How to to prevent opportunities from being created for a customer?
You can hide the Opportunity option in the Actions menu of a customer profile by changing the Sales status to either Prospect or Unprocessed.
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- Report Repository
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- Technology Policies
- Changepoint 2017
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- Events
- Support
- Knowledge Base
- Archiving
- Budgeting
- After copying a budget, for some resources the budgeted hours are 0 in the target budget
- Arithmetic overflow error when accessing budget for editing
- Backend changes for Budget UDFs in version 2014 (2014 SP2)
- BAW - Services, why hourly rate are displayed although my time configuration is all in days (2012 SP1)
- BAW unit cost and quantity are not updated correctly when modifying extended cost (2010 SP3)
- Billing Office not saved when editing a Service Budget Item (2012)
- Budget: Billing Role Cost Rate is not exact (2014)
- Budget - CopyTo (2010 SP2)
- Budget - CopyTo field
- Budget Billing type (2014 SP2)
- Budget feature to track non-billable resource hours (10.04 and 12.00)
- Budget Fixed Fee schedule items are not in the correct order
- Budget Page is missing section (2014 SP2)
- Budget service billing amount not added to total billing amount (2014)
- Budget service lines showing cost when the resources are removed from task assignment (CP 2010)
- Budget summary starts with Q1 2015 although we're at the end of 2016 now (2014 SP2 )
- Calculated Cost for Product in Project Budget remains at 0 although Quantity/Unit Cost filled
- Cannot add "Total" section into a budget view (2017)
- Cannot change product unit price for a budget product (2014)
- Cannot create/save engagement budgets (2014)
- Cannot edit budget items (2014)
- Changes of the fixed fee amount in the budget worksheet are not being saved (2014 SP2)
- Choosing a budget fixed fee in a budget service does not populate the fixed fee column (2014)
- Columns in budget window are not aligned after resizing (2017 SP1)
- Copy from engagement does not remove fixed fees from the budget
- Daily vs Hourly rates when copying opportunity to project budget (2012)
- Differences in project actuals and budget actuals despite both using replace past with actuals (2014)
- Empty custom fields / mandatory fields tab in budgets (2014)
- Engagement with PPC revenue doesn't show on Revenue Recognition Pre-Run report
- Error 'ASP 0104 : 80004005' when loading budget services (2012 SP1)
- How does "replace past with actuals" in budgets affect materials for the budget?
- How do loading methods affect the "Replace past with actuals" action on the budget?
- How is the resource cost rate determined when copying task assignments into a budget? (2014 SP2)
- How is the revenue forecast calculated in Opportunity entity? (2012 SP1)
- How to filter service items for fixed fees in a budget view?
- How to hide configurable fields of the budget? (2010 SP1)
- How to hide sections (fixed fee, expenses, ...) in the budget window? (2014 SP2)
- How to link requests to a budget item? (2017)
- How to manage currency exchanges in budget? (2012 SP2)
- How to populate the resource cost rate in the project budget (2012)
- How to switch between resource cost rates and billing role cost rates in the budget?
- Invalid object name error when editing a budget
- In budgets, is it possible to have a common/shared view for all items (service, fixed fee, expense, product)? (2014 SP2)
- Is it possible to delete a task or task assignment from a project after it has been populated into the project's budget? (2010)
- Is it possible to delete two fiscal periods that have one project budget assigned to? (2012 SP2)
- Is it possible to unfreeze a revision in a budget? (2014)
- Not able to delete a service item from a budget
- Not able to select a product in project/service budget while it is available at engagement level
- Pop-up menus not available in budget dialog, e.g. it does not allow copy tasks from project (CP 2012)
- Populate budget fixed fees to engagement does not work
- Populating fixed fee from budget to engagement doesn't work (CP 2010)
- Project Budget Services line is showing rate=0 and 100 percent discount
- Project Summary and Remaining columns (2010)
- Replace past with actuals for budget expense does not seem to work
- Reporting on Budget Revision types in Cognos (2014 SP1)
- Server Error in Project Budget : httpAcceptLanguage or applicationUI is not set
- Services in the budgetservices table don't have the latest revisionnumber (2014)
- The setting for the "Use Rates from the engagement or billing office" check box is not saved in budget Services tab
- The UpdatedOn field in the DS_BudgetDetail view is not reflecting the update date of the budget
- Transfer project budgets, to work around the budget access restrictions (2012)
- Trying to hide fields on the budgeting screen, but they can't be found in metadata
- Unable to add a service item in the Project Budget without using "copy from project" (2012 SP1)
- Unable to delete fixed fee assignment on project budgets (2010)
- Values for expenses are not retained in Edit Budget dialog
- When adding a product in the Budget Allocation Worksheet (BAW), cost of the product in the worksheet is always set to 0 (2012)
- When creating an Expense in a Budget and clicking on the "Calendar icon" to select a date, the calendar does not display or pop up
- When editing a project budget, the following error is generated: The name of the database should be ChangepointT_CPTempDB and not Changepoint_CPTempDB (CP 2014)
- Where does the hourly cost rate in budget service section come from?
- Why are the copy buttons in the budget disabled? (2012)
- Why does the deliverable amount in budget fixed fee tab change after running the replace past with actuals from the budget dialog?
- Why is engagement product mandatory when creating materials?
- Why is the cost rate 0 or incorrect for service items populated into the budget from task assignments?
- Why is the product total in the Product tab of the budget dialog less than the product total in the Summary tab?
- Why is the rate 0 or incorrect for items that were copied into the budget?
- Why is the resource cost rate not updated automatically in the budget?
- 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?
- Changepoint API
- "General Validation error. The Dependency/Leveling validation failed" when creating a task assignment using the API
- AdditionalID is not modified when using SaveUDF() method in API
- An application using COM API fails with "provider cannot be found" error
- API: issue with date format on update for some fields (2012)
- API: The type 'Changepoint.CPWebService.WCF.WSLogin' could not be found (2012)
- APIEngagement.Update() method fails with error when clearing contract limits
- APIEngagement.Update() method fails with error when saving contract limits
- APIs: TestConnection failed when testing API (2012)
- API - Not able to log in using SOAP
- API and booking time on open tasks
- API cannot update hidden custom field (UDF) (2014)
- API does not write log files (2014)
- API error on unlock (2014)
- API Error resource-entity validatewebPasswordRequiredRule (2012)
- API Error saving engagement for the field 'UseBODailyConversion' (2014)
- API error when using ApiOpportunity.Add()
- API how to configure bypass meta data check
- API login request fails after installing API patch
- API logs are not created
- API method resource.getByID fails with Error -1, System error
- API UpdateRolesAndFeatures method does not add/remove features (2012)
- Cannot add exchange rates using the API - Error -709
- Cannot call a web service method - Connect to Web Service failed, please login again (2012)
- Can values for configurable fields be created using the Changepoint Web Services APIs?
- Changepoint Web Services API calls fail with errors in the WSException log file
- COM class factory error when using API
- Configurable field date passed to the web service is saved as incorrect date by web service API
- Decimal and/or datetime conversion errors in API
- Does the API database csp script have to be run if we already have the latest GP installed?
- Do password complexity rules and expiry date for passwords still apply when logging in using the API?
- Error "maximum message size quota for incoming messages (65536) has been exceeded" when using the API
- Error -1237 when unassigning a resource using the COM API
- Error -13 when creating project time using the API
- Error -1 when creating objects via API (2012)
- Error Number -7 when adding a task using COM API
- Error when trying to add a resource rate via web services API
- Error when trying to update a project via API
- Error When Using COM APIs - connection not possible (2010)
- Expense cannot be invoiced due to missing exchange rate (2014)
- GETByXML error (2017)
- How can we retrieve the parent task information via the API? (2010)
- How to set CreatedBy in API
- How to set non-working days for a resource through the API?
- How to set project fiscal period via API (2012 SP2)
- How to use Windows authentication with web services (2010 SP2)
- HTTP Error 401.2 error when accessing web services API
- Installation of API and integration framework patches (2014)
- Intermittent: cannot connect to Web API / no more connections in pool (2012)
- Intermittent integration framework file drop issues (2014)
- Is it possible to add standard task/non project time via the API?
- Is it possible to authenticate to the Web API using a valid SNO (session id) of a logged in user?
- Is it possible to configure Changepoint API Logs to be saved on a different location than 'C:\Program Files (x86)\Compuware\Changepoint\API\APILogs? (2010)
- Is it possible to create standard time using API? (2014 SP2)
- Is it possible to enable task level resource requests on an engagement via the API?
- Is it possible to use the API to run ad hoc SQL queries on the Changepoint database?
- Is it possible to use Visual Studio 2012 instead of Visual Studio 2010 with Changepoint API? (2012)
- Opportunity outcome cannot be set via API (2012 SP1)
- Resource update through API error: Cannot un-assign resource as they have other resources reporting to them (2012)
- Roles are cleared out when a resource is updated via API
- SOAP header security error in API (2014 SP2)
- SOAP receiver error when using API over HTTPS
- Supporting "Resource Request" UDFs through API (2010)
- System error when using the API to update an entity
- UDF are not populated when updated via API
- UDF created via API not visible in engagement (2014)
- Unable to update resource workgroup through API (2012)
- Updating a single configurable field via API
- Using the API to un-assign users. We have noticed that after the un-assignment the resource type remains 'Enterprise'. It does not change to 'Undefined', is this normal? (2012)
- Validation error when updating a task using the API fails when the ignorewarning flag is set
- Web Services API cannot be used after upgrade to CP 2010 SP2
- Web Services API does not work in a WCF environment without installing WSE on Win2008 R2 server (2012)
- What is the WebApiSecret key for, and can it be automatically generated?
- Where are fixed fee schedule items stored in the database?
- Where is the effective date of a workgroup transfer stored in the database?
- WSAPI: wslogin.asmx fails with "Could not load type..." error under SSO with ISAPI
- WSE call fails with error
- Contract/Engagement Management
- "Show split billing" check box setting is not saved when engagement is saved
- "The address selected has not been entered" message appears when saving an engagement/contract
- 'Duplicate request type' error when saving an engagement
- Active projects do not appear in Engagements treeview
- Billing rates removed after being added to an engagement
- Cannot change Billable check box for the project
- Cannot change engagement billing office
- Cannot change engagement billing type to fixed fee
- Cannot cross charge/invoice time when cross charge/billing rate is 0
- Cannot delete billing rates in an engagement
- Can auditing be disabled once it has been enabled on engagements?
- Can reports be displayed on engagement profiles based on the engagement type?
- Can the project manager be made the invoice approver?
- Can you track changes to an engagement?
- Copy Engagement function does not always copy the options in Projected Resources tab
- Cost rate updates are not propogated to engagements (CP2017)
- How to add or change payment terms to be available on engagements/contracts?
- How to change a Contract 'Revenue Recognition Option' from Expense-based only to Time and expense-based?
- How to change billing roles within an engagement already invoiced?
- How to decide if billable time is available for invoicing or not?
- How to hide the Engagement Tab called "Access"
- How to use different billing rates for the same resource on different projects?
- Incorrect Cost Rates being applied
- In Edit Project, 'Override Billable Status on Expenses' check box is greyed out
- Is it possible to programmatically enter data in the engagement history field and how?
- Is it possible to set up a custom engagement workflow?
- Is it possible to specify an effective date that is in the past for a billing rate or cost rate?
- Is it possible to undelete an engagement ?
- Is there any script to determine if any special character is used on engagement or project name?
- Notifications when a contract is closing on renewal is sent when a new contract is created
- Option 'Force Fixed Fee selection' not checked by default on Task
- Products drop down not displaying when creating/editing an opportunity
- Server error "hexadecimal value ... is an invalid character" when opening opportunity
- The "Create request" option is missing from the Actions menu on engagements
- User action menu shows 'edit engagement' when the user doesn't have the required feature
- What do the different states of the "Billed" and "Do not invoice" check boxes mean in the Fixed Fee tab of the engagement?
- What features are required to be able to edit engagement?
- What table contains the billing office setting "Available for selection when creating/editing an Engagement or an opportunity"?
- Where can we add engagement category values?
- Where is the "Bill-to location" data for engagements stored in the database?
- Why are time cost rates for a resource 0 in one engagement but greater than 0 in other engagements?
- Why does Opportunity Services tab show hourly rate when the UI setting in Preferences is in days?(CP 2012 SP2)
- Why is billing rate of the billing role not applied to time records?
- Why is there an "Original primary time approver" field in the engagement dialog?
- Why is the soft-booked checkbox disabled in engagements/contracts?
- Customer Relationship Management
- "Billing Office currency" blank in Opportunity Services
- Alternate Name field for contacts (2010)
- Article 1
- Article 2
- Article 3
- Article 4
- Budgeted total for candidates (2010 SP2)
- Candidate/Opportunity Screen: Services tab Not Displaying (2012 SP1)
- Cannot add a new row on the opportunity services (2017)
- Cannot view/access opportunity (2014)
- Can more items from the opportunity entity be added to the Services - Opportunity Analysis view?
- Can one create a contact record to be linked to more than one company record?
- Create Opportunity - "Type" Field empty (2012 SP1)
- Default billing office when creating an opportunity from a customer (2014)
- Different users see same customer category with a different name
- Drop-down arrow missing from "Non-labor item" field in Edit Candidate dialog (2014, 2017)
- Error under Program Management - Candidate Screening
- Fiscal period doesn't show in Opportunity
- Fiscal Year Breakdown section of opportunity profile displays totals only but no fiscal year data for certain opportunities
- How can we deactivate a contact? (2014)
- How does one deactivate an Opportunity Source code field?
- How is Sales Representative drop down list on an Opportunity populated?
- How is the access check on Candidates/Opportunities done?
- How is the FTE calculation done when copying forecast opportunity to the new fiscal period(s)?
- How to add an item to the Opportunity type list?
- How to create a new "Account Type" in the customer treeview? (2014)
- How to edit the field 'Total Cost' in an opportunity service? (2014)
- How to to prevent opportunities from being created for a customer?
- Import Customers (2017)
- Including Opportunity ID in URL querystring (2012 SP2)
- Invalid column error 'History' and 'ClientHistory' when importing Contact and Customer Data
- In Scenario Comparison why the parent request field is not editable and empty?
- Is it possible to hide columns by default in Product Opportunity for all users?
- Is it possible to make the field Opportunity - Winning competitor optional? (2014)
- Is it possible to provide a hyperlink in an email, that when clicked takes the user directly into Changepoint and opens a specific opportunity?
- Is it possible to use 'Prospect' status for the customer and avoid entering a telemarketer?
