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How to add dynamic styling to project status reports / doc templates?

We want to add dynamic styling to the new Project Status reports where the color of text/table-cell changes based on its value. We want to achieve similar functionality to the legacy status reports where the Red/Yellow/Green statuses were accompanied...

Husam by Tera Expert
  • 1163 Views
  • 4 replies
  • 1 helpfuls

Resolved! Can I change which template is the default status report template?

When in the project workspace, and wanting to generate a status report, our project managers want to know if it is possible to change which template is considered the default? Currently, when you click on the Create Status Report button, it will auto...

HerrAndrew by Tera Contributor
  • 406 Views
  • 1 replies
  • 1 helpfuls

SPW roadmaps personalize "Show on bars" and "Metrics"

We'd like to personalize our roadmap experience in the Strategic Planning Workspace > Planning > Roadmap view > Personalize pane.  As an admin, are there steps and recommended best practice for configuring the following? How to add other information ...

JenniferYiu_0-1763082602417.png

Demand to investment

Hi, In our scenario, Funding Groups represent Investments and Projects represent Demands. The requirement is that multiple Investments can fund the same Demand (for example, Funding Group 2 and Funding Group 3 both linked to Project 3), and similarly...

Creating Rate Models-Cant see new button

Per the ServiceNow documentation, to create rate models, rate model attributes, and rate lines, users need the pps_admin role. I have granted the pps_admin role as well as the rate_model_admin role to the users. They are able to create the rate model...

SheltonT by Tera Expert
  • 660 Views
  • 5 replies
  • 0 helpfuls