Hello All, System is changing the budget figures of demands and projects within a Portfolio on the Portfolio Workbench in the Default Plan View In Confirmed Plan View, budget is correct as in Project but when moving to the Default Plan view, we can ...
1) When setting a demand state to incomplete, it automatically updates the process flow to deferred OOB. Why is this and where is it managed? We would like to use the incomplete state as a value to indicate that the demand needs more information bef...
I've installed the core SPM in my dev instance, but when I try to create a new project through Project Workspace, the template field is empty.Do you know if anything else needs to be installed?
Hello Community, Can anyone help me with, How to add Discount to Pricing in Order Management.Scenario : From the Portal purchasing a bulk amount of hardware products and looking for a discount but here in the pricing form there is no such field in it...
I'm looking for a way to share a core set of Goals (sn_gf_goal) to all Strategic Portfolios, when the Lens used to generate the Strategic Plan is "Project Portfolio". I'm able to see how configuring the goals for a Company record allows those to be...
Hi there! I'm facing some issues with some client requeriments. They are working with Demand records which will be converted into Enhacements... the problem here is...any cost or resource plan created in the demand will not be transferred to the enha...
How to populate overall status of status report based on schedule, cost ,resources, scope and also selection of overall red if choices like options 1 ,2 3 present in overall status section i have a requirement like below. I used below before/af...
Dear Community, There is a question OOB there are 13 states on Resource Plan form. However, only 7 (planning, requested, confirmed, allocated, completed, canceled, rejected) are actively used. What are the scenarios when the rest of the states are a...
Hi,I have added the "URL Link" field to a Form. How do you set it to leave it in an Unlocked State by default?Thanks,
I have a project that has the allow time card reporting on preference set to "Project and Project Task". I have one resource plan, that is not assigned to any project, and that user only sees the Project Name on their time card (in time sheet portal)...
Hi all!Newbie question here. I have a number of projects and demands that are currently happily falling into a few varying portfolios. I'd like to be able to create a portfolio plan that spans portfolios but looks at another grouping attribute. I not...
Xanadu Patch 1 for example, we created 2 operational assignments for Cleo Lane... one for KTLO and one for Admin... in resource management workspace, the RA number is displayed but there is no way to tell what an assignment is for... see screenshot b...
Hi Community, Facing issue when huge no.of tasks assigned to user or groups. Can anyone help me to resolve this issue. Thanks in AdvanceHarsha.
I have just refreshed my PDI and when trying to install SPM I am prompted to go to Store and purchase the Module. The plugin that is prompted is sn_align_snow_int.Running on Xanadu.. Any hints?
I have noticed that, when I use SPM pro, I can go from the project in the Strategic Planning Workspace (and therefore sn_align_core_project table) to its associated project in Project Workspace (and therefore pm_project table). However, I have not be...
