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Forum Posts

Reflecting Resource Capacity for Future Contractors

Ask:We’re seeking guidance on best practices for reflecting capacity for future contractors prior to their onboarding. Background:Historically, when our organization anticipates a large influx of contractors for a project—such as during the construct...

GigiC by Tera Contributor
  • 323 Views
  • 1 replies
  • 0 helpfuls

Missing status reports & doc templates in Project workspace

HelloI have the same plugins installed in these 2 instances both xanadu  however im missing doc templates and status reports view in one instance. do I have to turn something else on? Appears that the summary-details-Planning-tracking-status report v...

mborkowski by Tera Contributor
  • 474 Views
  • 2 replies
  • 0 helpfuls

Possibility to Merging Multiple Demands into a Single Demand

In Strategic Portfolio Management, can we merge multiple demands into one single demand? For example, if we have 10 demands, is it possible to bring them all together into one, along with their tasks, cost plans, resources, and other related data ?, ...

makmishra by Tera Expert
  • 1560 Views
  • 7 replies
  • 6 helpfuls

Help on below reports and dashboards

List of KPIDefinitionCalculation FormulaData Points / Fields in ServiceNowProject Demand Forecast AccuracyThe percentage of demand approved completed within the planned timeline(Number of Demands completed on time / Total Approved Demands) * 100-  De...

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Resolved! Budget - Investment Funding vs Strategic Planning Worskpace

Hi all, It is not clear to me which is the difference in managing budget in "Investment Funding" and "Strategic Planning Workspace".This is my understanding:- With "Investment Funding" it is possible to allocate budget at different levels, such as po...

Tommaso2 by Tera Expert
  • 627 Views
  • 1 replies
  • 1 helpfuls

Resolved! rate model not assigning to a project

Hi I have a request to create a rate model with rate lines such that it maps to my project and defines the user rate as declared in rate model.For this i have created a default project role (u_defaulft_project_role) on user form and put india,us, man...

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tejender by Tera Contributor
  • 661 Views
  • 5 replies
  • 3 helpfuls

Project Management

Hello,Are there training courses for using out of the box project management?  Basics to Expert tips.Looking for end to end project management within SN.  Setting one up, what is required, to day to day functionality.Thank you 

gboston by Giga Contributor
  • 773 Views
  • 3 replies
  • 0 helpfuls

Service Portal related issue

In the Service portal page there are so many categories when we click on particular category then it will redirect to the category related catalog items. please see the above image I'm highlighting related catalog item we can highlight that particula...

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Ankammarao by Tera Contributor
  • 464 Views
  • 1 replies
  • 0 helpfuls