I am searching for a way to permanently change the default depth on the planning console, so that whenever i open the planning console, the default depth is always three, when possible. If there is a way to always make the default depth equivalent to...
Not sure what could be causing this but every imported project task I'm bringing in via an import set/transform map is having it's overall status default to red, even when the project itself is green. I figured it might be a conflict is planned/actu...
I was wondering if anyone has recently implemented the Resource Management application in SPM and would be interested in sharing some of the their learning? We have recently implemented Demand Management, Project Management, and Portfolio Planning....
Hi everyone I'm trying to set as manual the score demand calculation. Currently this value is based on demand assessments scoresI deactive 2 business rules and it works in part But the problem here is when I change the state from screening to qualifi...
My organization will be moving to the new Resource Assignment capabilities in CY25. However, in the meantime a quick fix I need help with is restricting Resource Groups so that Resources can only belong to one Resource Group at a time. With my last ...
Hi all,My organisation is keen on utilising the OOTB SPM modules to assist with demand and resource management. Currently, our process is pretty basic with the use of Microsoft Forms and spreadsheets. One of the main issues around this is the reporti...
So in Strategic Planning Workspace I click on the briefcase icon for Portfolio Planning. I then click on one of my Portfolio Plans. Then I go to the Planning section on the left navigation menu. From there I click on the gear icon for Personalize on ...
Trying to assign a resource in a project in Xanadau / SPM and I am getting the following messages and cannot assign them.Resource assignment cannot be created or updated because "user" is not available.Invalid insertSee Attached
Hello everyone,I am creating a new lens for Portfolio -> Demands & Epics, it is pretty similar to the OOB one (Portfolio -> Demands & Project), we are using 2 custom tables that we created and extended from the Planning Item table. the lens if config...
I would like to create a list of active projects and display data elements from the Project Status table (key accomplishments, upcoming tasks, etc) in a list view. I can build a report, but this pulls the html fields. Is there any way of pulling thos...
Xanadu Patch 0 We are in the process of evaluating the migration to resource assignments from resource plans and are encountering some issues/questions. These operational assignments are easily identifiable when we use the time sheet portal to log ti...
I have created below 2 operational resource assignments for a resource. I am unable to see those in the resource management workspace. Is there something that I am missing? These are the two operational resource assignments that I created. They are c...
Hi there!I know the demand score calculate is based on risk, value and size with particular formula and at the same time this 3 items are based on another items like financials values, demand assessment, etcMy client ask me for set it in a manual way...
Hello Everyone, I would like to know if it is possible to create a structure like this: Portfolio > Sub-Portfolio > Program > Project/Demands The idea is to fund and control one big portfolio and bellow this portfolio, I would like to set many Sub Po...
Hi,We're going through the process of migrating from Resource Plans to Resource Assignments. On RPs, when the Cost Plan was created, we had the option of selecting one of our custom Cost Type Definitions on the CP. Now on a project that has been migr...
