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Demand support for RFP / RFQ process

HiFor the demand process, I'm looking for best practice/advice/ideas to handle a RFP / RFQ process from multiple suppliers, before Demand is approved?Use case is that demand is created, submitted, screened and then in the qualified stage or after I w...

Resolved! What is the definition of Qualified in Demand Management?

Draft, Submitted, Screening, Qualified, Approved, Deferred, and Completed are the States of a Demand.  I have a solid interpretation of all of these except Qualified.  Does anyone have a decent definition of Qualified, and the other states for that m...

atf tests - can we link to Stories and Defects?

ATF (Automated Test Framework) with Quick Test Suite . . . seems to be a "natural path" to go forward when a team wants to do "regression testing" on the development work. Is there a way that the Agile/Scrum component of Stories and Defects . . . can...

John W5 by Mega Expert
  • 1401 Views
  • 4 replies
  • 1 helpfuls

How to use different rate types in a rate model for a user type resource plan?

Hi All, We have defined custom rate types (high and low )apart from the OOB standard rate type. we also defined a standard rate model and rate lines associated to it including rate types but always the default rate type is picked.Rate types:Rate Mode...

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

How to deactivate project workspace tabs (resources, financials)?

How can I deactivate a tab in the Project Workspace? For example we are not using ServiceNow Financial or Resources Management, so we want to hide that tabs.  For tab "resources" it seems to be easily possible by removing the resource_user role from ...

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Niclas by Giga Guru
  • 2352 Views
  • 4 replies
  • 4 helpfuls

Resolved! Handling Project Costs in different currencies

Hi All, We have requirements where we have Project managers and demand managers across different regions and they run projects in their own currencies. But Portfolio manager at Portfolio level wants to have a roll up in USD only.So we have installed ...

Anusha_Rao by Tera Contributor
  • 1481 Views
  • 4 replies
  • 2 helpfuls

Create Rate Line Error

When trying to create an Operational Plan, it defaults to the $50 per hour.  We are trying to create a rate line with the amount of 0, but whenever trying to create it, it comes back with an error 'budget reference rates are not available for 'curren...

Teresa10 by Tera Contributor
  • 679 Views
  • 4 replies
  • 1 helpfuls

Resolved! RIDAC page in new Project Workspace

I am trying to follow the instructions in the ServiceNow docs on how to Add a RIDAC record to a project in Project Workspace and I do not see the Planning menu that it refers to nor do I see the ability to select RIDAC. Not sure what I am doing wrong...

aritha by Tera Contributor
  • 1046 Views
  • 4 replies
  • 1 helpfuls

How do I deactivate/close a Fiscal period?

Hello Experts,  I am trying to hide a fiscal year in my Service Now instance. For example, I am trying to close out the FY17: M01  fiscal period. Even after marking the 'Open' field as FALSE, I see the fiscal period show up in the lookup field.  What...

Srujith by Tera Contributor
  • 1393 Views
  • 7 replies
  • 4 helpfuls

Resolved! Error on integration process for Alignment Planner Workspace

Hi everybody, We try to build our new Roadmap using the integration functionality. Unfortunately, we have this error:The request cannot be processed - Record insert failed in Alignment table due to an unexpected error.Operation against file 'sn_align...

udryf by Tera Expert
  • 976 Views
  • 2 replies
  • 0 helpfuls

Resolved! Include resource plans from change, incident tasks to Allocation Workbench

We have a requirement from our client for the resource plans to be created and used on tasks created from their ITSM module. Although the ability to do so is built in and advertised at ServiceNow's product page and developer page and we've tested the...

Community Alums by Community Alums  
  • 1363 Views
  • 5 replies
  • 6 helpfuls

Resolved! Technology Reference Model

I'm working on Technology Reference Model (TRM), in that I couldn't able to find the relation between TRM and SAM.I'm stuck in 1. When the product request is approved in TRM then Software product model(cmdb_software_product_model) record is not getti...

Bharath K by Tera Contributor
  • 1863 Views
  • 1 replies
  • 5 helpfuls