Strategic Portfolio Management (SPM) in ServiceNow How a demand can be promoted to project

[MalikB]

Hello I don't know SPM module and i have a task on it, make OOTB solution for demands that need to be approved by a committee so the date of validation by the committee must be mandatory the conversion or promotion of the demand to project must be when approved only not before and the project must have the validation date by the committee must be automatically populated from the demand

[pavani_paluri · Accepted solution]

Hi @MalikB 

Demand Form
Add a field called Committee Validation Date.
Make it mandatory when the demand is marked as Approved.

Demand Workflow
A demand can only be promoted to a project after it is approved.
The “Promote to Project” button will only show up in the Approved state.
This prevents anyone from converting too early.

Project Creation
When the demand is converted into a project:
The Committee Validation Date from the demand is automatically copied into the project (map to a new field or create one custom field).
No manual re‑entry needed.

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for

Kind Regards,

Pavani P

[pavani_paluri · Accepted solution]

Hi @MalikB 

Demand Form
Add a field called Committee Validation Date.
Make it mandatory when the demand is marked as Approved.

Demand Workflow
A demand can only be promoted to a project after it is approved.
The “Promote to Project” button will only show up in the Approved state.
This prevents anyone from converting too early.

Project Creation
When the demand is converted into a project:
The Committee Validation Date from the demand is automatically copied into the project (map to a new field or create one custom field).
No manual re‑entry needed.

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for

Kind Regards,

Pavani P

[MalikB]

Hi @pavani_paluri thanks for your answer and your time i have one question in all demand states i can see the related links Create a Project so i should handle it by changing the flow or i need to add a condition to the UI Action?

[GlideFather · Accepted solution]

Hi @MalikB,

there's OOTB UI Action Create project as a related link, you can adjust the conditions when to make that field available. 

Navigate to:

https://yourinstance.service-now.com/nav_to.do?uri=sys_ui_action.do?sys_id=afdb50a3d7122100b7490ee60e6103cd

But think twice or trice before you update this...