question Granting customer project contacts access to project status reports and project change requests in SPM forum

Granting customer project contacts access to project status reports and project change requests

Pall Sigurdsson — Tue, 04 Jun 2024 11:01:06 GMT

Hi, is there anyone here who knows how to add status reports and project change requests to the list of available menu items in the project page of the CSM portal so that project contacts, who have been granted access to a given customer project, can open the status report and project change request records of that project?

Re: Granting customer project contacts access to project status reports and project change requests

fran_oisschneid — Wed, 05 Jun 2024 12:42:57 GMT

You need to give a SPM role to users, as it_project_user or it_project_manager role.

The lists of status reports and project change request will show on the csm portal for a given project.

That said, you need to update configuration to be able to click a status report or project change request to show its content in the csm portal, the link looks deactivated => I didn't find how to make this. If you can help?

Re: Granting customer project contacts access to project status reports and project change requests

fran_oisschneid — Wed, 05 Jun 2024 12:45:52 GMT

You can also check this as an admin with the URL:

/csm?id=my_projects&table=customer_project&view=csp

Re: Granting customer project contacts access to project status reports and project change requests

fran_oisschneid — Wed, 05 Jun 2024 13:01:33 GMT

To open a status report from CSM portal, we need to open a URL as this one, but I don't know how to setup this to make it:

/csm?id=project_status_report&table=project_status&sys_id=43c35d2ac3a24210b0ce1d3ed4013160

Re: Granting customer project contacts access to project status reports and project change requests

SasankaV — Sun, 09 Jun 2024 00:22:49 GMT

Hi @Pall Sigurdsson , I worked with a similar use case while working for Work4flow.

Give the below steps a try:

Access the CSM portal configuration in your ServiceNow instance.
Edit the project page to add new menu items for "Status Reports" and "Project Change Requests".
Link the new menu items to the appropriate modules or records.
Ensure the links direct users to the correct records for the specific project.
Navigate to user access or roles configuration.
Assign the necessary roles or permissions to project contacts for viewing and interacting with the new menu items.

Let me know if it doesn't work, I'll be glad to assist.

Re: Granting customer project contacts access to project status reports and project change requests

Pall Sigurdsson — Wed, 12 Jun 2024 08:58:34 GMT

@fran_oisschneid and @SasankaV,

Thanks for your responses.

If I go to Service Portal > Service Portal Configuration > Page Editor > Select the project_detail page > Edit details then I see that the "Request Changes" and "Status Reports" menu items are already present in the Customer Project Related List menu.
As they are out-of-the box, I assume that they are already linked to the correct tables. They just don't appear when I impersonate a project contact such as Julie Lewis (demo data - user/contact) from Boxeo (demo data - project). This demo user is able to view the project contacts, project task and case related lists on the CSM portal but not these two.

Looking at the project contacts table, I can see that there is a "read" access control there with the description "Providing sn_customerservice.projectstakeholder and sn_customerservice.customer access to Read Project Change Request records if they have access to the project record".
One of the roles that grant this access is sn_customerservice.customer, which is a role that Julie Lewis has. I tried already to create a corresponding ACL on the project_status and project_change_request tables but that was not enough to display the two aforementioned related lists on the CSM portal.

Re: Granting customer project contacts access to project status reports and project change requests

PaulSco — Tue, 30 Sep 2025 17:16:28 GMT

The link is formatted as follows:
/csm?id=project_status_report&table=project_status&sysparm_report_id=[SYS_ID_OF REPORT]&sysparm_sys_id=[SYS_ID_OF_PROJECT]&sysparm_status_date=[DATE_OF_REPORT_TO_SHOW]