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Resolved! Platform analytics schedule export as PDF being truncated

Dear Community We have an instance where a dashboard built within platform analytics and being shared to other users via pdf and email is being truncated.  We have created a data visualisation using a pivot table and when I include this visualisation...

SPM Plugin – Program Manager reference field not populating users

Hi everyone,I’m currently working with the Strategic Portfolio Management (SPM) plugin in ServiceNow and encountered an issue related to the Program Manager field.I have assigned a Program Manager role to a user, but when I try to select a value in t...

Tejonath by Tera Contributor
  • 404 Views
  • 1 replies
  • 0 helpfuls

Add custom fields to financial baseline page for demand.

Hi,I want to add custom fields on the financials baseline page. I have already added the custom fields on the Demand Baseline[dmn_demand_baseline] table along with the mapping on Baseline Configuration Field Maps [baseline_config_field_map] table. Th...

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HameetK by Tera Contributor
  • 313 Views
  • 1 replies
  • 0 helpfuls

Using AI Search, "View All Results" isn't showing a Case Record

I am configuring AI Search (Next Experience Search) and have added the Case table as a searchable source.When I search for a specific record number, the correct Case record appears in the dropdown results. However, when I click “View all results,” th...

kfitch by Tera Contributor
  • 653 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to Hide Form Sections?

I'm wanting to hide the Preferences section from the Project Task form (pm_project). From what I'm seeing there's no clear/easy way to flip an Active field like a lot of things on forms.  Is there a simple solution to hiding form sections?

MBarrott by Mega Sage
  • 9392 Views
  • 16 replies
  • 12 helpfuls

Resolved! how to lock time sheets of current month after specific date

I need to lock Time Sheets with date "Week starts on" in current month, after a specific date (if possible configurable for each month/year). Time Sheet Users and Approvers manage Time Sheet by Time Sheet Portal.Suggestions according ServiceNow Best ...

silviocrive by Tera Contributor
  • 419 Views
  • 1 replies
  • 1 helpfuls

How to create new cost type and expense type

I have a requirement in ServiceNow PPM/SPM Financial Management, and I would appreciate some guidance on the configuration.Currently, in Demand and Project, we have the standard cost types:capital_outlay (CapEx)operational_outlay (OpEx)other_cost (Ne...

MakhanlalM by Tera Contributor
  • 1504 Views
  • 8 replies
  • 3 helpfuls

Demand Management Workspace Not Available in PDI?

We updated our Strategic Planning & Portfolio Planning plugins in our sandbox environment.  I can see the Demand Management option along the side menu in SPW.However, when I updated these same plug-ins in my PDI I don't have the Demand option.  I've ...

lsullivan4 by Tera Contributor
  • 581 Views
  • 2 replies
  • 0 helpfuls

Resolved! Demand scoring not working

Hi, when filling the fields in the demand assessment data, I'm noticing that score remains 0 even if we put a value for all the parameters. Could someone help me?  I'm attaching the screenshot   

silviainza by Giga Contributor
  • 517 Views
  • 2 replies
  • 1 helpfuls

How to sync demand to planning item ?

When a Demand (dmn_demand) is created with investment_class and investment_subclass, these fields should be carried over to the related Planning Item (sn_align_core_demand). whenever a demand or project is created, it will automatically create a reco...

prash4 by Tera Expert
  • 1845 Views
  • 3 replies
  • 0 helpfuls

New Button for Goals in SPW workspace

Hi All,I'm seeing new button in Goals list in SPW workspace, clicking on it will create a new goal. All the lists like strategic plans, strategic priorities have new button. I could not find them in declarative actions, if I need to edit the new butt...

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