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...
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...
This article is to provide all details about resource aggregates, it will cover the following points: 1. What are Resource Aggregates? 2. Resource aggregate categories 3. Ways to update capacity and availability 4. Data visualisation and fetching l...
SPM Frequently Asked Questions Welcome to our Frequently Asked Questions guide for Strategic Portfolio Management. This FAQ is developed for our new customers starting their journey with Strategic Portfolio Management. What is Strategic Portfoli...
Here attached is SPM relational database structure. Download & Keep it handy.I just included some major tables, If you found any discrepancies, let me know i can correct it.
Accurate financial tracking is critical for ensuring project success and financial transparency. With the new financials experience in ServiceNow Strategic Portfolio Management (SPM), users now have a more reliable and insightful way to compare actua...
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...
To begin your journey in learning Project Portfolio Management, you may have questions regarding how to initiate the process, the out-of-the-box (OOB) capabilities, and how these capabilities align with real-time applications. The following sections ...
This article provides detailed steps for troubleshooting aggregate-related issues and using Resource Diagnostics to identify data anomalies. 1.How to proceed when the schedule is updated, but the aggregate tables do not reflect hours? Scenario-1:...
Once an idea is approved it will become a Demand with state Draft Draft: In this state who approved the idea can also add the demand manager. At this point the demand manager should also be able to fill other info such as: Cost / Resource / Benefit P...
This document provides visibility of Demand Management: • Data model• Data set• Hierarchy levels of data set values• Levels of impact from changing data set configuration Information containing in this document supports design decisions and data set ...
Hi,Can anyone tell me the relation between the Cost plan, Cost breakdown, Expense line, Resource plan and Time card.I could see that when I create a project/demand and associate a resource plan, cost plan got auto created with cost breakdowns. Once t...
Recommended Trainings for Strategic Portfolio Management (SPM) ServiceNow training and certification sets you and your business up for success, which is why it’s critical to make training an essential part of your ServiceNow program. By building the ...
The SPM Capabilities Map for the release of Tokyo and Utah is attached below. This is an interactive view of the products and their related capabilities for each release. See below to reach the release attachments.
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...
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
ServiceNow
Steph Morillo
LisaLatour
