Going "100% Workspace" in Yokohama SPM Pro.

[phil_bool_unifi]

My customers are looking to go "100% Workspace" in their adoption of SPM.  That's great for the whole demand & project lifecycle, but as I prepare their training material I'm trying to capture anything they won't be able to do.  They're in Yokohama, and the plugins (including Strategic Planning & Resource Mgt Workspace) are all bang up to date as of this morning.

The only thing I've found so far is that they can't create project templates from the Project Workspace - they need to do that from the native view.  

Can anyone think of anything else?

[kaushal_snow]

Hi @phil_bool_unifi ,

Users cannot create project templates in the Project Workspace unless they have the admin role. This comes from an inactive ACL for creating project templates, effectively restricting this capability to administrators unless the ACL is duplicated and reactivated and When applying an OOTB project template in the Project Workspace (specifically the Planning tab), tasks are created but may only appear in the Related List, not the Planning view....

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[Vinay3]

As of august 2025 release, there are a couple of parity items which are not yet available in the new project workspace coming to financials. Monetary benefit plans and financials in project currency are not yet supported on the new Project workspace. They are being planned to be added in next 1 or 2 releases.

[phil_bool_unifi]

Thanks, @Vinay3 .  Doesn't sound like a significant obstacle for the customer.  

Can anyone think of anything else?

[Alpa82]

Hello @phil_bool_unifi thank you for the post. You mented also the whole demand lifecycle.

In which workspace do you manage the demand lifecycle ? 

We use the Project workspace for the managing the projects, but the demands are created still within the classic UI.

Thank you