- Is there a sorting method used in the opportunity allocation worksheet? (2010)
- New opportunity services have 0 as billing rate (2014)
- Not able to edit Candidate Future Periods, over a year
- Opportunity dates are not moved based on revised closed date (2014)
- Opportunity default currency
- Opportunity revenue forecast field is disabled (2012)
- Opportunity Search issues
- Opportunity search result (2012 SP2)
- Opportunity Treeview empty although the resource has "View Opportunities" feature
- Resource Drop-Down Listing Filter on Product Entity
- Save the Candidate Services/Budget (2012 SP2)
- The negotiated rates do not change when the billing role is changed for an opportunity service
- The Opportunity services billing role rate is not updated after creating a new billing office rate and selecting the option "Update unlocked opportunities, for which no outcome has been selected
- The Total Billing Amount (Negotiated Billing Rate x Total Hours) on the Opportunity - Services/Forecast tab is out by .01 cents
- Update values for "Type of Contact" (2010 SP1)
- What are the consequences of archiving customer and then deleting it from Changepoint?
- What conditions prevent the opportunity item dates from being changed based on the close date?
- What is the criteria to determine similar customer names? (2012)
- What is the criteria used by "Open Candidates Only" / "Open Opportunities Only" filter in treeview?
- What is tracked when "Company History" functionality is enabled?
- What value is required for "Allow Engagement" to allow (2012 SP2)
- When creating an opportunity, the user does not see all Billing Offices in the drop down
- When using the Scenario Comparison, the effort and cost are not displaying for candidates (2010 SP2)
- Where to find Client Portal user data in the database?
- Which contacts does the Export Contact functionality export?
- Which table contains the "Outcome Date" field from the Opportunity?
- Why are the opportunity records grayed out in Transfer Records, while it is possible to edit the opportunity and transfer to the same resource?
- Why is the start date of the opportunity service item later than the outcome date and the revised close date?
- Winning competitor (2012 SP2)
- Error: 'Item cannot be found' on Fixed Fee Schedule Page in Contract.
- Finance
- Funding Sources
- Revenue Recognition
- Billable time on a Fixed Fee engagement not showing in RevRec
- Cannot add revenue adjustment
- Cannot adjust revenue recognition in Revenue Recognition report
- Cannot modify revenue percentage for a fixed fee
- Can the Tentative Revenue Recognition report be prevented from being run in the past during closed periods?
- Can we recognize the rest of a partially revenue recognized time record?
- Deleting from the tentative report
- How does one check in the database that revenue has been recognized for a fixed fee milestone?
- How does RevRec handle reduced percentages in FF?
- How is revenue recognized when more hours are booked than can be recognized?
- How is the PPC calculated for open tasks linked to a FF ?
- How is the PPC calculation done during the pre-run process in Revenue recognition ?
- How many contracts can be processed in the revenue recognition 02 - Tentative Process?
- How to change revenue that has been recognized with a wrong rate?
- How to manually edit the physical percent complete (PPC) for fixed fees and products
- How to remove a revenue recognition method populated in error
- How to remove old contracts in Tentative Report(02)?
- How to speed up the revenue recognition tentative job
- Ho to correct time entries that have been created by mistake and their revenue has been recognized?
- In Revenue recognition, in the prerun report, how to include overtime in the calculated PPC?
- Is it possible to change the posting date after committing revenue?
- Is it possible to get a report to see which user and when has launched the revenue recognition tentative process report?
- Is it possible to recognize the full fixed fee amount using the Effort Expended method?
- Is pre-run cut-off date stored in Changepoint?
- Is there any way to back out or undo a revenue recognition batch process?
- Is there a maximum number of engagements that can be processed when running Revenue Recognition Tentative Report ?
- Maximum Recognizable Revenue
- Negative Transfers not occurring
- No detailed Time in Revenue Recognition Tentative report is displayed
- Revenue amount is not the expected value for certain engagements
- Revenue Recognition adjustement on fixed fee with PPC is lost
- Revenue Recognition reports not available in Edge/Chrome/FireFox
- Revenue Recogniton - error in "02 - Process Tentative" report
- Revenue Transfer Initial Report gives an error 500.
- The 02-Revenue tentative process report has some billing offices selected when opening
- Unable to uncheck revenue tentative data
- Warning message in PreRun Revenue Recognition report keeps displaying
- What are the conditions to have Fixed Fees eligible for PreRun Revenue Recognition?
- What happens to fixed fee time for a task when the fixed fee is removed?
- What happens when a maximum revenue amount is set or reduced?
- What happens when physical percent complete (PPC) for a fixed fee is reduced after revenue has been recognized?
- What is the best practice is for recognizing the remaining revenue for the fixed fee projects that have been completed?
- When does the Revenue Recognition recognize the time ?
- Which date is taken into account when calculating fixed fee percentage in PPC cost?
- Which Invoice status is required for additional items to be added in Rev Rec Pre-Run?
- Why does the "Tentative Revenue Recognition Date" on the engagement shows "not Available" when the revenue has been committed?
- Why would there be unposted entries (PostedFlag = 0) in the RevenueDetail table?
- Write off and write up on invoices are not taken into account in the Revenue Recognition
- Taxation
- Closed period data not saving
- Configuring and applying burden rates
- Cost rate for resources not showing on report
- Currency conversion and triangulation
- Determining billing rates and cost rates
- How to charge the customer for the purchase made on behalf of them?
- Is it possible to change the start date of a newly created fiscal period?
- What are the considerations when changing the cost rate from billing role to resource?
- What determines a fiscal period as past?
- When deleting a billing office, are the billing roles automatically deleted as well?
- Installation and Upgrade
- Archive DB
- "Could not drop constraint" error when applying a patch on an archive database
- 2014 SP2:Archive database upgrade fails with error
- Archive database creation fails with error
- Archive database location
- Changepoint_Archive Aged Entities fails when creating ArcDistribution database
- Do patches need to be applied to the archive database?
- Error when applying patches on an Archive database (V2012)
- Cache Server (Redis/AppFabric)
- 2014 SP2 - AppFab Install error
- Error when attempting to execute the AppFabric scripts
- Error when installing AppFabric on a French server
- How to determine if the AppFabric and Caching are working on Changepoint?
- Planning to install the client portal in a seperate website on a separate server. Will App Fabric/Redis be required?
- Redis multiple server configuration questions
- Specified cast is not valid error appearing in several pages (V2012/V2014)
- The Changepoint user interface appears in the chosen language (via IE language settings) but not the items in the 'New' menu
- What default ports are used for the Changepoint application with AppFabric/Redis?
- Changepoint Analytics (Cognos)
- After restoring a Cognos contentstore DB, all data seems to have gone
- BME-SP-0032 Cognos Sync Utility is not recognizing the password / QE-DEF-0368 Password cannot be decrypted
- Can we apply all IBM Cognos patches/versions in Changepoint ?
- Cognos errors CM-REQ-4111 and CM-REQ-4163 when importing Changepoint standard package
- Cognos Error QE-DEF-0288 when editing or running a Cognos report
- Cognos is currently unavailable. Contact your system administrator for assistance (V2012)
- Connection test fails for Cognos Content Store
- Content Manager database connection errors after disabling TLS 1.0
- Duplicate sets for Cognos files where installed in both Programs Files and Program Files (x86)
- Error installing Microsoft ARR component of Cognos 11 on web server without Internet access
- How to customize the standard user interface theme for IBM Cognos Analytics
- How to restart a Cognos App Tier Installation?
- How to uninstall the Changepoint Cognos Sync Utility Prerequisites
- Server error when trying to create or configure Cognos data source connections
- SSO (Single Sign-on)
- "No certificate was found for subject" error when using a custom certificate with two Common Names (cn)
- After enabling single-sign-on (SSO), launching CP throws an error
- Azure Active Directory Single Sign-on authentication fails
- Does the Changepoint Directory Integration/SSO synchronize workgroups?
- Enterprise site not authenticating with IE (SSO ISAPI)
- Even when accessed through FQDN, the URL in the Changepoint browser window shows the IP address
- How to capture errors reported by the SSO configuration scripts?
- How to manually set up an additional non-SSO web site (CP 2017)
- How to setup Okta SSO with Changepoint?
- Installing SSO using ISAPI (HTTPS optional)
- Installing SSO using SAML for ADFS implementations (HTTPS required)
- Installing SSO using SAML for PingFederate implementations (HTTP required)
- Installing SSO using WS-Federation for ADFS implementations (HTTPS required)
- Install SSO using SAML for Azure Active Directory implementations (HTTPS required)
- Integration Framework Error
- Is it possible to implement SSO with SSL offloading ?
- Pre-installation steps for Single sign-on (SSO)
- SSO cannot sign on after certificate change
- SSO SAML: How to get a XML deployment file for the ADFS server?
- SSO using SAML not working and throwing an error message
- The 'appliesTo' address is not found in the list of valid Relying Parties
- Updating the public keys for ADFS manually
- What is an IDP Site?
- 2012 SP2 - System Manager/Report Designer cannot be launched
- Access error when trying to export or download the results of a survey
- After installing, cannot log into Changepoint
- After receiving new computer, the star icon and gear icon do not appear (Internet Explorer only)
- After upgrading to 2014 SP2 and applying the pre-upgrade patch 17.02.065.400: When trying to launch Changepoint, the following message is generated:
- Ajax error when opening user setup in system manager (V2012)
- API error message: Could not load file or assembly Microsoft.Web.Services2 Version 2
- Are Microsoft security updates certified?
- ASP Reports are printing dates in US format (mm/dd/yyyy) (V2012)
- Automatic email notifications stopped
- "Cannot connect to the notification server." error when launching PPW
- "Cannot create file" error during upgrade when running SQLImport
- Cannot download and install Silverlight
- Cannot login to Report Designer after the upgrade
- Can Changepoint be used on other ports than 80?
- Can data script XXX be applied to Changepoint Version YYY ?
- Can the jQuery library for Changepoint XXX be upgraded ?
- Can the re-index job be executed on a weekly basis rather than daily?
- Click on "Time to approve" in My Reminders portal gets an http 500 error
- Conection string "AlwaysOn Routing"
- CPTEMPDB error during patch installation
- CP Installation Error - InstallScript Setup Launcher Unicode Has Stopped Working
- Database error regarding isolation levels when upgrading
- Do RMW and PW in Changepoint V2017 require separate configuration to work with SSL?
- Do we need to install and enable the Changepoint Email Notification service?
- Duplicate Task Assignment records exist in the database.
- Email notifications, like scheduled reports sent from Cognos, are received twice.
- Email notifications are sent multiple times for the same notification
- Errors when accessing Changepoint after installing a new certificate
- Error "Could not detect a valid Changepoint Web.Config user" when running the SQL import utility to install a patch
- Error "Importing Changepoint SQL Code failed" when installing a patch
- Error "Incorrect syntax near '-'" when upgrading a database to CP 2017 SP2
- Error "Invalid Object Name: Changepoint_CPTempDB" when accessing an entity for editing
- Error 0x80004005 received when installing patches
- Error during upgrade from version 2010 to 2012
- Execute permission error when trying to enable the Billable option on an engagement
- Format of the initialization string does not conform to specification starting at index 40.
- How does the application use PowerShell and what happens if Powershell is disabled?
- How to change the title bar in System Manager to indicate Prod or Dev?
- How to grant Tempdb access to multiple SQL accounts (V2012)
- How to reset userid and password for the Login Settings Utility??
- How to set up the scheduled jobs in a SQL Always-on Availability Group
- HTTPS error not loading Report Designer
- HTTP Error 503 The Service is Unavailable
- Importing Changepoint SQL code failed: ERROR: 'sa' is not mapped with dbo schema for Changepoint database!
- Importing CSP file fails: ... because one or more objects access this column.
- Importing CSP file fails with error on table ResourceProjects while upgrading to V2014
- Installing job exe files on the webserver
- Is it necessary for users to clear the browser cache/history after every upgrade?
- Is it possible to have different Windows OS version for Web / DB servers
- Is it possible to have multiple instances of Exchange Synchronization Service ?
- Is it possible to install Changepoint using an SQL account different than 'sa' ?
- Is server update X compatible with our version of Changepoint Y ?
- Is there any issue with PHP living on the same IIS/AppFabric front-end server as the CP application?
- Is there an external link to the eLearning courses that does not require signing into Changepoint?
- Login failed error when installing Changepoint
- LogWriter error when Export Publisher runs
- Log file for CPTransport database is missing
- Message for users when doing maintenance on Changepoint
- "MODIFY FILE failed." error when creating a CPtempDB
- "MSDTC on server" or transaction manager error while installing a patch or upgrading a database
- .NET Error when running SQLImport.exe for an upgrade or a patch
- No installation log file can be found after executing the installation
- No Registration Key found error logged by CPEffectiveDates.exe
- "Parameter cannot be null" error in Windows Event Log from CPMail
- Path access error when exporting Survey information
- Problem migrating production (V2012)
- Project Worksheet Session Logging
- Question "Changepoint has not been installed on this machine. Do you still want to continue?" when installing
- Report Designer not opening when accessed from Changepoint Enterprise
- Server Error Application "this type of page is not served" when running reports
- Server error when accessing Changepoint after upgrade: "Value cannot be null. Parameter name: first"
- Server Integration settings cannot be saved with IE10 (V2012)
- Required security measures for Changepoint servers
- SQL error when installing patch 18.00.129.000
- "String or binary data would be truncated" error when importing CP_Resource_Location.csv file
- The Changepoint Mail Service starts for a split second then stops
- Unable to launch Changepoint after updating to Chrome 83.0.4103.61
- Unrecognized attribute error when users tries to sign into Changepoint
- Update the number of records returned in a multi select UDF
- Upgrade to 2012 SP2 fails - DTSX fails! Importing Changepoint SQL code failed - Incorrect syntax near '/'
- Upgrading from CP 2012 SP2 to 2014 - SQL17.csp fails
- What is required to set up multiple language support in Changepoint
- What should the default document be for the enterprise web site?
- What upgrade paths are supported and what are the software and hardware requirements?
- Where can we see the language of the database?
- Which database roles are required for the Changepoint user (configuration via Login Settings.exe)?
- Will Changepoint work without full text indexing on the SQL server?
- Will Changepoint work without Microsoft Office Web Components (OWC)?
- Wrong terminology is used (ITD vs PSO)
- Archive DB
- Intelligent Forms
- "Login Failed .... at InfinitiChangepointConnector.Common.Login()" error when launching Intelligent Forms
- After creating a project via Intelligent Forms, an empty page is displayed
- Avoiding common causes of performance issues in Intelligent Forms
- Can a section in a generated document be displayed only under certain conditions?
