Ask the community

If I was to publish a status report / dashboard to sponsor, who is not an actual user within PPM Pro, can they get to it if I was to send them a link?  Today, we send a PPT presentation but would like to get away from it.  Along the same lines, if I have a external contractor, if I was to send them a link, can get see the dashboard / status report, if I was to send them a link to a dashboard within PPM Pro.

Sometimes when we create a new project using the template of the previous project, I want to keep the task schedules (resources scheduled to the tasks) on the new project to avoid the team having to re-schedule resources for similar projects.  However, I have noticed that the only people who are copied over successfully upon creation of the new project are people are are assigned a role on the Staffing tab. This team does not use the staffing tab/utilization planning features. Is there a workaround to get the resources to copy over, or would I have to go in and assign roles to all of the “no role” resources on the template project?

Is there anyone in the community that uses Request Module (Gates, etc.) AND forecasts resources for those requests. We are only finding that you have to make the request a project before you can forecast resources. Our team wants to enter several requests and forecast/review our resources for these requests against projects in process to see if the project is feasible to do in current year or future. We are looking for any advice on how to do this. Thank you. 

Has anyone been able to map an existing multi-select field from Request into the same multi-select field in Project?  Update:  NM  user error!  LOL

Does anyone have recommendations on how to efficiently set up tasks lists in PPM Pro depending on whether the project is using Agile, Waterfall or Hybrid.  Do you have examples?  Also, when building it out, what are best practices for having resources charge time to tasks?

Is there a setting that can be changed to view underutilized staff versus just overutilized staff in PPM Pro

Hello all,Is there any way to locking editing/deleting under ‘Admin’ tab in PPM Pro? if not is there any way to track these changes? Audit log for example.Or if there is a workaround to have the above.

In the Task List view, there does not appear to be any way to mark all tasks that have overallocated resources. For e.g. MS Project puts a red resource icon in the Info column making it easy for the PM to go to such tasks at a glance. The only way in PPM Pro seems to be to click into each task and check.If not, is there a way to achieve this with a calculated field? 

We have projects that could have more than 200 activities.At the time the project manager has to add the user per activity; is there a way to add a user to multiple activities in a rapidly way?.   

When adding a note to a request (i.e. from the Project staffing screen) is the designated staffer notified via email?  and when the designated staffer reply’s back - is the project manager getting an email?  We are not seeing where this would happen.

When creating a report in PPM Pro, the drill down field lets you select a dashboard to drill down to, but there does not seem to be a way to select the published version of a dashboard (instead of the live version) so that unlicensed people can open them?Did anyone find a solution for this?Thanks

New to Project so maybe its just a configuration on our end.  But here goes:  Under the Financials section we entered yearly revenues for our projects. The revenue forecast line only seems to accommodate one type of revenue, one source. We have multiple sources we would like to enter, at a minimum two (domestic and international). Right now to solve this issue with a temporary fix: we entered the second source of revenue (Int'l) into "Actuals" and this is charted as such  this is not ideal. We would like to eventually create a consolidated portfolio revenue report giving visibility to these multiple types of revenues from multiple projects. I attached the current set-up. Please feel free to contact me with any questions. Thank you! 

The ability to create project plan baselines is still in PPM Pro, but the ability to compare baselines and create a report seems to be moved to Reports (Legacy) and seems to be very limiting.Is there an updated approach to comparing task baselines? I can’t find one in Reports.TIA

We have four restricted fields in our project form however we have “show on filters and show on reports” checked off.  Only the three people in the restricted group can see those reports based on those fields.  Does “Show on reports” not mean what we think it means?  Does it mean it is only viewable to those that have access to that field?

It’s not very common, but we have some team members whose available capacity varies by quarter. Just like there’s an ability to contour allocations, is there a way to contour available capacity multiplier?If not, does anyone have a reasonable alternative?TIA!

We are trying to find where these groups are located in PPM Pro so we may add users to them so we can restrict fields to these groups.  Can anyone tell us where to find these groups?  

Is it possible to create a field on the request form that is mandatory based on the answer (yes/no or true/false) of a previous field. I.e if field states “Time frame is less than 2 months” then another field would open up that is mandatory for user to enter reasons for short time frame.