Portfolio Planning page
How can I access this page in UI Builder?The closest I have gotten is below But the tab group is unable to be opened
Forum Posts
How can I build a Collaborative Work Management bord from non task tables
I understand that CWM is meant for showing the tasks. However approvers of various item (catalog items, risk assessment) are stored in sysapproval_approver. I would like to build a board for approvers. How can I do that. Is there any configuration gu...
Exclude Internal Labor Time Cards from Expense Lines + Cleanup of Historical Data
Hi everyone, I’m working on a requirement specifically for pm_project records, where internal labor time cards should not appear in expense lines or affect project financials. Acceptance criteria:No internal labor time card entries should impact: Act...
Gantt UI Builder to display Metric Instances
I need to build a dashboard with a Gantt chart that visualizes Metric Instances for Project Phase Changes.I've got the metric_instance creating reliably.I can get the component (Gantt UI Builder) onto a UI Builder dashboard.I can get the data resourc...
Azure DevOps Integration: creating new mapping for Bugs/Defects
We have started up an integration with Azure DevOps and have linked Features, Epics, and User Stories to forms in our ServiceNow instance. We are now trying to add Bugs to the Defect form on ServiceNow (rm_defect). However, despite mimicking the set...
How to handle if someone works only 0.8 FTE in capacity planning
It seems that the group capacity , When generating capacity in the Portfolio Planning workspace, does not take in account if some only works 0.8 FTE instead of 1 FTE. Within the HR profile we did fill in the FTE field 80 (instead of 100) but it seems...
Business Rule validation works in Form view but not in Project Workspace
Hello everyone,I am facing an inconsistency with a Business Rule that validates the planned duration of a project task.The Business rule is designed to prevent users from setting a task duration that exceeds a maximum value defined in a system proper...
Resolved! Remove/hide choice selection on UI actions in Source to pay workspace
Hi all, In Source to pay(APO Module) workspace when we click on 'New' UI action a dialog window is opening with case type selection having more choices. Here i want to remove the other choices and only able to select Invoice case. Is there a way to ...
Expense lines not finding the correct cost plan for time cards
Recently I have noticed that our expense lines for time cards are not finding the appropriate cost plans. They are instead creating system generated cost plans, which is causing confusion with our project managers. Does anyone know what I need to c...
Create a document template in Portfolio Planning to pull in a Program and all underlying projects
I would like to see if there is a way to dynamically pull in a list of projects associated with a program by using the document templates with dynamic content. I want to create a program-level report using the document editor. I am able to use dynam...
Resolved! Docs Template Functionality in Project Workspace
Hi,I'm working on building document templates and wanted to check if the template functionality allows for more advanced automation. Specifically, is it possible to create a template where:The title is automatically populated with the Project Number ...
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 configure Demand workbench
Hi , Need information on demand workbench , my company has demand module working how to add demand workbench .
Usage Guidance for Feedback, Product Idea, Product Enhancement, and Product Feature?
I’m struggling to understand when and how we should be using feedback, product idea, product enhancement, and product feature, and I don’t see clear documentation online.How I envision this should work is we would receive feedback that we potentially...
PI Planning using sharable views in EAP (Enterprise Agile Planning)
Hello All,could use some help if we are planning to have an option to either sharable views within the Planning Board Personalized panels in EAP. Customers really like that EAP allows us to choose metrics and indicators to be shown on cards so that ...