- Changepoint Intelligent Forms - Solution brief
- Creating an opportunity using Intelligent Forms fails due to currency format
- Creating an opportunity using Intelligent Forms fails due to incorrect question reference
- Creating a "Send email" action in Intelligent Forms without sending the output document
- Custom fields in an intelligent form do not populate into Changepoint
- Data source that calls a stored procedure does not work
- Displaying a large number of fields in a repeating section in Intelligent Forms
- Error "Could not find stored procedure AddRequestEntity" when creating requests using Intelligent Forms
- Error "URL must contain rid and sno attributes" when clicking on a link to Saved Projects in Infiniti Produce
- Error when converting rid, sno or id attribute to GUID when trying to access Intelligent Forms
- Fields in Intelligent Forms form are not aligned properly horizontally
- How to customize the text on the finish page (submit page) of an intelligent form?
- How to find the Changepoint Enterprise URL to redirect to in an Intelligent Form
- How to make an Intelligent Forms form compatible with different browser language settings
- How to obtain nonworking and working days for Intelligent Forms
- How to query for additional data in an Intelligent Forms drop down list
- How to redirect an iForm to an entity profile page?
- How to redirect an Intelligent Forms to a Cognos Dashboard?
- How to remove "Please go back to the previous window" in a final Intelligent Forms form page ?
- How to repeat a section in a generated document
- How to right-align, add a currency symbol, or control the number of decimal points used for currency fields
- How to test/debug while creating an Intelligent Forms form
- How to use a CSV file as a data source in an Intelligent Form
- Increasing the number of versions in version history for Intelligent Forms
- Intelligent Forms: Field is not visible based on a condition that is set
- Intelligent Forms - How to edit the URL link in a form ?
- Intelligent Forms - Installation Troubleshooting checklist
- Intelligent Forms - Known Issues
- Intelligent Forms : Invalid Formula when using Todays() in a function (CP 2020)
- Intelligent Forms Best Practices
- Intelligent Forms does errors out or does not launch (blank page appears)
- Intelligent Forms experiencing performance issues on Changepoint 2021
- Intelligent Forms form fails with error "The request channel timed out"
- Intelligent Forms generation by Request Type
- Intelligent Forms invalid GUID error after export/import from Dev into Production
- Intelligent form fails when creating an entity with no errors in API log
- Intelligent form fails when creating an opportunity
- License error when trying to publish a new Intelligent Forms Project
- Making add/remove rows in a repeating section more intuitive
- Mandatory question results in API error for empty field
- Red asterisk does not appear for mandatory fields in a repeating section in Intelligent Forms
- Request is not created from intelligent form
- Save icon is not available in custom Intelligent Form
- Save in progress/my answers in Intelligent Forms
- Setting the SQL connection string on a Finish action in Intelligent Forms
- Some UDF Code drop downs show the same value twice
- Tabbing in Intelligent Forms goes from top to bottom instead of left to right
- Intelligent Forms "Create Contract" form does not work after upgrading to SmartIQ
- User cannot access Intelligent Forms after their email address is changed in Changepoint
- Workflow error when creating an entity
- Internal
- Invoicing
- Batch Invoicing
- Batch invoicing job failed - can it be rerun?
- Can the process for batch committing invoices be run twice?
- How to modify the items selected for batch invoice generation?
- Invoices are not being generated by the batch invoicing process
- Is it possible to batch-reject multiple invoices in one go?
- Is it possible to run all batch invoice processes at once?
- Some invoices cannot be selected for batch emailing
- Submitted Invoices show updated contract number
- What happens to invoices generated through batch invoicing when the selected status does not apply?
- Which items are processed when only the billing office (cost structure) is selected for the Batch Invoicing Processes report?
- Are project/engagement split billing changes trackable?
- Billing price for products billed through requests (effort and product)
- Cannot display invoices tab on customer profile
- Can the check box "Submit for approval" be set by default when creating new invoice?
- Headers and footers appear on invoices during invoice batch printing
- How to add a logo to an invoice for versions prior to CP 2014
- How to invoice Overtime hours at a different rate than regular hours?
- How to reconfigure invoice numbering?
- How to repopulate the Preinvoiced Time table if invoicing process is interrupted
- Invoiced and credited fixed fee cannot be deleted
- Invoices sent by email do not display correctly in Chrome browser
- Invoice details are not appearing in Invoice details view
- Invoice total does not equal to the sum of Product items
- In an invoice with a Chinese address, the country shows up before the state
- Issue with fixed fee time not showing for invoice selection
- Is it possible to add multiple users as the recipient of second level invoice approval notification?
- Is it possible to create invoices\credit notes via the API?
- Is it possible to discard a committed credit note?
- Is it possible to make modifications when the invoice has been archived or discarded?
- Is the history of invoices sent via email is stored in a Changepoint database table?
- It has been noticed that one invoice number has been skipped. How can this be corrected?
- On the invoice is there any way to select whatever payment terms regardless of what is on the engagement?
- Request time calculation for invoicing
- Some time records cannot be invoiced
- What are the conditions to be able to change the split billing rules?
- What date is used to determine the exchange rate on invoices?
- What do invoice status values mean in the time table?
- When a fixed fee is invoiced, is the billing date of the fixed fee updated to the actual invoice date?
- When we change a task to fixed fee, do the hours that are already charged also get changed?
- Why are expenses available for selection in invoicing when engagement setup is not to invoice expenses?
- Why does invoiced time not match the time entered for a request in the time sheet?
- Why does the actual time has a different billing rate in the invoice after a certain date?
- Why is the invoice status "Partially Paid" when the payment total is zero ?
- Batch Invoicing
- Knowledge Management
- Miscellaneous
- "...funding categories are not selected" error while saving funding source association
- Access Problem after restoring PROD environment to TEST/DEV
- Ajax Error after restarting the server
- Cannot export project worksheet or report into Excel
- Cannot get the request# and description on surveys sent through workflow
- Cannot log into Changepoint / SQL Server connection issue (v2014)
- Cannot sign into Changepoint using Internet Explorer
- Cannot upload knowledge item to an opportunity
- Cannot View Expense Reports in Archive database
- Changepoint Export to excel is producing an HTML file not compatible to Microsoft Viewer
- Clearing a field using the "x" and saving does not delete the value
- Clicking "Apply" and then "Save" does not save changes
- Custom trigger events for automated survey
- Data from the previously displayed record is displayed in the user interface
- Does Changepoint comply with the General Data Protection Regulation (GDPR)?
- Do offline expenses work with Macs and tablets or mobile devices? (2012)
- Do users have to change their passwords as soon as the password rules are changed?
- Edge/Chrome version 90: Clicking Back/Previous or Next in entity profiles ends the Changepoint session
- Edit Calendar Entry - How to restrict the list of projects to link to
- Effort doesn't apepar in funding source
- Emails sent to clients about closed requests
- Employee Issue with patched IE 11 environment (2012)
- Enable Surveys
- Error "'asp 0104: 80004005" when adding project to portfolio
- Error message encountered when logging into System Manager (2012 SP1)
- Error message when uploading an attachment within a workflow step
- Error when accessing preferred resources
- File or folder access rights error to tempImages
- Full text search does not return any results despite jobs being active (v2012)
- Full text search in PDF documents does not work (v2014 SP2)
- Having issues after an upgrade or patch instalation
- How can resources get access to the Changepoint Community?
- How is Session time out handled?
- How long is the reset password link valid for?
- How to change the column title for 'effort' in Scenario Comparison? v2014
- How to delete an entire hierarchy of product categories? (v2012)
- How to delete support items?
- How to edit assigned metrics?
- How to edit multiple description fields at the same time?
- How to track changes on fields for which there is no history tracking option
- HTTP error when opening project worksheet, resource management worksheet, scenario comparisons worksheet
- In project worksheet, Ctrl+U no longer copies values into multiple rows
- IPI Metrics are no longer being generated (v2014)
- Is it possible to add a contact in Activity created from Project?
- Is it possible to change the font in emails sent by Changepoint?
- Is it possible to search for accented characters without entering the accents?
- Is it possible to search the team folders in the client portal?
- Is there any export functionality for the Activities list?
- Is there a recommended password locker such as ‘LastPass’ add-on that is compatible with Changepoint?
- Knowledge documents are not visible and not found via search
- Knowledge search with dash does not return expected results
- Leading Zeros on a report while exporting to excel (2012)
- Not able to find newly created Knowledge Base Items
- Open tasks not visible in dropdown list in personal calendar
- Opportunity amounts are multiplied by the probability in Scenario Comparisons (v2014)
- Page cannot be displayed under Reminders
- Performance impact of sending 10000 surveys (2010, 2010 SP1,SP2,SP3)
- Pinned items and recently viewed items do not appear in the Recents list
- PPM_PerformanceMetricCalc_Ref v2014
- Problem to upload an attachment/document
- PSA_PerformanceMetricCalc_Ref v2014
- Question about temp folder for export of surveys v2017
- Receive error creating email notification
- Removing the “Knowledge Item” in the General menu
- Searching the Changepoint documentation
- Security (SSL) Certificate Error
- Some questions are missing in a survey
- Spaces are inserted into field values, for example after an angle bracket (<)
- Survey Expiration Date (2012)
- Survey responses cannot be shown only for a particular project v2014
- Team folder access configuration v2012
- Technical Alert - Chrome Users: Entities remain locked after edit window has been closed
- Temporary password for "Forgot your password?" is invalid
- The header text from a survey displays <BR> instead of a line break
- Time conformance e-mail notifications are not sent to users
- Transport Tool and Billing Office Workgroup access (2010 SP2)
- Unable to select a Category when creating Knowledge Items
- Usage tracking and assessing the performance
- User-defined IDs are not copied when copying engagements and projects
- User is prompted to install Silverlight when it is already installed
- What are the criteria for an activity to be displayed in the activities portlet?
- What are the wild card that can be used for search
- What can cause menu items disappear from an archived environment?
- What database table contains the survey theme?
- What feature gives a user access to the "What If Analysis" under portfolios?
- What is the default column width in Scenarion Comparison?
- What is the limit of the document title in the Knowledge attachment table?
- What is the list of objects that a database user for a survey website needs to access?
- When Email HTML is enable, is it possible to include HTML table(TR, TD) options to customize height, width, border?
- Where is the history for "Hours per day" and "Daily capacity" fields?
- Why is Preferences/Change password enabled when we use SSO
- You cannot navigate anywhere in Changepoint after accessing a custom section
- Mobility
- 2012 SP1: When trying to connect to the mobile app, the following message is generated
- 2014 SP1 - Changepoint Mobile site - can't enter time on timesheet
- 2014 SP2: Expense category list using Mobile device shows only 27 items in the dropdown
- 2014 SP2: When trying to login to the mobile app using redirect, the following message is generated.
- Changepoint Mobile App Release Notes (3.1.94)
- Change to PCID message text does not appear in the mobile app
- Company Search is available in Mobile App for some users, but not others
- Error "request template required" when using a mobile device
- FAQ: Changepoint Mobile App and Amazon AWS
- Hiding Expense Report Categories on mobile site(CP 2014)
- How can users be restricted not to use ipad, smart phone etc. to access Changepoint ? They can only access Changepoint using laptop/desktop (2010)
- How do users access the Mobile app?
- Instructions for Step #3 in the Changepoint mobile app installation instructions are vague
- Missing "Tasks I have booked time against" on Mobile
- Mobile app - Must sticky sessions be enabled within the web load balancer for notifications?
- Mobile app crashes on Android devices after submitting time
- Upload Expense Receipts using mobile CP (CP 2012 SP1)
- V2014 Can custom sections be added into the mobile application or website?
- V2014 Can log into Enterprise but not into mobile
- V2014 Prevent redirection to mobile website
- V2014 SP2 With the new mobile application, is it possible to enter request time?
- v2017 Changepoint Mobile App can enter only 4 characters in Description Field.
- When is the cached data in the mobile app refreshed?
- Performance Management
- Portfolio Management
- Adding a new Portfolio Metric to a Rollup Portfolio
- For the portfolio, why the Project Budgeted Cost vs. EAC (with Request) and Project Budgeted Effort vs. EAC (with Request) metric targets are 0?
- How to remove a project from portfolio
- Option to add item to portfolio not available
- Projects are not rolling up by the overnight job (v2012 SP2)
- What is the difference between portfolio and portfolio items?
- Project Management
- "Conversion failed" error when opening Project treeview
- "Error loading preferred resource data" from Preferences or Task Assignment
- "Include in Resource Demand" check box is removed upon locking tasks
- "Task history will be deleted" message after editing Billable flag
- "Worksheet data is being refreshed with changes made by other users" (CP 2012)
- 'Baseline' Reset Button not being displayed
- Actual values for Fiscal Year breakdown do not match project actuals
- After copying a project, why do task assignments start later than the task?
- After saving a project, "Saving Canceled" message appears and Project Worksheet becomes unresponsive
- After time entry, when are the actual hours updated for tasks and task assignments ?
- Available loading method options are limited
- A product that is in the budget does not appear in the "Create Material" dialog box on the project
- Cannot assign resources to task
- Cannot associate Competitor to Project in PSA/PPM environments
- Cannot change billing role effective/expiry date
- Cannot deselect certain workcodes in a project
- Cannot edit assignment percent complete field for some task assignments
- Cannot modify the project plan editors
- Cannot reduce resource request duration(CP2014)
- Cannot take ownership of a project
- Cannot transfer project to me
- Cannot transfer / reassign a project
- Can I get a list of Ids and types for CPProjectType from the project table?
- Can the "{" key be used at the beginning of a project name?
- Changing a predessor task end date does not move the successor task(CP2014)
- Changing Billable Task to Unbillable does not Update all Time Records
- Copy project - project manager list is not ordered alphabetically
- Copy Project Error: The field [yxy ID:XXXX] already exists in the database
- Does copy project include the open task restrictions?
- Draft tasks are moving after the project is saved
- Error: [Argument_AddingDuplicate] when opening the project worksheet
- Error: There are no working days between the Planned Start and Finish dates when adding a task assignment
- Error "Length: cannot be less than zero" when creating/editing Project Phases
- Error -1072896682 when trying to copy a project (CP 2014)
- Error when linking two predecessor tasks to one successor task
- Error when opening the project worksheet: GetEntities Arithmetic Overflow (CP2014)
- Excel Export Button not functional in Project Worksheet
- How are project team entries used when calculating the allocation for task assignments?
- How are the PlannedDay and PlannedFTE fields in the taskassignment table calculated?
- How are the remaining hours calculated?
- How can we get the date that the project was marked as completed through project status drop down box?
- How can we track changes to tasks and assignments?
- How can we track updates in Project fields?
- How can you prevent users from doing task status at all ?
- How can you update the actual start date on a milestone task, without assigning a resource and having time entered to it?
- How does RollupActualFinish get recorded in Task? (CP2012)
- How does system set the start date on tasks when copying a project?
- How is slack calculated in Changepoint?
