SPM Course
Hello, everyone!Iniciating my learning at the platform, please, witch course about SPM will be more important to make at the first time? Thank u!
Forum Posts
Setting Capacity in Resource Management
In all of the documentation I am finding for Resource Management, they all seem to start with requesting the resource. Am I to assume that the capacity for all of these resources has already been configured/entered? It is a bit confusing as the doc...
Resource Management Notifications Not Triggering from Workspaces
Hi everyone, We’ve created email notifications to alert project managers when resource assignments are created or updated. These notifications work fine when data is modified elsewhere, but they don’t seem to trigger in the following scenarios:When r...
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...
"New" EPICs are not showing on CWM
Hello, This KB "https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2675470" suggests that we cannot view EPICs from the new table "sn_align_core_scrum_epic" on CWM, if so how can view the EPICS that were created ? BR,Hamza.
Using Playbooks for Project Gate Checklist
Currently we still use excel for our Project Gate Checklist and have always been looking for a better solution. Having just read the 'Playbooks in Project Workspace: Guided Project Execution', I was wondering if this could be used for Gate Checklists...
Track resource availability
Hi community,This is the requirement I've working but stuck to implement, "I want visibility of assigned work and resource loadSo that I can avoid assigning work to over-committed resources."Acceptance criteria:- Resource allocation visible in resour...
Translations in Resource Management workspace
Hi friends, I don´t know if it a bug or if I´m missing something but the translations is not working for the Resource Management Workspace when set to Dutch.Does anyone knows why and how do I solve this?Tks!
Effective use of Collaborative Work Management
What are the different uses of the CWM (Collaborative Work Management) workspace?
Operational Resource Assignments
Xanadu Patch 0 We are in the process of evaluating the migration to resource assignments from resource plans and are encountering some issues/questions. These operational assignments are easily identifiable when we use the time sheet portal to log ti...
Using E-Signatures in conjunction with Docs
Was wondering if anyone has used the E-Signatures functionality in conjunction with Docs? I.e. A PM drafts a Project Brief and then submits it to their Sponsor for approval and they approve it using E-Signature? Again, I'm functional rather than tech...
Is SPM not supported on PDI for Z release?
I am not seeing any plugins for SPM in PDI for Z release. Is SPM not available for PDI?
Does Demand record captures the information who approved it from scenarion planning?
We Approve Scenarios in scenario planning and Project created automatically from demands in approved scenario. If I check on demand record there won't be information on who converted it to a project and under which scenario. Is there any field w...
Filtering Platform Analytics reports by membership of a Portfolio Plan
Hi all.I'm trying to create a Platform Analytics Dashboard filter to filter the PMO Dashboard by membership of a specific Portfolio Plan, as created in the SPW/PPW. The data I need to use as a filter exists as a "Conditions" type field in the Portfol...
