Resource Assignment
Trying to assign a resource in a project in Xanadau / SPM and I am getting the following messages and cannot assign them.Resource assignment cannot be created or updated because "user" is not available.Invalid insertSee Attached
Forum Posts
Vancouver User - List of multiple project status reports in a list with key accomplishments
I would like to create a list of active projects and display data elements from the Project Status table (key accomplishments, upcoming tasks, etc) in a list view. I can build a report, but this pulls the html fields. Is there any way of pulling thos...
Set manual calculation for Demand score
Hi there!I know the demand score calculate is based on risk, value and size with particular formula and at the same time this 3 items are based on another items like financials values, demand assessment, etcMy client ask me for set it in a manual way...
SPM - Portfolio Structure creation: Portfolio > Sub-Portfolio > Program > Project/Demands
Hello Everyone, I would like to know if it is possible to create a structure like this: Portfolio > Sub-Portfolio > Program > Project/Demands The idea is to fund and control one big portfolio and bellow this portfolio, I would like to set many Sub Po...
Cost Plans - Generate Labor Costs - Can you use custom cost type definitions?
Hi,We're going through the process of migrating from Resource Plans to Resource Assignments. On RPs, when the Cost Plan was created, we had the option of selecting one of our custom Cost Type Definitions on the CP. Now on a project that has been migr...
Convert a Slush-bucket Field to a Multiple Checkbox Option
Hello! When we launched SPM, we had included a few slush-bucket fields in our Demand Form. Now, we're thinking of moving those fields to a multi-select checkbox option. We're finding the inability to edit the slush-bucket fields in the list view are ...
Stakeholder Matrix in ServiceNow
In an effort to provide one stop shopping for our PM's I am looking for a way to build out the Stakeholder Matrix in ServiceNow. Are most using this out of the box? Any customizations? We currently capture Stakeholders from our Governance Councils...
How to automate the Project status report PDF from planning console
Hi All, Currently Project managers needs to click on Print button to create the PDF manually. is there any way to automate that PDF generation and send it over an email to Project managers as soon as the status report is created ? As like shown i...
Update time card billing month to be set to the month for the work date
Update time card billing month to be set to the month for the work date It appears that the current configuration is to set the time card billing month based off the current date and time of when the time card is being created. For facilities time c...
Resolved! Can you remove the comma for integer field yet?
Hello, I can't find a recent thread to answer if we can remove the comma on an integer field? I just want the numbers, but it keeps adding in the comma thanks
Modify label in Project Workspace
I want highlights in green to be renamed in the label in Project Workspace.
Investement Portal - New grouped columns
Hello, Is it possible in the Investment Portal, view Financials, to create a new grouped column? If yes, how do it?Thanks.
idea Portal: select only child categories
Hi!I was wondering if you could select only a child category when you are creating an idea. For example, I have this structure: - Category A - Category 1 - Category 2- Category B - Category 3 I know I can set "Category A" to active=false an...
Portfolio Planning Workspace - Rank and MoSCoW fields - Please explain!
In the SN documentation, I see reference to the Rank and MoSCoW fields, but would appreciate more in-depth details of these two fields!1. How is the rank calculated or populated when initially creating a board in the Portfolio Planning Workspace? 2. ...
New Project Workspace - planning console columns are resetting to default
So we are on Xanadau and just implemented the New Project Workspace. When we go in the planning console view, it has default columns. We are able to change them and they stay for a bit, but then reset back to the default. We have not been able t...