- How is the Project Actual Finish Date set?
- How planned hours are calculated for an open task assignment?
- How to allow assigning any resource to a task when resource requests are enabled at Billing Office Level
- How to assign a resource to the same task for different periods before and after a vacation period?
- How to change the default loading method
- How to change the project manager of a project
- How to check in the database who is project plan editor for a billing office? (CP2014)
- How to configure time entry restrictions?
- How to copy a parent task and its subtasks to another project ?
- How to create a request for a completed project?
- How to enable the "Open task" option in the edit task dialog
- How to enable the "soft booked" checkbox in edit project / project team?
- How to find the internal project ID in the user interface?
- How to make the billing role mandatory in task assignments when the task is billable?
- How to restrict Open Task access to project team resources only?
- How To Rollup All Projects
- How to set the Fiscal period field as mandatory for projects?
- How to set the value of custom fields in resource requests added in Project Team
- How to trace when a project was transferred from one project manager to another?
- How to transfer a project budget to someone else with access restrictions?
- How to update the Client/Customer and Initiative/Engagement of a project?
- HTTP 403 error Project Planning Worksheet fails to save Preferred resources cannot be edited
- In "Transfer records" one inactive project does not appear in the list of projects but other inactive projects do
- Issue with preferred resource list.
- Is it possible to change the loading method of a task assignment by using a stored procedure or the API?
- Is it possible to create task dependencies (link tasks) between different projects?
- Is it possible to define access control restrictions on shared project worksheet views?
- Is it possible to define a default value for the project type (status required / not required)?
- Is it possible to export/import a project between two Changepoint environments?
- Is it possible to modify the planned start/finish date of a task assignment in past fiscal periods if there's no time against it?
- Is it possible to reassign task assignments in batches?
- Is it possible to update the status a task that is set to "Status not required" ? (CP 2014, CP 2017)
- Is it possible to use 'Copy Project' with sub projects?
- Is there any condition that prevents users from changing the loading method?
- Is there any way we can associate a project team with other projects?
- Is there a date limitation for projects for planned finish date?
- Is the initial baseline overwritten?
- Late tasks report in 'My Reminders' portlet shows task with future planned finish date
- Manually allocated tasks have been evenly redistributed(CP2014)
- Milestone task Actual Date start /finish behavior
- Mismatch between time entries and project actual start/finish/effort (CP2014)
- Name of a project created from a request cannot contain certain characters, but the characters were allowed on the request
- Page TitleWhat is the Billing Role Expiry Date?
- Planned hours change when switching a project's fiscal period
- Planned remaining hours are not updated after saving changes in Project Worksheet
- Planner / PPW
- "Cannot connect to the notification server " error when opening the PPW
- "Cannot connect to the notification server " error when opening the PPW in a new window
- "Cannot connect to the notification server " error when opening the PPW or RSW
- "Conversion from type 'DBNull'..." Error when opening Project Worksheet
- "Error invoking Hub Method" when starting PPW
- "Resource" label in task assignment view in Project Worksheet (PPW) is in English only
- "The field [Duration] cannot exceed 9125" error in project planning worksheet (PPW)
- After copying a task assignment in PPW, the new created task assignment is not visible in Resource Search
- Argument_AddingDuplicate error in project worksheet
- Cannot select a resource for a resource request or for a task assignment in the project worksheet
- Can a project linked to MSP be edited in Project Planning Worksheet/Project Worksheet?
- Can the default start date in the Project Worksheet Gantt chart be configured?
- Can the resource cost rate field be edited in the project worksheet?
- Caveats when switching from using PPW or RSW to project worksheet or RMW
- Field 'Loading method' not available when creating a view in the PPW(CP2017)
- How to allocate recurring planned hours in Project Planning Worksheet? (CP2017 SP2)
- How to display the project total planned hours and actual hours in PPW?
- In project worksheet, cannot select "Billed to fixed fee" for a task
- In Project Worksheet filters, can one of the existing conditions work like an SQL "not like"?
- Manual allocations are not displayed correctly in PPW
- Not able to assign a resource to a task in project worksheet
- Opening the project planning worksheet fails(CP2014 SP2)
- Overbooking error in project worksheet (CP 2014)
- Planned effort cannot be changed in project planning worksheet (PPW) due to warning about loading methods (CP 2017 SP1)
- Project Planning Worksheet (PPW): Best practices
- Project Planning Worksheet restrictions when using filtering and sorting
- Project Worksheet (PPW) does not open in a third-party portal or standalone window when using ui=p
- Project worksheet errors related to hidden columns(CP2014)
- ResponseContentTypeMismatch error in Project Worksheet
- Some projects do not open in the project planning worksheet(CP2017)
- Tasks appear in project worksheet but not PPW, even after running WBS utility
- UI Layout initialization warning when opening PPW
- Warning message when resources are overbooked does not appear in the project planning worksheet (PPW) and project worksheet
- Week start and Non working days in Gantt chart in project planning worksheet(PPWS)
- When a task shows a billing role in PPW, do all task assignments for the task have the same billing role?
- When should the "Replace past planned effort with actual effort" menu option be used in PPW?
- Where does it show when the project worksheet was last used for a project?(CP2014)
- Why are some icons disabled if sorting is used on Filters and Views in Project Worksheet (CP2020)?
- Why does the project planning worksheet show two lines of column headers?
- Why is it not possible to change the start date of some tasks in Project Planning Worksheet?
- Why is the billing role not included for task assignments for the newly created tasks activated from PPW
- Projects not accessible by project plan editors / co-managers
- Project data is not rolled up
- Project data is not rolled up from assignments to tasks(CP2014)
- Project manager not able to assign a resource who is exempt from resource requests to a project task
- Project planner, scenario comparison worksheet, and resource management worksheet (RMW): Best practices
- Project planning worksheet (PPW) keyboard shortcuts
- Project Task Statusing and Project Percent Complete
- Project tree view search does not work when searching for a portion of the project name
- Project worksheet - Billing Rate Column not showing
- Project worksheet says "dates cannot be changed in past periods" when only changing planned hours/days (CP2012)
- Removing the fiscal period from a project changes the method of planned hours allocation to automatic
- Replace planned with actual and forecast
- Resource Group Assignment on Projects
- Rollup project job fails with arithmetic overflow error(CP2014)
- Searching for projects using both project and alternate name does not work
- Server error occurs when editing projects or tasks
- Spaces in Project/Task name
- Summary section on project profiles – Calculations for billed and available amounts (Changepoint 2021)
- Task Assignments are populated in the Project Budget, even when the Cancel button is selected
- Task baselinehours data is overwritten
- Task comments lose Edit mode formatting like carriage return in Task profile page
- Task dependency overrides resource allocation (CP2010 SP2)
- Task does not appear in a resource calendar between the planned start and planned finish dates
- Task planned effort is not distributed till planned finish date
- Task planned hours is set to 0
- Task status was set to 0% for all tasks
- The "Transfer project to me" option is not available on the project - Actions menu
- Time approvers cannot be unassigned even if all projects are closed
- Unable to assign a resource to a task, even though the Preferred Resource list is populated.
- Unable to copy the projected resources to a project team (2012)
- Unable to delete a project with 0 actual hours
- Unable to delete a task with 0 actual hours
- User is not able to view a project
- Viewing comments of other users for Task status updates comments
- Warning "Some effort is distributed to nonworking days and will be removed"
- Warning about open tasks when copying a project
- Warning in project worksheet: Some effort is distributed to nonworking days
- What are the criteria for a task assignment to be due for statusing in task status compliance report?
- What determines the user id recorded in the UpdatedBy column in the project table
- What determines when a reminder shows up in 'My Reminders' portlet that the task needs statusing?
- What entities are concerned by the feature to edit information in past fiscal periods (MPP)?
- What happens if you change the daily conversion factor for a resource?
- What is a purpose of 'projectavailableto' table?
- What is the best setting to use to prevent projects being created under an engagement?
- What is the difference between Planned Remaining Hours and Remaining Hours?
- What is the maximum effort that can be planned on an assignment? (CP2014 SP2)
- What is the purpose of the "Resource Request Number" field in a task assignment view?
- When a user attempts to export to Excel from the project worksheet, the system terminates the user's Changepoint session.
- When copying a project, options to copy resource assignments and billing roles are disabled.
- When copying a project, some resources are not copied
- When copying projects is there a way to zero out the planned hours for each resource?
- When editing a task there is a field to select a request but the request does not appear in the drop down list
- When is a project rolled up automatically?
- When linking project to MSP, some fields in Project Worksheet are not accessible. Is the resource management worksheet available? (2012)
- When looking at a task, some resources can only see their own task assignment wheras other resources can also see all the other resources that are assigned to the same task
- Where can the manager comments be added to a task assignment?
- Where to find who statused the task and when ?
- Which job takes care of the 'replace past with actuals' functionality for projects? (CP 2014)
- Which table contains project worksheet views information?
- Who is the default Project Manager when creating a project from a request?
- Why are FTE amounts auto-distributed differently when task assignments have the same resource, duration and dates?
- Why are the time approver fields not available in the Edit Project dialog, even though they are enabled in Metadata?
- Why a task assignment does not appear in resource's calendar?
- Why does the billing role change in Project Worksheet when the assignee is changed?
- Why does the end date calculation in Project Worksheet overbooks the resource?
- Why is "Billed to fixed-fee portion of the engagement." option not editable on a task?
- Why is there a billing rate on the time record when there seems to be no billing role on the assignment?
- Why the drop down list is missing when trying to create a task assignment in the Project Worksheet?
- Will adding a Default Project Plan Editor to a Billing Office / Cost Structure rollback to all projects?
- Work Location not editable in the time sheet when copy project is used
- Reporting
- Accelerator report "Task assignment effort summary by project and fiscal period" does not return any values
- Actual time - difference between project/task view and reports
- ASP
- "Projects by Status and Project Manager" report error when too many projects are returned (CP 2010)
- 2014 SP2 - Printing of Revenue Tentative report
- Action menu options in the Project Status by Resource is not working (2012)
- Batch Time and Expenses Approval Report
- Batch Time and Expense Report (2014 SP2)
- Budget vs. Actual by Item report appears to treat credited time as invoiced
- Bypass Security of ASP report
- Can the default date on the Time Submission Conformance report be changed to SUNDAY instead of MONDAY? (CP 2010)
- Difference between "All requests per assignee" and "Open requests per assignee" reports
- Engagements and Projects aren't displayed from Report "Time and Expenses by Customer"
- Error when clicking on Revenue Tentative Process report (2012)
- How does “Utilization details by resource” report use the planning units? (2014 SP2)
- How to remove people from the "Time Submission Conformance" report?
- Is there a way to know the task completion date on the project level? (CP2010 SP2)
- Progress by Project report (CP2017)
- Reports missing in Changepoint 2012 and later versions
- Time Compliance Report
- V2014 Wrong total in report 'time and expense by resource'
- What does the red percent icon mean in the first column of Time and Expenses reports?
- Why does error appear when Time Submission Conformance Report
- Billable time appearing as nonbillable
- Calendar demand types in the DemandAndCapacity view
- Changepoint activity log
- Changepoint Reports Dictionary by Category – Reference
- Cognos
- "An existing project is being opened" with credentials error when running Cognos Synch utility (CP 2012)
- "CAM_Passport Error:Bad Request" error when running a Cognos report using Internet Explorer
- "Can't retrieve data" errors in the Cognos dashboard
- "CNC-SDS-0408" error when scheduled Cognos reports are not being emailed after upgrade
- "QE-DEF-0030 Expression parsing" error when running Cognos report
- "rsstartupblock" error when opening a Cognos report (CP 2017 SP1)
- "The user capabilities cache cookie cannot be decoded" error when using Cognos in different environments
- #sq($account.parameters.ResourceId)# not available in Cognos
- AAA-AUT-0013 The user is already authenticated in all available namespaces - error when trying to access Cognos from Changepoint (2014 SP2)
- Access to menu: Synchronize Cognos Reports
- Adding an additional Cognos Node
- Adding ChangePoint entity profile links to an Analytics dashboard table
- Appearance of report prompts is changed after importing the report XML from another environment
- Batch change the Cognos User Language for all users
- Blank page when opening Cognos Analytics (CP 2020)
- CAF-WRN-2082 Error when adding SQL query to Cognos Analytics report
- Cannot export Cognos report to Excel (2014 SP1)
- Cannot save Cognos report view in Changepoint 2017 SP2 using Internet Explorer
- Cannot Start IBM Cognos Service (2012 SP2)
- Cannot view package properties in Cognos 11.1.1
- Can a scheduled CP Analytics report be saved into an sFTP folder?
- Can Cognos reports be executed from Excel?
- Can scheduled Cognos reports be saved as a file?
- Can the subject line in emails of burst reports in Cognos be changed dynamically?
- Can we create multiple schedules for the same report with different set of prompt values?
- CFG-ERR-0106 IBM Cognos Configuration did not receive a response... (2014 SP2)
- Changepoint-Cognos Accelerator Additional Reports - document
- Changepoint-Cognos Accelerator Reports - document
- Changepoint Analytics – Best practices for arranging Team content folders
- Changepoint resource missing in Cognos
- Changepoint security is not applied to Cognos data sets
- Chrome 86 causing issues with Cognos – Resolved
- Cognos - Guidelines for memory and other settings
- Cognos - How to include child workgroups in report output
- Cognos - How to make visible again a hidden entry? (2012 SP2)
- Cognos - Report Error when owner of the report has left the company
- Cognos - Why a report schedule and a report export return different results ?
