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Resolved! SPM: add filter and search to project workspace

Good afternoon, all! hoping someone can assist in enabling the search and sort functions within Project Workspace. Currently we do not have these options available but I see them in the images within product documentation. â€ƒWe're on the San Diego rel...

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Bcrant by Tera Contributor
  • 1182 Views
  • 4 replies
  • 2 helpfuls

Use BOTH Test management 1.0 & Test Management 2.0

Hi all! I'm wondering if anyone has any experience using BOTH Test Management applications? My team is in the process of implementing Test Management 2.0 and now they are thinking about using both applications for different purposes. Test Management ...

Sierra Plaut by Tera Contributor
  • 2173 Views
  • 5 replies
  • 3 helpfuls

Resolved! Cant select resource plan on timesheet for project

Hi All, Were encountering an issue on the timesheet portal where we're no longer able to select the resource plan on the timecard for projects or project tasks. The resource plan states are confirmed, and the users are assigned to both the resource p...

Adam Geil by Kilo Sage
  • 1939 Views
  • 8 replies
  • 0 helpfuls

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
  • 1530 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  
  • 875 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
  • 2541 Views
  • 4 replies
  • 5 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
  • 1787 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
  • 879 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
  • 1328 Views
  • 4 replies
  • 1 helpfuls