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Resolved! Portfolio Planning Roadmap Demands

Hi all,I hope this is the correct forum. Newbie questions here, I'm testing out creating a Portfolio Planning Roadmap that contains a mix of projects and demands and I have a few questions that the documentation doesn't clarify for me:Am I correct th...

nderiley by Tera Contributor
  • 2598 Views
  • 4 replies
  • 3 helpfuls

Add a new project manager field on Demand and Project form

Hi all, I have a business requirement of having a maximum of 2 Project Managers working on a project. I have a "reference" field on the Demand and Project forms called "Project Manager" which lets you select only one PM.The team tried to change the f...

SPM - What's New in Xanadu Demo Videos

Hey ServiceNow Community,Today's the day!  We've released Xanadu and there are exciting updates for the SPM solution.  Take a look at these short (< 8 mins) but impactful demo videos below to find out more:   Now Assist: https://www.youtube.com/watch...

Financial baseline at program level

Hi All, We are using the standard Portfolio - Program - Demand / Project hierarchy in SPM.I know we can capture financial baselines at a project / demand level. However, we have the concept of stage gates for our programs, and we need to be able to t...

Capturing Lessons Learned in Project Management module

How do you capture lessons learned in the project management module during a project?  I do not know if there is a enhancement request for this functionality. Ideally, I would like to see a new Tab created in the project record like there is for Issu...

Jim Hughes1 by Tera Contributor
  • 4055 Views
  • 3 replies
  • 6 helpfuls

Resolved! Exporting Prioritization Items to Excel or CSV

We are implementing Idea and Demand for SPM.  One of the items listed as a requirement is to have the ability to export the prioritization information from the Portfolio Planning Workspace. I found an article for Exporting Data of Portfolio Plan item...

Linda_G by Kilo Sage
  • 2393 Views
  • 8 replies
  • 0 helpfuls

APW/SPW (Strategic Planning workspace) and limits

Hello It seems there is a limitation in term of Planning items we can get into a Portfolio Plan (500 ?) and the number of planning item milestones we can display in the roadmap (100 ?). Can someone confirm those limits ? tell me if there are other li...

Demand state is not moving from screening to draft state

Hello All, I have a demand which does not have 'Reset to Draft' UI action on demand form. When i tried to move the demand from screening to draft state from list view i got the below error message. "Demands selected for execution cannot be reset to D...

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Yuvaraj T by Tera Contributor
  • 606 Views
  • 1 replies
  • 0 helpfuls