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Resolved! How to customize the form in project workspace.

Hello everyone.As a system administrator, I want to customize forms in the project workspace view.(This is the form that appears on the right side of the screen when a project task is clicked on the Gantt chart screen.)For classic view, I can do this...

ClayS by Tera Contributor
  • 1909 Views
  • 4 replies
  • 1 helpfuls

Resolved! Permissions for Capacity Planning

Hello, I am trying to configure Capacity Planning in the Strategic Planning Workspace. What permissions do I need to be granted to have permission to access to capacity planning? I am viewing this message in the portfolio plan that I have created.  

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Eva25 by Tera Contributor
  • 759 Views
  • 1 replies
  • 0 helpfuls

Related Record tab in Project workspace

Hi All I wanted to add "Related record" tab in project workspace and under that all related list should appear similar to the incident record in service operation workspace. Currently , the related record is shown in the project workspace as individu...

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sadiar by Tera Contributor
  • 1487 Views
  • 3 replies
  • 1 helpfuls

Resolved! Default project document templates - where do they live?

We're looking to get started using document templates through the project workspace and can't seem to figure-out where the default templates live in the system.  I would expect that they could be found under Document Templates / All Document Template...

How to mark Resource Assignments as complete?

How do you complete a resource assignment? Earlier in Resource Plans, if there was a piece of task completed before the planned end date, the project managers had an option to mark the resource plan as complete. I am not able to see any such option i...

Resolved! Create new Agile group or add Agile to the Assignment group Type?

Trying to understand if its best practice to create a new Agile Group for users or if by adding "Agile Team" to their existing assignment group that is the same thing.   What is the purpose of each?  Does one grant more access than the other?  Not fo...

Brenda D by Tera Contributor
  • 1012 Views
  • 2 replies
  • 0 helpfuls