Resolved! SPM - Program & Portfolio - Resource Management
Hi all, Resources can be assigned at Program and Portfolio level?Or only at project and demand level? Many thanks
Forum Posts
Strategic Portfolio Management Professional Usage and optimisation
How can I determine the actual usage of the Strategic Portfolio Management Professional subscription purchased in ServiceNow? Which tables should I reference for this data, and what approach should I take to optimize license allocation and reduce ove...
SPM — Resource Plans Deprecation Sep 2026 — Is Skipping Migration a Viable Option?
Hi Friends, We are a small team evaluating whether we truly need to migrate Resource Plans to Resource Assignments before the September 2026 deprecation deadline. Before investing significant effort we want to make an informed decision. Would love t...
I added a related list declarative action Submit, the button does not work
How to add functionality to the button using server script or client script, so that it updates the record state from pending to submitted.
Request Change on Demand/Project
Hi,I was working on SPM module and wanted to implement request change for demand and project.I can see the approval field on Request change form but could not find any flow attached to it.Is there any process/documentation related to it?Once the Requ...
Portfolio Planning page
How can I access this page in UI Builder?The closest I have gotten is below But the tab group is unable to be opened
How can I build a Collaborative Work Management bord from non task tables
I understand that CWM is meant for showing the tasks. However approvers of various item (catalog items, risk assessment) are stored in sysapproval_approver. I would like to build a board for approvers. How can I do that. Is there any configuration gu...
Exclude Internal Labor Time Cards from Expense Lines + Cleanup of Historical Data
Hi everyone, I’m working on a requirement specifically for pm_project records, where internal labor time cards should not appear in expense lines or affect project financials. Acceptance criteria:No internal labor time card entries should impact: Act...
Gantt UI Builder to display Metric Instances
I need to build a dashboard with a Gantt chart that visualizes Metric Instances for Project Phase Changes.I've got the metric_instance creating reliably.I can get the component (Gantt UI Builder) onto a UI Builder dashboard.I can get the data resourc...
Azure DevOps Integration: creating new mapping for Bugs/Defects
We have started up an integration with Azure DevOps and have linked Features, Epics, and User Stories to forms in our ServiceNow instance. We are now trying to add Bugs to the Defect form on ServiceNow (rm_defect). However, despite mimicking the set...
How to handle if someone works only 0.8 FTE in capacity planning
It seems that the group capacity , When generating capacity in the Portfolio Planning workspace, does not take in account if some only works 0.8 FTE instead of 1 FTE. Within the HR profile we did fill in the FTE field 80 (instead of 100) but it seems...
Business Rule validation works in Form view but not in Project Workspace
Hello everyone,I am facing an inconsistency with a Business Rule that validates the planned duration of a project task.The Business rule is designed to prevent users from setting a task duration that exceeds a maximum value defined in a system proper...
Resolved! Remove/hide choice selection on UI actions in Source to pay workspace
Hi all, In Source to pay(APO Module) workspace when we click on 'New' UI action a dialog window is opening with case type selection having more choices. Here i want to remove the other choices and only able to select Invoice case. Is there a way to ...
Resolved! Actual Cost not showing in Portfolio Plan Financials tab
Actual Cost is showing Zero in FY26 Opex, however if you see that Actuals is present for Project, in Portfolio Plan Financials Tab.
Expense lines not finding the correct cost plan for time cards
Recently I have noticed that our expense lines for time cards are not finding the appropriate cost plans. They are instead creating system generated cost plans, which is causing confusion with our project managers. Does anyone know what I need to c...
