Getting a client started with SPM and wondering how we'll handle utilization. They use Workday for timesheets and don't want to duplicate effort by having to use SPM for time cards. There also isn't any existing integration with Workday. Is there a s...
We've started using CWM and have noticed a couple anomolies with entering start/end dates on CWM tasks in the task board list view: 1. When entering a new task and entering start and end dates, the dates will sometimes revert to a date in the 0000-00...
HelloI have the same plugins installed in these 2 instances both xanadu however im missing doc templates and status reports view in one instance. do I have to turn something else on? Appears that the summary-details-Planning-tracking-status report v...
Hi everyone,I'm working on a use case where we need to enforce a strict maximum number of users assigned to any given Resource Assignment Group in SPM.Business Logic:Limit group membership to 100 users.Applies only to groups that have the pps_resourc...
Hi All, I'm working on a new Status Report Template in the New Project Workspace 6.1.0 I would like to limit and sort data. For example: Risk sort by Risk StatusCost Plan: Only include current fiscal yearConditional formatting on status report histor...
Let us assume that we have an employee who was part of the organisation until 01 Feb. 2025 but his capacity and aggregates are generated until 31 Dec. 2025, using the related links on the employee record on sys_user table. Now the resource_aggregate_...
Need assistance hiding this scoring section, as it will not be used in our implementation of the Strategic Planning Workspace.Please refer to the attached screenshot for reference.Thank you!
Hello community,I have a sync issue.I have a record/Project on the pm_project table and the same Project/record on the sn_align_core_project table.On the "pm_project" table, FORM view, field "percent_complete"value = 20On the "pm_project" table, LIST...
Can roadmaps in the APW be configured to use planned start and end dates when extending dates or dragging and dropping items (that result in dates being extended) rather than having the approved start and end dates being altered. I have a business pr...
Hi all, - How Resource Manager is informed that specific resource assignments are created?E.g. notification?- Based on this the resource card is created to manage the requested pool of resources, right? - How the appropriate Resource Managers are inf...
Hi all, For demand and project, can you please share with me:- When and why are they created? (e.g. why I should open a demand/project rather than a change request or service request?)Can you please share examples? - Who creates them? (I know demand ...
Hi all, Why Resource Manager creates a new Card in the Resource Management Workspace to approve/unapprove a resource assignment? Which are the criteria to open a new Card? Which is the purpose of the Card in relation with the resource assignment? How...
Hi Community,When I use the "Apply Template" UI action on an existing project which has already have project tasks in it, the project's planned start date is getting overwritten — it changes to a different value (seemingly from the template or task a...
When a problem is resolved and moved to complete, the closed and the closed by fields in the change form are changed to completed and completed by. How is this OOTB functionality configured/implemented in the instance? Where can that be found?
I was surprised to learn from SN Support that the project Search button in PW was removed in Q2 2025 release. Our project managers use that search all the time. Before I communicate this to our userbase, I want to ensure this is, indeed, the case. R...
