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Resolved! auto created incidents

We have incidents get automatically assigned to our helpdesk whenever our Exchange mailbox for suspicious emails receives an email from our end user. Where would I be able to see the rule that automatically creates and assigns an incident whenever a ...

SPM and After Action Reviews (retrospective/closure)

At the closure of projects we like to hold an "after action"/retrospective/{whatever words you like} to see how we did.  Questions like...What went well?What could be improved?What issues/lessons were learned for future projects?What are action items...

mejasonroar by Tera Contributor
  • 600 Views
  • 1 replies
  • 0 helpfuls

SPM - ProjectWorkspace: Status Reports

When creating a status report within the Project Workspace using a customized report template, the Milestone Planned End date is not sorting as expected and is also sometimes set to the same date when duplicating a report. Also, the time is included ...

dsweet by Tera Contributor
  • 939 Views
  • 2 replies
  • 1 helpfuls

Goals to multiple portfolios

Hello Team, I have requirement from my customer to assign goal to different portfolios . Example : 1 goal to different portfolio . i see in SPW if i select Assigned entity as portfolio i can select only 1 portfolio . How to handle this requirement , ...

Convert to RIDAC link for Demands in Workspace?

I don't see a way OOTB to use the "Convert to RIDAC" related link on RIDAC records associated with a Demand from the workspace view (Portfolio Planning Workspace), only the platform UI. Is there an update to apply or workspace I should be using inste...

stefanvgarc by Tera Contributor
  • 513 Views
  • 1 replies
  • 1 helpfuls

Resolved! I want to add field on Demand form

Hello,I want to add "Business Unit" field om the Popup form of Demand. As we navigateworkspace -> Strategic Planning Workspace -> Portfolio Planning -> Planning -> create new record or open existing one -> click on "New Demand" button -: new popup fo...

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Identify Similar Demands in SPM Demands

Have enabled the "Identify Similar Demands" Ui action on Demand form, trying to understand how it works, because i can see that demands are having same name/description still not appearing under "similar demands" through "Identify Similar Demand" sea...