We are enabling the sn_invst_pln.enable_budget_allocation_v2 = true property to make use of budget functionality in SPW and Project workspace, we will be migrating some of the demands and projects to new data model. We would like to know if the recor...
Hi All,We are using ServiceNow CWM to replace an existing OKR tool. Many OKR tools have weekly check ins for their tasks, can this be implemented in CWM? Any ideas? Thanks!
Hello, I have accepted the challenge to figure out how to create a report with just my group's Open TASKS only. I have verified that our assignment group was created but unfortunately, we have not found a way to remove the other groups Tasks when cre...
Hi there, I am trying to add a UI action to this view of the Project Request Changes form in the new Project Workspace. The UI action shows just fine from the record view in the Details tab, but not in the RIDAC tab. Has anyone had success with this?...
Hi everyone,We are facing an issue where a Purchase Requisition (PR) is not being created when the “Request to Purchase from a Vendor” topic is submitted through Virtual Agent.Scenario:Users raise a request using the Virtual AgentThey select the “Req...
I'm trying to update planned start and end dates in SPM and have run into a two issues:When I enter an Actual Start Date, the Planned End Date updates to the same date. This is the case even if the Planned Start Date is after the Planned End Date.So...
We don’t want the “New Expense Line” button available in the Financials section of Project Workspace or Strategic Planning records without directly modifying the OOTB ACLs.
Greetings, everyone! I wanted to see if anyone used SPM to do their project requirements gathering and how. Do you have a specific template (out of the box or customized) to document the requirements? How do you handle things like network diagram o...
We found that the utilization percentage stored in the Attribute-based aggregates table [sn_plng_att_core_attribute_based_resource_aggregates], is different from the utilization percentage calculated on the resource board for a resource in a specific...
Hi All,I am encountering an issue in Project Workspace while creating a new Project using the out-of-the-box (OOB) New button (Workspace UI page). Upon submission, the system throws an "Invalid value on update" error; however, the record is still suc...
We are running on Zurich release. New to SNow SPM. We are finding that cost plans created in our template project plan, once saved as template and applied, bring all the cost plans over as CAPEX although they were created and saved as OPEX. We may ha...
Dear Community Members, I hope you all are having an absolutely phenomenal year so far.The CIS-SPM certificate introduced topics covering only SPM Standard and I have worked on them in an organization. Of course, I am certified too.But, the thirst fo...
We are configuring SPW with two portfolio plans (Capex and Opex). Some of our planning items span both. Can a planning item belong to more than one portfolio plan, or is it limited to one? If limited, how have others handled this?
ServiceNow,When will the resource management workspace include the ability to see resource assignments against demands in the resource cards/boards? The Overview Dashboard includes resource assignments against demands in all the single score widgets,...
Hi there, looking for guidance on best practices for what to use as the description for Portfolios. Do you describe strategic corporate themes or do you describe corporate business units?