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Forum Posts

ppm Roles and Bill Rates

We have the below user story as part of the implementation of spm, does anyone have a solution or know how this can be done? As PMO,I want to be able to create & group project resources by role and I want to be able to assign a default bill rate to e...

Greg L by Tera Contributor
  • 950 Views
  • 3 replies
  • 0 helpfuls

Portal Menu Item

I'm looking for some guidance on how to create menu items in the Service Portal for defects and enhancements. Specifically, I'd like users to be able to click on these menu items to view all logged defects and enhancements (similar to how a CSM custo...

Greg L by Tera Contributor
  • 1059 Views
  • 5 replies
  • 0 helpfuls

Remove New UI Action from Project Workspace

I've been unsuccessful in hiding this 'New' button on the home page of the Project Workspace. I've tried several steps I've read in community posts and tried to add an exclusion for the project table in the"Action Exclusions related list" to no avail...

JohannasS_0-1723237667734.png
JohannasS by Tera Expert
  • 358 Views
  • 2 replies
  • 0 helpfuls