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Project templates

Hi team, Can I add planned start date(start_date) and planned end date(end_date) in Elements in the project task template config to capture planned start date and planned end date? Please let me know whether it is recommended to add or not?  Thanks,C...

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Confidential Portfolio Plans

Is anyone aware if there is an out-of-the-box option to set up a confidential Portfolio Plan? For example, a confidential HR initiative. When I mention confidential, consider how the HR scope app operates. I know you can create a portfolio plan and r...

adminpro by Tera Contributor
  • 960 Views
  • 8 replies
  • 7 helpfuls

Additional Resources to Agile / Hybrid projects.

Hello,Appreciate your help in advance.Is there is a selection for additional resources beyond just named individuals in Service Now projects for both waterfall and agile project build like  Developer, Sys Admin, Vendor PM, Vendor Developer, Vendor sy...

Shree Nag by Tera Expert
  • 404 Views
  • 1 replies
  • 0 helpfuls

Resolved! Financial tab is not available in Portfolio Planning Workspace.

I am learning for CIS-SPM and I installed SPM on my PDI just to test some things.I installed Financial Management as well. There is one issue, I do not see financial tab in portfolio planning workspace. I followed the below docs to enable financial p...

damiangul by Tera Expert
  • 1519 Views
  • 4 replies
  • 0 helpfuls

Resolved! Migrating from Resource Plans to Resource Assignments - Not appearing

Hi,  I am trying to migrate plans to assignments. Clicked the 'Migrate resource plans' related link and can see it's successfully created the assignments. However, when I view the project in Project Workspace, I don't see any of them and the sync res...

Alex2506 by Tera Expert
  • 1077 Views
  • 3 replies
  • 1 helpfuls

SPM | Demand actual costs

Hi, How actuals costs are calculated in demand?I know that once time cards are approved then expense lines are created, and once processed they turn into actual costs. But a part of resource management, how planned costs become actuals? thank you!Tom...

Tommaso2 by Tera Expert
  • 316 Views
  • 2 replies
  • 1 helpfuls

How to perform Information Security Review in ServiceNow?

Hello everyone, Our organization has tasked us with conducting information security scans on ServiceNow. This is to ensure are we compliant with all security checks established by our information security team, aligned with our organization's standar...

Venkatesh4 by Tera Expert
  • 446 Views
  • 1 replies
  • 0 helpfuls

Resolved! Different demand assessment based on the demand portfolio

Hi,is it possible to have a different demand assessment based on the portfolio?The portfolio managers want to have a different score calculation and assessment questions.If possible, how do we need to do the setup?Thank you

annetirez by Tera Contributor
  • 694 Views
  • 5 replies
  • 0 helpfuls