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...
There is a very good description about the Demand management on the ServiceNow's docs: https://docs.servicenow.com/bundle/newyork-it-business-management/page/product/planning-and-policy/reference/r_UsingDemandManagement.html Let me quote some informa...
I want to add "Last 2 Months" as a choice in Date filter .Then I checked some posts related to this topic in community couldn't figured it out.I tried to customize by adding condition in "Get date filter Options for Date filters" Business Rule ,he...
Hi, On the Demand form once the Demand is in Screening State if the Assessment Required is Cheked all the users who are in Demand Stakeholders will receive an assessment to give the rating based on the rating the Score is getting calculated. When...
We are using Checklists within Project Tasks. How can we display the project task checklist items in a widget?
We created a 'Primary Group' field on the User record to designate the group a user should be assigned to for resourcing. Since our users can be in multiple user.groups (for assignment), we are challenged when running the 'Resource Reports' (e.g. Co...
Trying out the new demand portal and noticed that the categories do not show up on the idea records. Id like to be able to group these by category and then action them. Has anyone tried this?
Hi, On the Project Form Process Flow we see the phases like initiating, planning executing etc are these happening based on some action or these are just a manual changing the phases ? What action moves the project from one to another? Based on my...
Hi there, can anyone explain me a purpose of the Fiscal Unit field. I cannot see any purpose of this field. I have tried generating of FY19 with Fiscal Unit defined in Quarters and after that FY20 with Fiscal Unit in Months and looking at generate...
