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...
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...
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...
Below are the frequently asked questions regarding Strategic/Portfolio Planning Integrations with Project Portfolio Management Q. Does the data get changed or altered , when the Integration settings (like Table maps, Field maps or choice maps) are ...
A Time Card has a reference to the Top Task (the main Project in the hierarchy) and the Task itself. There is no direct correlation with a Sub Project. If you were to add Time Cards to one of the descendent Project Tasks of the Sub Project, there w...
Use the steps mentioned in the attached doc to rename Goals to Objectives and Targets to Key Results.
Most people create the false notion that the CRM lead management system helps the customer.Truth be told, it's many advantages across the table. you ought to admit the purchasers to assist more but let’s check out a number of the opposite advantages ...
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...
The recommendations in this article are legacy and not applicable from the Xanadu release. Refer to the community article below for updated recommendations: Enterprise-wide Deployment recommendations and best practices If you are looking for S...
Hi everyone this article is regarding how to create Resource plan while using create project link option in your template which is under Project->Projects->Templates for this first create Project Template Configuration record which is under Project A...
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...
The August 2024 release of Strategic Planning and the Project Workspace applications introduces a powerful new feature that enables financial budget allocation for planning items within Strategic Planning or projects in the New Project Workspace. Thi...
Hi All I have been leading and managing projects and deliveries for a number of years, and I was ecstatic to see the integration of Project Portfolio Management with Integrated Risk Management. I think IRM is a very effective tool to manage risk acro...
License - SPM Professional For example you create a portfolio plan using Organization Lens and select Department : Finance as the portfolio entity. You don't see any goal listed in the Goals tab of your portfolio plan, however you have a goal in yo...
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