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Changepoint Administration
- "Select a cost center" error when editing billing roles under a billing office
- "The virtual path'/MasterPages/Inline.Master' maps to another application" error when creating and editing projects
- "Too many records" error when selecting a billing office
- 2017 - Custom Help
- Accessibility of custom field values in sub-workgroups
- Actions button is gone
- Adding Engagement-level configurable fields
- After changing a notification definition, email notifications are not working
- Alternate Name is not showing on Opportunity Record
- Archiving job error on Changepoint and Archive databases that have mirroring setup
- A time out message appears when selecting a new fiscal year under weekly fiscal periods v2010
- A UDF with a conditional property using a condition based on user editor role, i.e "Editor Role not equal to "This specific Role" does not work v2012
- Billable Expenses are linked to unbillable GL Codes v2012
- BillingOffice and Global Workgroup association
- Billing Office visibility depends on the "Available for selection when creating/editing..." checkbox v2012
- Cannot add new rate from the user setup for a resource v2010
- Cannot add parameters to email template
- Cannot add resource as a project plan editor to billing office (CP2014)
- Cannot edit the System Maximum field
- Cannot find the name (resource, project, customer, etc.) in an entity-based configurable field
- Cannot launch user administration from system manager v2012
- Cannot remove "Approve Invoices" feature from a resource
- Cannot Save on the Server Integration page
- Cannot send workflow email notifications to contacts belonging to other customer than customer's request
- Cannot set credit note fields as Required
- Cannot transfer records from a terminated user
- Cannot unassign a security features or a role from a resource
- Cannot use Cognos after backup/restore of Changepoint and ContentStore database
- Can additional information be displayed when a specific value is selected in a configurable field?
- Can an administrator control a user's preferences?
- Can an ASP report be integrated into an entity profile page?
- Can an entity-based UDF field be updated by adding filter to search for active resources only when creating new projects?
- Can a user impersonate another user and use Changepoint on their behalf?
- Can emails be sent from a test environment that is hosted by Changepoint?
- Can invoices be sent using an email template in different languages?
- Can passwords be automatically generated, based on a set of rules?
- Can the "rid=" and "sid=" parameters be supressed in a custom section that points to a URL?
- Can the schedule for the Populate Demand and Capacity scheduled job be changed?
- Can we set history tracking on configurable fields on portfolios?
- Planview ChangePoint Capabilities and User Roles Matrix
- Changepoint IE title bar
- Changepoint Mail Service fails with incorrect configuration error
- Changepoint trial license has expired. Please contact Changepoint to obtain permanent license
- Changes to Enhanced Session Management option are not effective before the next day
- Change configurable field setting v2010
- Change field name on Request Priority
- Check box for an option is selected but behaves like it is not selected
- Closing a period before the cut-off date
- Cognos service does not start after changing Changepoint database password
- Conditional formula for a configurable field based on request status is not working v2012
- Configurable Fields are not displayed for unassigned users
- Configurable field default values are not used when editing or copying an entity
- Configurable field layout v2012
- Configurable Field Settings page fails with error when selecting an entity based code field
- Configurable field values in project profiles are different from the values in portfolios?
- Customer or contact import fails with "page could not be refreshed" error v2012
- Custom Name Formatting v2014
- Disable email notification "Warning: the resource is underutilized"
- Discard pending changes from resource profile v2009
- Does Changepoint allow two resources with the same name?
- Does dbo.fix_TaskWBSsp delete tasks?
- Drop-down values missing for entity-based configurable field
- E-mail notification Quicklink parameter v2010
- Email notifications are not being sent due to error in event logs
- Email notification defined with a condition formula based on an assignment to a queue, i.e. assignee change to 'QueueName' is never sent v2010
- Email notification is being sent when not expected to be sent
- Email Template issue
- Email Template issue after upgrading v2012
- Email Template parameter values not getting generated correctly v2010
- Entity profile page displays a configurable code field value that is not defined in Changepoint Administration.
