Join the #BuildWithBuildAgent Challenge! Get recognized, earn exclusive swag, and inspire the ServiceNow Community with what you can build using Build Agent.  Join the Challenge.

SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Resolved! How to implement a billing rate (sell rate) in PPM projects

I need to monitor both the billing rate (sell rate), which is the price quoted to clients, and the cost rate, which is the expense borne by the service provider. Is there a built-in feature available to track the sell rate, or would this necessitate ...

GlennDaleJ by Tera Contributor
  • 726 Views
  • 2 replies
  • 1 helpfuls

Resolved! Change a Sub-Project to project-task

Hello,  is it possible to change the task type from a sub-project into a project-task in the same parent-project? How? (Vancouver Version) Thank you!

Vera1707 by Tera Contributor
  • 1468 Views
  • 4 replies
  • 1 helpfuls

Resolved! Project Workspace Question

Hello Community,in project workspace planning page, when you click on a record, a new preview window pops up on the side where you can action the record, see screenshot:Do you know how this works? I am having a hard time to understand the architectur...

DamianMartinez_0-1725010301533.png

Issue with Actual Cost rollup at Project Level

We recently migrated to SPM from PlanView Portfolios. Having an issue with Project rollup actuals not matching the total of cost plan breakdown, or expense line actuals. Here's a visual example about what I mean:It's even more screwed up on the New E...

DavidBADT_0-1726063248699.png DavidBADT_1-1726063455580.png DavidBADT_0-1726068083725.png
DavidB-ADT by Tera Guru
  • 932 Views
  • 1 replies
  • 0 helpfuls

How to set up an effective Demand Process

I have recently started a new role as ServiceNow Demand and Value manager at a large FTSE 100 Financial services PLC.  I'm looking to network with colleagues who have previously been on this journey and have some valuable lessons learnt from real wor...

Hazel Serne by Tera Contributor
  • 894 Views
  • 2 replies
  • 2 helpfuls

IRM

I need to create a template model in the knowledge base, so that every time I call it in the table it generates based on that template

Create Project template via excel?

HelloCan I create a project template from an excel? Can someone provide the steps to create that?I know that I can import an existing project but it needs to be in mpp format but I have a request for a new project template and they want the ability t...

Resolved! Fields in Portfolio Planning Workspace

Hi, Could you please advise how to achieve this with Out-of-the-box functionality (without scripting):In the Portfolio Planning Workspace, we need to:- see Program data and be able to group by/color by Program for Demands and Projects- see Investment...

mj36 by Tera Contributor
  • 2473 Views
  • 3 replies
  • 1 helpfuls

Resolved! SPM Reports

Hi All Cn I know what all are the basic OOB SPM avaialble and how do I extract them .  ThanksSathish

Resource Plan Not Appearing in Timesheet Portal

Hi everyone, I’m experiencing an issue where one of the resource plans for a user is not showing up on the Timesheet Portal, even though the state is set to "Allocated". There is another resource plan for the same user on the same project that is app...

TanyapongS_0-1725521353346.jpeg
TanyapongS by Tera Contributor
  • 1500 Views
  • 5 replies
  • 0 helpfuls