We are rolling out SPM resource management and our PM's don't like "double entry" of task and resource assignments Current flow:1) PM creates project, creates task, creates the resource request by role2) Resource Manager assigns resource3) PM approve...
Hello , our customers are experiencing a not ideal user experience when using the Platform Analytics dashboards.Currently, when a user clicks on a score in a dashboard widget, the drill-down functionality defaults to a classic list view. This is not ...
I want to customize a format for portfolio report in powerpoint format. This format involves getting data represented in a table format for multiple projects, at times more than 30, which cannot be all put in a single slide for the presentation repor...
I am having issues within SPM resource and tasks splitting assigned time. When selecting "split time" I cannot reassign those hours to a new resource. I am forced to delete the records and recreate new assignments.
Hello SN Community,I've recently encountered a challenge that I hope some of you might have insights into.Background:I've been utilizing the "Export to PowerPoint for SPM" plugin to streamline our presentation processes within ServiceNow. While the p...
Hello Team,I have observed that the budget information for one project is not available in the financials view of the ServiceNow Project workspace. However, the same budget information is present in the classic project workspace.Could you please assi...
Hi all, When I create an external dependency in Project Workspace the relationship is always Finish to Start and it cannot be modified.Actually I cannot modify that dependency at all. Can you please clarify how it works? Many thanks
Hi All, While exporting the project with the template, we are able to see "Failed to generate powerpoint . Contact your system admin" error . We did also check the "strategic planning plugin and is up to date as its shows version Strategic Planning t...
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...
Hi All, In our SPM workflow, we have multiple gate phases: G0, G1, G2, and G3. Once all approvers have approved a gate, an automated email is triggered. The project also includes a Phase field and a Sanctioned Cost field. Ideally, when the Phase fiel...
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?
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...
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 ...
I'm trying to post a question, but it's marked as Spam. How can I post?
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...