- Error "Cannot connect to the notification server" in Changepoint
- Error accessing a data provider after importing an updated version of it
- Error in portlet: This content cannot be displayed in a frame
- Error message when filling in a configurable code field
- Error message when saving calculated custom field definition
- Error saving configurable field on a project/request
- Error Violation of PRIMARY KEY constraint 'PK_CPMetadata' when adding configurable lookup fields v2012
- Error when activating "duplicate checking" on Resource.SSO Credential
- Error when creating workgroup: Enter threshold amount
- Error when logging onto System Manager v2012
- Error when running reports from Resource Profile Actions menu v2012
- Error when saving an entity that contains calculated configurable fields v2017
- Error when trying to display the configurable field properties in System Manager
- Error when trying to transfer a user:"An inactive or deleted resource cannot be transferred"
- Error when trying to view User Setup treeview in System Manager or in Enterprise v2012
- Error while importing using the Transport Tool v2010
- Execution timeout error in resource management worksheet (RSW)
- Expense code detail does not match documentation after upgrade
- Export publishing is publishing files but Export Publishing Resend from System Manager is not resending files
- Fiscal years are not listed in Manage Views dialog for scenario comparisons worksheet (SCW)
- GDPR requirements and Survey
- Group header for custom field groups
- How are passwords stored?
- How can we free up licenses?
- How does the Nonworking Day Change for Project email notification get generated? v2012
- How many text/code fields are available on portfolios?
- How to add a workgroup type or workgroup level?
- How to add new Project Types to the Project Classification drop-down?
- How to associate a survey with an entity?
- How to autofill fields related to payroll in the Resource Profile?
- How to change a standard lookup (drop-down) field to a text field?
- How to change browser title bar to make distinction between Test and Production environment?
- How to change the "required" status of a standard field based on conditions?
- How to change the names of sales statuses?
- How to change the request template for sending emails from the request profile?
- How to change the title that appears in the Web Browser? v2012
- How to check the number of Changepoint licenses in the database?
- How to check the type/number of licenses?
- How to configure email notifications on tasks
- How to convert all labels displayed in ChangePoint to PCID?
- How to create a non-project task?
- How to disable a loading method?
- How to disable the "Nonworking day change for project" notification for all users?
- How to enable capturing start time on the Timesheet?
- How to enable the option 'Allow override of invoice number' along with the option 'Reset numbering on rollover of previous part'?
- How to find the password for a Client Portal user?
- How to hide "Client Portal" tab in Contact entities?
- How to hide fields that exists in a Changepoint screen?
- How to make the field Project Classification (CPProjectType) mandatory?
- How to modify the label for the Contact type field for contacts (clients)?
- How to prevent detailed server errors from being displayed to users?
- How to reactivate a terminated resource?
- How to regenerate the internal Workgroup OBS after a data migration / cleanup? v2014
- How to roll over case number?
- How to send the weekly "Time submission conformance" email notification to a subset of users?
- How to set Status Field values in Opportunities/Candidates?
- How to set the value of a configurable field based on the value of another configurable field?
- How to set up fiscal years?
- How to Unassign a Non-ProjectTask from All Users? v2014
- How to unlock the Changepoint admin user account?
- Inactive user will not show in the resource view. The user is entered into the system 3 times and only the active user will show up v2012
- In the Custom Sections area of System Manager most of the sections have the Save button disabled
- Issue to create a new entity based Code field related to request v2012
- Issue with login to the System Manager v2012
- Is it possible to change project plan editors using API before unassigning a resource?
- Is it possible to change the size of a textbox displaying a configurable text field?
- Is it possible to color code the elements in the user interface?
- Is it possible to control creation or editing of fixed fees via features?
- Is it possible to create a resource for a future date?
- Is it possible to delete fiscal periods or change fiscal period start and end dates?
- Is it possible to export a workflow in a readable format?
- Is it possible to have an alert based on specific user actions?
- Is it possible to hide a configurable field code value for new entities, but display the value in pre-existing entities?
- Is it possible to include a resource request initiator in an e-mail template?
- Is it possible to lock users that can modify their email in Resource Information section (user setup page)?
