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Resource Assignment vs Resource Plans

Hi everyone,I am currently working with SPM Standard and using Resource Plans. I wanted to clarify whether Resource Assignments can be used in this setup or if they require additional plugins/licensing.From my understanding, Resource Assignments are ...

Automating the distribution of Project Status Reports

We'd like to establish a process for project managers(PM) to create project_status records and generate *.PDF versions of the reports using the workspace project status templates.Ideally, the PM would:navigate to the project workspaceselect a project...

mikereaves by Tera Expert
  • 957 Views
  • 4 replies
  • 3 helpfuls

Resolved! Introducing myself to the forum

Hello everyone.I'm new here and this is my first post.I work as a Project Manager at the Stefanini Group, located at the Banco do Nordeste do Brasil client in Fortaleza, Ceará, Brazil.I hope this space enriches my knowledge and that I can also contri...

smoliveira3 by Tera Contributor
  • 1287 Views
  • 6 replies
  • 7 helpfuls

Role based playbook

I would like to understand whether Playbook decisions can be triggered dynamically based on the roles of the logged-in user. If this is possible, could you please share the recommended approach or best practices to implement this?

KANHAIYAV by Tera Contributor
  • 290 Views
  • 1 replies
  • 0 helpfuls

Resolved! How to add multiple records on Glide_list in Workspace

Hello,we're having issue with OOTB Glide_list functionality on Workspace.OOTB, Glide list allows the "add remove multiple", showing slashbucket and easily adding many records at once. On Workspace however, we dont see this option - there is a filtere...

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PavelP by Mega Sage
  • 596 Views
  • 2 replies
  • 0 helpfuls

Resolved! As any one had any problems with enabling EAP Hierarchy under Zurich

As any one had any problems with enabling EAP Hierarchy? I tried following these instructions https://www.servicenow.com/docs/r/zurich/it-business-management/enterprise-agile-planning/hierarchy-enable-eap.html  But the sn_apw_advanced.enable_hierarch...

owenluke by Tera Contributor
  • 605 Views
  • 2 replies
  • 3 helpfuls

Change the font on Project Status Report

Is it possible to change the font on Project Status Report in Project Workspace? The default Doc Template editor is quite limiting, but I was able to find the Document Template (sn_doc_page_template) with the JSON that is actually generating the repo...

agestrad by Tera Contributor
  • 810 Views
  • 1 replies
  • 0 helpfuls

How do I modify a Project Template?

Once a Project Template is created, how do we edit that template?  Or do we have to create a new Project from the Template, edit the Project and save as a new template?

andytom by Kilo Contributor
  • 4483 Views
  • 10 replies
  • 3 helpfuls

Resolved! Report to show duplicate group members using a script include?

I am trying to run a simple report to produce a list of users that are in multiple resource groups. I think I am close, but my lack javascript skills (and probably script include config!) is got me stumped.  My script looks like this: function getDup...

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Frank Furter by Tera Contributor
  • 1711 Views
  • 4 replies
  • 2 helpfuls