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Forum Posts

Help with SPM Reporting

Hi all,I'm trying to create a bar report displaying our Top 10 Projects based on Approved Budget.I've managed to create this report but now need to add additional bar columns for Actual spend and Expected final cost of the same Top 10 Projects.So for...

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SPM Financial Report

Is there an easy way to just enter in and see planned cost and actual cost of work under a portfolio? (i.e., demands, projects, programs, etc.)

Connie9 by Tera Contributor
  • 580 Views
  • 4 replies
  • 0 helpfuls

Resolved! Task rate card Sum field

Hi,I need a field that shows the Sum of all the Amount of the Expense line as shown in the image Is there any field or do I have to make a new field and fill it with a BR?

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Resolved! Cascade Field Value from Story to Enhancement Form

Hello All, I added two fields “blocked” and “blocked_reason” to the enhancement form. The requirement is to auto populate (cascade) the fields on the enhancement form with the value from the Story form (e.g if blocked = true on story then the enhance...

WP2 by Kilo Guru
  • 780 Views
  • 4 replies
  • 1 helpfuls

Navigation of sub project to parent project

Dear ServiceNow PPM Experts,We have users creating Sub-projects. When a user opens this sub-project, what is the navigation to open the Details form of the Parent project?Best Regards,Ashwini Pingle 

Planview Integration

Hello everyone!  I was just curious if anyone had any experience with implementing a Planview integration with Project Management?  Thanks!

Resolved! Agile groups with parents are not displaying

Hi there, I have a problem with the assignment group field in agile project phase form (project task in agile project).If I click on the glass in order to find an agile group it only shows agile groups without parent groups. Each agile group that is ...

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Resolved! Change Demand Start Date

Hi All,After a demand has been selected for execution in the portfolio planning workbench we cannot change the start date of the demand.  Does anyone know where this is controlled from/how to change it? 

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CLatham by Tera Contributor
  • 804 Views
  • 4 replies
  • 1 helpfuls

Reporting on Project Portfolios

We have a requirement to provide a monthly update on the status of projects in each portfolio.Is there a way to collate the data from the project status reports into a single report based on the portfolio they belong to?

Kev9 by Kilo Sage
  • 1243 Views
  • 5 replies
  • 2 helpfuls

How to run UI Policy onchange?

My UI policy(the conditions are shown bellow) runs correctly the first time the conditions are met. However, it is not running when I change the value of one of the fields. The only way to run it again is to delete the content of one of the fields, t...

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phantom7 by Giga Expert
  • 9150 Views
  • 3 replies
  • 2 helpfuls

Resolved! Date field showing the date when a project was set to Closed.

Hello, Once a project is set to Closed status, we want that date to be shown in a field. Once the status changes to a previous status, the field should be cleared. And as soon as it is Closed again, that date will be used again.Is it possible to achi...

Resolved! what is iDRAC

Hello Community,I'm new to SPM, and I'm going through the fundamentals course. I see a related link like IDRAC in project record, what is this related link about and how we can use this.

venkateshd by Giga Contributor
  • 1871 Views
  • 4 replies
  • 2 helpfuls