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How do I change the spacing on these fields

WeighedBrass95 — Tue, 30 Jun 2026 21:24:03 GMT

Hello, I was wondering how I change the spacing. I want explanation to be touching Contract Verification. I want to also add a space between Contract Verification and Risk Score.

Servicenow Agile Metrics Reports creation

udaykumarko — Tue, 30 Jun 2026 20:42:14 GMT

Hi All,

As part of the Agile team, I'm working on creating an Agile Metrics Dashboard in ServiceNow to help track team progress, delivery, and overall sprint performance. I'm new to ServiceNow reporting and metrics, so I would appreciate your guidance.

Could anyone please help me understand how to create the below metrics in ServiceNow? Specifically, I'd like to know whether these should be built using basic Reports, Performance Analytics (Indicators/Widgets), or any other recommended approach. My goal is to have these metrics available within ServiceNow for team reference.

Planning & Predictability Metrics

Velocity
Sprint Burndown Chart
Release Burndown Chart
Commitment Reliability

Workflow & Flow Metrics

Cycle Time
Lead Time
Throughput
Cumulative Flow Diagram (CFD)

Quality & Delivery Metrics

Defects
Burnup Chart

If anyone has documentation, examples, or can provide guidance on the best approach for implementing these metrics, it would be greatly appreciated.

Change Default View of Create status report button

Marlon Dale — Tue, 30 Jun 2026 17:51:45 GMT

My end goal assign a different view that I've created on the project_status table as the default when I click the Create status report button in Project Workspace. I've attached screenshots of where I've tried to look in UI Builder but it seems this page behaves differently than other ones. Does anyone have any idea in this workspace how to perform the simple task of changing the default view of the modal that pops up when I click Create status report?

Custom Time Sheet Portal (v9.0, by François Schneider) — discrepances with official documentation

jordimsant — Tue, 30 Jun 2026 17:42:30 GMT

Hi all,

I've been reading the PDF "Custom Time Sheet Portal – v9.0 – 2024-04-02" by François Schneider. It describes a long list of enhancements to the Time Sheet Portal (person-days management, editable columns, time off colors, other categories, secondary card fields, effort increment, unassigned task filter, task selector tables, "Total" column translation, etc.).

However, I can't find some of these features in my instances (the one I am more interested is effort increment). I have one instance that was configured directly on Zurich, so version incompatibility shouldn't be the issue.

Could anyone confirm:

Are these features delivered out of the box with a specific plugin/version, or do they require running some kind of script? The PDF seems to suggest this is a custom configuration that has to be actively applied/run, not something that ships automatically — can anyone confirm that reading is correct?
If it does require running that background script, is it available publicly, or only distributed by the author/through specific engagements?

Also, I noticed what looks like a discrepancy between the PDF and the official docs. The PDF states that "Effort Increment" is a new field added to the time sheet policy form. But in the official article "Create a policy", I don't see any "Effort Increment" field listed among the time sheet policy fields.

Is "Effort Increment" actually an out-of-the-box field, or is it part of the custom configuration described in the PDF (and therefore not something documented in the standard time sheet policy article)? Any clarification on which of these features are native vs. custom-built would be really helpful.

Thanks in advance!

Not show user name in resource

kamleshdhak — Tue, 30 Jun 2026 16:46:06 GMT

I selected the DBA role (or another role) in the Resource Capacity page. In the "Manage Resource Capacity" section, I want to see the names of the users who are assigned to that particular role. How can I display the list of users for the selected role? service now spm give me solution

Template to load In-house Technologies into ServiceNow SAM

VASAVIR — Tue, 30 Jun 2026 13:00:05 GMT

Is there any Template to load In-house Technologies into ServiceNow SAM. Please share the process to do so.

How to hide the blue tooltips from Project Status Report modal?

Marlon Dale — Mon, 29 Jun 2026 19:16:32 GMT

This is the modal that pops up in Project Workspace when you click Create status report and I want to hide those blue messaged. How to do this?

Buk data import into spm Demand table, having issues with Operating Expense field.

siva58 — Mon, 29 Jun 2026 14:27:17 GMT

I am uploading data into ServiceNow Demand table(dmn_demand). all the fields are loading properly except Operating expense. this field was the currency type field.

I have data in the format of $120 or 120. but still data was not successfully loaded into that field.

Can anyone tell how the resource hours are getting allocated based on the resource assignment

sushmachava — Mon, 29 Jun 2026 11:58:03 GMT

i am new to spm and learning , Can anyone tell how the resource hours are getting allocated based on the resource assignment though their capcity in system is 40 hours why they are allocated like 12, 12,6, 1 like that

For example bharat 2nd resource in screenshot. There resource allocation for june month is 31 hours how that is caluculated, and those are getting divided weekly as 12,12,6, 1 can anyone please explain or guide me on how these are numbers like capacity is getting calculated based on other projects or where i need to refer to understand this

Moving a sub project between master projects

johnreynolds — Mon, 29 Jun 2026 08:13:54 GMT

I have a sub project that has been liked to a master project. I would like to move this sub project to a different master project. How can I do this ?

