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New Cost Plan

I have a requirement in ServiceNow PPM/SPM Financial Management, and I would appreciate some guidance on the configuration.Currently, in Demand and Project, we have the standard cost types:capital_outlay (CapEx)operational_outlay (OpEx)other_cost (Ne...

MakhanlalM by • Tera Contributor
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  • 2 replies
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Edit filters in SPW

  How do I edit the default filters in Strategic Planning Workspace?Simple question but man I have no answer

Screenshot 2026-03-11 165809.png Screenshot 2026-03-11 165741.png
Lunartique by • Tera Contributor
  • 528 Views
  • 1 replies
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Resolved! Managing Companies and Vendors in ServiceNow

We realized our company table needs to be sanitized and I would like your help in doing so. We want to know how other customers handles companies and vendors. Issue: We have instances where a company can be both a company and a vendor and where a com...

GChanner by • Tera Guru
  • 1797 Views
  • 2 replies
  • 1 helpfuls

Project Security - Confidential Flag

We have been experimenting with the confidential flag to prohibit Contracted PMs from seeing other projects.  The only way I can see this being workable is if ALL projects are automatically marked as Confidential, and the PMs can ad hoc allow contrac...

Resolved! Custom Planning Attributes in Resource Management Workspace

For Resource Assignments, I have added 4 custom planning attributes (Department, Employee Type, External Type, and Onshore/Offshore).I have the followed this link to have the attributes show up in Resource Management Workspace.  https://www.serviceno...

RonS by • Tera Contributor
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