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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
  • 2328 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
  • 1637 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
  • 862 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  
  • 1099 Views
  • 1 replies
  • 0 helpfuls

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
  • 3900 Views
  • 4 replies
  • 5 helpfuls

Resolved! Unrestricted user license type in SPM ServiceNow

In ITSM and SPM there is Unrestricted user license type. As per ServiceNow definition, all active users who are part of sys_user table will be considered into billing when it comes to unrestricted users. Now for ITSM I took unrestricted user license ...

Mihir YSSS by Tera Contributor
  • 4935 Views
  • 4 replies
  • 3 helpfuls

Tree Map Plugin SPM Function

Hi all! A Customer has installed the Tree Map  (com.snc.treemap) on his Dev Instance for trying.  Does anyone here knows what this plugin makes or what the functionality is? How does it works? I didnt find any documentation or video about it so far. ...

Resolved! Demand Module in PDI?

Based on other posts there used to be a PPM Standard plugin to install the Demand module in your PDI, it appears the plugin no longer there.  Does anyone have insight if it changed names or has been removed entirely? My PDI is running Tokyo. Any advi...

Jason K by Tera Contributor
  • 3010 Views
  • 4 replies
  • 0 helpfuls

Configuring and enabling the resource aggregate daily table

Hello,We are trying to take advantage of the calendar-based events and tasks but need to enable the resource aggregate daily table.  We cannot find any information on how to complete the task.  Are there any clear steps to follow?  Thanks in advance!

Carl Rice by Tera Contributor
  • 1543 Views
  • 2 replies
  • 1 helpfuls

Resolved! How to set a Idea record to Closed or Completed?

Hello -  When we submitted the idea and it is in submitted/approved state,  when demand is created with the Create task Ui action then Idea should  in- In Backlog state until we closed the demand and when we Closed complete the Demand then idea also ...

Difference between Project Primary portfolio x Top portfolio

Hello,Could you please advise on the expected usage of the field 'Top portfolio' that is on the project level?What is the difference between the Portfolio (primary_portfolio) and the Top portfolio (top_portfolio) or the use cases?OOtB the Top portfol...

Alpa82 by Mega Sage
  • 1335 Views
  • 3 replies
  • 1 helpfuls

Demand Assessment: Strategic Alignment Score -- how is it used?

Is the Strategic Alignment score actually used anywhere in the system? I'm referring to the score that's calculated based on the questions in the stakeholder assessment from a demand. I see the score calculated and displayed on the demand form. Just ...

Ryan S by Mega Sage
  • 1359 Views
  • 1 replies
  • 0 helpfuls