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Filter out inactive projects or tasks on the time card form

Hi Community,       I need to be able to filter only on active projects or tasks on the time card.  Currently, all projects or tasks, whether they are active or not are showing in the list drop-down.   Is there a way to limit to only active records? ...

Cost Centers & Budgets

Hi all, Can anyone help me understand how Cost Centres and Budgets work in ITBM please? - Is there any automation involved between the two records? - Is there any automation when a project is related to a Cost Centre? - How do Budgets relating to Cos...

EmmaB2 by Kilo Contributor
  • 1465 Views
  • 2 replies
  • 2 helpfuls

Resolved! Need help on Defect tracking

Hi,   I am trying to search of Defect Management workflow document/prsentation. can anyone please help me if anyone has anything. I tried searching in nowcreate but i unable to find anything such

Processed Timecards not appearing in Project Actual Costs

I have a project created with a Resource plan containing a Resource Role of "Project Manager" for which I have established an hourly rate. The resource has completed several timecards that are showing as "Processed." However the actual costs associat...

Resolved! How to know weather the role is paid or free role?

How to check weather the if we use some role service now charges us or it will be for free? EX: it_demand_user it_demand_manager resource_user resource_manger business_stakeholder it_project_manger   Will service now charge by allocating these roles ...

sampaath by Kilo Contributor
  • 3216 Views
  • 3 replies
  • 8 helpfuls

Resolved! How to create an audit list with field changes and work notes

To be able to audit key field changes in our projects, we created this process. When users make a change to a key field, they also create a work note explaining why and then save the changes. Saving both the field change and the work note gives them ...

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Michael131 by Giga Expert
  • 3912 Views
  • 6 replies
  • 2 helpfuls

Manual Task Constraint

Currently in the system we have our default project calculation preferences set to Manual. Prior to the Paris upgrade, we were able to update task planned dates with no issues. Post Paris Upgrade, we noticed an error occurring when making updates ...

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Resolved! ITBM Standard VS ITBM Pro

Hi Does anyone has any documentation or ppt related ITBM standard vs pro for Orlando release   I did see below link but i wanted to see if anyone has documentation just like ITSM standard vs pro   https://www.servicenow.com/products/business-manageme...

Tracking Non-project time

We recently started using PPM to track projects. We are using the time sheet portal as well for both operational work and project work. We make use of tracking time against project tasks, make use of the time categories like (Keeping the lights on) K...

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Timothy F1 by Tera Guru
  • 2113 Views
  • 4 replies
  • 3 helpfuls

Resolved! Create Resource Group - should it provide the pps_role?

When using the below method for creating a resource group, my presumption was that when using it then it would immediately show as a resource group. However, for this to happen, the role pps_resource needs applied to the group and i'm observing that ...

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Les1 by Tera Guru
  • 2152 Views
  • 7 replies
  • 6 helpfuls

Resolved!  Business Unit table

Hello all ,  I have to filter the values showing in a list type field which is referring to Business Unit table. I don't want to show those values which are parent to any other BU. It means if a BU has a child then only the child BU should be availab...

John160 by Giga Contributor
  • 2435 Views
  • 14 replies
  • 1 helpfuls

Resolved! What's the difference between Goals and Strategies?

Looking at the Business Planner application (and Business Planning Portal) to support an organizational demand.  I have found no useful KBA's or other documentation and, surprisingly, there isn't a single youtube video on the topic.  The Goals module...

Reed Lawson by Tera Contributor
  • 10970 Views
  • 3 replies
  • 9 helpfuls