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Issue with Email Notifications During Project Gate Transition

Hi,When the project gate changes from Pre-Go to Go, an approval request is correctly sent to the Budget Owner, and they approve it. However, the system is currently triggering email notifications to all stakeholders, which is not expected behavior.Id...

Resolved! Manage Stakeholders List

How does everyone manage the stakeholder register list?  We maintain a list of stakeholder based on portfolio. however when demand manager/ project manager add a new stakeholder to their demand/ project, the new stakeholder is rolled up and saved at ...

SK51 by Tera Contributor
  • 3332 Views
  • 6 replies
  • 9 helpfuls

Creation of Rate Model for Resource Assignments

Hi Team, We are in the process for implementing new Resource Assignments for a customer and want to create a new rate model based on custom attributes (Country, Job Level). Tried to do this on the PDI but the planned cost gets defaulted to $50 rate. ...

RidamS by Tera Contributor
  • 565 Views
  • 2 replies
  • 0 helpfuls

"Export to PowerPoint" for Portfolio Plans

Hi there!  I am trying to use "Export to PowerPoint" for Portfolio Plans. Myorganisation has regular update sessions on Portfolio Plans. I am looking at automating the preparation of those presentations.  When I export a Portfolio Plan, it only ever ...

KhoendibG by Tera Expert
  • 187 Views
  • 1 replies
  • 0 helpfuls

Resolved! SPM - Financials baselines comparison

Hi all, When I compare 2 financials baselines in the Project Workspace, I can only compare (see the attachment):- Forecast- Planned I read that I should be able to compare many other financials, e.g. budget.Maybe something has to be configured?  Many...

Tommaso2 by Tera Expert
  • 290 Views
  • 1 replies
  • 1 helpfuls

SPM: Cost plans issue

I'm working on the SPM (Strategic Portfolio Management) module in ServiceNow and facing an issue with cost plan calculations.In a demand record where there are already around 40 existing cost plans, when a user creates a new cost plan, some calculati...

Demand form

In the Demand form, I have created a custom UI action. When the button is clicked, a pdf  is need generated and attached to the same record.