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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
  • 775 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
  • 1165 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
  • 1490 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
  • 1035 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  
  • 1434 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
  • 1937 Views
  • 1 replies
  • 5 helpfuls

Project Business Case

Hi, Is it possible to export the Project Business Case information into a PDF or PPT ? Thanks Mark

Mark113 by Tera Contributor
  • 1051 Views
  • 11 replies
  • 2 helpfuls

Timesheet approval portal for Project Manager

Can a project manager review and approve the timesheets from Timesheet portal? Just like a User Manager can do be default? My understanding is that the project manager can approve the timecards from project records or from pending approvals list but ...

adityad by Tera Contributor
  • 778 Views
  • 1 replies
  • 1 helpfuls

Resolved! Service Builder Customization

Hello Folks,I need some help around service builder UI interface customization. Our client wants to add an attribute which currently is not available on service builder UI while creating a new service (Technical / Business). I am unable to find any w...

Badal Bhat2 by Tera Contributor
  • 1311 Views
  • 2 replies
  • 3 helpfuls

Resolved! Investment Funding - My Fund - New Investments - nothing in dropdown

I can't seem to select anything when I am in Investment Funding > My Fund > New Investments.  Is there a step I am missing?  Completed the scenario planning and confirmed for the FY into next year with active projects and demands.  Have my top-level ...

tfusari by Tera Contributor
  • 1466 Views
  • 6 replies
  • 2 helpfuls

Project labor cost type - Opex and Capex

In my projects some tasks will financially be capitalised other will need ot be recognised as operational costs. How can I identify project tasks as being wither Capx or Opex costs? Out of the box SN seems to assume all project costs are 'Labor Capex...

neilgiliker by Giga Contributor
  • 7070 Views
  • 36 replies
  • 13 helpfuls

Cost Plan vs Project Budget

Dear All,  I am looking in the online documentation for the more detailed definition of what is called as Cost Plan and Project Budget to understand the intended use of these functionalities.  As far as I understand the finance world:  * cost plan is...

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atommag by Giga Contributor
  • 2047 Views
  • 9 replies
  • 7 helpfuls

Resolved! Create project from a demand

Hi,I have a problem with start and end dates of the project when it is created from a demand.If I create a project from demand with no cost/resource plans but just start and due dates, project is created with start and end same as that of start and d...

moulik1 by Kilo Guru
  • 2666 Views
  • 11 replies
  • 0 helpfuls