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Roles in demand management

Hi All,In a Helsinki Service now instance, I see it_demand_manager role and demand_manager roles but the description in demand_manager role is given as to use it_deman_manager instead of demand_manager. please let me know the significance of the same...

moulik1 by Kilo Guru
  • 3408 Views
  • 5 replies
  • 3 helpfuls

"Phase" customization in project management module

Hello Everyone,I am currently working with PPM module in Geneva instance.The requirement here is1. One project divided into many phases2. One phase divided into many project tasks3. Further, each project task will contain more project tasksThere are ...

onkarsurve by Kilo Expert
  • 3311 Views
  • 9 replies
  • 4 helpfuls

Remote file import and transform

I am trying to understand how a process of remote file import and transform works. The scenario I am trying to understand is the following:- Import a remote file (it contains new users )- run a transform map to insert the new records into the user ta...

rhofing by Tera Contributor
  • 3488 Views
  • 5 replies
  • 2 helpfuls

Resolved! Maximum number of choices in a Reference field

We are setting up a regional component on a form so that when a user selects a country, they can select a state (dependent) from that country.   We are running into an issue in that we believe the number of US states is too many and causing our dropl...

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nealratner by Mega Expert
  • 1666 Views
  • 4 replies
  • 0 helpfuls

Demand: Approved vs. Completed

Wanted to ask a question about how your company uses/plans to use Approved vs. Completed in the Demand module?Here is a scenario with simple dates to keep discussion quick:Jan 1st - PMO decides a demand is a project that we will work on in the future...

Excel export limit

I am trying export records to Excel using the scheduled report, and I am emailing it to myself.   I cannot seem to get more than 32001 rows in the exported file.   I have set the Export Import parameters as follows:The report is 80K rows, and 4 colum...

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richofing by Mega Contributor
  • 1656 Views
  • 3 replies
  • 2 helpfuls

setting alert message when incident priority is changed

suppose initially my priority is set and after that i change the priority. After i change the priority,it will display in the worknotes that priority is changed from high to low(if it is changed from high to low) and priority is lowered if priority i...

ghosh by Kilo Contributor
  • 2315 Views
  • 7 replies
  • 1 helpfuls

Resolved! Best Practice for Portfolio - Project relationship

Looks like you can relate a Portfolio directly to a Project, but you cannot relate a project to a Portfolio. Is the Portfolio>Project a legacy design. and we should be using the m2m relationship between Projects and Portfolios.   Need your assistance...

eroth by Kilo Contributor
  • 3420 Views
  • 7 replies
  • 7 helpfuls

Resolved! Ampersand issue when building external URL with Parameters

Hi there,I am building a content block that has table, one of the columns is an external URL with multiple parameters.     The issue I'm running into is that I think the Ampersand is a reserved character for the XML parser, but I need to include an a...

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kurtbell1 by Giga Expert
  • 1507 Views
  • 1 replies
  • 0 helpfuls

Simplest way to approve time and update percent complete on projects

I am new to SN but have used many other Enterprise PPM tools.   I am a little confused on what is the simplest way for a resource to track time against a project task.   When the resource submits a timecard for project tasks and approve the timecard ...

amaaraba by Kilo Contributor
  • 1480 Views
  • 4 replies
  • 3 helpfuls

I need a report that shows all Stories and stand-along Defects in an SDLC Release. We are in Geneva without the Analytics module. I want a list view of the stories and defect to create a visual task board.

I need a report that shows all Stories and stand-along Defects in an SDLC Release. We are in Geneva without the Analytics module. I want a list view of the stories and defect to create a visual task board.

danamiller by Kilo Contributor
  • 1764 Views
  • 3 replies
  • 5 helpfuls