SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Resolved! Project Workspace Docs accessibility

We just installed the new Project Workspace, and it's really good! I discovered a new Docs section, which allows folks to put project meeting agendas, project charters, and basically anything related to your project directly in your project. It looks...

Jonathan F by Tera Expert
  • 3932 Views
  • 5 replies
  • 2 helpfuls

SPM Strategic Portfolio Management install

Hello everyone,I'm looking for guidance on how to go about installing SPM in Yokohama Dev instance, no SB available. Client has purchased the pro license. Is it possible to do the install in a PDI? If so, what is the sequence of installation? SN Docs...

Snow Angel by Tera Expert
  • 511 Views
  • 6 replies
  • 4 helpfuls

List page in the OOB Project Workspace

To configure a List page in the OOB Project Workspace, follow the steps below:Open the UX List Menu Configurations [sys_ux_list_menu_config] table and create a new record.Under the UX List Menu Configurations record, create UX List Category from the ...

MIftikhar_0-1769691363148.png MIftikhar_1-1769691361931.png MIftikhar_2-1769691363759.png MIftikhar_3-1769691362028.png

[Investment portal] Custom field icon not displayed

Hello everyone, I created a new field in the status report table and I success to add it in the investment portal but the icon does not follow. I would like to replace the value "Green" to the icon like others fields. See screenshot.  Thansk ! FF

Investment portal screenshot.png
Farfara by Tera Contributor
  • 297 Views
  • 1 replies
  • 0 helpfuls

Creating Baseline for Project Change Request

 Hello everyone,I’ve been working on setting up a flow to automatically create a baseline whenever a Project Change Request is submitted. While the baseline record itself is being created successfully, the Financial Baseline and Schedule Baseline are...

monishsnowd_0-1769708871219.png monishsnowd_1-1769708987150.png
monishsnowd by Tera Contributor
  • 234 Views
  • 2 replies
  • 0 helpfuls

Workspace Currency Formatting

Hello, According to documentation and according to how ServiceNow should  display currency it should have the following precedence.User Session CurrencySystem LocaleBrowser Local I have the following question. I have observed the following in an OOB ...

DK44_1-1769680145796.png DK44_0-1769680035939.png
DK44 by Tera Expert
  • 231 Views
  • 2 replies
  • 0 helpfuls

New Expense Type in ServiceNow

Hello, We have a requirement to create new expense type. Understand that it is not the best practice to create a new expense type field, however the requirement is to manage the 3rd expense type together with Capex and Opex. Since the Capex and Opex ...

Kannan Nair by Tera Contributor
  • 1390 Views
  • 4 replies
  • 0 helpfuls

Budget vs EAC Variance

In project workspace, where can I change how this is calculated? I want to show percentage change instead of straight up numbers.

Lunartique_0-1769591317327.png
Lunartique by Tera Contributor
  • 146 Views
  • 1 replies
  • 0 helpfuls

Export Status Report - Date order

When we select 'export status report' through the planning menu, the list of status reports to select are not in date order. Is this working as it should?It doesn't seem very user friendly not to be in date order, and when you have 10's of reports it...