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Forum Posts

Security on PPM - Projects and related records

My company recently bought PPM. They like it for the most part but have a new requirement.The problem they are facing is if they use roles then anyone with that role can see the project but they want access to be configured for each Project at row le...

deekark by Kilo Contributor
  • 3090 Views
  • 11 replies
  • 3 helpfuls

Resolved! Business Rule keeps changing Project task state when Project state changes

I created a new Business Rule to prevent Projects being closed without closing the associated Project Tasks. The BR does stop the update from occurring, but the problem I am running into is that the Project Tasks are then all set to Closed Completed ...

Bob by Giga Contributor
  • 2904 Views
  • 6 replies
  • 4 helpfuls

Business Relationship Mangement. We have been told there is a Plug In/module for it but I have not been able to locate it. Is is called something else?

Helsinki: Is anyone using ServiceNow to pull together their Business Relationship Management?   If so how?   We have been told there is a Plug In/module for it but I have not been able to locate it.   Is it called something else?We are looking for Da...

halv by Tera Contributor
  • 2440 Views
  • 3 replies
  • 0 helpfuls

Project Template use

Our process for creating new PRJ projects in SN is to start from a Demand, then have a PRJ created from the DMND and fields carried over from the DMND and the PRJ and DMND reference eachother. I was asked to look into the Project Template functionali...

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
  • 3714 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
  • 3681 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
  • 3747 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
  • 2030 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
  • 1909 Views
  • 3 replies
  • 2 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
  • 3879 Views
  • 7 replies
  • 7 helpfuls