Hi All -- We (I) am in need of updating cost plans created from an allocated resource plan after updating the rate in the Cost properties. I've read that the cost plans will not automatically be updated and we must execute the Update Cost Plan actio...
Hi all, It is possible to track vacations in the gantt chart (SPM) to show them in the chart itself?e.g. 2 weeks in August that appear as grey vertical lanes during which is not possible to create tasks Thank you
Hi, How are people capturing planned benefits in SPM? I work in a PMO that services third party customers and I'm trying to find ideas on how to capture planned benefits. I've noticed the benefit plans tab but I'm hoping to capture the planned benefi...
Hi All,Within the OOB Project workspace, I see the left-hand menu currently includes Projects and Doc Templates. I’m trying to add a List page in between them that displays lists such as Projects, Project Tasks, Risks, etc.I was able to create the li...
Need assistance hiding this scoring section, as it will not be used in our implementation of the Strategic Planning Workspace.Please refer to the attached screenshot for reference.Thank you!
Hi Experts, We are in development phase for migrating the legacy demand/project budget to Investment budget and while creating new investment budget, the amount field currency is showing EUR and its read only. In our instance we are already using mul...
Hi All, We are exploring the budget migration to new experience view which is investment budget. In project_funding table there are many fields exists but in investment budget(sn_invst_pln_invst_budget) table contains less fields compared to project ...
The new version of Strategic Portfolio Workspace includes a Kanban board in a Portfolio Plan, which is a SUPER useful addition. However the "State" field is expressly being excluded from selection in both the horizontal and vertical lanes by the "Ge...
Can you use both Resource Plans and Resource Assignments in Zurich? Is there any negative impacts if they are both being used?
I have setup and configured resource management in Zurich. I'm having difficulty populating the primary group, skill and role fields for users with more than one item. As per the documentation, we need to manually set the primary group field. When...
Hello,We are using SPM Standard Resource Management to manage capacity and workload.In our setup:Absences are imported from our HR system (custom integration)Actual effort comes from timecards (ERP integration)Our objective is to get a clear view of:...
Hi All,We currently have the legacy Idea Management application, and we have now upgraded to the Zurich release. There is no data in the Idea table. Do we need to install Innovation Management to use the new Idea Management experience? If so, which p...
Hi Community,We’re looking for guidance or shared experiences related to the Agile Development 2.0 deprecations, specifically around Enhancementsand Enterprise Agile Planning (EAP).Context:We actively use Enhancements today as part of our Agile Devel...
Hi All,Out of the box, the system supports adding subprojects under a project. Does it also support creating subprograms under a program? Can we customize this? Thanks!
Hi Friends, We are a small team evaluating whether we truly need to migrate Resource Plans to Resource Assignments before the September 2026 deprecation deadline. Before investing significant effort we want to make an informed decision. Would love t...