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Resolved! RMW - Resource Card Filters

Hi, Filter by gives out two options, Resource & Work type which are by Task and Employee profile.I want to be able to filter by both. An example of this would be filtering to show me Projects where State is Work in Progress(Work type->Project->State=...

B3N_AU by Tera Guru
  • 238 Views
  • 1 replies
  • 0 helpfuls

PMO Dashboard Secondary Filter

We've created a custom table for Sub-Portfolios in order to drill into our portfolio space deeper. I'm hoping to create a secondary filter on the out of the box PMO Dashboard that is dependent on the Portfolio and then show the relevant sub-portfolio...

KeithWood by Tera Contributor
  • 154 Views
  • 2 replies
  • 0 helpfuls

Resource - Automate Task Assignment

We are rolling out SPM resource management and our PM's don't like "double entry" of task and resource assignments Current flow:1) PM creates project, creates task, creates the resource request by role2) Resource Manager assigns resource3) PM approve...

TheJoeDC by Tera Contributor
  • 185 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to determine value in real life

Hi Community,From the product document, I am aware of the following methods. Value (score_value field) is calculated as (*) a. Impact (60%)Low: locations and/or 1 Business Unit/Central FunctionMedium: ≥3 locations and/or >1 Business Unit/Central Fun...

major li by Tera Contributor
  • 648 Views
  • 8 replies
  • 1 helpfuls

Resolved! DPM: Issue or "Bug" with "Needs Attention Attributes"

Hello Community!I have been digging deeper into "Needs Attention Attributes" on the Digital Portfolio Management Workspace. I have also used this KB: https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1519343The issue I have is th...

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Robin J_ by Tera Guru
  • 1104 Views
  • 7 replies
  • 3 helpfuls

Resolved! deprecation of resource reporting tools in Zurich

I saw in the Zurich release notes for SPM that the legacy resource reporting tools are being deprecated.  Can users still run reports on the resource aggregates tables?  Or can users still export that data to external tools for reporting? If not, wha...

Project percentage calculation

Is it possible to calculate the overall project progress with a weightage assigned to the individual tasks?I do not feel that the tasks duration is always a meaningful way.Thanks

Generate Labor Costs in Project Currency

We have done the necessary setup to generate labor costs for Resource Assignments but have found that the Cost Plans are generated in the "Functional Currency" rather than the "Project Currency".  Has anyone grappled with this issue before and if so,...

Nat Hunter by Tera Contributor
  • 234 Views
  • 1 replies
  • 0 helpfuls

CWM Workspace "Add Column" in board

Hi All, In CWM workspace board, we have an option to add new column from list. When we create new column, is this a new field in table ? Do we have any limitations on number of columns since users can create columns in different boards. Thanks!

Resolved! Importing to the Docs tab in Project Workspace

Hello, We have upgraded our instance to Yokohama and are looking to move our Classic Project Workspace users to the new Next Experience Project Workspace. One of our users inquired about the possibility to import Word documents, PDFs, and other files...

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