Relationship between ds_doument and pm_project
Hello everyone,I'd like to know how ds_document (Document Management) relates to Projects (pm_project), as I need a dashboard that lists documents, filtered by project.I hope you can help me, thank you.
Forum Posts
Decoupling Planned vs. Actual Labor Rates in ServiceNow SPM Timecard Cost Calculation
Looking for guidance on how to configure timecards to calculate actual cost using a different rate than the Rate Model used for planned cost. Currently timecards are inheriting the planned rate — want actual cost to reflect a separate rate per resour...
Add custom button in CWM Workspace
Hi All,I am trying to add a custom button next to cancel and update in CWM Task. When a task is clicked in CWM workspace the below view opens. I tried adding new actions, declarative actions(Form) but nothing worked. How to add a new button for belo...
Resolved! Help! Project Tasks won't allow us to modify Time Constraint to "Start ASAP"
We're new-ish to ServiceNow PPM and are working to implement the Planning Console and Project Tasks to log our Work Breakdown Structures. However, we're bumping into issues that make this tool impossible to use. Cannot change Project Task “Time Const...
Unified view of Demands and Incidents
Hi everyone,I have a requeriment from a team that manages both Incidents and Demands. The processes are separate, but the team needs a unified view of their work to better manage workload and capacity.The idea is to avoid mixing processes and workflo...
Cost Plan removal from Expense line not changing actuals
Hi Team, I have a scenario, where expense line is created through migration. As soon it is created, ServiceNow will generate a cost plan and map with the same(OOTB functionality, originally EL records came without CP).In few cases, users are expected...
The "Generate Time Cards" button doesn't work for the Team Space project task table
The "Generate Time Cards" button on the Team Sheet Portal doesn't work for the Team Space project task table. The button generates cards for the Project Task (pm_project) table, but not for the TeamSpace Project Task table.Please advise on how to sol...
Resolved! Apply fiscal calendar to incident records
I've successfully generated Fiscal Calendar records and their related Calendars for Package for most every table, but Incident (Incident Management) doesn't seem to work, is there a different package needed than Incident Management for those?
Budget allocation process in Demand/Project classic UI
We are trying to understand how budget allocation works in demand and project in classic UI. we are able to understand that user will use the related link 'Demand Budget' or 'Project budget' to create budget record in Demand/Project. Is there any oth...
Financial slider in portfolio planning workspace
I am wondering if anyone knows where this financial slider is coming from and how I can customize it. We have a requirement to remove it, but I haven’t been able to find its source.
Visual Task Board Card Configuration
Is there any way On Visual Task Board i could replace the 'Assign To' field with 'Demand Manager' .@Ankur Bawiskar
Strategic Planning Workspace - Portfolio plans financial view
Hi Community,I have a customer requirement related to the Financial view in Portfolio Planning within the Strategic Planning Workspace, and I'm stuck on two things:1. Hide the "Budget Status" column permanently from the financial view in Portfolio Pl...
CWM
In legacey servicenow there was a UI action called 'Create PO test' but this was custom. When we replatformed we decided to not re-create this customization and instead ask users to use the OotB approach which is create the story from the agile board...
Change default selection layout on planning page to Grid
Is there any way to stop enforcing the default to All the Planning page layout? Our users want to retain the choice they've made for their user sessions across projects, or if that's not an option change the default to Grid instead of All
Custom assessment types and notifications
Our demand group is using some assessment types they created to have more control over the questions that are asked when assessing different demands. These are not triggered based on actions within the demand but are sent manually from the assessment...
