There are 4 places where we can record rates for resources: 1. Rate model and Rate lines 2. Rate on Resource Role 3. Rate of Resource Group 4. Default Rate system property On top of that we have a rate over ride (which is simply over rise a rate whe...
We have a button 'Create Baseline' on projects/project workspace. When I click if it, it creates a baseline.How can I create the baseline automatically when project phase changes to executing?
Hello,Is it required to assign a specific individual (real person) to a role for capacity planning across multiple concurrent projects, or is it sufficient to plan based solely on roles without linking them to actual users?Additionally, if necessary,...
Hi Everyone,Currently, all users are able to edit and submit timesheets belonging to previous calendar years. Required Expected Behavior:Users must not be allowed to edit or submit timesheets whose start date falls before the current calendar year.Th...
Hi everyone, I was wondering if I could use the sys_audit.reason field to document why a field was updated for audit purposed.It is convenient to update via grRecord.update("The reason I am doing the update"); But after, I realize that this field doe...
Starting a new PDI and I can no longer find the strategic planning plugins or the SPM product. Project Portfolio Mgmt is still there, as well as Resource Mgmt and Agile and some other related items, but the core strategic planning items that enable ...
Hi everyone,I am currently working with SPM Standard and using Resource Plans. I wanted to clarify whether Resource Assignments can be used in this setup or if they require additional plugins/licensing.From my understanding, Resource Assignments are ...
We'd like to establish a process for project managers(PM) to create project_status records and generate *.PDF versions of the reports using the workspace project status templates.Ideally, the PM would:navigate to the project workspaceselect a project...
Hey SPM Community, What approaches have you come up with to synch the scores given to the Planning Items in the SPW with the score fields on the execution items? Given that the choice of scoring framework is pretty vast, I'm aware it's challenging, b...
Hello everyone.I'm new here and this is my first post.I work as a Project Manager at the Stefanini Group, located at the Banco do Nordeste do Brasil client in Fortaleza, Ceará, Brazil.I hope this space enriches my knowledge and that I can also contri...
I would like to understand whether Playbook decisions can be triggered dynamically based on the roles of the logged-in user. If this is possible, could you please share the recommended approach or best practices to implement this?
Hello,we're having issue with OOTB Glide_list functionality on Workspace.OOTB, Glide list allows the "add remove multiple", showing slashbucket and easily adding many records at once. On Workspace however, we dont see this option - there is a filtere...
As any one had any problems with enabling EAP Hierarchy? I tried following these instructions https://www.servicenow.com/docs/r/zurich/it-business-management/enterprise-agile-planning/hierarchy-enable-eap.html But the sn_apw_advanced.enable_hierarch...
We need to connect a Jira project with the ServiceNow (parent) project - PPM and not agile development or SPW. How to do this?Purpose is to receive timeline and milestone updates and dependencies from Jira project in ServiceNow project.
Is it possible to change the font on Project Status Report in Project Workspace? The default Doc Template editor is quite limiting, but I was able to find the Document Template (sn_doc_page_template) with the JSON that is actually generating the repo...