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What is the role required for the Investment Portal?

What role is required to view the investment portal? The docs indicate that the Create an investment board (servicenow.com) it_project_manager or it_project_user is required to create the investment board, but what if we want users to access only to ...

madelinetwo by Tera Contributor
  • 1812 Views
  • 7 replies
  • 3 helpfuls

Resolved! When a time card is processed, expense lines get generated automatically. I want the time card part working as it is but not to create expense lines.

I see that there is a BR named "Process time card" on time card table. Now if I turn it active false, expense lines are not generated but time card also remains in approved state and not go to processed state.  My concerns are: 1. Is it okay to leave...

Aditya24 by Giga Expert
  • 4153 Views
  • 13 replies
  • 3 helpfuls

Resolved! Project fund and Budget Calculation in Project Management ?

Hi All , We have an issue raised by user ,  Project table budget field amount and their related list project fund amount is different , Is this both are same for fiscal year ? How Project funding and budget calculated ?  

sukran by Mega Sage
  • 2253 Views
  • 4 replies
  • 0 helpfuls

Resolved! Agile 2.0 Development - Licensing Question

We never requested it but it is there. We are very interested in using it before doing so we would like the confirmation that there will be no additional charges.We are currently running on Rome and we subscribed to the following:- Customer Service M...

Nick37 by Mega Expert
  • 5505 Views
  • 2 replies
  • 2 helpfuls

Project status report

When we create a project status report we see current status and and status history  on report. From where it is  calculating status as green tick and what is the use of both current and history status? Can someone please explain I am not able to fin...

Gulshan by Kilo Contributor
  • 906 Views
  • 1 replies
  • 0 helpfuls

Resolved! Enhancing Virtual Task Boards

Hi everyone,I've been researching customization of Visual Task Boards, and while most of articles/questions/videos focus on the cards themselves and the VTB view, I can't find the answer to a few simple questions:1. When a user displays task board ca...

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Stefan36 by Mega Contributor
  • 1617 Views
  • 3 replies
  • 1 helpfuls

SPM RESOURCE MANAGEMENT - DASHBOARDS

Hello, We are in the process of undertaking a Proof of Concept to see whether the Resource Management functionality in SPM is effective and fit for purpose.  We are keen to understand whether there are any good examples of resource dashboards, MI etc...

Resolved! Demand and Project scoring

Why do we calculate the inverse of risk and size in Demands. But not for ProjectsFor DemandsScore = ((10 - risk) + (10 - size) + value)/3For ProjectsScore = (risk + size + value) / 3 Looking at the scoring since We have a scenario where we want to us...

rad2 by Mega Sage
  • 3495 Views
  • 3 replies
  • 5 helpfuls

EAC calculation

A customer is asking how to set the reference date for EAC calculation. EAC = Sum of all actuals for past fiscal periods + Sum of functional cost for future fiscal periods Suppose it’s May 31 today – EAC still is; Sum of actuals for Jan. to Apr. + Su...