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Forum Posts

Program Status Reporting - Configuration and Setup

We have been using project status reporting for a couple of years now and are ready to begin producing program status reports from SPM.Is there a configuration/implementation guide to know what we can turn on/off, etc.?  Welcome any words of wisdom a...

Project Financial Problem with Different Currencies

Hi everyone,I am facing an issue with recording project financials in ServiceNow and would like your assistance on this problem.So, I am trying to make my instance able to support recording project financial in various currencies, mainly switching be...

Show filtered demands in the 'Portfolio Planning Workbench'

I need to show only those demands under 'Timeline View' of Scenario Planning for the demands where the Description contains 'Critical' Keyword.I know we can use the filter icon in order to get only specific demands but is it possoble to put the perma...

Resolved! Is it possible to edit custom column added to Planing console

Hi,when adding a custom field from Teamspace Project form into Planning console, while OOTB fields can be edited directly in planning console, the custom field cannot.Is there a way to fix this, to allow users to edit the custom fields same as majori...

PavelP_0-1717573702233.png
PavelP by Mega Sage
  • 1015 Views
  • 1 replies
  • 2 helpfuls

Resolved! List visibility in the Strategic Planning Workspace

Any thoughts on why some users wouldn't be able to see a new list added to the SPW (in this case a list of approvals).  The users can see the data (approvals) if they go directly to the table in the native UI, they just don't see the new list. I don'...

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art_jones by Kilo Sage
  • 1354 Views
  • 2 replies
  • 1 helpfuls

Resolved! Restrict reference selection options based on another field.

I am a novice when it comes to scripting, and using script includes advanced or dynamic filtering, so any guidance is appreciated. The below scenario I am attempting in my personal development instance.I have a service catalog item with a reference f...

RCA by Tera Contributor
  • 2865 Views
  • 5 replies
  • 1 helpfuls

Resolved! Portfolio does not populate onto the Idea form - Record Producer

Hi,I have created a Record Producer with "select box" variable. I have added choices manually. On the "Idea" form we have "Portfolio" field. Its a reference field.  Whatever value I am giving on the Record producer I want it to go on the Idea form.cu...

Vaishnavi35_0-1717584359953.png Vaishnavi35_1-1717584422487.png

Agile Triage Boards - For Enhancements?

Hello all, I had a question about the Agile Triage Board, specifically with regard to Enhancements, and whether they should be triaged, i.e. whether a Triage Board should be created with which to add Enhancements to the Backlog, or whether users shou...