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Hide Create Status Report button in Project Workspace

I want to hide the status report button on project workspace but, i am not able to do that.Hi All,   Any help will appreciate on this. I want to to hide the "Create Status Report" button in project workspace. Here are the steps to go there 1. Open Pr...

Demand Management > budget allocation

Dear community,Following recent upgrades, I’ve noticed that the option to allocate a demand’s budget by year is no longer available on the Demand record. This functionality still exists once the demand is converted into a project (in the project work...

Alejandra1 by Tera Contributor
  • 1088 Views
  • 5 replies
  • 3 helpfuls

Project Workspace & Playbooks Integration

Hi, Anyone already tried integrating Playbooks with Projects? Project Workspace.Still haven't fully understood how we can configure Project Workspace to display Playbooks and how to set the permissions (roles) to create and manage Project Playbooks b...

rleandro by Tera Contributor
  • 137 Views
  • 1 replies
  • 1 helpfuls

Project Workspace - Export list of projects to Excel

Hello community,Is there a way to export list of projects to excel, directly from the project workspace?I believe I saw it somewhere but cannot find it in our instances that are on Yokahoma.Would you know if such Export button exist or is yet to come...

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Alpa82 by Tera Guru
  • 1473 Views
  • 7 replies
  • 2 helpfuls

Resolved! Missing Workspaces in Lab Instance

I am doing the Strategic Portfolio Management (SPM) Fundamentals On Demand (Washington) (Course) in ServiceNow University. My first lab instance was working fine but then expired.  When I requested a new lab instance, it did not have the SPM workspac...

Annabeth by Mega Contributor
  • 134 Views
  • 3 replies
  • 1 helpfuls

New To SPM - Searching for comprehensive process guides

Dear ServiceNow Community, I have worked as a consultant in ServiceNow from Madrid to Tokyo. Many things have changed in the interface and learning experience, and there are many resources that I used to access as an employee of a partner company tha...

Maria Robe1 by Tera Contributor
  • 50 Views
  • 1 replies
  • 0 helpfuls

Resolved! Install SPM in dev instance

I am relatively new to ServiceNow Development and Configuration and am seeking guidance on enabling the Strategic Portfolio Management (SPM) module.Our management has expressed interest in exploring the capabilities of SPM within ServiceNow, and as p...

SwathiBanda by Tera Contributor
  • 6123 Views
  • 5 replies
  • 17 helpfuls

Time Sheet Portal

I have accidentally made changes in the OOB widget(tc_grid).Previously, there was Project time category and resource plan. I want to replace that with Quadrant and Client(Fields from my custom table).I have reverted the version, but the resource plan...

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LeanderS by Tera Contributor
  • 82 Views
  • 2 replies
  • 0 helpfuls

i had requirement in fm_expense_line table we have amount filed

Requirement Statement:In the fm_expense_line table, we have an amount field (type: currency) where the user enters a value and selects a currency. There is also a custom field u_amount_usd (type: currency) that should store the equivalent amount in U...

sakila by Tera Contributor
  • 141 Views
  • 3 replies
  • 2 helpfuls

Resolved! Project Template not carrying over the planned duration

 We are trying to build a project template where project tasks have defined dependencies and planned durations. The idea is that when a new project is created from this template, the task dates should automatically calculate based on the project’s pl...

ShreyaaK by Tera Expert
  • 179 Views
  • 2 replies
  • 0 helpfuls