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Resolved! Where is the stakeholdher column?

A user has two reports where one is looking at the demand table and the other is looking at the projects table.  The user wants to add the stakeholder column to the list reports, but it's not available in the list when you modify columns.  How can I ...

ryan_kelly by • Tera Contributor
  • 1511 Views
  • 2 replies
  • 3 helpfuls

Resolved! Non-Admin User - How to Import Excel to Project Tasks

I've seen both posts: "How to import excel to project tasks" and "Bulk Import Project Tasks from Excel" however neither provides the answer to my question from a non-admin user's perspective. I need to grant a non-admin user the ability to import an ...

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TStark by • Kilo Sage
  • 2128 Views
  • 3 replies
  • 0 helpfuls

Agile development - getting started.

Hi, We have ITBM and would like to start using Agile Development or SAFe for product delivery and management, we would like to remain OOTB as much as possible and start in very simple way.   We are already using Demand. Does anyone have a simple proc...

Mark113 by • Tera Contributor
  • 3033 Views
  • 5 replies
  • 1 helpfuls

Contract End Dates for Users

Hello I have created some resourcing reports for Supply and Demand, however I have noticed a number of users are still showing as available despite their contracts ending after a particular month.I have amended the 'resource capacity' but they are st...

DanniJ by • Tera Contributor
  • 1540 Views
  • 2 replies
  • 0 helpfuls

Portfolio / Strategic Planning - planning items

Dear all, we are currently working intensively with the workspace for strategic planning/ portfolio planning. We start using the roadmap in the demand phase of a planning item, prioritizing and defining dependencies between existing projects/epics an...

manuelbrugg by • Tera Contributor
  • 3176 Views
  • 6 replies
  • 1 helpfuls

SPM Reporting with Tableau or Other Reporting Tools

Hello!  We are finding the out of box reports and reporting capabilities within SPM to be limiting, thus spending an exhaustive amount of time exporting data and manipulating it with Excel.Hearing that many companies use Tableau as their solution.  I...

Resolved! Cost Break Down Calculation

How Cost plan related Cost break downs are calculated ? One user reported that , Cost plan of FY22 all months break down "Entered cost and functional cost" updated automatically Where its get updated ? where calculates the value ?

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sukran by • Giga Sage
  • 6621 Views
  • 8 replies
  • 0 helpfuls

Fiscal Year and period wrong mapping

I am generating a new Fiscal calendar for FY25 but system is creating with label FY26.End Date of FY24 is 02-01-2025. I am using start date for FY25 as 02-02-2025 and End year is 2026.System is generating new Fiscal year as FY26 but starting date of ...

Resolved! Duplicate Project Workspace

Hi Everyone Is there any option to create any workspace or copy actual one and edit existing elements with my credentials? or an admin will have to create one?

Fuki by • Tera Guru
  • 4127 Views
  • 4 replies
  • 0 helpfuls

Hide state choices in New Project Workspace - RIDAC

Hi Community, We have started using the New Project Workspace and on the RIDAC page we noticed that for some of the records (Issue, Action, Request Change), State field displays 2 custom choices which we hid from the form via a Client Script. Basical...

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PaulaaO by • Mega Sage
  • 1748 Views
  • 6 replies
  • 0 helpfuls

Teamspace integration with Portfolio Planning Workspace

Hello All,I've installed Teamspace1 plugin and I'm seeking advice on how do we integrate TeamSpace and Portfolio planning Workspace. The below link has been kept as a reference yet I would like to know how to proceed with this further.  The documenta...

Amritha1 by • Tera Guru
  • 4948 Views
  • 6 replies
  • 0 helpfuls

Task Based Roles and Permissions

I want to be able to compile together a table where I can visually see roles and permissions based on tasks. For example, I can use the Access Analyzer to view CRUD permissions based off a selected table, export them to excel and create a table. Howe...

sn-docs application

Hi All, I came across this application when I was setting up SPM for a demo. It looks interesting, but I can't find any specific documentation for it. Can someone please point me in the right direction to find out more information? ServiceNow Store -...