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Resolved! Project Template not carrying over the planned duration

 We are trying to build a project template where project tasks have defined dependencies and planned durations. The idea is that when a new project is created from this template, the task dates should automatically calculate based on the project’s pl...

ShreyaaK by Tera Expert
  • 1203 Views
  • 3 replies
  • 0 helpfuls

Using Resource Management across both ITSM and ITBM with Agile

I am curious to understand how other customers successfully use Resource Management across ITSM and ITBM. We have a medium-sized IT shop that does a mix of Waterfall and Agile projects (but are moving to a place/culture where an iterative/incremental...

dude727 by Kilo Contributor
  • 1990 Views
  • 7 replies
  • 4 helpfuls

Resolved! Deactivate Product Theme in Agile 2.0

In '26, our team will start managing our work using Agile 2.0 with sprints.  I'm trying to prepare by setting up our products, teams, sprints, releases, etc. We have a lot of Products and Themes that were used during our implementation last year. Som...

MBMRED by Tera Contributor
  • 627 Views
  • 2 replies
  • 1 helpfuls

Resolved! Risk table and RIDAC

Hello, Our Project Manager's want to be able to see a full list of RIDAC in one click, not clicking through each tab on the Project. I know once you convert them, they will show under RIDAC entries, but this means you will never see Risks. I've tried...

SPM Interview Questions

Hello Servicenow Community,I am looking for interview question for SPM module related timecards, resource management, cost planning, project and portfolio management, workspace etc.Please provide some useful resource for the same. Thank youRegardsPra...

pranjalsrvs by Tera Contributor
  • 764 Views
  • 3 replies
  • 0 helpfuls

Cannot set hourly rate for a single user

I have looked around and I found nothing about setting hourly rate for a specific user like I can do for groups and roles. I would like to user this hourly rate in order to calculate costs when this user submits a Time Card. I have already seen that ...

jordimsant by Kilo Sage
  • 903 Views
  • 6 replies
  • 0 helpfuls

Making Customer Project as the default Project Class

Hello,We are wanting to only leverage "Customer Project" project class and not the regular PPM "Project" project class.  Is there a way to hide it or default Customer Project in Project workspace when creating new projects.  Currently when you try to...

MairajA by Tera Contributor
  • 459 Views
  • 1 replies
  • 0 helpfuls

Hide Create Status Report button in Project Workspace

I want to hide the status report button on project workspace but, i am not able to do that.Hi All,   Any help will appreciate on this. I want to to hide the "Create Status Report" button in project workspace. Here are the steps to go there 1. Open Pr...

ashutoshmis by Tera Expert
  • 1480 Views
  • 13 replies
  • 0 helpfuls

Demand Management > budget allocation

Dear community,Following recent upgrades, I’ve noticed that the option to allocate a demand’s budget by year is no longer available on the Demand record. This functionality still exists once the demand is converted into a project (in the project work...

Alejandra1 by Tera Contributor
  • 1792 Views
  • 5 replies
  • 3 helpfuls

Project Workspace & Playbooks Integration

Hi, Anyone already tried integrating Playbooks with Projects? Project Workspace.Still haven't fully understood how we can configure Project Workspace to display Playbooks and how to set the permissions (roles) to create and manage Project Playbooks b...

rleandro by Tera Contributor
  • 415 Views
  • 1 replies
  • 1 helpfuls

Resolved! Missing Workspaces in Lab Instance

I am doing the Strategic Portfolio Management (SPM) Fundamentals On Demand (Washington) (Course) in ServiceNow University. My first lab instance was working fine but then expired.  When I requested a new lab instance, it did not have the SPM workspac...

Annabeth by Tera Contributor
  • 823 Views
  • 3 replies
  • 1 helpfuls

Resolved! Install SPM in dev instance

I am relatively new to ServiceNow Development and Configuration and am seeking guidance on enabling the Strategic Portfolio Management (SPM) module.Our management has expressed interest in exploring the capabilities of SPM within ServiceNow, and as p...

SwathiBanda by Tera Contributor
  • 6900 Views
  • 5 replies
  • 17 helpfuls