Edit filters in SPW
How do I edit the default filters in Strategic Planning Workspace?Simple question but man I have no answer
Forum Posts
Unable to make expense type field in pm_project_task table in workspace list view.
Unable to make expense type field in pm_project_task table in workspace list view. The requirement is whenever user try to change the expense type field from some value to none, we should not allow them in workspace list view also.We have configured ...
Resolved! Managing Companies and Vendors in ServiceNow
We realized our company table needs to be sanitized and I would like your help in doing so. We want to know how other customers handles companies and vendors. Issue: We have instances where a company can be both a company and a vendor and where a com...
Idea Management in ServiceNow SPM – Roles, Lifecycle, Portal Usage, and Governance Overview
Hi everyone, I wanted to share a practical overview of how Idea Management works within Strategic Portfolio Management (SPM) in ServiceNow, including roles, governance, lifecycle stages, and portal collaboration. This may be helpful for teams impleme...
Resolved! CWM Task [sn_cwm_task] table not an extension of the Task [task] table?
It appears that the sn_cwm_task table is not an extension of the normal Task [task] table. I heard the pitch that 80% of the work that happens in a company doesn't happen in formal projects and that the new Collaborative Work Management would be a go...
How to Sync Scoring Values from SPW (RICE) to Demand/Epic Form Fields?
Hi everyone,I'm looking for help from someone experienced with SPM and the Strategic Planning Workspace (SPW).As shown in the screenshot, I have several scoring variables in the Workspace related to the RICE model (Reach, Impact, Confidence, Effort, ...
Project Security - Confidential Flag
We have been experimenting with the confidential flag to prohibit Contracted PMs from seeing other projects. The only way I can see this being workable is if ALL projects are automatically marked as Confidential, and the PMs can ad hoc allow contrac...
Why do we need to Create General Ledger account and also highlights the purpose of the GL account
Hello Community,I want to know what is the Purpose of General Ledger Account while creating cost type in SPM and also highlights the importance Thanks
Resolved! How to add custom fields to the "Configure Column" list in the Resource Management Workspace
I’m trying to add more columns to the Resource Management workspace grid. However, when I click the “Configure Column” all the fields aren’t listed.I’ve tried changing the layout of some tables like “planning items” or “resource assignment” and then...
Resource Management Workspace - Changing Group Resource Assignment Short Description
We have a situation where we are attempting to make a modification to the parent resource assignment name/short description which we can but the change does not filter down to the child assignments -- has anyone experienced the same and have a work a...
Resolved! Custom Planning Attributes in Resource Management Workspace
For Resource Assignments, I have added 4 custom planning attributes (Department, Employee Type, External Type, and Onshore/Offshore).I have the followed this link to have the attributes show up in Resource Management Workspace. https://www.serviceno...
Porfolio Plan list does't show all the records in Workspace.
Hi Friends! Would you know why this is happening? I have 4 created Portfolio Plans, but in the Workspace only shows 2. Even if on the filter matching results says 4!Could someone help me with this? Thank you!!!
Resource assignment functionality in demand task and project task
Hi Experts, We are enabling Resource assignment related list under demand task, project task and epic table but we don't see generate cost plan related link, cost plan related list also not exist in these task records. Would like to know how resource...
Operational Plans not overriding existing Allocations
As far as I can see, if an operational plan gets created for a user after that user has been given an allocation to do work (eg on a project task), the operational plan does not seem to have the ability to remove or reset existing allocations, force ...
Show all dependencies for a task
I want to be able to see all dependencies driving a task, the Gantt chart is impossible to use for this because it is not possible to see whether there is more than one dependency.I had hoped there would be something on the task details page that sho...