks t...
I'm encountering an issue when creating a new project from the Portfolio Planning Workspace. When I click the "New Project" button, it generates a record in the sn_align_core_project table, but no corresponding record is created in pm_project.I alrea...
Is there any word on when version 5.1.1 of Resource Management Workspace will be released? Thanks!
OOTB, after submitting an assessment for demand, can the respondent revise their answers after they clicked "Submit"? If we want to make this happen, where and how can we configure it, are there any codes/ business rules to control this? Many thanks!
