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Resolved! Generate Labor Costs in Project Currency

We have done the necessary setup to generate labor costs for Resource Assignments but have found that the Cost Plans are generated in the "Functional Currency" rather than the "Project Currency".  Has anyone grappled with this issue before and if so,...

Nat Hunter by Tera Contributor
  • 1163 Views
  • 1 replies
  • 0 helpfuls

CWM Workspace "Add Column" in board

Hi All, In CWM workspace board, we have an option to add new column from list. When we create new column, is this a new field in table ? Do we have any limitations on number of columns since users can create columns in different boards. Thanks!

Resolved! Importing to the Docs tab in Project Workspace

Hello, We have upgraded our instance to Yokohama and are looking to move our Classic Project Workspace users to the new Next Experience Project Workspace. One of our users inquired about the possibility to import Word documents, PDFs, and other files...

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Resolved! Record of fiscal Periods missed on Produccion

I generated fiscal periods for the years 2025 and 2026. I saved them in an update set and successfully commited them to production. However, the records don't appear in the table. Why could this have happened? Is it better to do this manually in prod...

Daiana Botta by Tera Contributor
  • 1206 Views
  • 2 replies
  • 1 helpfuls

How to delete records definetly

After Deleting pm_project table records, data is deleted but record remains. I notice same behaviour in sys_user table.

Jojuloma by Tera Contributor
  • 975 Views
  • 2 replies
  • 0 helpfuls

Calculation of users' availability and allocated resource

Hi there,I'm fairly new to SPM and we are in the process of building our demand and resource management module for our team.Mostly everything has been built as required, including the submission form for demand requests, the back end view of the reco...

JDavies549 by Tera Expert
  • 1752 Views
  • 1 replies
  • 0 helpfuls

Resolved! Resource Assignments: Group and Role

Are the user's Primary Resource Group and Primary Resource Role one and the same as the Resource Assignments Group and Role? Thanks,Jim

JBrians by Tera Contributor
  • 1345 Views
  • 2 replies
  • 2 helpfuls

Goals Dashboard in Strategic Planning Workspace

Wondering if anyone knows if there is a way to edit this dashboard that is *not* UI builder?Steps:1) Go to strategic planning workspace2) Create a portfolio or open one that already exists3) Open the Goals menu4) View the dashboard tab  There is no "...

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Anna T_ by Tera Expert
  • 1418 Views
  • 2 replies
  • 0 helpfuls

Resolved! Configuring security for a project in project workspace

Hi All,I am trying to understand the functionality of configuring security for a project in project workspace as part of Yokohama release, I have enabled the necessary plugins and did the configuration in project record. When I impersonated with the ...

ranjanak by Tera Contributor
  • 2219 Views
  • 4 replies
  • 0 helpfuls

CIO Roadmap error

I have a timeline visualization that only works in 2D; when I try to view it in 3D I receive an error message: 'No panels available - To view the Timeline Visualization, verify the configuration settings'. I doubt anything was changed from the OOB se...

sting1 by Kilo Contributor
  • 1967 Views
  • 2 replies
  • 1 helpfuls