We are configuring SPW with two portfolio plans (Capex and Opex). Some of our planning items span both. Can a planning item belong to more than one portfolio plan, or is it limited to one? If limited, how have others handled this?
ServiceNow,When will the resource management workspace include the ability to see resource assignments against demands in the resource cards/boards? The Overview Dashboard includes resource assignments against demands in all the single score widgets,...
Hi there, looking for guidance on best practices for what to use as the description for Portfolios. Do you describe strategic corporate themes or do you describe corporate business units?
Hello, I've created a project that has a bunch of external dependencies. In the GANTT view I'm hoping to either hide the shadow tasks or only expand to a certain level. This is in the New Project Workspace Planning view. I know in the old Planning...
We are testing Resource Management behavior in relation to project tasks and are seeing inconsistent behavior that we are trying to validate.Scenario:A resource is assigned directly to a project taskThe task start/end dates are updatedThe resource as...
Hi Community,I’m working in the Strategic Planning Workspace Portfolio Planning. When I open a portfolio, I see the following options in the left‑hand navigation:GoalsScoringPlanningUnder Planning, the table has four different tabs, and one of those...
Hi All -We just migrated from classic resource management to next experience resource management. Previously you could add individuals to an existing operational resource plans (ORPs) if a new resource was added to your resource group but I don't see...
When creating a Resource Assignment where Assignment type is Group, whether a Task or Operational RA, the RA remains assigned to the Users in the Group at the point of the creation of the RA. When people are added to a Group, they do not get added to...
Basically when I click on the "Create EAP Epic" (first image) UI Action link, sometimes it duplicates the Epic generated. It occurs in both Next Experience and Strategic Planning Workspace. When I create the epic, it closes the demand but it's creati...
We have created a custom column on our planning item table which populates the ADO Stack Rank field. In a Portfolio Plan in Strategic Planning Workspace we would like the ability to select Rank Items and rank the planning items based off of this fiel...
Can someone please tell me exactly how the relationship between Time Cards and Time Worked works? I'm trying to test the auto-generation of time cards when Time Worked is captured and I'm having problems. Here's my scenario:1) Auto-fill a user's time...
Hello everyone! I was just curious if anyone had any experience with implementing a Planview integration with Project Management? Thanks!
Hi, Is it possible to export the Status Report from ServiceNow into a word or PDF?
Module: SPM (Project Management)Table: pm_project_taskInterface: WorkspaceRequirementProject Tasks can exist as standalone records or in a parent-child hierarchy.I need to restrict closing of tasks when:u_activity = deliverablesAND state changes to C...
I have a resource group created with an Operational Assignment assigned to the group. It is for a weekly team meeting and is assigned for the entire year. We have a new team member, and they have been added to the group, but the Operational Assignm...