Thanks
John

Project Workspace - Create new Baseline, Restrict "Create new" button

Shawn20 — Fri, 26 Jun 2026 21:50:29 GMT

Hi Community,

In the "Planning" tab of a Project in the project workspace, when I click the Baselines icon, the below little section shows up, and it has a button called "Create new". My goal is to restrict this "Create new" button to certain roles only. Where can I modify this?

Thanks!

Resource Management - Updating Cost Plans

PennyDMc — Fri, 26 Jun 2026 19:40:30 GMT

Hi All --

We (I) am in need of updating cost plans created from an allocated resource plan after updating the rate in the Cost properties. I've read that the cost plans will not automatically be updated and we must execute the Update Cost Plan action each time to refresh the calculations.

I am having issue with understanding how to execute this Update Cost Plan action. We are currently on Yokahama 10b. Any guidance/experience is greatly appreciated.

TIA

SPM - Vacation - Gantt

Tommaso2 — Fri, 26 Jun 2026 16:35:56 GMT

Hi all,

It is possible to track vacations in the gantt chart (SPM) to show them in the chart itself?

e.g. 2 weeks in August that appear as grey vertical lanes during which is not possible to create tasks

Thank you

Capturing Planned Benefits

ShareseH — Fri, 26 Jun 2026 15:54:08 GMT

Hi,

How are people capturing planned benefits in SPM? I work in a PMO that services third party customers and I'm trying to find ideas on how to capture planned benefits. I've noticed the benefit plans tab but I'm hoping to capture the planned benefits in the demand phase. Anyone able to implement anything out of the box with ServiceNow with little to no customization?

Thanks in advance!

Identify Similar Demands in SPM Demands

skumar_srbh — Fri, 26 Jun 2026 07:40:02 GMT

Have enabled the "Identify Similar Demands" Ui action on Demand form, trying to understand how it works, because i can see that demands are having same name/description still not appearing under "similar demands" through "Identify Similar Demand" search. Could anyone please help me to understand the search scenarios or guide where to check the configurations ?

Thanks in advance!!!

Regards,

Kumar

Currency read only in Investment budget record

ranjanak — Thu, 25 Jun 2026 14:09:20 GMT

Hi Experts,

We are in development phase for migrating the legacy demand/project budget to Investment budget and while creating new investment budget, the amount field currency is showing EUR and its read only. In our instance we are already using multi currency feature.

1. Did any one know why its defaulting to one currency value and its not editable.

2. How user will enter fiscal year data since its difficult to add fiscal period records for each month if they have to include budgets for 2 years.

Thanks

Why is the "State" field expressly excluded from use in the new Kanban Board in Portfolio Planning?

Nat Hunter — Thu, 25 Jun 2026 10:39:49 GMT

The new version of Strategic Portfolio Workspace includes a Kanban board in a Portfolio Plan, which is a SUPER useful addition. However the "State" field is expressly being excluded from selection in both the horizontal and vertical lanes by the "GetSupportedFields" script, using these lines of code:

As we are using EAP, our Epics and Features are "native" Planning Items and I am trying to understand why "State" would be excluded. The "Planning State" is useful for overarching planning, but limited in its use when wanting to track more granular "shaping" activities which we do using the "Funnel, Review and Analysis" States.

We would like to understand the thinking behind this rather than move directly to customisation.

Project Baseline Guidance

melissacooney — Wed, 24 Jun 2026 21:57:18 GMT

Please help me understand where this is pulling from? I'm a Project Manager, so I have no back-end way to view things. In the baseline view there is Planned Operating - which matches my Resource Internal Opex cost plan, but what is the "Planned Cost" (highlighted in pic attached - I'm currently in the "Current" column of the baseline. I can't make any of my resource costs add up to this amount. Resource assignments do not show rates, but when I calculated them using the blended rate, they add up to the Planned Operating.

Resource Assignment Vs Resource Plans

hurbanus — Wed, 24 Jun 2026 17:57:46 GMT

Can you use both Resource Plans and Resource Assignments in Zurich? Is there any negative impacts if they are both being used?

Closing a project reopens project tasks

Peter W1 — Wed, 24 Jun 2026 14:54:55 GMT

Hello,

I'm having an issue where all the project tasks in a project are closed and when I update the top-level project from WIP to closed complete, it will reopen some tasks to a pending state. When I attempt to close those project tasks closed complete, the project goes from closed complete back to WIP. After confirming all project tasks are in a closed state, I then update the project state from WIP to closed complete. I do get the confirmation popup box that says all open project tasks will be updated to closed. Then some of those tasks get reopened back to pending.

I did notice this forum post but there wasn't any resolution on why this was happening:

https://www.servicenow.com/community/spm-forum/project-tasks-set-to-pending-rather-than-closed-when-parent-is/m-p/1039349

Has anyone else experienced this? How did you resolve this issue?

Thanks,

Peter