Resolved! Requirement gathering questions
Hi, What are the questions we can ask to client/customer for requirement gathering. E.g - If I have to gather requirements from customer what questions should I ask to them. Thanks.
Forum Posts
Resolved! Customize UI Page $pmview by replacing Expense Type column with a custom field created in cost plan
I have created a custom field on cost_plan and wanted to modify the UI page $pmview to replace Expense Type with this new field. I am not sure if this is doable and where it needs to be modified. And when comparing to baseline Any help would ...
Resources Planning for Operational and Administrative Work
We have a requirements by which we need to allocate a % of the resources time on attending to the operational work of supporting the business such as Request and Incidents which vary from a resource group to another; furthermore, there are administra...
Resolved! Project Score
According to the below link the project score that I got the information for 1) Project Risk score 2) Project Size score and 3) Project Value Score shown in Figure-1. However, why the Risk Score is 5 and value score is 5 that I cannot find the valu...
Resolved! Project On Hold - task status change and lose actauls
We are using PPM, and when we place a project statue to On Hold, we have to change the tasks status as welll? is that correct behavior? it seems that we are forced to move the project task status revert to "OPEN" in order to save the project reco...
How the system calculates the Financials on the Project form?
Hi all, I would like to know how the system calculates all the disabled fields in the Financials section on the Project [pm_project] form which end users cannot enter. Total planned cost:Budget cost:Estimate at completion:Planned return:Planned RO...
Visual Task Board Permissions
We are using visual task boards as a "Kanban" We would like to share the boards with other members within IT but they are not a member of our Kanban Board. Has anyone figured out how to do that?
Resolved! Where clause in view has an invalid field or a field that is not visible
I have joined two tables and added the required fields in View Tables - > View fields also. Yet I am getting the same error as the view is unable to identify the field I am trying to fetch. Any idea on how to resolve it? TIA
Survey Management/Assessment Instance Questions
Hello,I have created a survey with questions using the data type Choice. The Assessment Metric Definitions have a Display and Value (the value being numerical). When a person completes a survey it can be found under the Assessment Instance, wit...
Resolved! How to create a report where the project with No task?
How to create a report where active project has no task? What is the condition (criteria) to set in report conditions? Thank you.
Resolved! PMO Dashboard all tabs
I saw examples of PMO Dashboard over an article that include many tabs. On our test and production environment I can only see two tabs and minimal widgets. How can I reinstall the PMO dashboard to include all the tabs and reports? This is what we ha...
Linking multiple projects to a demand
I via configure > related List -> add "Project-> parent" to demand UI so that I can add multiple projects links to a demand. (See Figure-1 & 2). After I have added the projects linking to the demand in Figure-2, I go to Project list UI and find that ...
Resolved! Values for list type field when dot walk to another table
I created a new List type field on the Demand table and added the field to the Idea form using dot walking. On the Idea form, I am able to see the new field but not able to see any of the values to select. Any ideas on how to fix this? Note that I am...
Who is included in the Additional Assignee List user popup
Does the Additional Assignee List user popup display all users provisioned for ServiceNow or some subset? ServiceNow knowledge just states that this field allows you to add additional users to a project task, but does not specify what the OOTB user l...
Resolved! Creating a Change Request related to a Story - "Agile Story" field or "Parent" field?
We are creating a UI Action on a Story record to "Create Change Request." We are trying to select a field on the Change Request to relate it to the Story: the Parent field, or the Agile Story field. Parent appears to be baseline on the Task table. Cr...
