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Investment Portal

Hello,I created a view on the investment portal with all the projects and demands from my portfolio. In the financials menu, I only display the grouped column Project/Demand. In the table, I get projects, demands but also project tasks. So, I'm unabl...

Resolved! Project Workspace - Planning Page and Attachments

Hello everyone, I hope somebody can help with this issue, I'm stuck with this  for a long time with no resolution.So in the servicenow project workspace, planning page, when I open an attachment in my pdi instance, you can see the image and the grey ...

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Resolved! Resource Management Workspace - Where are Resource Cards stored?

Hi,I'm wanting to create specific resource cards for certain users and I wanted to script this.But I don't know where the card filters are stored? The second part of this is once you've clicked inside a card there is another filter for Unassigned tas...

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B3N_AU by Tera Guru
  • 1966 Views
  • 3 replies
  • 0 helpfuls

Project Workspace Bugs

My team has been trying to exclusively leverage project workspace for our projects and it has a lot of potential. However, there are still SO MANY BUGS. What is the plan for resolving the following issues: PlanningColumns Do Not PersistProject Worksp...

EmmyS by Giga Contributor
  • 1934 Views
  • 3 replies
  • 9 helpfuls

Portfolio Planning Workspace: How to work with existing data?

We have installed the app "Portfolio Planning Workspace".In this application, there is "Portfolio Plans" and "Free-form Roadmaps".In "Free-form Roadmaps", I can select a source table and work with it - perfect.However, in "Portfolio Plans", I thought...

Lukas B by Tera Contributor
  • 4198 Views
  • 9 replies
  • 3 helpfuls

Add background color to record in Calendar Report

Hi, I have created a Calendar report for release, Im trying to add the colors to the records in Calendar by release type. I have added background colors to the field in the form, but I'm not able to see any difference in the Calendar report color. Co...

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SRI10 by Tera Contributor
  • 2921 Views
  • 4 replies
  • 1 helpfuls

Importing Resource Plans from Excel

Have you ever imported resource plans from Excel?  Stakeholder had everything in word docs and they exported to Excel ... gave me projects, groups, users, and the time dedicated to each user across timelines. I built an import set to first import...

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Uncle Rob by Kilo Patron
  • 1424 Views
  • 3 replies
  • 1 helpfuls