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Resolved! Capacity Planning - Configuration

1. Is there any way to enable the option to see the Resource Plans which states are Confirmed, Allocated and Completed in Resource Forecast(Capacity Planning)? I am assuming that we can see only Resource plans which states are Requested in Capacity p...

Yuvaraj T by Tera Contributor
  • 2231 Views
  • 5 replies
  • 3 helpfuls

Questionnaire or Form for additional information for Demands?

Hello! I'm curious if there is a way to send (either automatically or manually) an additional form or questionnaire to a submitter to fill out once they've submitted their Demand? I would like to keep the initial 'Submit a New Demand' record producer...

KD Sheridan by Tera Contributor
  • 1758 Views
  • 3 replies
  • 4 helpfuls

Resolved! How to implement a billing rate (sell rate) in PPM projects

I need to monitor both the billing rate (sell rate), which is the price quoted to clients, and the cost rate, which is the expense borne by the service provider. Is there a built-in feature available to track the sell rate, or would this necessitate ...

GlennDaleJ by Tera Contributor
  • 1105 Views
  • 2 replies
  • 1 helpfuls

Resolved! Change a Sub-Project to project-task

Hello,  is it possible to change the task type from a sub-project into a project-task in the same parent-project? How? (Vancouver Version) Thank you!

Vera1707 by Tera Contributor
  • 2334 Views
  • 4 replies
  • 1 helpfuls

Resolved! Project Workspace Question

Hello Community,in project workspace planning page, when you click on a record, a new preview window pops up on the side where you can action the record, see screenshot:Do you know how this works? I am having a hard time to understand the architectur...

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Issue with Actual Cost rollup at Project Level

We recently migrated to SPM from PlanView Portfolios. Having an issue with Project rollup actuals not matching the total of cost plan breakdown, or expense line actuals. Here's a visual example about what I mean:It's even more screwed up on the New E...

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DavidB-ADT by Tera Guru
  • 1391 Views
  • 1 replies
  • 0 helpfuls

How to set up an effective Demand Process

I have recently started a new role as ServiceNow Demand and Value manager at a large FTSE 100 Financial services PLC.  I'm looking to network with colleagues who have previously been on this journey and have some valuable lessons learnt from real wor...

Hazel Serne by Tera Contributor
  • 1236 Views
  • 2 replies
  • 2 helpfuls

IRM

I need to create a template model in the knowledge base, so that every time I call it in the table it generates based on that template

Create Project template via excel?

HelloCan I create a project template from an excel? Can someone provide the steps to create that?I know that I can import an existing project but it needs to be in mpp format but I have a request for a new project template and they want the ability t...

Resolved! Fields in Portfolio Planning Workspace

Hi, Could you please advise how to achieve this with Out-of-the-box functionality (without scripting):In the Portfolio Planning Workspace, we need to:- see Program data and be able to group by/color by Program for Demands and Projects- see Investment...

mj36 by Tera Contributor
  • 3698 Views
  • 3 replies
  • 1 helpfuls