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Project Templates and Project Schedules

I have a need to create a Project Template (with numerous quarterly tasks) that spans a 3rd schedule.  In doing so, I am attempting to create the template so it will auto generate the quarterly deliverable dates based on the Planned Start and Planned...

Scott104 by Giga Contributor
  • 823 Views
  • 1 replies
  • 0 helpfuls

Resolved! Report - Actual Cost X Estimated Cost

Hello everyone, I am currently trying to create a report based on two custom fields created on the pm_project table, "Actual Cost" and "Estimated Cost", example:The blue bar would be estimated cost and the orange bar would be the actual cost of the p...

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Vinicius2 by Kilo Sage
  • 531 Views
  • 1 replies
  • 1 helpfuls

Resolved! Cannot Filter by new field in a Portfolio Plan

Hello, we have added a new column to all planning items tables (Core Planning Items, Demand, Epic and two custom tables).  We can edit the plan to filter by this field, however once we are in a plan and try to filter - the field is ONLY available if ...

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Timeline of all projects in cascade

I'm in search of a way to display all projects in a cascading timeline format, similar to that of the Investment Portal. However, the limitation of the Investment Portal is its inability to delve into more than one milestone. On the other hand, in th...

Idea Creation from Back End without Category.

Hi all, I noticed that there is no OOTB Category field available for selection when Idea in created from the back end. This results in back end created Ideas not showing up on the Service Portal (front end) Idea list.                                 ...

AL_432 by Tera Contributor
  • 554 Views
  • 3 replies
  • 0 helpfuls

Business rule for Stories

Hi Everyone, I have a requirement to move future stories to current sprint. Could you please help me how to go about it using business Rule.Requirement - If anyone picks up the story from future Sprint and state to work in Progress then it should aut...

Program in Multiple Portfolios

Hi All.  Our SPM business leader indicates a given Program should be part of 3 portfolios.   Can you have a ServiceNow Program assigned to multiple Portfolios.  If so, what are the steps?  From within Portfolio2, if I add the Program via Edit Program...

Resolved! Display Program Detail in Portfolio Planning Roadmap

I am attempting to use the Portfolio Planning Workspace (Tokyo Version) to display our portfolio of projects in a roadmap and group them by Program.  However, there does not appear to be any way to expose Program detail within the Portfolio Planning ...

Export List of Actions in a Project

I have added actions to my project and I would like to know how to export them to perhaps Excel.  Is that possible?  I bet there is a simple way to do this and I have just not figured it out.  

Suzanne A by Tera Contributor
  • 654 Views
  • 2 replies
  • 1 helpfuls