A common issue with Strategic Planning/Portfolio Planning Workspace is that the planning items users are expecting to see on the Prioritization tab and Roadmap are not showing up. Here are a few steps to take if you are experiencing this issue. Che...
What is the purpose of ‘planning item’ table? SPW enables portfolio/product managers to do hybrid planning i.e., the ability to plan both waterfall (projects) and agile (epics) work together and view all the items on the same roadmap. This will help...
How to Segregate Access to the New Financials Using Roles DISCLAIMER: This article describes how to use ServiceNow roles to control access to the new Financials functionality in Strategic Planning Workspace (SPW). The key change requires removing...
Q. Why is record deletion in ServiceNow not deleting record in Jira in case of PAT based authentication. A. The service account created during setup should have permissions to create, read, update, and delete all relevant Jira data.
Hi Community Members, In the recent past I have seen many users struggling with the new way of capacity planning. In this article I would focus on capacity generation. Point to Remember: Capacity generation depends on the employee profile table b...
Strategic & Portfolio Planning in SPM !!Please subscribe to this blog for up-to-date information on Strategic Planning!! Strategic Portfolio Management (SPM) empowers organizations to align work to strategy. Two powerful planning workspaces enab...
Strategic Program vs. Program Programs in a Portfolio These are collections of related projects managed together to achieve benefits and control not available from managing them individually. Managing this way will help improve efficiency, r...
Create / Edit a list category Navigate to sys_ux_list_menu_config.list. From the UX List Menu Configurations list, select APW List Menu Configuration. Select a new category or a new list. Option Action New category From the UX List Categori...
This article shows how to configure and use the capacity planning feature in Portfolio Planning/Strategic Planning Workspace. Enabling resource planning from system properties The admin can enable resource planning from the system properties by fol...
This article shows how to configure custom planning attributes and use them in capacity planning in Portfolio Planning/Strategic Planning Workspace and for Resource Assignments and within Resource Management Workspace. This article is to be used alon...
When configuring goals and targets in Strategic Planning Workspace, the progress of sub-goals and targets will roll up to their parent goal. But often, there are use cases where these sub-goals and targets should not count equally when rolling up. Fo...
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Steph Morillo
LisaLatour
