Demand budget values are not updating on related list
I have created a budget using create Budget related link but those are not visible in the related link and workspace budget.
Forum Posts
Multi-currency: New Workspace SPW - Financial remain in Functional Currency
When turning on Multi-currency and have the plug-in installed, I am able to view the project currency when selecting the project currency view in the old interface. No problem here.But when I try "Financials" within the "New Workspace" I can only se...
Portfolio Planning View by Business Unit AND Impacted Business Unit
I am attempting to use my Portfolio Planning Workspace tool to view all projects/demands by Business Unit AND Impacted Business Units.For example, my project "Estimate Creator" has a primary business unit of Revenue Cycle, and an Impacted Business un...
Stage Gate Process in SPM PPM
We are currently exploring SPM/PPM module in ServiceNow and in our current project mangement process we heavily use "Stage Gate" process. Is there a stage gate process in ServiceNow PPM or something which is equivalent to "Stage Gate" Process in SPM...
Using the Built-In "Copy Story" Option for Yoko
Using the Built-In "Copy Story" Option for Yokohama release OOB. It says to do the following:Open the Story record you want to copy.Look for the "Copy Story" related link on the form. This is typically found in the Related Links section.Click "Copy S...
how to remove the scrum_admin role from the demand_manager role
Background:The the it_demand_manager role contains the demand_manager role which contains the scrum_admin role. I don't understand why a high-level role like scrum_admin would be buried deep within another role. We're a new SN shop and all of our co...
Resource Assignments and Time Sheets
In the new Resource Assignments, I am seeing that unapproved resource assignments are showing up for resources on their timesheet. For example, I am requested (pending Resource Assignment) for a Project and a Demand. Using the Time Sheet Portal, the...
No "Open Workspace" Option for Demands in Strategic Planning Workspace
Hi Community,I'm working in the Strategic Planning Workspace in ServiceNow, and I noticed something inconsistent:For records where the Planning Item is set to Project, I see options like:Open project workspace classicOpen project workspace newOpen pr...
Integrate SnowFlake with ServiceNow Key Pair Authentication
Hi Team,We had a requirement to integrate SNOWFLAKE with SERVICENOW via key pair authentication. Can any one guide the steps how we can implement in servicenow.
Resource Plan migration of customized allocation instead of even allocation
Dear Community, I need to migrate Resource Plans to Resource Assignments. Based on the documentation, the Allocation spread is always Even. Our Resource Plans has some customisations for monthly values, like 3 FTE for January, 6 FTE for February, the...
SPW Scenario Planning with multiple goals aligned to each planning item
The scenario planning feature in the SPW is a gamechanger. It's great to see how people evaluate their planning differently when they can see how their inclusions/exclusions impact delivery of the Strategic Objectives. However, the Primary Goal is ...
Copying Project Status Reports - custom fields
Hey all, In (Classic) Project Workspace - there is a section to click into Status Report where weekly reports can be generated. There is a UI action to Copy to bring over filled in fields from one week to the other. However, we have some custom field...
[SPM Workspace] Legacy or CSM Projects (pm_project) Not Loading in Portfolio Plans – Import Issue
Hi SPM Community, We’re trying to display legacy projects (created in pm_project) inside the Strategic Planning Workspace (SPW)under Portfolio Plans, but they don’t show up. If we create a project manually via the Advanced Planning Workspace, it sync...
Capacity/availability generation based on resource plan.
Hi team, the system is generating Capacity and Availability also for months prior to when the resource started working (e.g. we have someone starting in June 2025, a Resource Plan is created for a period June – December 2025, but the system is automa...
Restricting Portfolio Plan Visibility in Strategic Planning Workspace (SPW/Xanadu Build)
Hi all, I’m working in the Strategic Planning Workspace (SPW) using the Xanadu build, and I need help validating the best way to restrict visibility of Portfolio Plans.What I’m trying to do:Ensure that users only see Portfolio Plans they own, unless ...
