top portfolio in epics

Magali Landini · ‎01-20-2023

Hello!
I need to fill in the top portfolio field of the rm_epic table, but it wouldn't let me fill in the data.

From what I saw it is a field that autocompletes. I would like to know if anyone knows how it works.

In the pm_project table, when the portfolio is completed, the top portfolio is auto-completed, however this does not happen in the sn_safe_epic table.

I would like to use the top portfolio field in the different tables but I can't figure it out.

Thanks

BharathChintala · ‎01-23-2023

@Magali Landini

Try adding portfolio to epic form so they will select portfolio while creating.

if you want to automate it write a BR if runs only portfolio is empty

in script make sure your criteria is good.

like when epic values is this set this portfolio kind of thing.

Agile is open module where you can use it independently and also with PPM.
servicenow wants everyone to use all modules at one place thats why they configured in this way. If you use ppm + agile all applications make sense line investment funding investment portal alignment planner and lot of other things which you can explore.

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

View solution in original post

BharathChintala · ‎01-20-2023

@Magali Landini

Add Epic related list portfolio record

Create epic from there.

Thanks,

Bharath

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

Magali Landini · ‎01-23-2023

Hello!
Thanks for your answer.
From there if the top portfolio field is completed.
The issue is that our clients create the epics from the rm_epic table.
I have seen that in some tables there are business rules called "Populate Top Task, Program & Portfolio" that are in charge of auto-complete this field and others, taking into account the parent field.
You don't know why this doesn't happen with epics?

BharathChintala · ‎01-23-2023

@Magali Landini ServiceNow created a relationship between PPM and AGILE MANAGEMENT. As part of this you create projects under portfolio which will have top portfolio populated.

projects have field called type options waterfall agile and testing

so if you want to track a development of application you can use project management with agile that is where epic will have top portfolio OOB.

if you create epic from epic table system don’t understand which portfolio to pick unless you write custom script

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

Magali Landini · ‎01-23-2023

I understand what you are going for.
Perhaps we have been misusing what project management is.
I see that you are more clear about the creation of epics, characteristics, stories, projects and demands.
As long as the epics are from SAFe there is no problem, the association is created. But when I go to create agile or scrum epics, it doesn't save them in the related list. From what I saw, it evaluates that it has associated stories and that they are linked to the project, if so, they are shown.

According to your criteria, which do you think is the best way to create an epic and thus complete the main portfolio?

The importance of having data is due to the fact that we are implementing the alignment planner workspace and to see the epics we need the data from the main portfolio.