This is my very first article and hoping it to be informative and helpful. I have been asked this question many times in my current capacity, and I think it's definitely a good-to-know option on HOW TO EXPORT DATA FROM RELATED LISTS. Whenever you are...
This article is a quick reference to understand the calculation behind Project financials. Below is a screenshot of the Financials section from Project/Demand Total Planned Cost: It's the total estimated cost of the Project. In ServiceNow, it is jus...
Dear Community members, I'm writing this article to show a simple relation between Resource Plans, Cost Plans, Time Cards & Expense Lines. Let's understand terms in simple language Resource Plan - Project-related records where the project manager ...
Introduction: Project Workspace UIB features a viewport. Within this viewport, subpages such as Planning, Details, RIDAC, and Financials are loaded. Each L2 menu on the left section of the page corresponds to an individual subpage. Clicki...
( Please see updated recommendations for all Data Segmentation options at this new Vancouver release, SPM Article called Data Segmentation. ) SPM Teamspace Recommendations and Limitations Dated: Q3 2023 ServiceNow Docs - Teamspaces Teamspace RomeTe...
Out of the box, project and project task state choices are defined at Task table level. Users can define custom states for project and project task on their parent table (task or planned task) or on the direct tables. When defined at direct table lev...
The State on any ServiceNow record is often one of the most important fields. The purpose of this article is to help an organization build process around the Project State and understand best practice around configuring the field. *Bookmark this arti...
Migrating Investment Portal Boards can be a bit challenging, as these boards are not saved as part of an Update Set when configured. And the tables that store these records can be a bit difficult to find. The tables that hold these records are: Porta...
In Simple words: If you want someone to see a task on their time sheet portal then either assign the task to them or create a resource plan for them. Below is a detailed picture. Demand: On what condition it appears: A demand will appear on the ti...
Dear Community members, I'm writing this article to show the simple relation between Resource Plan & Cost Plan Quick facts: You can create a resource plan at the demand level, project level, subproject & project task level.If you add a resource plan...
Dear Community members, I'm back with my new article on - Step by Step guide to configure Alignment Planner Workspace (APW) We often notice project fail or do not achieve expected business outcome, because of poor planning & Lack of proper tools. APW...
Do you have "rinse-and-repeat" projects and want to add Resource Plans to your Project Templates? The purpose of this article is to show you how to add additional tables to your Project Templates. First, you need to create a NEW Project Template Con...
SPM (formally ITBM) Delta Deck for San Diego release. You should also review the ServiceNow Product Documentation for Strategic Portfolio Management (SPM). You might also find these very informative See the All-New Project Manager Workspace - shor...
Good Afternoon Community members, Here are basic few differences between Customer Project Management & Strategic Portfolio Management Thank YouRajesh Singh
Greetings community members! In recent past I have noticed questions on operational resource plans via multiple posts. To answer all those questions, I have created this article. In this, I will focus mainly on operational resource plans and will cov...
The attached document is used for determining licensing entitlements in conjunction with the ITBM roles for Quebec & Rome releases. The doc(s) include visibility into; use rights, application to role(s) mapping, roles to license type mapping & plug-i...
When you go to any project in PPM you see there are 5 phases related: 1. Initiating (Normally when Project State is pending) a. Add more detailed info related to project: Project Manager Details, Business Case, Preferences b. Readjust existing ones...
One of the most valuable tools for learning ServiceNow is to obtain a Personal Developer Instance (PDI). This will allow you to be the administrator of your own instance and make changes without any consequences to your organization. Common reasons ...
The 'Gantt Dashboard' has been created to address customer requirements first in UK (Lloyds Banking Group), then Switzerland (PMI Philip Morris international), and France (L'Oréal).It had great feedback from customers, and from ServiceNow people who ...
How do you know when to use Programs versus Sub Projects? See below for a comparison of the features. My recommendation: Don't be afraid to consider Programs. Even if your organization does not use the term, you may find the "rolling up" feature valu...
ServiceNow
Steph Morillo
LisaLatour
