We want to take advantage of the Release Management capabilities but I do not see a way to link project tasks (PRJTSK) to a Release/Phase/Feature. Agile tasks and sprints are linkable allowing us to plan stories from a project for an upcoming release...
When I am in Agile Development > Agile Board > Sprint Planning and when I press 'Complete Sprint' it gives me a message to move incomplete stories to either the backlog or the next sprint. However when I select to move it, it only moves some of the s...
Hi, We are using the PPM application in New York and when in the demand stage we can Create a Project or a Enhancements and a Change or a Defect. We don't use Defect - are we able to change this to Incident instead? How would be best to achieve th...
Hi, On the Demand we have a field called category based on the selection of category , type is populated. Like for Strategy category type is Project, Enhancement & for operational type is Change , Defect. Is there a reason why the category of st...
How to pull report for the works notes that is updated by the fulfiller or any of my team member . For example: If any of the fulfiller updates the request or incident, it should be displayed under the dashboard. Once it is answered by one of the tea...
In the Asset form, financial tab, the GL account (gl_account) field is just a string. Why wouldn't it be a reference to the General Ledger Accounts (itfm_gl_accounts) table?
Hello, We've just learned that we need to get all of our Jira/Xray test cases into Test Management 2.0. I'd like to build a template in Excel to export all the test cases to, then upload them all into Test Manager 2.0. I don't see a template on the...
Hello, We had an ask from one of our managers in the PMO, and I'm not sure how we might help them.They would like to be able to visualize, in a gantt chart view, all of the projects assigned to project managers that report to them. So projects that ...
How can I change the import from MSP into SN to look at the Resource Initials field instead of the Resource Name field? I have mapped the Resource Initials in MSP to mirror the user names in SN and need to change the import map/process.
Agile 2.0 Defect records Docs question came to me from a user who is exploring Defects records and OOB process. looking at documentation I could not find the answers. When a user submits a Defect record for review, then what? where does it go? what r...
Hi, Once the project is created we have a Related list called Project Change Request can anyone please help me the process flow / workflow how it works. I cant find anything much in the documentation. when i try to create a new Project Change R...
There is requirement for creation of a baseline automatically once there is a certain change in the Phase of the project. To achieve this what all configuration and customizations are required. Thanks Anurag Chaudhary.
How does the approval for a project work? We have a ServiceNow board that is going to approve the work that the scrum team will work on. We having just been using Release/Sprint/Story and have been looking at using the Project Portfolio. This is a ne...
I am trying to figure out exactly what the it_pps_admin role can and cannot do in Project Portfolio Suite. Can someone tell me this information?
I have a requirement of creating a report so I have all the required tables added to the database view. That report needs to display "No.of days between start date and end date" field but none of the tables has this field, but I have "Start date" and...
