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Project Workspace Customization

Hi, I am looking at SPM (Strategic Portfolio Management) product's Project Workspace module: https://docs.servicenow.com/bundle/tokyo-it-business-management/page/product/project-management/conc... It basically displays cards for each project:  I am f...

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Resolved! How to update Resource capacity using background job?

Hi All,We have created multiple schedules (as per holiday calendar) and associated to users in the user form.Now I need to update users capacity as per schedule.Since we have 500+ users, I cannot go to user form and run the UI actionʉ۪Update Resource...

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Talya by Tera Contributor
  • 1597 Views
  • 2 replies
  • 2 helpfuls

Resolved! Timesheets not auto approving, remaining in "Processed" state

Timesheets remain as "Processed" after user submits.  We have only 1 default timesheet policy which is assigned to everyone where Non-project time approver = Auto and Project time approver = Auto.*Have looked at other posts regarding the settings for...

StephenPMO by Tera Contributor
  • 918 Views
  • 1 replies
  • 1 helpfuls

Unified backlog roles

Hi, I'm looking to understand the roles required to use triage boards for the unified backlog. I see that it needs the safe_scrum_master role - any reason why it is limited to just this role? I'd like others on a team who are not scrum masters to be ...

How do you manage your project status reports?

Hi Community, I am interested in finding out how would you approach the following use case and if you have/had similar scenarios in practice and how did you managed them? - our project users are finding hard to manage their status reports, as they st...

PaulaaO by Mega Sage
  • 3441 Views
  • 6 replies
  • 5 helpfuls

Notifications associated with Enhancements or Stories

Hello all, My team is trying to figure out how best to use stories and enhancements as we implement agile & SPM. We currently put all our requests from users into two main buckets buckets (large = project & small = change request, maintenance or keep...

Sierra Plaut by Tera Contributor
  • 1405 Views
  • 6 replies
  • 3 helpfuls

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
  • 1267 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
  • 2314 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
  • 2038 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...