First, I create a project, add project tasks, checklists, planned duration, dependencies etc. and then create a project template which I can apply to existing and new projects.If I want to make a change to the template, I go to the Project Template v...
Hi all, We are currently testing migrating resource plans to resource assignments. We've noticed when doing this, for 'completed' resource plans, that these move across to resource assignment as 'approved'. I understand from ServiceNow documentation ...
Our Demand Managers have a need to add a Demand "Task" or "Decision" to Demands and I have a couple questions. 1. I've read several docs; however, I'm still not sure which, Task or Decision, is best for our use case, can you please advise? Use case: ...
Hi Everyone, I have installed New project workspace and i see , Actual cost to Date is widget not showing the actual cost . Project sample has expense line with state as processed .Actual cost shows on the Native UI of the project.Actual cost shows o...
In Strategic Planning Workspace, I have used portfolio lens and created a portfolio plan with Sales as the portfolio. The list of demands/projects is 20, however, only 5 are pulling into my list on the portfolio plan. I do not have any conditions app...
I tried to watch this webinar playback but it will not let me, says no access. They let me enrol in it in the first place, plus my company (MUFG/LinkGroup) is licenced, so not sure why they woudl deny me access? Anyone else having access issues?
Will resource management reports will work to show allocation details? As we transition to resource assignments, how does this impact the resource reports? Or, should we be transitioning to referencing capacity with the resource management workspace ...
Hi,I am lookig for a way to have an Overview of the planned costs both on Projects (and Demands) and Business Services. I found that Expense Lines for example could be related to any object: Expense lines integrate closely with asset management, CMDB...
Hello Community,Is it possible to change the display of a field on planning console pages, such as the Investment Portal?E.g we have a "True/False" field, which by is displayed as either "true" or "false" on the investment portal by default. Ideally,...
Hi All - I'm just going through SN documentation about Workspace Inbox and didn't find any related content about my search. As per the OOTB design, the Workspace Inbox currently displays 'Service Channels' which are configured on different tables. Of...
I would like to query the sys_user_group table to find all groups with certain roles but my script returns undefiledvar grHasRole = new GlideRecord('sys_group_has_role');grHasRole.addEncodedQuery('roleLIKEportfolio');grHasRole.query();while(grHasRole...
In the strategic planning workspace under the capacity tab, we currently have to manually enter the resource criteria in the screen below. This does not scale up well - in a portfolio of 30 projects that is constantly changing, it's hard to know whi...
Hi I would like to know if there is any options or method to integrate the SPM Reports to Tableau or Pwer BI.If so can you please kindly provide me the details. ThanksSathish
I wanted to send notification to the Project manager whenever Project task is inserted after applying Template. I created a notification, running on Project Task level, where I checked the "Inserted" checkbox without any condition. But this is not tr...
How do Project Template Tasks work? I have the requirement to populate project tasks durring certian conditions of a project. I see there is a Project Template Task [project_template_task] table but I cannot create records as an Admin and there is ...
