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Resolved! Capacity of scrum teams on EAP (Enterprise Agile Planning)

Hi community,   I would like to configure capacity points for each scrum team on EAP. However, it seems there is no function to do it.   On planning board, I can see capacity utilized but "-" is shown. If I configure capacity points, something percen...

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Resolved! How to export ridac on project workspace

Hello, I am having probably a blank moment. I can't find a way to export RIDAC records to Excel from the project Workspace RIDAC page. How can I do that? BR,Hamza.

Resolved! Resource Assignments and relationship to Resource allocations

Looking for some clarity on the relationship between resource assignments and resource allocations.  Currently when a resource assignment is created it also creates the resource allocations.  These resource allocations seem to be created with a booki...

lisafin by Tera Contributor
  • 2774 Views
  • 7 replies
  • 5 helpfuls

Resource Management Workspace

Hi Team, I am trying to setup OOB resource management workspace, but facing issue in creating Resource assignment from workspace and also I can't see any unassigned tasks. Kindly, advice on the steps. Regards,Manal Aquil

Manal  AQUIL by Tera Contributor
  • 228 Views
  • 2 replies
  • 0 helpfuls

Resolved! Automatically change demand state to Approved

SPM: Automatically changing Demand state to ApprovedWhen demand reaches the state “Qualified”, approvals are generated for more than one stakeholders in a related list on the form. When all the stakeholders approve the approvals, the demand field “ap...

Projects and Pending state

Hi all, I’m working on an instance where the project lifecycle was customized so that all states depend on one of the phases: Initiating, Planning, Executing, Delivering, and Closing. In other words, each state is only available within its correspond...

Resolved! SPM- Project Workspace - Budget allocation not correctly shown

Hi I have a simple set up where one resource working 160hrs at rate of 158/hr. System generates cost for the resource for one month of the assignment as 25,280. When i toggle OFF the Budget allocation the total is shown correctly. But when i toggle i...

SingL by Tera Contributor
  • 347 Views
  • 2 replies
  • 1 helpfuls

Resolved! Links in past live discussions/trainings

Found on YouTube this video from June2025, "SPM Resource Management Workspace:  A new approach for assigning resource to outcomes",  has this slide at the 1:19:00 mark near the end the shows a link to "SPM/ITBM YouTube Playlist".  Can you please help...

Eric56 by Tera Contributor
  • 672 Views
  • 4 replies
  • 0 helpfuls