Hi Community, We are on the Zurich release and have the Investment Funding plugin (sn_invst_pln) installed. All tables listed in the documentation exist (Investment, Funding, Fund Request, Business Case, etc.)All Investment Funding roles are availabl...
Hi All I am trying to create a visualisation of Resource Assignments (RAs) that breaks down 'Unassigned' RAs by Role and Month. Seems easy enough. However what I can't figure out is how to find where the RA is broken down across the months. If I go t...
I have accidentally made changes in the OOB widget(tc_grid).Previously, there was Project time category and resource plan. I want to replace that with Quadrant and Client(Fields from my custom table).I have reverted the version, but the resource plan...
Requirement Statement:In the fm_expense_line table, we have an amount field (type: currency) where the user enters a value and selects a currency. There is also a custom field u_amount_usd (type: currency) that should store the equivalent amount in U...
Hi, I recently installed the Export to PowerPoint for Strategic Portfolio Management plugin. I have noticed it allows me to export Project Status Reports to a PowerPoint Template, but I cannot see a button on the Program Status Report Page and we ult...
Hi everyone, I have a question related to Resource Management / PPM. We have a scenario where a resource manager can be temporarily unavailable (vacation, sick leave, etc.), and another person needs to act as a substitute during that period. I know t...
Hi everyone, I have a question related to Resource Management / PPM. We have a requirement where resource managers should only be able to assign resources belonging to their own technical area (for example: department, group...). In other words:Each ...
Hi everyone,I’m currently working on generating expense lines in ServiceNow based on workforce / time worked, and I’m struggling to clearly understand how labor costs are actually determined.From different documents and community posts, I see referen...
Hi everyone!We implemented Demand before the other SPM modules and made several customizations.Four custom fields were added to the Demand Details to identify the IT Sponsor, IT Executive Sponsor, Executive Sponsor, and Business Sponsor. We've used t...
Hi all Can you give me some guidance regarding "How project percetange is calculated", In mi case, y have a project with 6 project task. 3 of those task are on closed complete status, so its individual percentage is 100%, the other 3 task are on cl...
Hi All, We have a catalog form which consists of Parent request and parent ritm during catalog submission. After few seconds based on MRVS multiple child ritm's gets created associated with child requests and sc tasks. This catalog is developed via f...
Strategic Planning Workspace. In Scenario Planning, I do not see the Financial Planning tab option when creating a scenario.Steps I have taken so farSet sn_invst_pln.enable_budget_allocation_v2 to true. Default value – ‘true’Set sn_invst_pln.budget_a...
I have created a custom report template to extract project status report in PDF from reports tab of the Project Workspace. Here, I have extended the script include "StatusReportDynamicTemplateSchemaSNC" function "dynamicTemplateSchemaTableConfig". Th...
Hi @Luis Ataide How do i handle duplicate projects entries in SPM:If you have 2 portfolios with the same projectE.g IT implementing OCR and GBS sameThey come to a conclusion projects will be funded by IT but GBS will like to still track the benefits ...
Hello Team, We have received a recent requirement from our business users. Currently, they are managing the approval of multiple demands through an Excel sheet. They are now looking for a similar capability within ServiceNow, where the approver shoul...