We are implementing Idea and Demand for SPM. One of the items listed as a requirement is to have the ability to export the prioritization information from the Portfolio Planning Workspace. I found an article for Exporting Data of Portfolio Plan item...
Hello It seems there is a limitation in term of Planning items we can get into a Portfolio Plan (500 ?) and the number of planning item milestones we can display in the roadmap (100 ?). Can someone confirm those limits ? tell me if there are other li...
We have a Column Breakdown widget that we are looking to sort in date order. This widget uses a date Automated breakdown to break our indicator data into monthly columns. I have tried to sort on Default, Value, Name, Custom order, Indicator Group ord...
Hello All, I have a demand which does not have 'Reset to Draft' UI action on demand form. When i tried to move the demand from screening to draft state from list view i got the below error message. "Demands selected for execution cannot be reset to D...
Hello Community,to start with, I would like to point out this post is not about enabling the template toggle bar in the legacy view.We have recently started using the new UI's Project Workspace. Here, when we open any project record and want to creat...
Facing a weird issue. when impersonating with users with no role then it defaults to sp portal. Now when i remove sp and put idea there to go to idea portal, I get error message missing module id/ invalid id. But this is not a consistent behavior. So...
Hi, We have a requirement that whenever a service now idea is raised, the correct product and process owners are contacted for their approval of the idea. I realise this happens at the Demand stage through stakeholders, but is there any way of gettin...
Hello Team,When attempting to apply a filter on SPW and searching for a specific portfolio with filter conditions, it isn't functioning correctly. It's keep loading. as pic 2 what thing i have to resolve ot?Namita Mishra can you please guide me?
Hi, I want to Upgrade "Project workspace" same as we seen in videos or OOB demo's. How can I do that?This is the old UI,Navigation Project -> Projects -> Project Workspace Thanks,Vaishnavi
1. Is there any way to enable the option to see the Resource Plans which states are Confirmed, Allocated and Completed in Resource Forecast(Capacity Planning)? I am assuming that we can see only Resource plans which states are Requested in Capacity p...
Hello! I'm curious if there is a way to send (either automatically or manually) an additional form or questionnaire to a submitter to fill out once they've submitted their Demand? I would like to keep the initial 'Submit a New Demand' record producer...
I need to monitor both the billing rate (sell rate), which is the price quoted to clients, and the cost rate, which is the expense borne by the service provider. Is there a built-in feature available to track the sell rate, or would this necessitate ...
Hello, is it possible to change the task type from a sub-project into a project-task in the same parent-project? How? (Vancouver Version) Thank you!
Hello Community,in project workspace planning page, when you click on a record, a new preview window pops up on the side where you can action the record, see screenshot:Do you know how this works? I am having a hard time to understand the architectur...
We recently migrated to SPM from PlanView Portfolios. Having an issue with Project rollup actuals not matching the total of cost plan breakdown, or expense line actuals. Here's a visual example about what I mean:It's even more screwed up on the New E...
