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Using AI Search, "View All Results" isn't showing a Case Record

I am configuring AI Search (Next Experience Search) and have added the Case table as a searchable source.When I search for a specific record number, the correct Case record appears in the dropdown results. However, when I click “View all results,” th...

kfitch by Tera Contributor
  • 387 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to Hide Form Sections?

I'm wanting to hide the Preferences section from the Project Task form (pm_project). From what I'm seeing there's no clear/easy way to flip an Active field like a lot of things on forms.  Is there a simple solution to hiding form sections?

MBarrott by Mega Sage
  • 8542 Views
  • 16 replies
  • 12 helpfuls

how to lock time sheets of current month after specific date

I need to lock Time Sheets with date "Week starts on" in current month, after a specific date (if possible configurable for each month/year). Time Sheet Users and Approvers manage Time Sheet by Time Sheet Portal.Suggestions according ServiceNow Best ...

silviocrive by Tera Contributor
  • 201 Views
  • 1 replies
  • 0 helpfuls

How to create new cost type and expense type

I have a requirement in ServiceNow PPM/SPM Financial Management, and I would appreciate some guidance on the configuration.Currently, in Demand and Project, we have the standard cost types:capital_outlay (CapEx)operational_outlay (OpEx)other_cost (Ne...

MakhanlalM by Tera Contributor
  • 1111 Views
  • 8 replies
  • 3 helpfuls

Demand Management Workspace Not Available in PDI?

We updated our Strategic Planning & Portfolio Planning plugins in our sandbox environment.  I can see the Demand Management option along the side menu in SPW.However, when I updated these same plug-ins in my PDI I don't have the Demand option.  I've ...

lsullivan4 by Tera Contributor
  • 363 Views
  • 2 replies
  • 0 helpfuls

Resolved! Demand scoring not working

Hi, when filling the fields in the demand assessment data, I'm noticing that score remains 0 even if we put a value for all the parameters. Could someone help me?  I'm attaching the screenshot   

silviainza by Kilo Contributor
  • 220 Views
  • 2 replies
  • 1 helpfuls

How to sync demand to planning item ?

When a Demand (dmn_demand) is created with investment_class and investment_subclass, these fields should be carried over to the related Planning Item (sn_align_core_demand). whenever a demand or project is created, it will automatically create a reco...

prash4 by Tera Expert
  • 1441 Views
  • 3 replies
  • 0 helpfuls

New Button for Goals in SPW workspace

Hi All,I'm seeing new button in Goals list in SPW workspace, clicking on it will create a new goal. All the lists like strategic plans, strategic priorities have new button. I could not find them in declarative actions, if I need to edit the new butt...

SPW Goals.png

SPM - Project Workspac - Advancing Phases

As an enduser - in Project Workspace how do you advance the phases of the project? It does not auto advance - and even though a project is closing it shows in the planning phase?