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CI Rate Cards and Rate Card Costs - How to Correctly Use Them

Hello, I'm opening this thread to get some more clarification on how to use the Cost Management application, and more specifically how to correctly use Rate Cards, CI Rate Cards, Rate Card Costs, and Expense Lines. Overall, the goal is for us to be ...

dgreene16 by Kilo Contributor
  • 1758 Views
  • 4 replies
  • 1 helpfuls

Resolved! Copying Feature, Stories, Tasks and Attachments

I am trying to copy Feature with all Stories, Tasks and Attachments from the Safe ApplicationI have a field on the Feature form called u_copy_storires with the UI Action conditoin of current.u_copy_stories!="" I can get the Feature to copy over.  Sto...

Configuration of Financial tabs in Project Workspace

Hello Community, I am trying to configure the tab : Financial in the Project Workspace, specially the cards in the top.   We have created new fields to manage the costs but the cards is showing only the default cost field, how can I modify those car...

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PPM Phases - How to Change the 5 Phases of a Project to 4.

Hi  I have a request to change the OOTB phases for a PPM project Record. Currently, there are 5 =   Initiate > Plan > Execute > Deliver > Close  Is it possible to change the phase to 4 and update the names in the drop-down list and banner headings as...

FTE based on resource schedule ?

Hii , i need some suggestion. When we use FTE  in resource plan , planned hours is calculating based on resource schedule (Average daily FTE hours).i have requirement , when i am using FTE in resource plan in place of these resource schedule, will us...

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
  • 453 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
  • 1062 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
  • 6105 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
  • 1248 Views
  • 6 replies
  • 1 helpfuls