SAFE HARBOR / DISCLAIMER: This article describes a proposed solution to support this use case. Please note that ServiceNow may offer an out-of-the-box solution for the issue described below in the future. The proposed solution requires customization;...
Hi, Are you looking to learn the new financial planning capabilities in SPM? Looking for guidance on what is the best practice for managing financials in your organization? Wanting to know how to best configure the financial workflow as a partner? Lo...
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...
Dear all, While working on stories ServiceNow, has it ever happened that your story view changed to a OneOff view suddenly and you are unable to reset it back? And the view looks something like this.. unlike the traditional two column main secti...
This step-by-step guide provides instructions on creating your own custom report in the Next Experience Platform Analytics to see a monthly summary of Capacity versus Allocation (Effort) from the new ServiceNow Resource Management. This guide inclu...
Root Cause This issue is caused by a bug introduced in Jira versions 10.0.0+, where ASCII-encoded characters in webhook URLs are forcibly decoded. This affects how ServiceNow’s webhook-based ingestion interacts with Jira and breaks the expected U...
How to configure new custom actions on the action bar in “Planning” / “Details” Page? Custom actions on the “Planning” and “Details” page can be configured using action bar. Any custom action that is configured will appear with in the action bar (M...
This article focuses on how to: Build effective, meaningful targetsLink projects, demands, and epics directly to those targets in ServiceNow The goal is to drive real alignment between strategy and execution, and to make progress visible and acti...
How are costs calculated for Resource Plans? That is the million dollar question. Hopefully this article will reveal some of the mystery. *Bookmark this article for future reference. There are three COSTS associated with a Resource Plan: Planned co...
SPW Entities (Feedback, Product Ideas, Strategic Programs, Initiatives, etc.) Strategic planning workspace provides the experience to support end-end flow from ideation to execution planning. This article covers the definitions of various entities ...
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...
Issue: All the cards are not loading in Sprint tracking on Agile board for an Assignment group, only a few cards are loading or filter conditions are not considered completely in the sprint tracking. Resolution: This issue could be because of some ...
Overview Security Data Filters (SDFs) are integral to enforcing data access controls and compliance rules in ServiceNow. These filters define what data a user can see based on roles, conditions, or business logic. However, as filters grow in complex...
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...
Key Improvements to Resource Management in ServiceNow’s Strategic Planning Management (SPM) This article highlights some of the newest capabilities aimed at empowering both centralized and decentralized resource management strategies. These capabil...
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...
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...
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...
We are excited to announce the release of Scenario Planning with Financials in the Portfolio Planning or Strategic Planning Workspace as part of May 2025 store release compatible with Xanadu family release. This powerful capability enables organizati...
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seanflack
Steph Morillo
Lisa Latour
