Hello Community,I’ve recently installed the plugin for the Portfolio Planning Workspace and am currently trying to understand how to add records to the Prioritization section.Specifically, I’d like to include Demands or Projects in the prioritization...
Hello, Can you please explain what project_funding.allocated field is used for? Can we use it for our process flows (e.g. when Program Budget is set via "Program Budget" related link, we want to trigger an approval flow and once approved, change the ...
Anyone found a way to create KB Articles out of Doc Pages created with the 'Docs' feature that is available in the modern project workspace? I'd like to start using the Doc Pages to document lessons learned for our project, since it is easy for the P...
Hi Community,I was wondering what is "System Applications" Category and its related Catalog Items.Among the skipped records during the upgrade, changes to category [sc_category] "System Applications" record was made. I checked the record via skipped ...
We are using Portfolio Planning in the Strategic Planning Workspace. Sometimes a weird thing happens. Someon has access to a Portfolio Plan, can see the items on the Prioritisation view, and suddenly after a refresh or the next day the Plans says "No...
Team, I have a team member that has the roles sn_align_core.apw_admin and sn_align_core.apw_user and is an Owner / Editor of a Portfolio Plan in Strategic Planning Workspace. When they are in a Portfolio Plan and they select the 3 dots in the upper r...
I would like to add a horizontal scrollbar to check the months ahead and in the past. But I'm not able to find where can I update this page in UI Builder. Does someone know where I can update this? Thank you
Hello community,nowhere have I found the configuration possibility to personalize the vertical and horizontal lane of a portfolio plan within the Strategic planning workspace. I would like to add the project 'phase' option in the vertical lane dropdo...
Hi team Can you please guide me where i can find update capacity ui action in ppm and my question is update resource capacity in user profile(resource manager view) is same as update capacity in resource allocation workbench. Please find the screensh...
When creating a resource assignment from a task in project workspace:select the WBS item (a task)click the Add Resource buttona blank resource assignment row appears with start and end date pre-filled (based on the task)enter group and roleworkspace ...
Hi, I need to set the phase from Initiating to Planning when "project task is closed complete.I written the business rule, but still it's not setting. Can anyone let me know
I need to restrict the state choices for Project managers in Project workspaces. Can anyone help me to provide the solution. i am new to project workspace.
At our company, we are looking to use PPM for 3 distinct groups, that have no overlap (1 IT, 2 Business). Has anyone done this before? If so how hard was it to do and what types of mechanisms did you have to put in place (ACLs, Groups, Portfolios, et...
we want to restrict the access in ITBM for the Project that means only PM of the Project should able to access his/her Project other PM's from different projects should not access each others project. how we can incorporate this?
Analytics user manager dashboard is based on time cards, in that it is taking on week starts on. The "Week Starts on" setting causes an issue when a week spans two months. For example , if the week starts on March 30, 2025and ends on April 4, 2025. S...
