SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Is there a way to format text in the Notes field in PPM?

Hi there,  Can you format the text in the Add Notes field? Our users would like to add bullets, numbered lists, etc  so there is some organization to the notes. I don't see this as a option and when we manually created the lines by hitting "shitt+ent...

LucyJ by Mega Contributor
  • 427 Views
  • 1 replies
  • 1 helpfuls

Auto closure of open Demand tasks when demand is closed

We have chosen to close demands when a project is created and I found in the DemandUtil Script Include where the closure happens; however, this doesn't close the open demand tasks.  Does anyone have a solution for closing the demand tasks along with ...

Want to set current year value in "Fiscal Year"

Hi All, Set Default Year for Create Demand Budget of a DMND Year.Under Related Links, when we click on "Create Demand Budget".On the Popup set default Year "Current Year" for field Fiscal Year. (Means In 2020 will be 2020 in 2021 will be 2021 etc..) ...

Can you trigger an assessment twice on the same record?

I want to build an assessment that will ask different questions on a demand as the state changes. I have 3 questions to ask when it is in "screening" and then 4 different questions when it goes to qualified.  Will I have to build two triggers? How wi...

TPigeon by Tera Expert
  • 1005 Views
  • 4 replies
  • 1 helpfuls

Allocation Workbench Grouping

Currently the Allocation Workbench is Sorted/Grouped by Task and then Resource Group.  So when you expand a Task you see all of the Requests for the different Groups.   Is there a way to change this Workbench so that it is Sorted/Grouped by Resource ...

Selling ServiceNow applications

We are a ServiceNow shop and we are exploring the possibility of expanding outside the typical ITSM market by offering business applications that target other, specific industries.   I am wondering if anyone else has had experience marketing ServiceN...

rhofing by Tera Contributor
  • 5989 Views
  • 12 replies
  • 5 helpfuls

Resolved! Investment Portal - Sharing Options

Hello,I would like to share Investment portals with groups. However, they are not displayed in the sharing option because they do not have it_project_user role stored.Where is this setting stored?Is it possible to change this to it_demand_user?Many t...

Sarah6 by Tera Contributor
  • 1155 Views
  • 6 replies
  • 1 helpfuls

Presentation used in ITMB videos

Hello Service Now Community , were can we download the presentations  that are use in You tube videos regarding ITMB , SPM and investment Funds, there is some good slides I can use in proposal, client meetings and team  peer training.  it will be ver...

miguelr by Tera Contributor
  • 723 Views
  • 2 replies
  • 0 helpfuls

How to sync ADO Projects to a ServiceNow project

Hello, I would like to find out if there is an easy way to sync ADO projects to a ServiceNow project (PR Number or PRJ Number).This is after all the connections are done. Thank you and regards,Mercy

Mercy2 by Tera Contributor
  • 1185 Views
  • 4 replies
  • 2 helpfuls