allocation boards
Hi, i would like to know if is it possible to add a type and make multiple selection on allocation boards. thank you
Forum Posts
Resource Management Notifications Not Triggering from Workspaces
Hi everyone, We’ve created email notifications to alert project managers when resource assignments are created or updated. These notifications work fine when data is modified elsewhere, but they don’t seem to trigger in the following scenarios:When r...
Demand execution - date, task, resource plan and cost that would not transfer to project
Hello !When we create a new demand, we have resources working on documenting the "demand" and therefore, we have tasks and resources assigned to the demand for period of time. As the demand get documented, we create new resource plans for the PROJECT...
Is it possible to permanently change the default depth on the planning console?
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...
Imported Project Tasks defaulting to red status?
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...
Resrouce Management Implementation
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....
Disable demand assessments
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...
Resolved! Restricting Resources to one Resource Group (legacy Resource Management)
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 ...
Use Case scenarios for SPM - demand and resource management
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...
How to add dot-walk columns in Strategic Planning Workspace Portfolio Planning?
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 ...
Resource Assignment
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
Prioritization List not showing Demand or Epics
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...
Vancouver User - List of multiple project status reports in a list with key accomplishments
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...
Operational Resource Assignments
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...
Set manual calculation for Demand score
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...
