Role Required to work on finance section servicenow but not on Demand form itself(SPM)

[kunal20]

Hi all,

Is there any role in SPM which can allow one to write on finance section but other sections and demand form itself appears read-only??

[Community Alums]

Hi @kunal20 ,

Primarily you have 2 roles:

Demand User - User who can create/submit Demands in the system. Can view status of demand but no action action can be taken other than adding Worknotes/Comments.

Demand Manager - User who manages the movement (inflow/screening and facilitates the prioritization) of IT demands. Additional privileges to perform Demand operations (Screening/Qualified etc.)

Role required: demand_manager, demand_user

Now, on the demand form some of the fields seems to be Read-only because , those field values autopopulates based on some underlying calculations happens in the backend based on other field values. For Example :

Financial return

Result is calculated based on values in the Total costs and Financial benefit fields.

Likewise, please find other fields in the financial tab:

Rate Model	Rate model assigned to the demand. The rate model is used to derive hourly rates for the associated resource plans and time cards. Note: If the rate model assigned to the demand is changed or removed, the cost fields on the associated resource plans are not recalculated.
Project Currency	Currency that is used to execute the project once the project is created from this demand. You can select any active currency from the list of values that are listed in the Currency [fx_currency] table. After you create a project in the selected project currency, you can't change the project currency in the Project form if the demand contains a cost plan, a benefit plan, or a project budget. If the demand has no plan or budget attached to it, then you can change the project currency in the Project form. Note: The value of this field defaults to the Project currency field of the Financials tab in the project currency view of the Project form as well. This field is available only when the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated and the Demand Currency view is enabled.
Capital expense	Capital expenditure (Capex) for the demand.
Operating expense	Operational expenditure (Opex) for the demand.
Total planned costs	Result is calculated based on values in the Capital expense and Operating expense fields.
Financial return	Result is calculated based on values in the Total costs and Financial benefit fields.
Financial benefit	Estimate of revenue if the demand is approved. This value is rolled up from the benefit breakdown of the demand. You can also enter the value manually. Select a currency icon and enter a value.
ROI %	Result is calculated based on values in the Total costs and Financial return fields. The value in this field is updated when a cost plan, benefit plan, or resource plan is created or updated for the demand in the Qualified or Approved state.
Capital budget	Total capital budget allocated to the demand across all fiscal years. The value is rolled up from the capex budget of the demand.
Operating budget	Total operational budget allocated to the demand across all fiscal years. The value is rolled up from the opex budget of the demand.
Discount Rate %	Demand discount rate. The discount rate is the interest rate to determine the present value of future cash flows.
Net present value	Present value of future cash based on the given annual interest rate. It is a measure for comparing money spent today against future expected financial benefits. It helps when evaluating the overall investment performance. For example, at 12% discount rate, $1.00 today is worth $0.80 in two years. Therefore, receiving $1.00 in two years, is the same as receiving $0.80 today. Net present value (NPV) is calculated from total costs per year, financial benefit per year, and the discount rate for the demand.
Internal rate of return %	Annual interest rate required to achieve an NPV of zero. Internal rate of return (IRR) helps to determine which demands can deliver higher rate of return in terms of revenue.
Demand Actual Cost	Total cost incurred while working on a demand and demand tasks. Demand actual cost comes after the assignee of the demand task creates and submits a time card. When the time card is approved, the resource rate, derived from the rate card, labor rate, or system properties, is used to populate this field. Note: If you are upgrading to New York, this field remains empty for existing demands. To populate this field, run the Update Demand Actual Cost and Actual Effort schedule job.
Demand Actual Effort	Time accrued or spent by a resource while working on a demand or a demand task as derived from the submitted and approved time cards. This field is not available on the Demand form by default. Configure the form to add this field if required. Note: If you are upgrading to New York, this field remains empty for existing demands. To populate this field, run the Update Demand Actual Cost and Actual Effort schedule job.