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SPM - Project Workspac - Advancing Phases

As an enduser - in Project Workspace how do you advance the phases of the project? It does not auto advance - and even though a project is closing it shows in the planning phase?

Strategic Planning Workspace - Disable New Demand

Hi All, We have a requirement where we need to disable "New Demand" option from SPW-> portfolio plan view. Any idea how to disable this option? BackgroundWe have a requirement where users can create demands only through portal(record producer) hence ...

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Target prediction in SPM

Hi,  We are currently using Strategic Planning Workspace (SPW) and Portfolio Plans to track Operations KPIs through Goals & Targets. Today, we see that target progression appears to be distributed linearly between the current value and the end target...

KanikaP by Tera Contributor
  • 487 Views
  • 1 replies
  • 0 helpfuls

Make Project Planned start date/End date & Duration read only

Hello Team, I have use case , When the project is in Execution phase , i should make Planned start datePlanned End date Duration fields read only.  Also, i should restrict user from Drag date feature in the Gantt chart suggest ways to do it Thank you

Adding a new Planning State in SPW

I need to add a new choice value "On Hold"  the planning state filed on the sn_align_core_planning_item table.  What should be considered when adding a new value?

Alvis1 by Tera Contributor
  • 458 Views
  • 1 replies
  • 0 helpfuls

Step by Step Guide on Resource Plans

Hi everyone,I am looking for guidance on the step-by-step process to implement and configure Resource Management before starting to use Resource Plans in ServiceNow.I want to make sure we follow the correct setup and don’t miss any foundational confi...

Resolved! Project Tasks updates in batch

Our organization is transitioning to SPM project workspace from a system that currently allows multiple project tasks to be selected and modified in batch.  We have been unable to identify how this can be performed in our SPM projects.  Sample user c...

a15fhzz by Giga Contributor
  • 505 Views
  • 2 replies
  • 1 helpfuls

Visualizing a Risk Assessment Matrix

Hi, all.Does anyone have a good solution for graphically visualizing a Risk Assessment Matrix in SPM for RIDACs? I'm referring to THIS kind of visualization: I know GRC does this kind of visualization (found it in the docs), but not in SPM.Heatmap do...

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