Hi all!I’m trying to customize our state options in ServiceNow SPM. We’ve updated the existing pm_project_task state choices to match terminology that’s more familiar to our team.The changes work perfectly when viewing the Project Task form, but in t...
Hi everyone,We’re in the process of fully implementing SPM and trying to clarify the definition of “Approved” in the Demand lifecycle. What level of approval should occur during the Demand phase, and when should Portfolio Planning workflows begin?Pre...
I'm am starting the process of migrating to the new Resource Assignments from Resource Plan and have run into an issue in my sub-prod instance. When I generated the Employee Profiles, I see I have a lot of records that should not be there because th...
Why do operational resource assignments go from a status of 'approved' to 'pending' each week after time cards are submitted? Is there a way for operational resources to remain approved once initially approved? It is causing frustration for resource ...
Dear Community, Please help me to understand how does "Resource Assignment" work and what differs it from "Resource Plan". I have following questions:1. Why when resource assignment is created resource gets automatically allocated (hard allocation)...
How to remove USD from label in strategy planning workspace -> Portfolio Plan -> Financials Tab -> Left Grid
We don’t want the “New Expense Line” button available in the Financials section of Project Workspace or Strategic Planning records without directly modifying the OOTB ACLs.
In the Application Rationalization workspace, I can see my applications in the list view but nothing appears in the Bubble chart.Does anyone know what the problem might be?
I am looking to make some changes on the 'New Button' in Project Workspace. I want this New button from one of the Related lists in the New PW to be removed when the project state is 'Closed complete / closed skipped/ closed Incomplete' . I tried cre...
I do not see properties under system properties please help
Client Need: Financial reports must be submitted in MXN, even if the projects are in USD or other currencies.I noticed that I need to change the Functional Currency field to MXN. My user is located in Mexico. However, I can't get the currency to chan...
I manage several projects in ServiceNow and will be out of office for a couple of months next year. I'm currently training my backfill and would like to assign him as a project manager on the same projects I currently manage. The goal is for him to s...
What is/are the specific criteria for a time card data to be entered into the Time_Card_Exception table vs Time-Card table?
Hello,I have created a document template in the Project Workspace to generate a status report. However, I am unable to capture the document template in Update Sets. There is an option to export the document template, but I am unsure where to import t...
