Hi Community,We are implementing ServiceNow SPM with multi-currency enabled and have a requirement to view portfolio-level financials in the investment/portfolio currency.Currently, the Portfolio Financials view appears to aggregate and display finan...
Looking to provide my team of Program Mng, Project Mng and Project Coordinators additional training on how to use the schedule / planner tool in SPM pro.
Wondering if anyone knows if there is a way to edit this dashboard that is *not* UI builder?Steps:1) Go to strategic planning workspace2) Create a portfolio or open one that already exists3) Open the Goals menu4) View the dashboard tab There is no "...
I need help as I am trying to export the data in Powerpoint from strategic planning workspaceI need the below points:1. To get the Strategic program data in slide then how should the record created so that it will come in the powerpoint.2. To get the...
when I create a new project, it opens in the Workspace. An OOB popup appears in SPM, where I fill in all the required details. Currently, after submitting the popup, it redirects to the Planning page. I want to change this behavior so that, after com...
Could you please help us validate our understanding of Collaborative Work Management (CWM) and its connectivity with ITSM and ITOM?For our project, we are evaluating the use of CWM as a team-level collaboration and work execution layer, with the obje...
Hello, I am looking for guidance on maintaining accurate resource allocation data in the new ServiceNow Resource Management Workspace. We migrated to Zurich last week and have the new Project and Resource Management Modules. What is the ServiceNow b...
We have a dedicated SPM administrator / implementation specialist responsible for routine SPM configuration and UX, while privileged platform/security administration is centrally controlled. A recent example is enabling inline edit on an existing Goa...
Within Resource Management Workspace, is there way to see who (which user) made edits to a Resource Assignment? I'm specifically wondering if I can see who changed Resource Status from Pending to Approved.
Hi Everyone, I have a requirement to display the **Demand Workbench within Portfolio Planning Workspace. As an approach, I created a custom page in Workspace and used the iFrame component to load the Demand Workbench using the following URL: /$demand...
Hi Community,I have a requirement to display a custom-created field called 'Plan Item' in the Personalize Columns panel and list filter on the Investment (Demand/Project) list view, but it is currently not showing up.What I've done:- Created a custom...
Is there an option to auto save in the planning console part in SPM? the guys keep getting caught out and end up losing work.
In ServiceNow Strategic Portfolio Workspace (SPW), users working with the Prioritization list can access several actions from the row context menu, such as:Move to top / Move to bottomDuplicateDeleteOpenIn our use case, the requirement was to remove ...
Hello,I need to add or remove fields from 'Filter' on portfolio plan in Strategic plan workspace.I am not finding where exactly these fields are configured. please respond if any one aware on this . Thanks in advance.
Hello, We have upgraded our instance to Yokohama and are looking to move our Classic Project Workspace users to the new Next Experience Project Workspace. One of our users inquired about the possibility to import Word documents, PDFs, and other files...
