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Portfolio Planning Workspace: How to work with existing data?

We have installed the app "Portfolio Planning Workspace".In this application, there is "Portfolio Plans" and "Free-form Roadmaps".In "Free-form Roadmaps", I can select a source table and work with it - perfect.However, in "Portfolio Plans", I thought...

Lukas B by Tera Contributor
  • 2503 Views
  • 9 replies
  • 3 helpfuls

Add background color to record in Calendar Report

Hi, I have created a Calendar report for release, Im trying to add the colors to the records in Calendar by release type. I have added background colors to the field in the form, but I'm not able to see any difference in the Calendar report color. Co...

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SRI10 by Tera Contributor
  • 2126 Views
  • 4 replies
  • 1 helpfuls

Resolved! Resource Assignments and relationship to Resource allocations

Looking for some clarity on the relationship between resource assignments and resource allocations.  Currently when a resource assignment is created it also creates the resource allocations.  These resource allocations seem to be created with a booki...

lisafin by Tera Contributor
  • 2090 Views
  • 6 replies
  • 3 helpfuls

Importing Resource Plans from Excel

Have you ever imported resource plans from Excel?  Stakeholder had everything in word docs and they exported to Excel ... gave me projects, groups, users, and the time dedicated to each user across timelines. I built an import set to first import...

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Uncle Rob by Kilo Patron
  • 749 Views
  • 3 replies
  • 1 helpfuls

Collaborative Work Management Questions

Hello - Couple of Questions: Collaborative Work Managment Regaring the 'My Work' section. Is there a way to incorporate that with the work in Self-Service 'My Work' section, so we can include catalog tasks/incidents outside of SPM?  Are we able to pu...

Jamie49 by Tera Contributor
  • 507 Views
  • 1 replies
  • 0 helpfuls

Role for SPM ERD (Entity Relationship Diagram)

I was asked to grant someone access to the SPM ERD (which I believe stands for Entity Relationship Diagram), but I cannot find a role that specifically relates to that access. Does anyone have any pointers to share? Is it part of a bigger role?