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Resolved! Copy Attachments

Hi Community, I just want to copy the attachments from demand to project , whenever a new project is created.Any help will be appreciated. Thanks,Reena Kumari 

QuickBooks

Does anyone use QuickBooks for their account practice?   If so, how did you integrate with ServiceNOW?   When you did integrate with ServiceNOW what were some of the pros and cons with the integration?     Thanks for you input.

rbieniek by Kilo Explorer
  • 5066 Views
  • 4 replies
  • 0 helpfuls

Portfolio Gantt view?

I'm sure I'm missing something obvious, but is there a portfolio gantt view that goes to the same sort of detail as the planning view for individual projects?I've found the Portfolio Gantt Chart, and the Investment Portal, but they're too high level ...

Trigger Demand Assessment when state moves to Submitted

We're exploring having our Demand Assessments trigger when the demanding state moves to Submitted instead of Screening in order to better match our internal procedures. I'm hoping someone can validate my work hear and make sure I'm not overlooking so...

Adam Geil by Kilo Sage
  • 1867 Views
  • 3 replies
  • 2 helpfuls

How to Access a Field in a Related List

Hello,is anyone here who can explain how I can access the field "allocated_cost_project_currency" from the related list "resource_plan" in the table "pm_project" through scripting? Thank you 

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Agile Phase questions

Hi.  Could not find documentation on Agile Phases to answer these questions.  Hope you can help?What is the purpose of an Agile Phase in a Hybrid project?Can there be more than one Agile Phase?Is an Agile Phase basically just a Parent task in the pla...

StephenPMO by Tera Contributor
  • 2480 Views
  • 2 replies
  • 3 helpfuls

Project Closing in SPM

Hello Everyone, I need to know about a Business Rule or a Client Script that enables the Project to Auto Close ones all the Agile Phase Tasks are Closed. So, I just want to know which BR/Script is responsible for making this happen? Thank you,Nihal

Resolved! Reassociate Demand Resource Plans to an Epic

Hello SPM Forum! I've been tasked with trying to reassociate existing Demand Resource Plans to an Epic when the Epic is created from the "Create Epic" UI Action. I believe it's supposed to copy things over to a Project from a Demand (we have customiz...