- Is it possible to make a configurable field mandatory based on a different field for Knowledge Item entities?
- Is it possible to prevent the use of clientaccesspolicy.xml?
- Is it possible to prevent time entry the request profile and allow time entry in the time sheet?
- Is it possible to restore a deleted entity?
- Is it possible to use number/text/date fields in expressions for formula for conditional UDF properties? v2014
- Is there any way to import surveys into Changepoint from a different system?
- Is there a list of email parameters that can included?
- Is there a script for adding a new security role to multiple workgroups?
- Metadata defined mandatory fields for Resource Request do not apply in Project Team section.
- Minimum Time Increments v2014
- Modify an existing Changepoint field
- Network names in Invoice Batch Printing settings not accepted in Workgroup profile
- Not able to modify configurable field (UDF) settings
- Not able to release lock after the "Release Held Locks" job is run
- Not able to terminate resources with back date
- On the User Setup page the Unlock Logon is missing
- Option to set a default Home portal v2014
- PerformanceCPGrowth SQL job is failing
- Planning unit setup is disabled in User Preferences
- Portals tab section not visible in Preferences for a user
- Re-adding feature to a role
- Resource details (skill level details) update by immediate supervisor
- Resource Qualification Updated Email sent to wrong resources. v2012
- Resource request configurable field default values are not used when creating a resource request
- Resource Request Workflow Notification Parameters
- Resource Web Password decryption Error v2012
- Resource workgroup changes are not processed by the CPEffectiveDates job
- Script for finding configurable fields that are set to hidden or unused and are in PPW views
- Server error when signing into Changepoint
- Set maximum number of hours and days for time entry per day
- Some project tasks are missing in some views
- Some top level domains such as ".tech" are not valid when creating a contact
- Survey emails are sent with an incorrect hyperlink to the survey
- Survey reference is empty v2010
- Survey report missing data
- Task Create Email Notification Failed
- Task slippage email notification includes open tasks
- This page can't be displayed in System Manager v2012
- Timeout error when saving a billing office after adding or updating a shared UDF v2010
- Time conformance email notification and Non Working days at User Setup level
- To whom is the "Qualification Updated" email notification sent?
- Transferring Access/Features but Running into License Issue
- Transport tool doesn't show the categories of data to transport
- UDF Calculated Field - Difference Between On Save and On Entity Change
- Unable to assign the "Terminate resources" security feature to any resources
- Unable to change Engagement status
- Unable to open Fiscal Periods v2010
- Unable to Unassign Resources
- Unlock a budget, request, project, etc.
- Updated language string/label does not display in the user interface
- User cannot change password after it has been reset by an administrator
- User without the "Record Locking" feature are able to unlock records in Changepoint
- What are the differences between the two e-mail templates "project schedule change" and "Task dependency affected by project rollup"?
- What are the formats for defining export data types?
- What are the required features to access 'Transfer Records' functionality ?
- What does "You have requested resource changes that failed" mean in My Reminders?
- What fields are tracked in "Resource history" and how do we access that information?
- What gives someone "administrator access" to Changepoint when it is locked?
- What is the Client Portal User License (GUL) feature used for?
- What is the impact of renaming a workgroup?
- When a license type is changed to "Undefined," what happens to records to be approved by the user?
- When a workflow step is assigned to a role, must all resources in the role approve the step or just one of them?
- When the project is updated to completed how can you un-assign the resource without having to remove the resource as the Time/Expense approver on the project ?
- When un-assigning a resource what feature is required by the user to be able to populate the 'Report to' list to choose another resource?
- Where are the values defined for the customer Sales Office Drop down list?
- Why didn't I receive certain email notifications
- Why is Contact Email being checked for duplicates when the metadata setting is "Do not check for duplicates"?
- Why is quick link not available for the "Send only one email to each recipient " option on email templates?
- Why is Supplier or Business partner not an entity for an entity-based configurable field?
- Why is the email address removed when unassigning the resource?
- Why someone cannot see or do something in Changepoint?
