Resolved! Different phases in Project(pm_project) table
I want to have a detailed understanding on how the project phases work.How the phases move from one to other?Can we have approvals when one phase is moved to other?
Forum Posts
Demand Record
Is it possible to 'copy' a demand record to create a new one? I see I can do it for CHG Req, but not demand - using personal instance as admin to try this -
Can you create a View Only permission or role for the Allocation Work bench
Does anyone have any insight as whether a view-only permission or role can be created for non-resource managers to access and see the Allocation Workbench tool? If it can be done, do you have any documentation on how the permission or role was creat...
Need to populate Site/Region code
I have a requirement to populate INC based on the site it was created but first how will i create a multiple select dropdown filter on the site/region code? Can anyone Please guide through
Resource Assignments - Employee Profile
Migrating to Resource Assignments and see that they are tied to the Employee Profile for the Primary Resource Group, Role, and Skill.We currently do not have the Employee Profile table populated. As we look to populate the Employee Profile table, we ...
Resolved! Status report on Strategic Planning Workspace
Hi everyone. We have a request to make the project status report available on the Strategic Planning Workspace, without the need to enter the Project Workspace view. To be more specific, I'm talking about creating a new tab on that panel on the right...
Showing active and future work in SPW
Hello, Hoping someone else has a good way to solve for this. When planning through SPW how do you see in an initiative with active projects rolling up to programs, stand alone projects rolling up to initiatives, and demands rolling up to an initiativ...
Email reminder when time sheet is not submitted
Hello - I can't find my thread on this but here is what I am trying to do and getting stuck on step 4 and 5. I need to have automated emails sent to users at 9:05 AM every Monday who have not submitted their time sheets for review. Create an Email N...
Change Filter of My Resource Cards in Resource Management Workspace
I would like to change the filter of My Resource Cards being shown in Resource Management Workspace. I want to show to one default Resource card to everyone here in My Resource Cards. Add a Screenshot for reference.
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=...
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...
Bug: OOTB behaviour for Operational resource assignments in resource managmeent workspace
Hi all. We have encountered a strange and inconsistent problem which I would like to get some input one. We are implementering resource management workspace and have broad experience with RM, however we have been faced with a problem that is really b...
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...
Display error/info message on Project Workspace Planning tab
Hello Community, I would like to display an error/info message on the new Project Workspace Planning tab, whenever a certain field is changed.Example: Whe a user tries to change an Open task into Closed Complete, I would like to display a message on ...
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...
