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Resource Plan and Resource Management Workspace

I been struggled to enable 'Resource plan' toggle button on 'New Project Workspace' for several days, and thanks to this post (https://www.servicenow.com/community/itsm-forum/resource-plan-toggle-in-project-workspace-resource-assignment/m-p/2600676#M...

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SeungPil by Tera Contributor
  • 4288 Views
  • 4 replies
  • 3 helpfuls

Resolved! 'Rank items' is not working on Portfolio Planning Workspace

Hi All,   On the portfolio planning workspace, If I use the Ranking items button and set the priority field in ascending order, A message shows on the top saying : "Ranking successful. Items in this portfolio plan are now ranked by ascending order of...

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SN_Learn by Mega Patron
  • 1623 Views
  • 2 replies
  • 0 helpfuls

Resolved! Alignment Integration not finding any records

I had been cruising along with my SPM configuration, importing the execution tables successfully into the alignment tables and suddenly, my imports are coming up with no records. Using the standard default table mappings, no errors being produced but...

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ITBM using Business Rule to apply a template to a new project

Hi Experts, I created a scoped app that run a workflow, and in one of the steps the workflow create a new project in the pm_project table. For used a scoped app I can't use the function applyTemplate() to apply the template during the project creatio...

Assigning work outside of SPM

Hi everyone, One question I've been asked several times and never had a good answer for is how work transitions between Project Managers with their Project Tasks to itil or sn_customerservice_agent fulfillers working elsewhere in the system. For exam...

Resolved! Are There Any GenAI Features in, or Coming Soon to, SPM?

Hi All, I've researched GenAI capabilities in SPM, but I haven't found any. All I recall seeing was a webinar about how to manage AI-related projects using PPM, or something like that. If anyone can point me in the right direction, I would really app...

Resolved! Help with Resource Management Workspace - empty Resource Card

I'm experimenting with Resource Assignment in the Project Workspace, Portfolio Planning workspace and Resource Management Workspace.  New to Resource Management in ServiceNow.I have a resource group set up and can create resource assignments on the P...

mikej2 by Tera Contributor
  • 4672 Views
  • 6 replies
  • 4 helpfuls

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
  • 2455 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
  • 1738 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
  • 913 Views
  • 1 replies
  • 0 helpfuls