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Resolved! Help with Resource Management Workspace - empty Resource Card

I'm experimenting with Resource Assignment in the Project Workspace, Portfolio Planning workspace and Resource Management Workspace.  New to Resource Management in ServiceNow.I have a resource group set up and can create resource assignments on the P...

mikej2 by Tera Contributor
  • 3783 Views
  • 6 replies
  • 4 helpfuls

Adding PPM on top of Agile 2.0

Currently using Agile 2.0 for epics/stories and tracking time on all activities with the time_worked field. We're now planning to get SPM and would appreciate advice on how to integrate our existing operations into the SPM structure with minimal disr...

Resolved! Why PPW is not visible after installing Strategic Planning?

After Installed Strategic Planning plugin, I am not able to see the Project Portfolio Workspace, instead I am seeing Strategic Planning Workspace. What is the reason for it? I am having admin privileges on the instance.

Mihir YSSS by Tera Contributor
  • 1828 Views
  • 5 replies
  • 1 helpfuls

Resolved! Is there any way to track trends of project RAG status over time?

Hi!Was just wondering if ServiceNow stores the RAG status data of projects and if there is any way to access that and analyse trends over time? When I say RAG I mean when a project status changes from green to red to amber/yellow and so on. This woul...

ben119 by Tera Contributor
  • 1314 Views
  • 1 replies
  • 1 helpfuls

Capturing Approved Project Budget best practices - SPM

Hello there! We are looking for the best practices to capture the approved budget of a project. Initially, we thought to add a custom field on the project (pm_project) form and use it for entering the approved budget of a project. Are there any other...

skuvvakulli by Tera Contributor
  • 588 Views
  • 1 replies
  • 0 helpfuls

Portfolio Planning Workspace

Hello all,I've downloaded the Portfolio Planning Workspace for Strategic Portfolio Management. For the most part it works a treat however for what we want to use it for its a bit overkill. Is there a way to make changes to it? I've tried looking in A...

Community Alums by Community Alums  
  • 952 Views
  • 1 replies
  • 0 helpfuls

Add cost to "Resource Aggregate Monthly"

The OOB "Resource Aggregate Monthly" table calculates total Hours/FTE/Person Days but does not calculate total cost. Is an aggregate cost stored anywhere else? Or would it be best to add a custom "cost" field to that table and update the script inclu...

Demand Management Assessments

Is it possible to have 2 assessments for a demand where1st assessment goes to managers to evaluate how it keeps with our strategies2nd assessment would go to other staff to evaluate how complex the demand is I've tried creating my own assessment, set...

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koliva by Tera Expert
  • 3310 Views
  • 4 replies
  • 5 helpfuls

Resolved! PPT add-in (manifest file) will not connect...?

Hi,I am trying to setup the PowerPoint add-in to do some editing to the PowerPoint status report templates, following these instructions - Download the manifest file (servicenow.com).When I attempt to sideload the add-in in PowerPoint Online for test...

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SMKaye by Tera Contributor
  • 2001 Views
  • 2 replies
  • 1 helpfuls