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Resolved! Strategic Planning Workspace - Enable the Activity stream on the form

Hi,How do you add the Activity stream to the Strategic Planning Workspace?I want to add it when looking at Program records.StepsOpen Strategic Planning WorkspaceNavigate Lists -> Portfolio and Program -> ProgramsOpen any ProgramI would expect to see ...

B3N_AU_0-1756084083938.png B3N_AU_1-1756084328677.png
B3N_AU by Tera Guru
  • 1294 Views
  • 2 replies
  • 0 helpfuls

I have a requirement to show Form section called self serv

I have a requirement to show Form section called 'self -serv' this Form Section to be shown when a Variable called Portfolio(reference field) on Demand table is set to 'MAC' if it is not set to MAC it should be hidden  Since Portfolio is a Reference ...

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
  • 887 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
  • 3169 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
  • 636 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
  • 1477 Views
  • 4 replies
  • 0 helpfuls