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Forum Posts

Setting Actual Start and End Date

I know there are a lot of posts about the Actual Start and End Date on a project task but I'm not sure how to get things working the way I need. What I would like is when a project task is moved to Work in Progress the actual start date is set to the...

Resource Capacity

Hi team,Can we change the resource capacity from FTE to hours at Strategic Planning Workspace.Please see the screenshot below, in the image below, we can see it's displaying number of person(FTE), I want it in hours instead of FTE:- @Namita Mishra Th...

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Resolved! For Each Logic In Flow Designer

Hello everyone,I have a field of type List on my Project form that allows selecting multiple managers (users).What I’d like to achieve is:When the project is submitted (or reaches a certain state),An approval request is sent to each manager that was ...

ammar_k by Tera Expert
  • 1727 Views
  • 8 replies
  • 2 helpfuls

Resource Management Workspace - Group By Filter

Hello, I have a question about the "Group By" filter in the Resource Management Workspace. When I select the group by filters for Primary Role, Primary Skill, or Parent Item, the chart displays "Empty" at the top. When I expand the section, the corre...

Eva25 by Tera Contributor
  • 978 Views
  • 2 replies
  • 4 helpfuls

Resolved! SPM Portfolio planning missing columns

Hi!I have problem. In Strategic Planning Workspace -> Portfolio Planning -> I choose Planning and two columns that normally been there, disappeared. Program Increment and Feature Type. I cannot add them from Personalize cause there are missing. Does ...

Anna49 by Tera Expert
  • 830 Views
  • 2 replies
  • 0 helpfuls

Resolved! Service SPM Portal and Virtual Agent

Dear Team,If a customer purchases only the SPM module of ServiceNow , will the customer gets any Portal which is present as default? and what is the role of a virtual agent in SPM module?

gkumar4 by Tera Contributor
  • 535 Views
  • 1 replies
  • 1 helpfuls

Resolved! Is it possible to copy custom fields from "demand" to project ?

Hello, we've added some custom fields to pm_prject, and added the same fields ( same names) to the demande table.is it possible to copy those fields from demand to project while using the ui action "create project" ? thank you

ammar_k by Tera Expert
  • 938 Views
  • 5 replies
  • 0 helpfuls

Can we use Sprint instead of Month filter in Capacity Planning?

 Hi All,In the Capacity Planning dashboard, the resource capacity is displayed based on month filters (Start Month and End Month).My requirement is to view and manage capacity based on Agile sprints instead of months.Is it possible to replace the mon...

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sagar0711 by Tera Contributor
  • 360 Views
  • 1 replies
  • 0 helpfuls

My Projects not displaying projects in Project Workspace

HelloSee the attached in customer instance there are no projects under My Projects even though I have hundred under ALL PROJECTS, then in MY PDI see screenshot I see data under MY PROJECTS, what should I look for?Client instancePDI 

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MaryBorko by Tera Contributor
  • 1484 Views
  • 2 replies
  • 0 helpfuls