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Resolved! Alignment Planner Workspace - Free-form Roadmaps

Anyone have any recommendations on further details of how to trouble shoot the set up of the free-form roadmaps?  I was able to figure out AWP in the other release, but we've just put Tokyo in our Sandbox environment and it works differently.  I am i...

TPigeon by Tera Expert
  • 1606 Views
  • 6 replies
  • 3 helpfuls

Where can i find product owner dashboard

Hello, I am new here! I watched a youtube about Product Management uploaded by ServiceNow Community.While i watch the video, i found Product owner dashboard, but I could not find that on my instance. Where can i find the product owner dashboard? Than...

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Jennnie by Tera Contributor
  • 733 Views
  • 1 replies
  • 0 helpfuls

Resolved! Percent complete on project form

Hi kellykaufmann1. On a project record when the status is changed from "Work in progress" to any one of Pending/Open, the percent complete value of the project and project task changes to 0 from its previous value and also Actual Start/End Dates are ...

OOB Demand Roles

Hello AllLooking at the SN Tokyo Demand workshop deck and only the DM & demand user are listed under roles..Demand Manager [it_demand_manager]Demand User [it_demand_user]what about the Demand_approver role?also do organizations create a Demand Approv...

Mary by Mega Guru
  • 952 Views
  • 1 replies
  • 1 helpfuls

Projects containing Capex and Opex Tasks

Hi All,Following is the OOB functionality:1. When a resource plan is created for a project, system automatically generates cost plan with cost type ‘Labor capex’.2. When a user submits the time card for a project/Project Task – There is an automatic ...

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Extending resource plans in active projects

We are seeking a more streamlined way to extend *Allocated* resource plans.  We currently extend at the individual resource plan level.  This is a lot of work for large projects.  Does anyone have tips / tricks?  Maybe a way to extend several at once...

Mary Myers by Kilo Contributor
  • 1082 Views
  • 5 replies
  • 0 helpfuls

Resolved! Hide and show process flow based on the category.

Hi, In Business management, Draft -> Submitted -> Screening -> Qualified -> Approved -> Completed.is available out of the box. I have added new custom field "Demand Category". I want to hide the state- Screening in process flow if the Demand Category...

SRI10 by Tera Contributor
  • 2401 Views
  • 14 replies
  • 6 helpfuls

Close a Portfolio

Can you close a portfolio without deleting it?  We had a past portfolio that shouldn't be selected for new demands or projects, but I don't want to delete it for the historical closed demands and portfolios.  Can you keep a portfolio but make it clos...

TPigeon by Tera Expert
  • 442 Views
  • 4 replies
  • 0 helpfuls

Resource Reports - heat map criteria

When I view the Resource-Availability report, sometimes the colors are red and sometimes green for the same Demand.  See attached.  It varies depending on the duration I chose.  Why?  Is there a way to make this static (e.g., whenever there is negati...

Mary Myers by Kilo Contributor
  • 777 Views
  • 1 replies
  • 0 helpfuls

Resolved! HELP!! Need to add custom field on idea portal

HiI have been asked to add some custom fields on the idea portal. I am used to dealing with record producers, where I add the custom field and variable and then map them.How can I add custom fields on the create idea page? I am thinking this must be ...

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Mike D1 by Giga Guru
  • 1238 Views
  • 1 replies
  • 0 helpfuls

Resolving quirky issue with stories assigned to projects and we can't reassign to a new project when initial project closes or we need to reassign. Has anyone else encountered this?

A few months ago, we discovered an issue with trying to reassign stories to new projects when a project completes.  When we try to reassign the active story to a new project, because SN assigns the story to the demand of the project that it is first ...

Wesley8 by Tera Expert
  • 1036 Views
  • 6 replies
  • 0 helpfuls