A different way to categorize projects/demands
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-09-2024 11:06 AM
Hi all!
Newbie question here. I have a number of projects and demands that are currently happily falling into a few varying portfolios. I'd like to be able to create a portfolio plan that spans portfolios but looks at another grouping attribute. I noticed Program out of the box lets you group projects and demands but only inside of one portfolio. Is there an out of the box field I could use to achieve this aim?
If we want to abstract the problem using food for funsies:
Let's say my portfolios are cuisine type: Thai, Mexican, Indian, American, what have you. I need to keep this grouping. What I'd like to do, and I don't know if I can, is to have another grouping of demands and projects that can span across many portfolios and could be used as a filter for the Portfolio Planning Workspace. Say for example, 'Gathering Type': Date Night, Kids Party etc so that Date Night would include Thai, Indian and Mexican and Kids Party would contain American and Mexican.
As a fall back, I can try to implement a strict naming convention and just use creative name filters, but am curious if there is a better way.
Thanks!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-10-2024 01:03 AM - edited 10-10-2024 01:04 AM
Hello,
The "Program" field is portfolio-specific.
1. You may create a custom field on the `pm_project` and `dmn_demand` tables to represent say a new "Gathering Type" field ( a choice) where you define values like "Date Night” etc, associate any project or demand to these new types.
2. Once this field is set, you can use it as a filter in the Portfolio Planning Workspace or other areas, using group by feature
You can also try ServiceNow tagging feature and then filter based on these tags in lists or reports.
If my response proves useful, please mark it "Accept as Solution" and "Helpful". This action benefits both the community and me.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-10-2024 05:13 AM
Tags could be the ticket - I can successfully tag, I see tags in the filter criteria but when I try to use it, my portfolio plan has zero items in it. I've opened a ticket with my SNow team in case it's an environmental issue. If I get it working, I'll come back and accept as solution. Thank you for the prompt response.
