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Copy Active Project Including Resources

Hi All,  Is there a way to Copy an Active Project (Non Template) and carry over the Resources as well. I would say not as this would need to go through the RM process of requesting a resource. Not sure if this functionality is OOTB a script will need...

TammiR by Tera Expert
  • 859 Views
  • 2 replies
  • 0 helpfuls

Resolved! Show Full Numbers Instead of K/M in Project Workspace

Hello everyone,I have a question about the Financials section in Project Workspace.At the top, amounts are displayed using abbreviations like "K" and "M."Is there a way to show the full numeric values instead? In Japan, it's standard to display full ...

keisuke miya by Tera Contributor
  • 2994 Views
  • 6 replies
  • 4 helpfuls

cost plan breakdown

Hi,What is the relation between cost plan and cost plan breakdown?After creating the quarterly cost plans how it was creating the cost plan breakdowns ? Thanks

Completing a Demand that was not Approved

I need a way to mark Demands as Completed without marking them as Approved first. My organization has several demands that for a variety of reasons (loss of funding, regulatory changes, no longer strategically aligned, business need no longer exists)...

Rebecca_M by Tera Contributor
  • 614 Views
  • 1 replies
  • 0 helpfuls

Mentioned User’s Email Reply Not Saved on Idea Work Notes

Current Behavior:A user adds a work note with @mention on an Idea record.This triggers a notification via email to the mentioned user.The mentioned user replies to the email, but the response is not captured as a comment or note on the Idea record.Ex...

vivek11 by Tera Contributor
  • 1451 Views
  • 4 replies
  • 0 helpfuls

Resource Assignment and Resource Plan completion

I need help understanding when to complete (or should we?) the resource plans. We are now using resource assignments and with that a resource plan is created which get set to allocated. Do we need to manually close the resource plans when done or do ...

Karlie by Tera Contributor
  • 1333 Views
  • 1 replies
  • 1 helpfuls

Display Resource allocation details on weekly/monthly basis

Hi, When we open any resource allocation record, we can see details of allocation on date level (i.e. daily allocation detail) but we need to show allocation detail on week level or month level. Could anyone suggest how to do it?   Thanks in advance....

Prabhh by Mega Guru
  • 2705 Views
  • 4 replies
  • 0 helpfuls

Resolved! Help on portal related Issue.

I have created the portal with required pages and widgets (can be found in attachment). However, I am struggling with the submit function and the record is not getting inserted into the customer case table. When I click on the submit button, there is...