Hello Experts,
I am working on a ServiceNow catalog solution for Event Management and would appreciate guidance on the best approach.
We have an Event Management catalog item that captures details such as:
- Event Name
- Event Location
- Event Organizing Committee
- Estimated Event Budget
There are 5 organizing committees, and they share a combined annual budget of $5,000.
Whenever an event request is submitted and approved, the budget specified on the request should contribute toward the budget utilization for the selected organizing committee.
Requirement: We need a dashboard report/widget that shows:
- Each organizing committee
- Total approved budget utilized by that committee during the current year
- Remaining available budget (optional)
For example:
Organizing Committee Budget Utilized
| Committee 1 | $1,200 |
| Committee 2 | $800 |
| Committee 3 | $1,500 |
| Committee 4 | $600 |
| Committee 5 | $400 |
What would be the recommended approach in ServiceNow to achieve this?
Cannot create any custom field on RITM table as that cannot be used further and moreover that would account for single RITM.
- Standard report with aggregation?
- Database view?
- Performance Analytics indicator?
- Custom metric/calculated field?
- Any other best practice for tracking annual budget consumption by committee?
Any suggestions or examples would be greatly appreciated.
Thank you!
