When multiple project budgets for the same fiscal year are created for a specific project or demand, they are automatically consolidated into a single record summing up the individual budgets. Is there a method to keep these budgets as separate recor...
Is there a way to access Demand Number in the Strategic Planning Workspace out of the box? If not, has anyone had luck adding it to the planning items table so it shows in the workspace?
How to Modify OOB UI Action Create Task
Hello,I'm fairly new to ITBM and I have a question regarding how the Total Planned Cost gets calculated on Projects.From my understanding this is Unit Cost x Quantity, however, in the scenario attached here, it looks like the Total Planned Cost is ro...
Dear SPM experts,We have a Vancouver instance - glide-vancouver-07-06-2023__patch5-12-01-2023.We have enabled the Resource Assignment in Project Workspace feature. Project workspace is 4.2.0. The property sn_pw.enable_resource_planning is true.I can ...
Hi team, My requirement is to filter out only parent projects in Portfolio Planning Workspace. For that, I created a new field 'Parent' in planning item table. And I have provided the mapping between Parent field in pm_project & sn_align_core_project...
I know these answers are always 'contact your account rep'. Well I did but I'm not 100% solid on the response. We are only licensed for ITSM Pro, no ITBM Suite or any of that. We do however have our Portfolio records created in spm_service_portfolio...
Hi All, Wanted to understand how ITOM is leveraged within SPM?E.g. Service Offerings and CIs plays a very important role in ITSM processes. Same way How's ITOM linked with SPM and what are the best practices around it? how can I expand it further? O...
Hello all I was under the impression that when you modify a Demand's Estimated Start / Finish dates, it would automatically make the corresponding changes to the Resource Plans? Does it not work this way? Or do you have to modify the Resource Plans d...
Are there any out of the box reports available to check resource utilization. Time booked in % excluding PTO.example : resource group A , employee A utilization is 78% for the Month of DEC 2023.
Hi All, Actually on the Project form we have "finance " section it contains some fields , so now the concern is ,there Account team should able to read and write access on that paticular section , for remaining teams they have only read access to tha...
Hi All, I have requirement that we have an accounts, when the Accounts team wants to create new account , then on the new form if they enter name which already created and trying to save form then there alert or validation should be there , this nam...
Hi All, Wanted to know how had you integrated Knowledge Management Module with SPM module? Can you please share your setup in bullet points or please share the best practices? Thanks,KUMAR
I've had a look at this article about how to add extra columns in the Time Card Portal. I've had success following the example. But I want to add a field that's in the Work Order Detail, not the Task. (See attached) Does anyone know the magic tabl...
