SPM exporting Cost and Benefit plans to excel

KhoendibG
Tera Expert

We have recently deployed ServiceNow's Strategic Portfolio Management. During our demand process, Demand Managers are need to create Cost Plans, Monetary Plans and Non-Monetary plans in SPM. In certain circumstances, it is needed to have an excel version of this. My question is, is there a way to export the information contained in (separate) cost and benefit plans (in 1 demand) into a predefined excel template? 

1 ACCEPTED SOLUTION

Uncle Rob
Kilo Patron

You can export all the cost plan breakdowns into one excel sheet.

You can export all the benefit plan breakdowns into one excel sheet.
But you can' not export all the cost plan breakdowns AND benefit plan breakdowns to the same excel sheet.
Despite their similarities, cost plan breakdowns and benefit plan breakdowns don't have a common ancestor table.

UncleRob_0-1730731712391.png

 

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1 REPLY 1

Uncle Rob
Kilo Patron

You can export all the cost plan breakdowns into one excel sheet.

You can export all the benefit plan breakdowns into one excel sheet.
But you can' not export all the cost plan breakdowns AND benefit plan breakdowns to the same excel sheet.
Despite their similarities, cost plan breakdowns and benefit plan breakdowns don't have a common ancestor table.

UncleRob_0-1730731712391.png