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Resolved! Unable to get Finacials section of Portfolio Planning Workspace to work

Hi experts,I am not able to get the Finacials section for working lens of Portfolio Planning Workspace to work. I have followed all steps to configure the portfolio financials in Portfolio Planning as per the instruction https://www.servicenow.com/do...

petrb by Mega Guru
  • 4519 Views
  • 11 replies
  • 4 helpfuls

Subscription Management Configuration

I am trying to configure subscription management for Strategic Portfolio Management Professional in our environment.  How do I identify which users are consuming a purchased license?

CMastny by Tera Contributor
  • 725 Views
  • 1 replies
  • 0 helpfuls

How to add/create/customize idea portal page ?

Hi, I have a requirement where requestor wanted to add two fields on idea portal page, please see the image attached Under "Title and Description" Field 1 (Situation) - same as Title Field 2 (Background) - same as Description.  create an idea is a wi...

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VedhR by Tera Contributor
  • 4082 Views
  • 6 replies
  • 3 helpfuls

Create custom type Planning Attributes in SPM

Hi everyone , I am working on some planning attributes in SPM module an need help that how we can enable OOB planning attribute "Expense Type"  on the resource plan table (enabling the attribute on resource management). I dont see a way for it as we ...

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shubh1992 by Tera Guru
  • 1074 Views
  • 2 replies
  • 0 helpfuls

SPW Goal Dashboard filter customisation

Hello! I am setting up the SPW for a customer, who are particularly keen on seeing data related to their OKRs.As such they like the Dashboard in the Goals section in a portfolio plan, however they'd like to add a couple additional filters to the dash...

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Mark72 by Tera Contributor
  • 443 Views
  • 1 replies
  • 0 helpfuls

Agile project in PPM

I understand that ServiceNow offers multiple modules, including PPM and Agile. Is the PPM module designed to support Agile development and projects, or is that functionality intended to be managed solely within the Agile module?

DeAndreH by Tera Contributor
  • 755 Views
  • 3 replies
  • 0 helpfuls

Project baseline - where is the baseline item list coming from?

Hi Community, We're currently looking into project baselines to try and understand what gets captured and we noticed that besides project and project task related data, we have baseline items for tasks such as: decisions, enhancements, releases. I we...

PaulaaO by Mega Sage
  • 1455 Views
  • 1 replies
  • 0 helpfuls

Resolved! Sych between project tasks in SPM and order tasks in SOMT

Hi, I am creating project oversight in SPM from the order in OMT.  I understand that whenever the order tasks gets updated, the respective project tasks also gets updated. My requirement is to update the order tasks whenever there is an update to pro...

snehapatel by Tera Contributor
  • 665 Views
  • 1 replies
  • 1 helpfuls