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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...

How to use different rate types in a rate model for a user type resource plan?

Hi All, We have defined custom rate types (high and low )apart from the OOB standard rate type. we also defined a standard rate model and rate lines associated to it including rate types but always the default rate type is picked.Rate types:Rate Mode...

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Community Alums by Community Alums  
  • 1389 Views
  • 1 replies
  • 0 helpfuls

Resolved! Handling Project Costs in different currencies

Hi All, We have requirements where we have Project managers and demand managers across different regions and they run projects in their own currencies. But Portfolio manager at Portfolio level wants to have a roll up in USD only.So we have installed ...

Anusha_Rao by Tera Contributor
  • 3088 Views
  • 4 replies
  • 2 helpfuls

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
  • 1831 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...

ArithaW by Tera Contributor
  • 2250 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
  • 2644 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
  • 1932 Views
  • 2 replies
  • 0 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
  • 3423 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
  • 2589 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
  • 1351 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
  • 2309 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
  • 3493 Views
  • 6 replies
  • 2 helpfuls