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Copy Active Project Including Resources

Hi All,  Is there a way to Copy an Active Project (Non Template) and carry over the Resources as well. I would say not as this would need to go through the RM process of requesting a resource. Not sure if this functionality is OOTB a script will need...

TammiR by Tera Expert
  • 437 Views
  • 2 replies
  • 0 helpfuls

Resolved! Show Full Numbers Instead of K/M in Project Workspace

Hello everyone,I have a question about the Financials section in Project Workspace.At the top, amounts are displayed using abbreviations like "K" and "M."Is there a way to show the full numeric values instead? In Japan, it's standard to display full ...

keisuke miya by Tera Contributor
  • 1171 Views
  • 6 replies
  • 4 helpfuls

cost plan breakdown

Hi,What is the relation between cost plan and cost plan breakdown?After creating the quarterly cost plans how it was creating the cost plan breakdowns ? Thanks

Is it possible to add standard risks to a project template?

When we were tracking risks in a spreadsheet we had a template with ten standard risks that we wanted all of our projects to track.Now that we're in SPM I'd like to add these to the project template so that when I create a new project it is already p...

Mat10 by Tera Contributor
  • 474 Views
  • 3 replies
  • 0 helpfuls

Completing a Demand that was not Approved

I need a way to mark Demands as Completed without marking them as Approved first. My organization has several demands that for a variety of reasons (loss of funding, regulatory changes, no longer strategically aligned, business need no longer exists)...

Rebecca_M by Tera Contributor
  • 203 Views
  • 1 replies
  • 0 helpfuls

SPM Nested Portfolios

Hi All, Is there a way to add nested portfolios within ServiceNow? We have tried positioning programs as sub-portfolios but the requirement is specific to having a parent-child relationship on portfolios. While technically it can be done by adding a ...

Mentioned User’s Email Reply Not Saved on Idea Work Notes

Current Behavior:A user adds a work note with @mention on an Idea record.This triggers a notification via email to the mentioned user.The mentioned user replies to the email, but the response is not captured as a comment or note on the Idea record.Ex...

vivek11 by Tera Contributor
  • 943 Views
  • 4 replies
  • 0 helpfuls

Resource Assignment and Resource Plan completion

I need help understanding when to complete (or should we?) the resource plans. We are now using resource assignments and with that a resource plan is created which get set to allocated. Do we need to manually close the resource plans when done or do ...

Karlie by Tera Contributor
  • 434 Views
  • 1 replies
  • 1 helpfuls

Display Resource allocation details on weekly/monthly basis

Hi, When we open any resource allocation record, we can see details of allocation on date level (i.e. daily allocation detail) but we need to show allocation detail on week level or month level. Could anyone suggest how to do it?   Thanks in advance....

Prabhh by Kilo Guru
  • 1493 Views
  • 4 replies
  • 0 helpfuls