HiCurrently trying to work out why certain demand records are not appearing in a portfolio plan. It appears any demand that has been linked to another item for example an Epic or Project (converted) does not appear in the portfolio plan, even if tha...
Hi, I have a write and edit-list ACL on the resource assignment table for the resource status field. There is a condition on it 'ready for review' is yes. When this is yes, the resource manager can edit the field and approve/reject etc. Works fine o...
This month our instance has been upgraded to San Diego, as such we have been able to take advantage of the New Project Workspace and our end users love it. We've been asked to default projects to use the new workspace instead of the Classic view, sav...
Hi Community,I have a requirement where, upon clicking a DemandPDF button (e.g., a UI Action or similar trigger), a PDF should be generated and automatically attached to the Demand Task associated with that Demand.Important details:Only one Demand T...
We currently use ITSM and are exploring the SPM module to manage our demands, resources, benefits etc. Our development team have offered to build a form in ITSM to capture the demand detail and populate the demand record in SPM. This would allow a s...
Hi,When the project gate changes from Pre-Go to Go, an approval request is correctly sent to the Budget Owner, and they approve it. However, the system is currently triggering email notifications to all stakeholders, which is not expected behavior.Id...
Hi, We are configuring one of the Teamspaces to manage our demands and projects and I noticed the following behaviour when Cost Plans got generated from Resource Assignments:- Unit Cost had a value (as per rate model)- Total Planned Cost = 0 which in...
Hi Team, We are in the process for implementing new Resource Assignments for a customer and want to create a new rate model based on custom attributes (Country, Job Level). Tried to do this on the PDI but the planned cost gets defaulted to $50 rate. ...
Hi Team, Just want to ask for your knowledge and assistance regarding the issue of Resource Aggregate Weekly when the project field is populated on demand table.UI Action: Move Win to Delivery generates Project Record.Business Rule that runs after t...
Hi all, When I compare 2 financials baselines in the Project Workspace, I can only compare (see the attachment):- Forecast- Planned I read that I should be able to compare many other financials, e.g. budget.Maybe something has to be configured? Many...
Hi all, It is possible to create an improvement initiative from a project?If so, can you please provide a use-case? Many thanks
I'm working on the SPM (Strategic Portfolio Management) module in ServiceNow and facing an issue with cost plan calculations.In a demand record where there are already around 40 existing cost plans, when a user creates a new cost plan, some calculati...
In the Demand form, I have created a custom UI action. When the button is clicked, a pdf is need generated and attached to the same record.
Hello,The expense type field on Resource assignments is non-editable . Did an analysis ? There is no ACL or UI policy running on this table. Can someone please help ?Thanks, Subham
Hi Community! I hope this is a simple question that many of you either know the answer to or are interested in knowing the answer to. We have implemented the resource management workspace and have previous experience with legacy resource plans.As m...
