We have just migrated to the Next Resource Workspace. I am attempting to create a resource cards to reflect all resource groups across our IT organization. I'm hitting a limitation of 100 name resources. How are others reviewing their resource com...
We are setting up to migrate from Resource Plan to Resource Assignment. When we are using Resource Plans, the Cost Plan is generated when the Resource Plan is created and approved. For the Resource Assignment, it requires the user to manually click t...
Hi everyone,I am building a Customer Satisfaction Survey that triggers automatically via Flow Designer when a Project record (pm_project) changes to "Closed Complete". The Requirement:The requirements document states that the survey form itself needs...
Hi everyone, I am looking for some guidance on customizing the CIO Roadmap in SPM. The requirement is to see milestones on the roadmap, along with the associated Business Unit. Currently, the OOB CIO Roadmap is displaying Projects based on the select...
If anyone has experience with customizing the CIO Roadmap, I would appreciate your input. I have a question regarding the Relationship Table used in the CIO Roadmap configuration (screenshot attached).Is the data in the Roadmap is getting populated t...
Hi all, - Can you please provide an end-to-end use case for Test management that goes through all the features?So test, test set, test plan, test cycle, test execution suites. - I saw that "Test execution suites" can be also triggered from the projec...
We are trying to create an end to end process that leverages the Release process within the Digital Planning Workspace. Getting an REQ added to the Release was easy but I am struggling to get a story that I created through Enterprise Agile Planning a...
Greetings SPM Community ! I'm looking to validate a pattern I am seeing around Demand Management intake. I have experienced customers create BRDs (business requirement documents) , business cases, project charters, investment requests, or funding...
I want to limit the Team [eap_team] field on the Story [rm_story] table so that when a Story record is created from Strategic Planning Workspace the Team field is only populated with Enterprise Agile Teams from the team level (e.g., not the higher le...
I selected the start fiscal period as 01 April 2026 and the end fiscal period as 31 March 2027. The roadmap is showing 64 records. However, on both the PM Project table and the Planning Item table, we applied the filter:Approved Start Date is after 3...
I'm sure there will be plenty of time for practical discussions about SN implementation, but I would like to take a quick theoretical poll to understand how the group members view the different parts of this SIG fitting together - demand, project, pr...
when trying to create assessment instance,it shows noQuestions as instance IDvar result = new global.AssessmentUtils().createAssessments( surveyId, articleId, gs.getUserID() ); gs.inf...
How to remove the Duplicate option on the Prioritization tab in SPW.
How to access new SNC.AssessmentCreation() which is in script include to Widget Server script which is in Knowledge management Service Portal scope. I am getting empty value in script, unable to fetch script include in widget.
Hello Everyone I put together an overall process guide on how to best use the Agile 2.0 application. Please keep in mind this is simply a guide not hard rules to live by. Additionally, the roles\personas, environments, and work ethic vary per organi...
