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Resolved! Filter function in Planning console

Is there a filter function in Planning console? What I'm envisioning is something like a project workspace. The project workspace has a filter function, which is useful, but I would like to know if the Planning console does not have one as well.If so...

RyoyaFukuda by • Tera Contributor
  • 1551 Views
  • 3 replies
  • 2 helpfuls

SPM Financial Management - Analytics Platform - Dashboard Creation

Hi,I am currently developing a dashboard for Budget, Investment, Cost Managment.  I do have the process flow for the client's financial processes. I've installed the SPM Financial Management Plugins and seen some out of the box reports but doesn't ha...

DarwinNow by • Tera Contributor
  • 2021 Views
  • 3 replies
  • 0 helpfuls

Resolved! Reducing Resource Allocations based on approved Out of Office time

Good afternoon SPM Community. My organization is using Resource Management for:Operational work via Operational Resource Plans (all non-project/strategic work).We currently block out Operational Resource Plans out for 2 Fiscal Years (July-June for ou...

JR Laprime by • Tera Guru
  • 3924 Views
  • 5 replies
  • 1 helpfuls

Digital portfolio management and Story tickets

Hi,anyone know why Digital portfolio management lists only stories under business applications?Also, it seems i need to choose business application to the story reference field for this to work? I'm wondering, should i then start to use business appl...

Resolved! How do I prevent users approving or rejecting in a related list?

I set up the approval form so that only approvers are able to mark their own approval requests as approved or rejected.  For those who aren't the approver, I have given them the ability to mark an approval as no longer needed.  It works great.  But h...

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ewilks by • Giga Expert
  • 4280 Views
  • 5 replies
  • 0 helpfuls

Resolved! Time Card Portal: how to set default tab to Other

Context: I have a widget / UI question. By default, the task selector in the Time Card Portal has 3 tabs, with Task and its items showing up:   I would like the "Other" tab and its contents to show up on default / page load, like this:   In the wid...

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Community Alums by Community Alums •  
  • 5860 Views
  • 6 replies
  • 2 helpfuls

Project Templates and Project Schedules

I have a need to create a Project Template (with numerous quarterly tasks) that spans a 3rd schedule.  In doing so, I am attempting to create the template so it will auto generate the quarterly deliverable dates based on the Planned Start and Planned...

Scott104 by • Giga Contributor
  • 1746 Views
  • 1 replies
  • 0 helpfuls

Program in Multiple Portfolios

Hi All.  Our SPM business leader indicates a given Program should be part of 3 portfolios.   Can you have a ServiceNow Program assigned to multiple Portfolios.  If so, what are the steps?  From within Portfolio2, if I add the Program via Edit Program...

Resolved! Display Program Detail in Portfolio Planning Roadmap

I am attempting to use the Portfolio Planning Workspace (Tokyo Version) to display our portfolio of projects in a roadmap and group them by Program.  However, there does not appear to be any way to expose Program detail within the Portfolio Planning ...