- Cognos 10 error: Cannot connect to gateway
- Cognos 10 not available in Changepoint
- Cognos 10 Report Studio page design view is empty
- Cognos 11 - Changepoint data source connection does not appear in data server connection list
- Cognos 11 - Cheat sheet
- Cognos 11 - Error RQP-DEF-0326 when adding a user defined SQL Query
- Cognos 11 - Report displays December 31 date with the wrong year
- Cognos 11 reprompt button does not reload data from the database
- Cognos Accelerator "Time listing" report does not return second level approval time entries
- Cognos Analytics report shows old data
- Cognos budget reports not working after upgrade to Changeoint V2014
- Cognos Business Author - access to Cognos Workspace Advanced(CP 2012 SP2)
- Cognos Connections error "Object expected cognosisapi.dll" (CP 2012 SP2)
- Cognos CSV files are created with Tab separators rather than commas
- Cognos Data Model - Asset information (CP2012)
- Cognos Data Module - Join between data set and Changepoint package doesn't work
- Cognos Email notifications - Modifying the 'from' email
- Cognos error: The model or package does not exist
- Cognos error AAA-AUT-0013 when launching the Cognos Analytics Portal from Changepoint
- Cognos error RQP-DEF-0403 when executing a custom SQL query
- Cognos export to Excel distributes large reports over several sheets (2014)
- Cognos folder permissions
- Cognos is unavailable (CP 2012)
- Cognos links to profile pages not working in Analytics Portal
- Cognos not exporting images when the report is generated and saved as an excel, pdf, etc.(CP 2012 SP1)
- Cognos Profile Link field empty when exporting to Excel or PDF
- Cognos prompt does not show all values
- Cognos reports: How to find all budget items for a revision
- Cognos reports are always exported as Excel files
- Cognos Reports delivered via Email prompts for Session ID
- Cognos reports getting set to 'view most recent report'
- Cognos Reports goes on Queue Nothing Occurs (2014 SP2)
- Cognos report does not reflect the change in configurable field description
- Cognos Report Dynamic Sorting (2014 SP1)
- Cognos report fails with error RSV-CM-0005 after restoring ContentStore backup
- Cognos report folders do not appear in the Changepoint Reports folder after synchronization
- Cognos Report Id for Custom URL
- Cognos report in unsecured model doesn't return expected results
- Cognos report not displaying images when rendered as a PDF
- Cognos report to the Actions menu of Invoice V2020
- Cognos Scheduled report emails are not going out
- Cognos scheduled report is not sent out via e-mail
- Cognos search functionality not returning records
- Cognos sends out reports for inactive or deleted schedules
- Cognos singleton objects (v2012)
- Cognos sub category
- Cognos synch did not take into account the change of a configurable field type
- Cognos Sync Utility: not able to publish a revised model
- Cognos Sync Utility Error: BMT-MD-0006 Another object of type 'Query Subject' already exists with the name 'XXX' in Namespace 'YYY'
- Cognos Sync Utility tech note item (2017)
- Cognos Views not populating
- Custom field not formatting correctly
- Custom task assignment fields are missing from the task assignment query subject in Cognos
- Deleted cognos reports not being removed
- Discrepancy between CognosDemandAndCapacity and DS_ResourceDemand views when comparing effort values
- Does the report "Engagement contract vs billed and unbilled and planned" provide information about planned fixed fees?
- DPR-ERR-2056 error when running a Cognos report that is based on a saved report view
- DS_Engagement.ConversionHours field is missing from Cognos Data Model
- Duplicated entries in "Time Listing with Costs and Billing Information" report for a resource
- Emails not being received
- Email Functionality in Cognos Not Working(CP2012 SP2)
- Error "An existing project is being opened" when running Cognos Synch utility (CP2012 SP2)
- Error "Cannot find the report" when running a newly created Cognos report
- Error "Unable to insert this data item here" when dragging a query item in Cognos
- Error CM-REQ-4248 when exporting the entire Cognos content store
- Error in Cognos report - Conversion failed when converting from a character string to uniqueidentifier
- Error in Cognos Report Studio when selecting "Recently Used Packages - Changepoint"
- Error QE-DEF-0314 when running Cognos Sync Utility
- Error RQP-DEF-0177 while running a Cognos report
- Error when accessing Cognos in two environments
- Error when attempting to run Dashboards
- Error when clicking on Cognos Report icon
- Error when importing the metadata package (Cognos 10.2)
- Error when setting up an testing JDBC data source connection after upgrade to Cognos 11.2.1
- Error when using the sync tools in Cognos environment
- Exporting a Cognos report to MS Excel 2007 format – Rows per page settings
- Exporting the HTML output of a Cognos report to Excel causes the report to be run again
- Field "Unbillable Request Time Cost associated with a fixed fee" missing from Cognos Data Model(CP 2012)
- Filter for restricting data in a Cognos report to the current user or direct reports of the current user?
- Fixed Fee actuals missing from "Budget vs Actual by Item" Cognos accelerator report
- For Cognos reports, email sender is GUID instead of default email sender
- For some users, reports rendering as PDF open as blank (2012)
- GUID Error when trying to open an engagement from a Cognos report
- HierarchyRequestError when clicking on a child report link in Cognos report using Internet Explorer
- How can we add hyperlinks to Cognos reports?(2012 SP1)
- How can we create cognos portlet reports?
- How can we get in a Cognos report the termination date of a resource? (CP 2017)
- How can we report on the time field 'adjusted by' and 'adjusted on'?
- How can we see how often and by who Cognos reports are executed?
- How does the access permission work in Cognos?(CP2014 SP2)
- How do I make an export and import of Cognos report package ? (CP 2012 SP1)
- How to Access Funding Sources in Cognos Data Model(CP2012 SP2)
- How to access Report Studio, it is not available from the Cognos menu? (2017)
- How to address RC4 Cypher Cognos Vulnerability CVE-2015-2808
- How to add custom field labels to the Cognos data model?
- How to add date/time stamps to scheduled Cognos reports sent by email (Cognos 10.2.2)
- How to add filters for a query in a Cognos report?
- How to change the time zone for scheduled reports in Cognos
- How to check certificates expiry dates in Cognos Analytics
- How to check if Cognos is up and running?
- How to create a custom data model in Changepoint Analytics 2020?
- How to create data modules in Cognos Analytics
- How to define auto refresh in a Cognos dashboard?
- How to develop a custom Cognos package?
- How to export reports from one environment to another in Cognos Analytics 11?
- How to filter a Cognos report on the user executing the report?
- How to find the corresponding fields in Cognos Data Model for the provider "Billable Amounts – Forecast Planned Hours"?
- How to find the OpportunityID GUID value?
- How to format Cognos date in cross tabulated reports? (CP 2012)
- How to get a list of default Project Worksheet views and filters for each user
- How to get a list of the fiscal periods selected by each user in Project Worksheet?
- How to get Time entries adjustment details using Changepoint Cognos Data Model?
- How to improve performance of Cognos reports?
- How to include the Expense Report GL Account in a Cognos report?
- How to integrate a Cognos report into a profile page or an action menu? (2014)
- How to launch a Cognos report, or a Cognos folder, using a custom section item in Changepoint?
- How to prevent list cells in Cognos reports from splitting across pages
- How to prevent users from saving report output views in Cognos
- How to reconfigure the Cognos Sync Utility
- How to remove Cognos reference within Changepoint ?
- How to report on the customer's billing office in Cognos?
- How to restart Cognos services without restarting the server?
- How to save Cognos report outputs to a file location?
- How to schedule a Cognos report? (Cognos Analytics)
- How to set up the Cognos dataset cache to clear automatically
- How to set up WebDAV for Cognos 11
- How to specify a default format for a Cognos report that is integrated into Changepoint (Cognos 10.2.2)
- How to specify the Default Prompt Values for a Cognos report
- How to track modification date when a request status is moved to "On hold" ?
- IBM Cognos Mobile 'APN' Apple Push Notification Certificate expired (2017 SP1)
- Images in Cognos not printing or showing up (CP2012 SP1)
- Insertable Objects pane does not appear in Cognos 11.1 when you are editing an existing report (CP 2017 SP2)
- Invoice Aging report (2017)
- In a Cognos line chart, the tooltip displays some incorrect values for some data points
- In the Cognos data model, Opportunity Category Expense name returns the Category Expense description
- Issue installing the "Import Revision" Cognos (Changepoint BI)
- Issue in cognos filters
- Is it normal that Cognos reports embedded in profile pages open in a new window? (v2014)
- Is it possible to access Custom Data Provider of Report Designer from Cognos?
- Is it possible to add profile page links into a Cognos dashboard?
- Is it Possible to have Fixed Width on Cognos Report Excel Export? (2014 SP1)
- Is it possible to import a Cognos report from CP 2017 SP1 into a CP 2017 environment?
- Is it possible to mail a Cognos report as URL and not as attachment?
- Is it possible to modify the subject of scheduled report emails?
- Is it possible to name a Cognos Report automatically while saving? (Cognos 10)
- Is it possible to specify the order of the reports integrated into a profile page?
- Is it possible to use sample reports mentioned in Cognos documentation?(CP2012 SP2)
- Is there a maximum length for the mail service password in Cognos configuration?
- Is there a report that includes resource demand by contract type?
- I changed the column names in the report design but the report shows the standard column names
- JavaScript error when editing prompts in Cognos Report View Schedule (CP 2017 SP1)
- Javascript Error when trying to render a Cognos workspace report with IE11
- Logged in user name in Cognos is not the user currently signed into Changepoint
- Mailing Cognos reports from prompt page (CP 2012)
- Management of the visibility of Header / Toolbar in Cognos reports
- Missing time entries in reports
- Missing time records in reports after deleting a workgroup
- Monitoring Cognos performance indicators effectively
- Not able to download Excel output from Cognos or Report Designer
- Not able to group by Description field
- Not able to use Cognos after modifying the IP address of the Cognos server
- Options "in Data" and "In Format" to export data to Excel in Cognos reports
- Portlet not working for fixed fee projects
- Report based on custom SQL view is slow
- Report fails after moving to CognosUnsecure model
- Report scheduler email in CVS format does not work for all reports
- RQP-DEF-0103 error in Cognos
- RQP-DEF-0177 Error in Cognos report, an error occurred while performing operation ‘sqlPrepareWithOptions’
- RQP-DEF-0177 error when running a Cognos report
- RQP-DEF-0191 Error when running a Cognos report
- S-Curve Reports not Displaying all Lines-Data (v2014)
- Security error QE-DEF-0157 when running Cognos report
- Setting up a Cognos report schedule
- Some reports are not returning data
- Some Resources are not available in CP2017 Cognos Resource model, but is available in old version of Changepoint.
- Some users saving a Cognos workspace get an error "Unable to get property '_showing'"
- Sorting of report columns not available by default in Cognos 11 reports
- The Changepoint-Cognos Sync utility is currently in use by "username". Please try again later.
- The currency conversion exchange rate is not properly applied in Cognos reports
- Time listing report - project does not appear in search results in the report filter
- Tuning Changepoint Analytics reporting
- Unable to disable schedules for Cognos reports Error 403 Forbidden
- Unable to run Cognos Report with "Run As" selected
- Users with the same workgroup access rights get different results in Cognos report that lists time entries
- Using a Cognos Data Module with custom SQL query
- Using the SQL Server Reporting Tool (SSRS), are there any associated issues that could be problematic down the road with data schema changes?
- V2012 Cognos Report Studio is slow
- V2012 Error in Cognos when mailing reports
- V2012 In system management report setup, the option to synchronize Cognos reports is missing
- V2014 Cognos - change file extension of CSV report output to CSV
- V2014 Cognos Chart Creation
- V2014 Cognos filter screen missing values
- V2014 Cognos reports appear twice in the Changepoint report tree view
- V2014 Cognos unavailable for some users
- V2014 Engagement data missing in reports
- V2014 How to build a cumulative chart in Cognos?
- V2014 New Changepoint role missing in Cognos
- V2014 No Cognos menu and no warning about Cognos unavailability
- V2014 When a ContentStore is exported/imported, what happens to the Changepoint report folders?
- V2014 Where to find the accelerator reports?
- V2017 Cognos reports includes data up to end-date plus 1
- Warning messages appear when accessing an external link in an iframe in a Cognos report
- What access is required to see task assignments in a Cognos report?
- What features are required to access the Report Studio under Cognos menu ?
- What is IBM RAVE Visualization Customizer and is it supported?
- When attempting to launch any Cognos module, getting prompted to save a file (CP 2012)
- When logged into Changepoint, users are getting "Cognos is currently unavailable. Contact your system administrator for assistance" error message
- When running an active Cognos report, why are included images not displayed?
- When running a report, a "404 page not found" or empty dashboard appears instead of the report
- When scheduling a Cognos report, the new user is not available for selection in the recipient list, why?
- Where are the default Cognos Analytics themes and templates?
- Where are the engagement revenue fields in Cognos?
- Where to copy the accelerator images 'Gantt Images.zip'? (2014)
- Which workgroup is displayed in resource demand and financial analysis query subjects?
- Why "Workgroup type" field is not available in Cognos? (V2012 SP1)
- Why does demand for a resource against a completed task display in Changepoint view "DS_Fin_TaskAssignmentDaily" and "DS_Fin_TaskAssignmentMonthly" but not in "DS_ResourceDemand"? (CP 2014 sp1)
- Why is Active Report not Showing in Report List after the sync? (CP 2017)
- Why is data missing from some reports one day but is there the next day?
- Why is the "Last submission period" field empty in Cogos Data models ?
- Why is the configurable field not available in Cognos?
- Why is the CPI amount different in project profile and in project earned value report?
- Why is the Framework Manager option not available in Cognos?
- Why there is a RSU-SPC-0096 warning when editing the Cognos report?
- CV-0005 Report specification could not be loaded. Please contact your administrator.
- Demand and Capacity - Static does not display current data
- Does changing workgroup names have any impact on previous time entries and reporting?
- Grouping Tasks in Reports(CP 2012 SP2)
- Hard deleting terminated user information from Time or StandardTasktime tables
- How can line count or row number be calculated in report?
- How does the exchange rate impacts the Budget Vs Actual by item report?
- How to move reports between different folders in the report tree view
- Is it possible to check how many times a report has ran?
- Reports to which a user has been granted access do not appear immediately in Reports tree view
- Report Designer
- "Define format" button is not available for a date field in Report Designer
- "Invalid object name" error for a data provider in report preview
- "Tbl DataBind Timeout expired" error in Report Designer report preview (CP 2012 SP2)
- 'Unrecognized GUID' server error when adding a data source for a Report Designer report
- Blank page when trying to export a report designer report to Excel
- Cannot expand the group when a custom field contains decimal figures (2012 SP1)
- Cannot import report from development to production (CP 2010)
- Can terminated resources be included in run-time filters in Report Designer reports?
- Character limit to Custom field in Report Designer
- Client Portal data collection fields
- Color printing is not working for report designer reports and it prints black and white from Internet Explorer.
- Coloured icons are not transferred to Excel
- Configurable field name change
- Currency conversion is not working on UDF named "Net COS Budget"
- Custom field is not available when defining conditional formatting (2012)
- Custom Report designer loading issue (CP 2010)
- Data provider configuration - Entity of configurable field (CP 2010)
- Data provider used to report on the start and end times resources would input in an activity against a project?
- Description field in Report Designer report does not respect line-ends in the source field content
- DS_TaskAssignmentBaseline lists assignments which cannot be seen in task profile page
- Editing report designer reports in the treeview
- Emailed report from Changepoint does not have a header row
- Engagement configurable field in Report Designer (2010)
- Error (LoadLocaleList) when creating a Report Designer schedule(CP 2012)
- Error in left navigation pane of Report Designer
- Error in reports / timeout
- Error Loading Report Designer
- Error message : "Unable to get property 'rows' of undefined or null on the reference” received on the scheduled Report Designer reports.
