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Create Copy feature not working for portfolio plan

" Create copy " button under the prioritization tab  when we click on the context menu [three dots] which is introduced as part of the new feature of the Washington release is not working. Steps to Reproduce:Go to Strategic Planning Workspace open an...

shraddha14 by Tera Contributor
  • 432 Views
  • 2 replies
  • 0 helpfuls

Import of MS Project plan with external links failing

Hi all,We´re migrating our existing Project Management landscape over to ServiceNow SPM - Washington DC Release.When starting testing with Utah version, we were able to import a MS Project Masterplan with links to several projects.Now with the new ve...

AndreaViviK by Kilo Contributor
  • 537 Views
  • 2 replies
  • 0 helpfuls

Demand survey metric calculations ?

Hi All. I have requirement where a survey need to trigger when demand is in Qualify stage. As of now - survey is triggering, when demand changes from screening stage to Qualify stage, here a business rule (populate metric results) is running and calc...

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VedhR by Tera Contributor
  • 341 Views
  • 1 replies
  • 0 helpfuls

Program Status Reporting - Configuration and Setup

We have been using project status reporting for a couple of years now and are ready to begin producing program status reports from SPM.Is there a configuration/implementation guide to know what we can turn on/off, etc.?  Welcome any words of wisdom a...

Project Financial Problem with Different Currencies

Hi everyone,I am facing an issue with recording project financials in ServiceNow and would like your assistance on this problem.So, I am trying to make my instance able to support recording project financial in various currencies, mainly switching be...

Show filtered demands in the 'Portfolio Planning Workbench'

I need to show only those demands under 'Timeline View' of Scenario Planning for the demands where the Description contains 'Critical' Keyword.I know we can use the filter icon in order to get only specific demands but is it possoble to put the perma...

Resolved! Is it possible to edit custom column added to Planing console

Hi,when adding a custom field from Teamspace Project form into Planning console, while OOTB fields can be edited directly in planning console, the custom field cannot.Is there a way to fix this, to allow users to edit the custom fields same as majori...

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PavelP by Mega Sage
  • 475 Views
  • 1 replies
  • 2 helpfuls