Every time i try to generate a fiscal Calender for 2029 By providing Fiscal Type as - Standard It is generating the dates starting form 2028 when the year i have mentioned is 2029 I tried couple of times by recreating and deleting . Help me to over...
Hello,We have added 6 custom columns/fields to the sn_gf_goal table. We would like these 6 fields to show up in the Personalize list in the Goals section of our portfolio plans in the Goals and targets tab.I have tried to find the list layout that is...
What best practices do you follow to link Financial Planning (costs/benefits) with project execution for real value tracking in SPM?
We are setting up to migrate from Resource Plan to Resource Assignment. When we are using Resource Plans, the Cost Plan is generated when the Resource Plan is created and approved. For the Resource Assignment, it requires the user to manually click t...
Hi, So I am configuring Email Digest for a Notification Record which would fairly work. In the case of primary emails we are able to observe the Emails in the System logs>Emails. Is there any way to observe the same for Email Digest notifications, so...
I'm trying to increase the number of resources which are pulled for a resource card in Resource Management Workspace. Currently this is limited to 100 and I'm unable to find the property where this limit is set. Can anyone help point me in the corr...
i am getting below error while reassigning resources in project workspace Alert level: Critical.Cannot reassign the task. Planning attributes for the selected resource should match to reassign a task to different user. i could see everything is match...
Hi Everyone, I was wondering what is a common practice when exposing Demands to different user audiences via a portal/record producer. 1. Portfolio - do you have mandatory Portfolio (pm_portfolio) selection on the intake form, if yes, how are Portfol...
Goal: find via indicator the average # of demands logged in ServiceNow in the last 18 months (from Nov 2024 to April 26).Issue: results are incorrectImplementationI have in Zurich ServiceNowDemands logged in April24 I have created: Demands.Monthly.C...
Dear all,I'm using Collaborative Work Management and would like to modify the Apply template functionality; this action just creates the list of saved tasks (of my starting template) but doesn't applies also relationships and some other fields I woul...
Hi. Has anyone implemented dependency lines in the Portfolio Planning KanBan view, similar to those seen in the EAP Board? Or better still, does anyone know if this is coming in the future roadmap? My thinking is the logic and code has to be in...
We are launching our SPM journey, currently on Zurich. When in the Status report module the Finance tab has view that included benefit and costs and well show you breakdown by period. This is done at a single project level for the status report. Is t...
What is the difference between Agile Team and Agile Development? I see that Agile Team is free addon but Agile Development is part of SPM Pro version. Is there any right documentation to refer?
Good Morning, I'm trying to create a dashboard to have a centralized place for all the benefit plans. Is there a way to connect the benefit plans to the Project Number in the dashboard? So far I've only been able to have a full list of benefit plans ...
Hello, are there any how-to guides with screenshots showing how to setup a Scrum or Kanban board and how to manage the cards..etc? Thank.