- Error on a portal chart report
- Error when launching a report after adding a new filter field
- Exporting large Report Designer Reports to Excel fails
- Financial Analysis Data Provider Not Populated Correctly
- Getting null in the Fiscal Period drop down in the Report Designer (2014 SP2)
- How does DS_ResourceDemand handle completed projects and is it real time?
- How does the workgroup access work for a report displaying task assignments by project, with resource name? (2010)
- How to address the time out issue on "Export to Excel" functionality on Report Designer reports?
- How to copy the formula of a custom field in Report Designer?
- How to display primary application at task and project level properly (Report Designer)
- How to eliminate syntax errors when adding a custom field to a data collection in Report Designer? (2010)
- How to filter on a Report Designer provider that is linked with a left outer join to the main provider?
- How to filter out records from reports using "Not Like" or "Not Equal To"
- How to find the PCID for a Report Column from a Data Provider (v2012 SP2)
- How to link resource request data from ProjectedResourcesRequest table, to project data, in a custom data provider?
- How to make the first grouped level distinguishable in a Report Designer report?
- How to set up Report Designer in an SSO environment
- HTTP Error 404 when creating a custom field that contains a variable
- Importing data provider copies the data source but not the database view
- Inconsistency/missing data when using the Financial Analysis by Project data provider
- Incorrect Baselinedays returned by the datasource DS_TaskAssignment (2012)
- In a custom report, how to add lookup list for features in runtime filters, if the Features do not have a FeatureID in the database, only a FeatureCode (2010)
- In Report Designer reports, can I have headings appear vertically opposed to horizontally?
- Is it possible to calculate the percentage calculation using summed up values from grouping in Report Designer?
- Is it possible to have more than 8 group headers in a Report Designer report?
- Is it possible to populate a table with the union of two data collections in Report Designer?
- Is there anyway possible to get the statistics from the usage of Reports?
- Is there a way to include a filter parameter automatically for reports run outside of CP?(CP 2012 SP2)
- Is the cost centre field on the resource profile a reportable field? (2010)
- Linked reports are lost when exporting/importing reports.
- Links to resource profile in Reports open 404 page error(CP2012 SP2)
- LoadDataTableForReport error when running a report
- Multiple lines in Report Designer (v2010)
- Object reference error in report for some users (2009)
- Portlet reports, when using Chrome generate error (2014 SP2)
- Problem with reporting Task Planned Hours using Fiscal Periods (CP 2010)
- Project ID is not showing up in the Project data provider
- Removing the default header and footer from printed reports (CP 2010)
- Report Designer-Specifying Fields to Determine Colors for Bubble and Gantt Chart Items
- Report Designer - My Workload report comes up blank for all users running it (CP 2010)
- Report Designer Compilation Error
- Report Designer Data Provider multiple Relationship
- Report Designer pie chart shows in percentage instead of number
- Report Designer reports "cut off" the right-hand edge of the report when printed (CP 2010)
- Report Designer Reports -Missing Actions buttons of‘OK’ and ‘Cancel’ on the Fiscal periods in any Report Designer Reports (v2014)
- Report Designer Reports do not print the grey scale conditional formatting
- Report Designer report does not render in Enterprise (CP 2012)
- Report Designer report Export to Excel fails
- Report Designer report with design filter returns several duplicated project information (2012)
- Report Designer runtime filters may display deleted items
- Report displays deleted task assignments
- Report fails with javascript error
- Report filter parameters are not passed on correctly to the linked report (Report Designer)
- Report Performance Issue when filtering on dates (2014 SP2)
- Report returns no data for a resource
- Report Scheduler is giving an error Pre-rendering report time-out
- Report Scheduler notification not sent for some users
- Report Scheduler Service - High memory consumption (Report Designer 2010)
- Report Scheduler Service Memory Issue
- Report Scheduling Not Sending out Reports
- Resource Calendar Report Not Displaying All Information
- Revenue Recognised Amount is 0 in DS_Project (CP 2012)
- Scheduled Reports sending as Zip file
- Scheduled reports with advanced option enabled remain on pre-rendering status (CP 2010)
- Section grouping object (2010)
- Server error:LoadDataTableForReport for some Report Designer reports
- Several Accelerator Reports throw Data Binding Errors
- Should demand reports created in Report Designer be ran in real time or scheduled?
- Some grouped configurable fields in Report Designer report are not expanded(CP2012 SP2)
- Syntax error when defining a filter collection for a Report Designer report
- System exception error when scheduling a Report Designer report
- Task actual hours in reports do not match the sum of actual hours in the task assignments
- Tbl Databind converting data error when generating reports
- Time data provider not capturing overtime hours for All Time report
- Unable to update the filter further once saved (CP 2010)
- V2010 Report aborts with string to integer conversion error
- V2012 How to create empty boxes in a report designer report?
- V2012 Report shows wrong fiscal period names
- V2014 How to filter on latest revision in a report designer budget report
- V2014 Memory issues with report schedule and prerender service
- V2014 Report Designer - complex filter criteria
- V2014 Report designer report does not show requested data
- V2014 Report fails with timeout message from the web server
- Weekly Timesheet Summary report not returning any data unless the 'Bypass security check option' is enabled (2012)
- What database table holds information about where to mail scheduled reports?
- What data providers are needed to report on the baselines and previous versions of baselines?
- What table contains the time stamps for request creation/closure?
- Where are the history comments kept in the Data Providers?
- Where can I find the SQL running behind a report?
- Why are email notifications not being sent out for scheduled reports even after they have been completed successfully? (2012)
- Why are project planned hours in certain reports different from project worksheet?(CP2012)
- Report Profile Page Integration for Scenarios Don't Appear
- Some resource requests are not available in Resource Requests standard report.
- Using the Financial Analysis data provider to create a report on Fixed Fees
- What would be the impact if dropdown values are deleted?
- When running financial reports that contain information on the cost rates for users the report returns no data
- Which tables show the resources who have access to a particular report?
- Request Management
- 2012 SP1 - Workflow Attach a Survey to Request
- 2014 SP1- User is not prompted to use a request template
- After creating a shared request template, the Access Tab is not available in "Edit Request Template" dialog box
- All statuses for requests are configured as 'included in resource demand' in system manager. How to get planning requests to show on the calendars of the assignees? (2012)
- A removed default value in UDF code field still displays in new created requests
- Can I modify a request and attach a file at the same time?
- Can requests automatically be closed when the engagement is closed?
- Can requests be accessed from the company name or any other option on the tree view?
- Can request auto-numbering be configured per request type?
- Client Portal users not available in Access tab of Edit Request Template Settings dialog box
- Code type default value not taken into account with templates
- CP2012 - Allow non admin users to unlock requests
- Create Request is missing from Project Actions menu for one project manager
- Display the date "DateRequired" on the request profile
- Error message when deleting processing rules
- Error using advanced search for a closed request(2010)
- Fields are not prepopulated when creating a request using a template
- How can I reopen a closed request when this is not available in the status drop down list?
- How do we make it so an engagement is not selectable for creation of new requests?
- How to delete items from a drop down list for Product / Application when creating requests
- How to hide the Assignment field from the request form?
- How to remove "Resource Demand" tab in Requests ?
- How to specify a default support desk for all requests under an engagement?
- Is it possible to hide the request subcategory field? (2010 SP2)
- Is it possible to reference applications from a quicklink, similar to requests?
- Is there an email notification for a new request assign to a resource? (CP 2009)
- Limiting the dropdown list of clients per user when creating requests
- MultiCOLSDD error occurs when trying to save a request using the Apply button (CP 2010)
- One user does not have the options for associated Engagement (Initiative) when entering service tickets
- Prevent request workflow from cancelling sporadically, and how to detect the source of the problem?
- Quantity field for Work Request is not editable anymore
- Requests showing as closed when in fact they are not
- Request - Tab Estimates, can we display field "Est. service cost" in Client Portal
- Request application field does not populate with value (2012)
- Request assignment field becomes empty when a request is closed
- Request attachment available even if the resource has no edit access for workflow state (2010)
- Request can't be modified in closed status "The quantity cannot be changed"
- Request not appearing on the timesheet
- Resource Demand Information tab not displayed for some requests
- String Error on Requests
- Support Search Not Returning Results
- Unable to raise requests from the Actions menu in project profile
- V2012 Cannot delete request due to time or invoice
- V2012 Default values for request fields (assignee, custom fields)
- V2012 How is request.created on determined (which time zone)?
- V2012 Is it possible to change the subject field default value when sending an email from a request profile?
- V2012 Resource demand tab is missing in some requests
- V2014 Cannot delete request due to time entries
- V2014 How can the request creator automatically be set as request initiator when creating a request using a template?
- V2014 How to hide a request that cannot be deleted?
- V2014 Is it possible to change the request template of a request after it has been created?
- What are the conditions to display products in Requests Product drop down?
- What are the criteria for projects to be listed in the project drop down list, when creating a request using the Created/Edit Request dialog?
- What defines the request "reported on" timestamp? (2010)
- What is the maximum of elements displayed in the request assignment field ?
- When copying a request, what is the effect of access restrictions on its configurable fields?
- When editing a request, a project that I have access to is not available.
- Where can I access request workflow comments ?
- Where does the CreatedTimeZone value in Request table come from?
- Which table contains the selected values for a configurable field for request types?
- Why are some fields cleared when you change the request type on a request?
- Why do I see Edit request option in Actions menu, without having the Edit Request feature
- Why is list of Assignees shorter on certain project requests?
- Why is the request status description different in various pages for the same request?
- Workflow error after saving the request with a UDF change (2012)
- Resource Management
- "Demand item changed by resource manager" email
- "Error saving preferred resources and personal groups" when adding resource to Preferred Resources list
- "Managing Workgroup" field in RMW (2012 SP2)
- "Resource Reassignment History" and "Projected Resource History"
- "Too many items" error in Resource Scheduling Worksheet (RSW)
- 500 - Internal server error when clicking GO in Resource Scheduling
- Active and Terminated Users at application level (2012 SP1)
- After reassigning demand by dragging in RMW, the discard changes does not work
- Assigning a specific corporate calendar to a set of resources not in the same workgroup
- A resource assigned to a workgroup has a termination date, how to remove it? (2014)
- A resource was not activated and now cannot be activated manually (2014 )
- A role cannot be removed from a user
- Base currency is disabled for a resource
- Batch / mass termination of resources (2014)
- Cannot clear workgroup field for resources (2014)
- Cannot edit assignee field in Resource Request
- Cannot save a task assignment in RMW due to "The demand item is allocated on a nonworking day" error
- Cannot see users in user management (2014)
- Can a notification be sent to a resource's "My Activities" portlet when an event is added to the resource's calendar?
- Can calendar entries be shown in the resource management worksheet? (2014)
- Can search, select and plan resources from workgroups one has no access to
- Can the daily conversion rate be changed to 4 decimal places?
- Clarification on DS_tblDemandAndCapacity (2012 SP2)
- Currency on user profile
- Disabling Email notification (2014 SP1)
- Does the Capacity line in Resource Demand include availability of new resources or future workgroup assignments?
- Effective date of workgroup assignment (2010)
- Error in user management: You do not have the feature required to create this entity (2014)
- Error loading preferred resources (2014 SP2)
- Error message 'The ÿxÿ is overbooked' (2014)
- Features required to access resource scheduling (2014)
- Field: Resource Type Change (2014 SP1)
- Fields like 'Contract Managers' has no value for some items in Resource Planner
- FTE count is not calculating correctly on the Resource Management Worksheet (2012)
- Future termination date and capacity (2009)
- Gaps between Resource Requests (2010)
- How "Override Task restriction" and Resource Request options in Engagement checked by default
- How are IPM metrics calculated?
- How does a resource get added to the GlobalWorkgroupAccess table?
- How is the Workgroup value assigned to resource requests?
- How to autofill fields related to payroll in the Resource Profile? (2012)
- How to bypass time sheet without updating all missing past time sheet information? (2014 SP1)
- How to check in the database if a resource is unassigned
- How to correct a workgroup change for a resource?
- How to enable or disable project level resource requests (project team)? (2014)
- How to exclude non-national Public Holiday from planning (2012 SP2)
- How to identify active users in Changepoint? (2014)
- How to identify base user license?
- How to mass update resource passwords
- How to remove multiple resources from the Preferred Resources list
- How to remove the resource termination date? (2014)
- How to retrieve the resource security history in the database? (2012)
- How to set a default fiscal period as the time period in RMW? (2012 SP2)
- HttpWebRequest error when opening resource management window
- HTTP 500 error when running "Workload by Resource" report (2012 SP2)
- Incorrect error about missing licenses
- In Resource Match (Research Search) results, how are the hours for calendar entries calculated?
- Issue with Functions
- Is it possible to add edit options to the Actions menu of the resource profile from RMW?
- Is it possible to assign a user to a task before the first payroll end date?
- Is it possible to change resource (or other entity) data directly in the database?
- Is it possible to configure an irregular work-week? (2014)
- Is it possible to retrieve the history of resource type changes?
- Is it possible to total the real resources in RMW without including the generic resources? (2012 SP1)
- Is it safe to Change Password for CPAdmin? (2014)
- Loading Method Changes in RMW (2012 SP2)
- Logon attempts exceeded error
- Looking for best practices with using the RMV and entering Planned Hours (2010)
- Managing Qualifications
- Misleading error message in resource scheduling
- Missing overbooking warning in project worksheet (2014)
- Monthly calendar is not displayed for some users (2012)
- Need to associate Managers (Reports To) to Resources without using a license
- Newly added resources do not show up in preferred resources
- New role - Contractor (2012 SP2)
- Non working days before a resource activation date (2012)
- Not able to find a user in "User Management Restrictions" page (2012 SP1)
- Not seeing a warning message for over allocation (2010)
- Overbooked tasks override weekends as working days in Resource Scheduling
- Part time employees (2014)
- Pending Resource Changes don't clear
- Planning any effort for a resource results in an overbooking warning/error
- Preferred resources list or the project team is not respected when assigning resources in project worksheet
- Primary key error in ResourceFeature table when editing resources
- Problem with resources' non-working days
- Replace past with actuals not working with project team restrictions (2014)
- ResourceApproval UpdatedOn Field is updating in the database (2012 SP1)
- Resources are missing in Resource Planner when accessed from workforce planning
- Resources not licensed showing on RMW (2012 SP2)
- Resource defined non working days appear as overbooked in resource scheduling (2012 SP2)
- Resource Demand Details by Week report not returning any value anymore
- Resource Demand histogram doesn't take the filter into consideration
- Resource demand scenarios are always displayed in hours whatever is set in terms of time unit (preferences or system manager), is it normal? (2012)
- Resource has two different Billing Rates
- Resource is not able to see workgroups in Resource Management Worksheet (2014 SP2)
- Resource Management View - Workgroups missing despite having workgroup access
- Resource Management View request filter returning an error message (2010 SP1)
- Resource Management Worksheet - Can we group by function?
