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Is portfolio planning workspace real?

I am trying to find this supposed workspace as it appears in my fundamentals course on SPM. Nonetheless, I have installed all plugins in my PI and I cannot find any workspace with this name, I can only see "Project Workspace" and "Strategic Workspace...

jordimsant by Kilo Sage
  • 2304 Views
  • 8 replies
  • 3 helpfuls

Re-assign in Resource Management Workspace

Hi there!!! I've been researching about resource management workspace in my PDI and I noticed that when I try to re-assign overallocated hours from a user to another one there is no way to do that just for this portion of hours. The system re-assign ...

LeonelSandroni_0-1727376689046.png

Resolved! widget is not working properly in the portal

Hi All,  i am  one error in this script ,1.In the portal all the field value are showing whenever user click all the three buttons but i want if the user  select button 2 automatic button1 "Choose an option" should removed .  I am not able to know ho...

chandanpatr_1-1727338342308.png

Project planning console-adding dependecies

Hello All,My ultimate goal is to create a project template but starting from scratch via project creation...How can I capture dependencies as follows:Define Tollgate Review milestone cannot be completed until all Pre-Project work and all other Define...

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How to manage Project Templates

First, I create a project, add project tasks, checklists, planned duration, dependencies etc. and then create a project template which I can apply to existing and new projects.If I want to make a change to the template, I go to the Project Template v...

Completed Resource Plans showing in Resource Management Workspace

Hi all, We are currently testing migrating resource plans to resource assignments. We've noticed when doing this, for 'completed' resource plans, that these move across to resource assignment as 'approved'. I understand from ServiceNow documentation ...

taileigh by Tera Contributor
  • 981 Views
  • 2 replies
  • 0 helpfuls

Resolved! Demand Task vs Decision Task & Templates

Our Demand Managers have a need to add a Demand "Task" or "Decision" to Demands and I have a couple questions. 1. I've read several docs; however, I'm still not sure which, Task or Decision, is best for our use case, can you please advise? Use case: ...

Kim5 by Tera Contributor
  • 3393 Views
  • 4 replies
  • 2 helpfuls

Resolved! Actual Cost To Date is not getting updated on the New project Workspace

Hi Everyone, I have installed New project workspace and i see , Actual cost to Date is widget not showing the actual cost . Project sample has expense line with state as processed .Actual cost shows on the Native UI of the project.Actual cost shows o...

Community Alums by Community Alums  
  • 1998 Views
  • 4 replies
  • 0 helpfuls