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Forum Posts

How to configure the Functional currency field?

Client Need: Financial reports must be submitted in MXN, even if the projects are in USD or other currencies.I noticed that I need to change the Functional Currency field to MXN. My user is located in Mexico. However, I can't get the currency to chan...

diana felipe by Tera Contributor
  • 1220 Views
  • 4 replies
  • 0 helpfuls

Resolved! Timecard Exception Table vs Time Card Table

What is/are the specific criteria for a time card data to be entered into the Time_Card_Exception  table vs  Time-Card table? 

DJM1 by Kilo Contributor
  • 2644 Views
  • 5 replies
  • 4 helpfuls

Doc Template for Project Status Report

Hello,I have created a document template in the Project Workspace to generate a status report. However, I am unable to capture the document template in Update Sets. There is an option to export the document template, but I am unsure where to import t...

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monishsnowd by Tera Contributor
  • 224 Views
  • 1 replies
  • 0 helpfuls

Resolved! "Export to PowerPoint" for Portfolio Plans

Hi there!  I am trying to use "Export to PowerPoint" for Portfolio Plans. Myorganisation has regular update sessions on Portfolio Plans. I am looking at automating the preparation of those presentations.  When I export a Portfolio Plan, it only ever ...

KhoendibG by Giga Guru
  • 601 Views
  • 2 replies
  • 1 helpfuls

Project Workspace

Hello guys,which roles do you need in order to enable the function to start a new project workspace or add new tasks to existing ones?I already should have the needed roles, so i dont know any further - thanks forward 

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JacksonDC by Giga Contributor
  • 250 Views
  • 2 replies
  • 0 helpfuls

I have a issue while Exporting to PDF in Project Workspace

I have a issue while Exporting to PDF in Project Workspace . I was Export into PDF in for one of my project in project workspace . i.e  Project Workspace > in All project select a Project > Status Report > Export to PDF is showing an Error and I 'm u...

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