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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
  • 4093 Views
  • 6 replies
  • 4 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
  • 4654 Views
  • 5 replies
  • 3 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
  • 4919 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
  • 3072 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
  • 2620 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
  • 5560 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
  • 2226 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
  • 2388 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
  • 2677 Views
  • 3 replies
  • 5 helpfuls