Assign resources for a single project across multiple portfolios

[DanettaI]

How do you assign resources for a single project across multiple portfolios?  

For example

Project A

Requires work from 

Portfolio A

and 

Portfolio B

How would this be displayed on capacity? 

[Mark Manders · Accepted solution]

OOB, ServiceNow only has projects assigned to one portfolio and/or one program. Multiple programs can be related to the same portfolio and multiple portfolios can be related to one program, but the project is always related to one of each. How did you customize that? 

On the other hand, resource management is not related to a portfolio. You can have portfolios per department, but that doesn't mean that HR can't use IT or Finance resources on their projects. You can just add a resource request from a group/skill that you need to complete the project(task). 

And depending on the assignment, the capacity is shown. It doesn't matter if the capacity of the HR team is utilized by HR or by Finance. Those aren't depending on each other.

[jameswoodfo · Accepted solution]

I like Mark's response here. To say if succinctly,  I appear that you might be looking a program with multiple projects and each of those projects is related to their respective portfolio.

[Mark Manders · Accepted solution]

OOB, ServiceNow only has projects assigned to one portfolio and/or one program. Multiple programs can be related to the same portfolio and multiple portfolios can be related to one program, but the project is always related to one of each. How did you customize that? 

On the other hand, resource management is not related to a portfolio. You can have portfolios per department, but that doesn't mean that HR can't use IT or Finance resources on their projects. You can just add a resource request from a group/skill that you need to complete the project(task). 

And depending on the assignment, the capacity is shown. It doesn't matter if the capacity of the HR team is utilized by HR or by Finance. Those aren't depending on each other.

[jameswoodfo · Accepted solution]

I like Mark's response here. To say if succinctly,  I appear that you might be looking a program with multiple projects and each of those projects is related to their respective portfolio.

[DanettaI · Accepted solution]

Thank you! 

[DanettaI]

Thanks !