New Project Workspace - where is Project History Detail
On New Project Workspace, where can I access the "History" for each project? The screenshot shows where I access it on the classic project page.
Forum Posts
Resource Assignment - Allocation Type is not working
Hello All! I'm working implementing SPM module, and I'd like to understand this behavior better: In the Resource Assignment form, we have Allocation Type field with three options: Monthly, Weekly and Plan Duration. None of them are doing anything. I'...
SPM - Portfolio Planning, Approved date change not updating resource assignment dates
Hi, we are using the Portfolio Planning space to build our plans and roadmaps. As part of the planning we often change the approved start date of the demands. Currently we are then having to manually update the dates on the resource assignments ...
Resolved! Percentage targets and target breakdowns in Goal framework for SPM in Utah
When defining Targets for Goals, we can opt to select % as our unit of measure. Targets can be breakdown into quarters depending on the value of the field breakdown_interval. When this value is set to Quarterly, and if the target takes a whole year t...
Send consolidated approval email for multiple demands/projects
Hello Team, We have received a recent requirement from our business users. Currently, they are managing the approval of multiple demands through an Excel sheet. They are now looking for a similar capability within ServiceNow, where the approver shoul...
Custom Fields Not Retained in Resource Assignment After Resource Allocation
We have added custom fields to the Resource Assignment (RA) table. As part of the standard process, the Project Manager creates an RA group, and upon submission, the Resource Manager assigns a resource to the RA.When a resource is assigned, the out-o...
Question related to Resource Allocation in Resource Management Workspace
I’m currently working on a new implementation project with the Xanadu Release, and we’re facing some challenges in understanding the new resource allocation model and how to effectively manage it. Even when I attempt to input the allocation with FTE ...
Can we Customize the Project Status Report in Project or Alternative
Currently I have a requirement where I'm able to create a status report when the project state is 'Closed complete'/'closed Incomplete'/'closed Skipped'. 1. Status Report should be created byProject Workspace > Select a Project > Planning > Export St...
Resolved! Financials on the SPW without Investment Funding
Hi all. Based on the error messages I get when I try and configure the Financials service in the Strategic Planning Workspace, it seems you have to have Investment funding (entities etc.) in place before you can use it. Is there a way round this? I...
Adding Planned (Resourced) Hours to the Time Sheet Page
When you're creating a time sheet, you can choose Projects and Project Tasks. If there is a Resource Assignment aligned to the work you're doing and an allocation has been created for you, then my understanding is that there would be daily allocatio...
Rank and Global Rank in Portfolio Plan in SPW
Hi All,We have 2 fields Rank (not sure if this is a field) and Global Rank in Portfolio Plans in Strategic Planning Workspace. Rank is Read only and when we drag plans up and down, the rank is calculated and Global Rank is updated. Can someone tell w...
Resolved! SPM Export to Excel
Hi, we heard a rumor that with Australia the Export to Powerpoint (in the Classic Workspace done via the PPT Export Application) shall be not available anymore. I can hardly believe that, but you can never be sure. Anyone came across this?
Resolved! Planned Start Date of Project Task populates automatically based on Planned Start Date of Project
One colleague has noticed that Planned Start Date [start_date] of Project Tasks that are created directly from the related lists at the bottom of the form of a Project have as default value the same day as the Planned Start Date [start_date] of the P...
Resolved! How are dmn_demands, pm_projects are synced with sn_align_core_demands and projects
Hi All,I see there are dmn_demands, pm_projects tables and also sn_align_core_demands, sn_align_core_projects. I see when demand is created, a record is created in sn_align_core_demand table. Is this OOB or do we need to configure specific rules for...
EAC calculation differs between Classic and Workspace
We discovered that if you don't run EAC in Classic view (when running with both Classic and New Project Workspace) the EAC in Classic does not sync with the EAC in Project Workspace. Anyone else run into this and understand why this functions this w...
