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Resolved! Manage Stakeholders List

How does everyone manage the stakeholder register list?  We maintain a list of stakeholder based on portfolio. however when demand manager/ project manager add a new stakeholder to their demand/ project, the new stakeholder is rolled up and saved at ...

SK51 by Tera Contributor
  • 5633 Views
  • 8 replies
  • 9 helpfuls

Unable to setup Enterprise Agile Planning

I am testing out Enterprise Agile Planning in my PDI, but when I access Strategic Planning Workspace I only see "Select a menu item to start". I have confirmed that the Enterprise Agile Configurations are Active screenshot below.  I have also confirm...

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Resolved! How to relate Project Phase with Project Task

How to  link the Project Phases with the task and make dependent so that new phase will get start when the previous state task got closed completely.  Any suggetion will be help full , I am new to Service now and currently in learning phase. 

Nihar1 by Giga Contributor
  • 10245 Views
  • 20 replies
  • 10 helpfuls

Display value of Sum of Opex & Capex in Field

Hello Everyone, Is there a way to display the value of total sum of actual capital / actual operating in Project Table ? There is already a calculation on cost plan table when the cost type contains "opex" or "capex" My concern is how can I display t...

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Resolved! Can I change which template is the default status report template?

When in the project workspace, and wanting to generate a status report, our project managers want to know if it is possible to change which template is considered the default? Currently, when you click on the Create Status Report button, it will auto...

HerrAndrew by Tera Contributor
  • 700 Views
  • 1 replies
  • 1 helpfuls

SPW roadmaps personalize "Show on bars" and "Metrics"

We'd like to personalize our roadmap experience in the Strategic Planning Workspace > Planning > Roadmap view > Personalize pane.  As an admin, are there steps and recommended best practice for configuring the following? How to add other information ...

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Demand to investment

Hi, In our scenario, Funding Groups represent Investments and Projects represent Demands. The requirement is that multiple Investments can fund the same Demand (for example, Funding Group 2 and Funding Group 3 both linked to Project 3), and similarly...