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...
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...
Dear Community, Over the years, I’ve had the opportunity to work with several organizations that have grown comfortable — though not necessarily successful — managing work using Excel spreadsheets and PowerPoint slides. For many teams, Excel has been...
1. User which is being assigned the story in Agile 2.0, there should be the same user(with exact same email id) in Jira system as well. We are mapping for the exact email in the Jira and Agile 2.0 side, Once the email matches in both the sides that c...
ServiceNow SPM now supports managing financials on agile entities like Epics in the Strategic Planning application. It enables the agile product or program managers to forecast the labor and non-labor costs of epics, re-forecast any changes in costs ...
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...
Q. Does Agile 2.0 maintain the history in same order as of the updates made in Azure DevOps? A. In Agile 2.0, updates are processed in the order as they are received via Webhooks. But, sometimes it is quite possible that, the udpate originated from A...
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seanflack
Steph Morillo
Lisa Latour
