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Cost Plan removal from Expense line not changing actuals

Hi Team, I have a scenario, where expense line is created through migration. As soon it is created, ServiceNow will generate a cost plan and map with the same(OOTB functionality, originally EL records came without CP).In few cases, users are expected...

Resolved! Apply fiscal calendar to incident records

I've successfully generated Fiscal Calendar records and their related Calendars for Package for most every table, but Incident (Incident Management) doesn't seem to work, is there a different package needed than Incident Management for those?

YvanMartino by Tera Contributor
  • 587 Views
  • 3 replies
  • 0 helpfuls

Budget allocation process in Demand/Project classic UI

We are trying to understand how budget allocation works in demand and project in classic UI. we are able to understand that user will use the related link 'Demand Budget' or 'Project budget' to create budget record in Demand/Project. Is there any oth...

ranjanak by Tera Contributor
  • 960 Views
  • 1 replies
  • 0 helpfuls

Financial slider in portfolio planning workspace

I am wondering if anyone knows where this financial slider is coming from and how I can customize it. We have a requirement to remove it, but I haven’t been able to find its source.  

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MakhanlalM by Tera Contributor
  • 400 Views
  • 1 replies
  • 0 helpfuls

CWM

In legacey servicenow there was a UI action called 'Create PO test' but this was custom. When we replatformed we decided to not re-create this customization and instead ask users to use the OotB approach which is create the story from the agile board...

NIK18 by Tera Contributor
  • 709 Views
  • 3 replies
  • 1 helpfuls

Change default selection layout on planning page to Grid

Is there any way to stop enforcing the default to All the Planning page layout?  Our users want to retain the choice they've made for their user sessions across projects, or if that's not an option change the default to Grid instead of All 

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YvanMartino by Tera Contributor
  • 1551 Views
  • 11 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 Mega Sage
  • 3462 Views
  • 12 replies
  • 3 helpfuls

Custom assessment types and notifications

Our demand group is using some assessment types they created to have more control over the questions that are asked when assessing different demands. These are not triggered based on actions within the demand but are sent manually from the assessment...

Resolved! Resource Management Licensing

Is it still the case that Resource Management is licensed based on the number of users with the pps_resource role, rather than the number of Resource Profiles created by the Employee Definition?  I know HR's model is based on profiles, but I was unde...