When setting up capacity planning in the PPW/SPW, I see you have to generate capacity manually for each combination of planning attribute (like group/role, group/role/skill). This seems tedious to have to do every time. Is there a way that resource...
When I run my Status Report on a Project it brings in my Risks, Issues and Changes but my Milestones are blank. I have added Milestones as a column to all of my Project Tasks and have set some to True and some to False. Does anyone know what I am...
Hello All,I have been learning about Project Portfolio Management within the SPM framework over the past few weeks. While I have a good understanding of the processes related to Ideas, Demand, Projects, Resource Allocation, etc., I lack real-time exp...
How do I add budget to a demand? My Demand Budget tab is blank with no options to add anything. I have added cost plans, monetary benefits and non-monetary benefits to my demand, but am unable to add a budget. Once cost plans, monetary benefits, no...
Hi, I'm trying to create a Rate Model based on the Employee Type Attribute. This attribute is out of box and I validated all the mappings for this field are in place. The company has 2 averaged rates that they would like to use for planning labor an...
I have a requirement to show a message when someone is going to close the latest Project Task in a Project.The message warns the user that the action is going to Close the project. If the user Accepts, the flow continues and if the user Cancels, the ...
Hi Community,I’m working with Strategic Portfolio Management (SPM) and trying to set up Financial Planning for a new fiscal year. My organization follows a fiscal calendar from April 1st, 2025 to March 31st, 2026, but I noticed that a fiscal calendar...
Hello all, I'd like to get that Plugin Plugin name: Project Portfolio Suite with FinancialsPlugin ID: com.snc.financial_planning_pmoReason: Required for Project Workbench, Roadmap View, Planning Type fields in PPM#Roadmap #Projectmanagment #Plugin
We are moving from Resource Plans to Resource Assignments, how are organizations planning for future work, demands for example, without having the soft-booking functionality that we had with Resource Plans?
Difference between the REQ, RITM, SCTASK, TASK? Need to know the Flow of these creations. Decribe briefly about the relationships between them? Which one is parent table and which one is the child table? Any kind of help will be appreciable
Hi Everyone,I have created notification to notify project managers when they update Resource assignment record.When I try updating resource assignment form in classic it's working fine but when I try to update same record in workspace it's not trigge...
Dear SN team, I would like to ask if you would know whether there is a plan to add a Kanban board view in the Project Workspace, where currently the Grid a Gantt view is available.As in the classic planning, the users could use the Project Workbench,...
Hello,We have a client using two teamspaces within Project Workspace for project tracking. Both teamspaces are active and in use within the same workspace environment.They would like to have a default status report template that varies depending on w...
Hi, Can you help me on this scenario? Since im currently working on the Demand Management where in im making a customize Module from the table Demand (dmn_demand). In which i stay all the OOB configurations out of touch from ACL, Table Fields, and Vi...
Hello, We found that our system recently stopped over allocating past 0 hours. In the past, a resource manager was able to over allocate a resource in the negative, i.e. -16 hrs, -60 hours. In the last few weeks, we found the system cuts off at 0. ...