Modify Portfolio Planning Workbench (Scenario Planning)

Gergely
Tera Contributor

There are two questions came up recently. I spent some time with the investigation without success, so I just want a confirmation, if there are any possible solution to modify Planning Workbench (Scenario Planning) page:

1. Is there a way to modify the Portfolio Planning Workbench (Scenario Planning) page to widen the area of the group names in the Resources tab? (fig1.)?

2. Is it possible to change the color codes on the Heatmap % (fig2.)?

3. Is there a way to modify the rule settings of the exclamation mark indicator on the left side panel on the Resources Tab (fig3)?

 

Thank you!

2 REPLIES 2

sourav1999
Mega Guru

Modifying the Portfolio Planning Workbench (Scenario Planning) requires a few steps:

• First, log in to the ServiceNow instance and navigate to the Portfolio Planning Workbench (Scenario Planning) table.

• Next, select the record that needs to be modified and click the Edit button.

• Make the necessary changes to the record, such as adding or deleting fields, changing field values, or modifying the form layout.

• Once the changes are complete, click the Save button to save the record.

• Finally, publish the changes to make them available to users.

 

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dosualdo1
Tera Expert

did you figure out a way?