- Resource Management Worksheet availability question
- Resource Management Worksheet not displaying all workgroups (2012)
- Resource Management Worksheet not showing opportunity
- Resource requests were enabled for a project that had existing task assignments, and all resource requests are being rejected
- Resource Request cancel is failing
- Resource request error/warning shows incorrect dates
- Resource Request Fields in the Project Team do not retain values
- Resource Request start/end dates cannot be modified (2012)
- Resource Scheduling - Unable to view the day view
- Resource search ignores task assignment effort (2017)
- Resource seems to be in wrong workgroup according to resource history (2014)
- Resource Termination Query
- Restricting Access within workgroups
- RMV and overbooking for virtual resources (2010, 2010 SP1)
- RMV Error: Contact your system administrator to setup demand types available for your department (2010)
- RMW drag and drop of assignment doesn't copy the planned hours correctly (2014)
- RMW not showing weekend hours (2010 SP3)
- RMW views and filters - cannot get rid of "no values" and "blank fields"
- Shared Resource Planner filters show different results for different users
- Skills update notifications are mailed from sender a@aaa.com (2014)
- Some users cannot login to MSP (2010)
- Start Date and End Date cannot be the same (2012 SP1)
- Task assignments are not shown in the resource management view (2010 SP2)
- Termination of a User takes 3-5 min to save (2012 SP2)
- Three spaces are added between first and last name for some resources
- Time entered for resources on RMW is not saving correctly (2012)
- Tracking time License Question
- Unable to reset password for one resource
- Unable to view dates past 12/30/2017 in Resource Management Worksheet (2014 SP2)
- User is not able to view the "Workload" option in Actions menu of Resource profile
- User management restrictions don't save (2012)
- Utilization Details by resource report not showing any target hours (2012 SP2)
- View resource feature (2014)
- We are unable to make changes to RMW Shared View even when system is (2014 SP1)
- What are the access control rules for resource requests? (2014)
- What database table houses the data element for 'SSO Credential' in the User Setup (2012 SP2, 2014)
- What is the criteria to send out emails saying that a resource is overbooked? (2010)
- What is the link between flexible calendar entries and availability? Does a flexible calendar entry reduce availability?
- When creating a calendar entry, how can the field "non working day" be made editable?
- When does Opportunity appear under Entity for Resource Demand Scenario?
- When setting up employees with a future hire date, the employee record is created but it is not activated
- When task-level resource requests are enabled, cannot create resource requests from a task
- When the calendar line is edited in Resource Management Worksheet , additional lines are created for each edit
- Where is the nonworking days information in the database?
- Which feature dictates the ability to see the Open Requests and Support Customer menu options?
- Which feature is required to access the resource scheduling functionality?
- Which fields are directly editable in the Resource Planner?
- Which view is being used to pull the demand information for the RMW? (2014 SP1)
- Why are entries on Resource Calendar and Resource Scheduling missing after a specific date (2014 SP1)
- Why are some days disabled when configuring the weekly nonworking days for a workgroup?
- Why are task assignments missing from the resource management worksheet (RMW)?
- Why cannot I add some features to other resources?
- Why can we enter a future date in the Qualification's "last used date" field?
- Why completed project cannot be filtered on RMW? (CP2012 SP2)
- Why did the start and end dates in Resource Demand information change?
- Why does a resource appear only in the histogram and not the Gantt chart in the Resource Demand Scenario view, when viewing the report by function
- Why does RDA histogram include demand from items that are not configured in System Manager?
- Why does the Annual Utilization by Department report display 8 hours instead of 0 (resource setting)?
- Why does the “ProjectedResourcesHistory” table not have any data? (2010)
- Why is the email address removed when un-assigning the resource? (2012 SP2)
- Why is the function of a projected resource reset, after the date is modified in services tab of the opportunity window?
- Workgroup access does not extend to child workgroups (2014)
- Workgroup configuration user interface seems to ignore Include Children flag (2012)
- Workgroup is missing in preferred resources (2014)
- Would terminating a resource remove historical data for that resource?
- Technical Architecture
- 'Reindex and Update Statistics daily' job is failing on step 2, "Defrag Indexes" calling dbm_DefragIndex stored proc
- 'Unable to open Step output file' error when an SQL job runs
- 2014 SP2: Our App Fabric Caching service stopped on one of two production web servers. The application seems to work fine, however stopping and restarting the service did not bring the service up, why?
- Access control issue with custom stored procedures
- Access denied error in client portal after clicking on 'new request' V2014
- After running the archive job, the records appear in both databases
- After upgrading, a user sometimes cannot log into Changepoint
- AppFabric connectivity error 'ERRPS0001 -- CacheAdminClusterSettingsReadError'
- Appfabric Support from Microsoft has ended v2012
- AppFabric usage and activity reports
- _ArcDistribution database created after archiving
- Cannot find configurable field at task assignment level on RMW filter
- Cannot use Changepoint v2012 SP1 with IE11
- Can we change the default port for the Changepoint web server?
- Can we enable logging for SSO (Single Sign on)?
- Changepoint and TLS 1.2 v2014 SP2
- Changepoint_CPFullText appears to be failing
- Changepoint logon and availability monitoring
- Changepoint_Reindex and Update Statistics daily and weekly jobs
- Change the database from Simple recovery mode to Full mode
- Connecting the Changepoint Mail Service to SMTP server which requires authentication and secure connection
- Could not allocate space for object 'XXX' - 'PRIMARY' filegroup is full
- Country code is missing in country table fom backend
- CPCALC stored procedure fails when called within Changepoint but not when called from the command line
- CPExtended_Compile stats and CPTempDB_Clean scheduled jobs
- DateInterfaced from Time table - usage
- Deadlock errors when saving a task
- Disable reindex and update statistics jobs
- Does Changepoint use the SQL service, SQL Full -text Filter Daemon Launcher?
- Does Changepoint use WebDAV?
- Do we need to restore a clean transport DB before each run?
- DS_ResourceDemand view returns 'Divide by zero error’
- Email alerts for ChangePoint appear to have changed from “by task” to “by resource"
- Email notifications are not being sent (CP 2010 SP1)
- Empty Role and Signature column
- Engagement multi language UDF
- Error creating and saving resource profile
- Error in scheduled jobs: permission on DBCC TRACEON is missing V2014
- Error message in IIS Event Log
- Error when launching Scenario Comparison or Project Worksheet in SSO configuration
- Error when opening the resource management worksheet V2014
- Error while saving project
- Excessive growth of SQL Server log with Service Broker Errors
- Expense Attachments v2012 SP2
- Failure in job 'update time rate'
- FIPS Error: not a validated algorithm v2010
- Format udf Number field v2014
- For E-mail templates - Task Assignment entity type, why is the Quick Link not available as parameter?
- How can the data cached on appfabric server be protected? (
- How could we proceed in the encoding of numeric equivalent outside the allowed range +/- 999.99? v2009
- How do Quicklinks work in association with email?
- How far back and forward does the Financial Analysis Summary job calculate?
- How many characters can be used in the knowledge item file's name? v2010
- How to access the Changepoint database from custom reports
- How to add a logo to invoice format?(2012)
- How to add a new request status?
- How to connect to Changepoint under compatibility view mode using IE11 v2014
- How to determine the total size used by the Team folders?
- How to differentiate between multiple environments?
- How to enable email logging or get access to the emails that have been sent out by the system? v2012
- How to enable or disable PPW, project worksheet, RSW or RMW for an environment?
- How to find entities created from a request?
- How to find in the database the level where the ProjectPhase values are defined?
- How to find the user who created or updated a record such as time or project or task...etc?
- How to find the workgroup associated with a non-project task in the database?
- How to get a list of Ids and types for CPProjectType from the project table?
- How to grant file system rights to Application Pool User?
- How to limit the RAM used by App Fabric server? v2012
- How to populate CPRowID in the UDF tables?
- How to prevent jobs from failing on one SQL cluster node?
- How to query data for custom fields?
- How to reinstall the Changepoint Signing Certificate for SSO v2014?
- HTML Print version 3 vs. version 9
- HttpWebRequest error in project worksheet
- Identify custom objects in Changepoint database
- Inactive users receiving email notifications
- Increase timeout before session expires
- Information about decoding the GUID fields that are stored in the UDF fields of the Activity table v2012
- Intermittent out-of-memory errors on web server
- In which database table is non-project time stored?
- In which tables are the workflow stored procedure names referenced?
- In which table can the Primary Function and the Effective date on the Resource Setup page be found?
- Issues with SSO and Load Balancer (2012)
- Is it possible to converts attachments stored in the database as blob into a file system?
- Is it possible to create custom indexes in the database?
- Is there a script to generate the Invoice HTMLText?
- Is there a utility to remove sensitive information from the database before providing it to Customer Care?
- Is there a view or table that contains opportunity forecast information by day?
- Is there a way in Changepoint for administrators to control or see what e-mails are sent out by Changepoint?
- It is possible by copying/pasting a Changepoint URL to transfer a session to a different user v2014
- Knowledge management clean-up issue
- Maximum stored procedure, function, trigger, or view nesting level exceeded error v2012 SP2
- Message when opening preferred resources: Too many records will be returned V2014
- Modifying Process Time Approval Frequency
- Not able to send e-mails from Changepoint
- Opportunity table population - breakdown by fiscal period v2012
- ORDER BY statement not allowed in UDF entity based v2012
- Page cannot be displayed with SSL/TLS settings v2012 SP2
- Page Is it possible to add extra values to the EmployeeType table without causing any issues?
- Partial backup and restore of a Changepoint database
- Performance on a Windows 2012 Server with SqlDependency.Start() error in Event Viewer
- PK violation in resource demand job / step Update RD_NonWorkingDaysTable v2014
- Redis Service does not start in slave mode
- Reindex and Update Statistics Daily Job failing v2012
- Reindex and update statistics jobs
- Report Access table
- Report scheduler service not working after upgrade
- Resource Demand job stuck at step 8
- Resource Request and calculated UDF v2012
- Resource UDFs questions
- Rules for user Changepoint timeout
- Scheduling the resource demand job
- Search Engagements was causing NOLOCK exception on SQL Server
- Setting an AppFabric memory limit v2014
- SQL Server 2014 compatibility level
- SSO and host headers v2012
- SSO SAML: Does the web server directly contact the login provider V2014?
- Step 4 of Financial analysis Job fails (finannsummary_forecast) v2012
- System down issue, application pool stopped
- System time out
- The database principal owns a schema and cannot be dropped V2014
- The email notifications are being sent for both closed and completed projects by projectsPercentOfContractIncurred job, Why?
- The export publishing service does not start
- The ValidateUDF job is failing with the following messages:
- The Workflow Trigger Table keeps getting loaded with records that don't clear after job runs v2012
- Time and InvoicedTime Hours and Days Decimal Places
- UDFHistory table
- UDF error received for attachments in the client portal
- Unable to login after user name change using single sign-on (SSO)
- Users are being redirected to the old server when trying to login
- ValidateUDF Job Error: 60000
- ValidateUDF job failing with 'SURVEY is not a recognized built-in function name' error
- Webpage Expired Error
- What are the differences between SSO on ADFS 2.0 and SSO using SAML 2.0 (ADFS 2.0) v2012SP2
- What are the functions of CPExtended and CPTempDB database?
- What are the names of the tables that can be used for extracting the list of Default Project Plan Editors for a particular billing office?
- What cryptographical methods are used by Changepoint?
- What is the calculation order of calculated fields?
- What is the character limitation for survey question type: Multiple Choice Comment?
- What is the highest date that can be use in Changepoint?
- What is the purpose of the emailauditnotification table?
- What job specifically needs to run so that Changepoint recognizes the fiscal periods
- What means displaymode in titledefinition? v2012 SP1
- What populates Cost and Billing rates?
- What tables are accessed when calling F_RPT_Get_Single_Entity_Value function v2014?
- What table is the billing office access information for a resource stored?
- What table stores knowledge items that are found in knowledge search?
- What table stores the WorkgroupID value and would entering data in that field cause any issues?
- What third-party open source components are used in Changepoint?
- When logging in, a message box pops up saying the user is already logged in v2014
- Which database tables can be used to check report access?
- Which field in Project data provider corresponds to the Comments field in the project profile page? v2010
- Which SQL Job updates configurable fields and what conditions need to be met?
- Which table contains configurable field information?
- Why do numbers export as Text in newer versions when using the Excel export for reports? v2012
- Third-Party Integrations
- Great Plains
- Integration Framework
- Active export schedules are not being processed
- Are searches in Changepoint Case Sensitive?
- DataMapper service fails to restart after adding new parameters to the config file
- Engagement File-Drop does not update configurable fields
- Error "Found 2 DNS claims..." when Communication Dispatcher starts(CP2017)
- Error in data mapper log: ConfigId does not point to an active/valid configuration
- Export publishing: Some columns are blank in the generated output file
- Export Publishing schedules are off by one hour (CP 2014)
- How to add a new topic to Export Publish Schedule List?
- How to configure logging in the Integration Framework
- How to define the input date format in transformation files
- Integration framework: File in drop folder is not picked up
- Integration Framework error: The <To> header must match the value of an incoming message's HTTP Request Url
- Is there a functionality to send a message via email or SMS when any export job stop working so that we could restart it immediately?
- Page TitleUsing the Integration Framework, is it possible to have different file formats for the same entity?
- Receiving error when passing Contacts using the Salesforce interface
- SFDC inbound integration fails to create opportunity when opportunity workflow is not enabled
- SFDC inbound integration sets Initial Close Date to today's date when creating an Opportunity
- SFDC web service version 20.0 is no longer supported
- Using file drop data is uploaded correctly, but special/accented characters show in the user interface.
- Microsoft Exchange
- Microsoft Project
- "Move successor task" option is cleared upon linking the project to MSP and removing the link
- "The resource list is too long" message in MSP, while trying to type in resource names (CP2010 SP1)
- 255 character limit in MSP
- Baseline option in the action menu of a MSP project missing
- Cannot assign a resource request exempt resource in MSP without a project team entry
- Cannot edit project because MSP has been launched
- Changes done in Microsoft Project are not saved back to Changepoint
- DotNetInstaller error when uninstalling or installing Changepoint MSP Add-in
- Duration field in MSP do not update planned hours in Changepoint
- Error linking MSP project: "A new version of Changepoint COM Add-in component is available..."
- Error when linking a project in MSP (CP2014)
- Exception when updating detailed actual time using MSP
- How does locking a task in MSP impacts Changepoint?
- Is it possible to save resource calendar changes in MSP?
