Weekly Check In within CWM
Hi All,We are using ServiceNow CWM to replace an existing OKR tool. Many OKR tools have weekly check ins for their tasks, can this be implemented in CWM? Any ideas? Thanks!
Forum Posts
Resolved! Unable to Retrieve Tasks Assigned to My Office Group
Hello, I have accepted the challenge to figure out how to create a report with just my group's Open TASKS only. I have verified that our assignment group was created but unfortunately, we have not found a way to remove the other groups Tasks when cre...
Add button on RIDAC Monitor in Project Workspace
Hi there, I am trying to add a UI action to this view of the Project Request Changes form in the new Project Workspace. The UI action shows just fine from the record view in the Details tab, but not in the RIDAC tab. Has anyone had success with this?...
Purchase Requisition Not Created When “Request to Purchase from a Vendor” Is Submitted via VA
Hi everyone,We are facing an issue where a Purchase Requisition (PR) is not being created when the “Request to Purchase from a Vendor” topic is submitted through Virtual Agent.Scenario:Users raise a request using the Virtual AgentThey select the “Req...
Date Entry for tasks - Planned dates and Actual dates
I'm trying to update planned start and end dates in SPM and have run into a two issues:When I enter an Actual Start Date, the Planned End Date updates to the same date. This is the case even if the Planned Start Date is after the Planned End Date.So...
Remove New Expense Line button on financials section in project workspace or strategic planning
We don’t want the “New Expense Line” button available in the Financials section of Project Workspace or Strategic Planning records without directly modifying the OOTB ACLs.
Doing Project Requirements Gathering In SPM
Greetings, everyone! I wanted to see if anyone used SPM to do their project requirements gathering and how. Do you have a specific template (out of the box or customized) to document the requirements? How do you handle things like network diagram o...
Attribute-based aggregates table [sn_plng_att_core_attribute_based_resource_aggregates] Utilization
We found that the utilization percentage stored in the Attribute-based aggregates table [sn_plng_att_core_attribute_based_resource_aggregates], is different from the utilization percentage calculated on the resource board for a resource in a specific...
In ProjectWorkspace,while creating New Project via OOB ui page getting Invalid Error, record Created
Hi All,I am encountering an issue in Project Workspace while creating a new Project using the out-of-the-box (OOB) New button (Workspace UI page). Upon submission, the system throws an "Invalid value on update" error; however, the record is still suc...
Cost Plans created in Project Template defaulting to CAPEX Expense Type even when specified as OPEX
We are running on Zurich release. New to SNow SPM. We are finding that cost plans created in our template project plan, once saved as template and applied, bring all the cost plans over as CAPEX although they were created and saved as OPEX. We may ha...
Resolved! Enterprise Agile Planning
Dear Community Members, I hope you all are having an absolutely phenomenal year so far.The CIS-SPM certificate introduced topics covering only SPM Standard and I have worked on them in an organization. Of course, I am certified too.But, the thirst fo...
Resolved! SPW: Can a planning item sit in more than one portfolio plan?
We are configuring SPW with two portfolio plans (Capex and Opex). Some of our planning items span both. Can a planning item belong to more than one portfolio plan, or is it limited to one? If limited, how have others handled this?
Resource Management Workspace to include demands?
ServiceNow,When will the resource management workspace include the ability to see resource assignments against demands in the resource cards/boards? The Overview Dashboard includes resource assignments against demands in all the single score widgets,...
Portfolios in PPM: Best Practice for describing them
Hi there, looking for guidance on best practices for what to use as the description for Portfolios. Do you describe strategic corporate themes or do you describe corporate business units?
GANTT View - Hide Shadow Tasks or Expand Only to Certain Level
Hello, I've created a project that has a bunch of external dependencies. In the GANTT view I'm hoping to either hide the shadow tasks or only expand to a certain level. This is in the New Project Workspace Planning view. I know in the old Planning...