Hi Community,I need some guidance on customizing Resource Cards in ServiceNow (Resource Management / Planning Workbench).If I am the manager of 2 groups, and those groups together have 8 members,Then when I open the Resource Cards view, I should onl...
Hi all, This is my understanding on how capacity management is integrated in Resource Management and SPW flows:- Resource Management 1. Capacity is generated automatically based on user schedule, e.g. 8 hours per day and 5 days per week 2. Resour...
Hello all, does anyone know how the Percent Complete Field is calculated in the free - form roadmap? I just would like some clarification on this. The percent complete field belongs to this table: sn_align_core_custom_planning_item_1
Hi All,In SPM module, Requirement : Current system does not allow projects to move from G1 to G3; Not all projects move into the execution or G2 phase from G1. G1 is used to scope out complex projects and determine whether the project is viable. If ...
Dear all, where can I find the recording of the july session for SPM Resource Management?Thanks Jeanette
Hi Community,I am working on the Strategic Planning Workspace in ServiceNow, specifically the Portfolio Planning dashboard. I need to add a new filter for a Boolean field (True/False) so that users can filter data based on this field.Could someone gu...
Hi,I want to know how to best use Strategic priorities. SCENARIO - The company has gone through replanning. There is a Strategic priority that is no longer relevant and should not be available to be selected in new Goals.ISSUE - You can set active fl...
Hi All I am hoping to get some assistance on how others are using the portfolio management workspace. We have been using the basics for a while now in Portfolio Management, My question is for our organisation we go through quarterly planning activiti...
Hi All, I have requirement that need to populate checklist items on the project task form(checklist tab) using project task template and as admin we can able to add item in checklist and delete the item but others can only able to see , create and no...
Ask:We’re seeking guidance on best practices for reflecting capacity for future contractors prior to their onboarding. Background:Historically, when our organization anticipates a large influx of contractors for a project—such as during the construct...
Hi.I'm trying to add additional fields for the "Group By" in Strategic Planning Workspace. I've followed this doc: https://docs.servicenow.com/bundle/utah-it-business-management/page/product/alignment-planner-workspace/task/configure-source-table-pre...
HelloI have the same plugins installed in these 2 instances both xanadu however im missing doc templates and status reports view in one instance. do I have to turn something else on? Appears that the summary-details-Planning-tracking-status report v...
The button generates an error. I attempt to resolve it, but something prevents the completion of the process.
I can't figure out how to adjust a default filter in the new project workspace. For instance, there is a filter turned on to only show Decisions that are not in a completed/closed state. How do I turn that off to see closed decisions? I can do it ...
In Strategic Portfolio Management, can we merge multiple demands into one single demand? For example, if we have 10 demands, is it possible to bring them all together into one, along with their tasks, cost plans, resources, and other related data ?, ...