- Is there any recorded presentation of how the Microsoft Project integration works?
- Microsoft Project Integration questions
- MSP Add-in is not available after installation
- MSP integration and configurable code fields
- MSP Interface doesn't recognize resource names when a percentage is specified
- MSP link changes the loading method in the project worksheet
- MSP work code and work location is not saved
- Not able to assign a new resource in MSP
- Not able to cancel the upload of a project in MSP
- Resources in Preferred Resources list missing from MSP
- Task duration changes in Fixed Duration tasks in MSP
- Warning on Scheduling Conflict dialog in MSP
- When SSO is enabled, why do users have to sign in when using the MSP interface?
- Why are task text UDF not synchronized with MSP?
- Why does MSP Add-on not list any projects?
- Outlook
- Time and Expense
- After saving a new approver, the previous approver is restored when the page is refreshed
- Approval notification for Resource managers
- A resource having only "Time approval" feature is configured as approver on a project. Yet there is no reminder in home page of this resource. What are the required features for this resource to be able to approve time?
- A task is yellow in the timesheet and it is not possible to adjust time, what is the meaning of yellow colour in timesheet?
- Batch time and expense approval
- Bulk Approval of time entries
- Cannot change expense billable/unbillable setting
- Cannot change the time control setting
- Cannot delete project (or engagement) due to time entries
- Cannot enter non project time
- Cannot enter project time within the payroll lag
- Cannot remove (rejected) time from the timesheet
- Cannot see resource in central time
- Cannot transfer expenses
- Can project number be displayed instead of project description in timesheet?
- Can you use work location and work code fields on non-project time?
- Central Expense Upload using .ofx
- Changepoint User deleted but time remaining
- Changing the expense type changes the exchange rate
- Closed Requests Showing in the Requests Section of the Time Sheet
- Copy time option missing in time sheet
- Create expense report on an Open task
- Custom stored procedures for portfolio health calculations
- Does the "UpdatedOn" field in the expense table get updated when expense status changes (i.e when the expense is approved through the various approvals) ?
- Engagement does not show up under Transfer Time and Expense
- Error "Missing or invalid tax type" when editing an expense
- Error message when changing the engagement primary expense approver
- Exchange rate appears to be 1 for some Expenses
- Exchange report currency amount appears to be wrong
- Expenses are automatically approved by finance
- Expense attachments causing database growth
- Expense report is rejected despite no approvals being set up
- Expense Types not being displayed for newly created categories
- Finance Expense Approver cannot see all Pending Report in My Reminders, "You have expense report to approve"
- First day of week in the time sheet
- GL Accounts not coming through on expenses
- How can we access the eLearning module?
- How does the payroll lag work?
- How do I approve or reject time when the time approver is away?
- How to allow users to create time entries without having to create task assignments?
- How to configure time to be auto approved in Changepoint?
- How to create a reimbursable expense
- How to disable personal expense upload?
- How to discard or delete an approved expense report ?
- How to edit time in the timesheet when the cells are locked and cannot be edited?
- How to enable the option for expense and expense report attachments ?
- How to grant access to resources to add Expense on Engagement?
- How to have default mileage rates for multiple countries?
- How to have overtime count as billable time?
- How to Hide Expense Fields - Enterprise Wide
- How to identify time desubmitted by someone?
- How to interprete first and second level approval date in the time workflow data provider?
- How to make an expense attachment mandatory for an expense type?
- How to remove approved Expense Record
- How to restrict users allowed to create time entries against open tasks?
- How to set up expense categories and types exclusive to workgroup or countries?
- How to to display the project or task column in the timesheet grid?
- How to track in the DB any time submission that was ever rejected even if it was corrected and resubmitted.
- If the Fixed Fee item on a Task is updated, when do the Fixed Fee items on the time entries get updated?
- In some Expense reports, GL account has a different value
- Is it possible to approve non-project time in batches?
- Is it possible to ask users to submit a minimum amount of hours per day/week?
- Is it possible to delete a non-project time category when there is unapproved time?
- Is it possible to desubmit or to adjust an approved expense?
- Is it possible to prevent users from making time adjustments (negative time entries).
- Is it possible to remind users to submit their timesheet?
- Is it possible to remove an approved time adjustment?
- Is there a way to find out what time was transferred from one project/task to another?
- Is there a way to lock the cost rate on time records to prevent updates?
- Is there a way to Submit all time for a resource?
- Lock timesheet for all time entry
- Many resources getting email notifications that they have expenses to approve
- Month-end Close Revenue Recognition issue
- New time entries are not becoming available for approval
- Not able to attach files to the expense
- Not able to find users in Central Time dialog
- Not able to write of the expense during the invoicing process
- Open task restrictions are not imposed for some tasks
- Payroll lag error when submitting time sheet
- Remove contractor from capacity but allow time approval
- Request time is sent to the wrong approver
- Server Error in Timesheet for resources added via Integration Framework
- Some tasks do not appear in the time sheet
- The Changepoint Excel Expenses section does not appear under Preferences > Add-in installations.
- The Email notification for Time to Approve is not being sent out often enough
- Timeout on My Reminders during early morning hours
- Timesheet - Negative hours
- Timesheet cells are locked altough Payroll Lag value is sufficient
- Time and Expense report does not show time as billable, after switching engagement from unbillable to billable
- Time approval screen shows gray and non selectable time entries
- Time Approval View: Resource is not available
- Time approval when no approvers are configured
- Time approver total hours report
- Time de-submission rules
- Time entered for Closed Task and Project
- Time has been entered but cannot be submitted
- Time Records have disappeared from the Time table
- Time record is not approved after clicking approve
- Time sheet - Show status/Hide status options are reversed
- Time Transfer Error Message
- Time waiting for approval and approver changes
- Total actual days in task assignment does not correspond to total days in time table
- Transfer Time and Expense function does not list any resource
- Unable to approve time due to the "website cannot display that page" error
- Unable to change Company / Engagement / Project on Expenses
- Unable to see Non billable Tasks
- Updating the minimum increment field does not seem to reflect on the invoice for support time
- Users can enter time and expenses in a closed period
- User can still approve time in closed period
- User is still able to book time to a project despite not having access to the cost structure
- What are the requirements to be able to approve time or expense using the report "Batch Time and Expense Approval" ?
- What happens to existing time records, field workgroupid, when a resource is retroactively reassigned?
- What is the default currency in Expenses?
- What is the meaning of the field adjustmentStatus in the time table?
- What moves an expense report into the Received status?
- What triggers the task status icon to appear on the timesheet?
- When an Expense is transferred, is it possible to close the original project?
- When is the Primary Time approver not valid?
- When transferring time, some existing destination task assignments are missing
- When using the Offline Expense Excel template, even though it is a successful upload an error message comes up saying "The exchange rate is disabled and will be replaced with the default value."
- Where in the database is the time rejection reason, and when the record was rejected?
- Where to see the reject reason or comment after the expense line is rejected?
- Which database table stores the details when transferring an expense from one project to another?
- Which tasks are displayed in the transfer time dialog?
- Why are users able to enter time before their hire date?
- Why does "Transfer Time and Expense" does not list all tasks under a project?
- Why does Batch Time and Expenses Approval Report seem to display much lesser data than there is really ?
- Why do time entries appear as non-billable altough the engagement, project and task are billable?
- Why is task not showing on the time sheet?
- Why is the expense revenue not recognized at all or not to the revenue accounts configured in the engagement?
- Why is Time entry not saved in Timesheet ?
- Why must time be submitted for the whole week if the submission cycle is daily?
- Why Non working days don't appear in User Timesheet
- Why Project Expenses are defaulted to Billable although Engagement Expense Billing is set to "No Expense"?
- Why transferring time and expenses is taking too long?
- Why user with 'Process records in closed periods' feature cannot adjust time entries?
- User Interface
- 'My Utilization' portlet does not appear for some users
- Adjust the width for all "Effort distribution columns" at once in Project Worksheet and Resource Planner
- An exception has been raised by a configurable field calculation
- Available fields when defining a UDF conditional formula
- Cannot batch remove preferred resources
- Cannot edit custom field meta data
- Cannot log in: Your browser is not supported
- Cannot open file attachment URLs using Chrome
- Can configurable fields for Time entity have conditional formatting?
- Change a system defined email template
- Chrome Version 42 - Silverlight disabled by default
- Conditional properties for a custom field don't work
- Configurable field - placement location
- Custom field group headers
- Custom field is not editable
- Default value for configurable fields on a candidate
- Do resources have the ability to change font size within Changepoint?
- Entity based configurable field value is not populated in edit page
- Error message when trying to enter a valid postal code for an address in England
- How are the monetary values in the Summary sections of entity profiles calculated?
- How can I change the label Reference number in Request entity ?
- How can the "Request Workflow" string in the "My Reminders" portlet be changed?
- How can we display Changepoint in French?
- How do you change the name of the company in the title bar?
- How do you make the download list in Preferences disappear so that users do not have the option to download the items?
- How to add a parent folder level to the Engagement or Customer record menu/tree views?
- How to change the startdate of the contract?
- How to check or change access requirements for menu items?
- How to hide the financial information displayed in the summary section when new look is active?
- How to move a new custom field into an already existing field group?
- How to open Changepoint in only one window?
- How to open the Changepoint page in the same window instead of a new window
- How to order tasks in timesheet treeview?
- How to populate a configurable field with the value of another field
- How to rename the "Engagement - Contract type" field ?
- How to rename the label 'Workgroup Type' in workgroup setup
- Is it possible to add time sheet as a portlet
- Is it possible to change the screen layout?
- Is it possible to define new configurable field sections in a profile page?
- Is it possible to hide the financial relation information appearing in the project profile summary card (new look)?
- Is it possible to modify a metadata field for all existing entities in the system?
- Is it possible to rename a field in the Client Portal?
- Is it possible to setup an effective date for a resource UDF?
- Is there any impact when changing the text value for a UDF code?
- Is there a way to setup configurable fields for Billing Offices or Global Workgroups?
- Main menu options remain displayed even after selecting a different menu option
- Meta data change for a GUI field is not taken into account
- Need Dutch browser to use English language
- Need PCID for forecast/budget labels in Opportunities/Candidates
- New custom field not visible in profile page
- New or renamed support desk names not appearing in an engagement drop-down list
- Not able to find or view projects in treeview
- Removed My Reminders
- Search field in list views in disabled
- Send email in HTML format
- Session time-outs
- Survey and email options at the new company level are greyed out
- The "x" icon for clearing the quick search bar is missing from searches
- The field [field name] is not editable error when the configurable field is hidden
- The field [field name] is required message
- Timesheet Tasks display option in Preferences
- UDF code value saved for an entity is no longer displayed
- UI behaving erratically for one user
- Unable to access resource information from Enterprise
- Unable to see the Project column in the timesheet
- User cannot log into Changepoint despite popup blocker being disabled
- Uses with hebrew language see wrong date format
- Values for Sales Region field
- What are the pagecontent IDs for project.comment?
- What does "More records available" option in type ahead fields signify?
- When creating a new project, is it possible to initialize a custom field based on the billable status of the project?
- When creating expenses, the Exchange rate field is always editable for the user
- When setting auto numbering for projectID using “Use custom stored procedure”, can the project ID field be edited in UI?
- Where to see the custom field history?
- Why is message "Leave Site, changes you made may not be saved" always showing up each time when leaving the page that includes Cognos Dashboard or report?
- Why is the configurable field not visible in profile page?
- “Last updated” column for the Qualification view for the resource in UI
- Workflow
- "Assign a participant (previous role)" in Workflow Edition
- After making changes to workflow filters many projects were reset back to the beginning of the workflow
- A workflow status was prematurely closed. is there a way to go back and re-open to the prior state?
- A workflow step appears to be assigned to a resource, but the resource requests are not listed in the workflow reminders page
- Cannot restrict project access to role at step in workflow
- Cannot save request although it is assigned to a workflow step
- Client Portal User can't open tickets in Workflow Reminders view
- Closed entities reappear in the workflow
- Delegated workflow step has been actioned by the resource itslef and not by the resource delegated to
- Delegation Issue between 3 users
- E-mail notification from escalation not displaying parameters correctly
- Error "execute permission denied" on a workflow
- Error "There is no row at position 0" when editing a Resource Request
- Error when copying a project or project template
- How can a new workflow status for projects be created?
- How to add a step in the workflow that checks the value entered in a configurable field?
- How to assign a workflow step to a user selected in a configurable field?
- How to configure an escalation on the workflow step that transitions the request to the "closed" status?
- How to create 5 different branches going out from a tri-state approval step?
- How to create workflow step with a role and specific resources as participants ?
- How to hide the drop down value Reassigned, which appears in the Status field in Request Workflow Step dialog
- How to increase the number of allowed characters for a comment in a workflow step?
- Importing Workflow via XML
- Information on system-defined participants for workflow
- In the workflow reminder page, can we configure the columns or the sort order?
- Issue with a UDF Conditional Property (e.g.: Operator)
- Is it possible to delegate workflow approval in Client Portal
- Is it possible to localize workflow statuses ?
- Is it possible to start the workflow for an entity (e.g. request) using a stored procedure in the database?
- Is it required for the workflow step assignee to have access to the entity itself?
- Multiple instances of workflow escalation job do not work concurrently on the same server
- New workflow for old requests
- Project Workflow step assigned to a deleted resource
- Reassigning workflow steps do not generate e-mail notifications
- Removing Canceled option in Tri-state approval step gives an error when trying to activate workflow
- Request status cannot be changed
- Reset workflow state does not seem to work
- Stuck in workflow
- The transition from one workflow status to another one does not start automatically
- Transfer records - workflow steps and UDF participants
- Using "created by" in the workflow escalation process
- Using a default Resource Manager in resource request workflow
- Validation fails with the message "a circular reference has been detected in the workflow"
- What are the parameters used in workflow e-mail notifications?
- What happens to entities that are in a workflow that has been deactivated/changed?
- What is the date displayed in the workflow approval screen?
- When a workflow breaks into two steps at the same time, is it possible to dictate which one should be triggered first?
- When setting up a workflow for resource request is it mandatory to use the WFCALC_Approve or WFCALC_Assign stored procedures?
- Where are State Transitions stored
- Why are requests not being routed to the queues as configured?
- Why can some users not edit an entity despite having the required features and workgroup/billing office access?
- Why does the Reset Workflow State Instance page lists workflow states that are not used in any workflow?
- Why is "Skipped" not available to users in a workflow split decision?
- Why is the Resource request not following the correct workflow?
- Workflow calculator query
- Workflow email notification does not send out, when the email is configured to send to the Help Desk queue
- Workflow job is not processing the entities listed in WorkflowTrigger table
- Workflow Management job never finishes and is always in "Running" status
