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Restrict Resource Cards to show only members of groups I manage

 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...

Bindu16 by Tera Contributor
  • 463 Views
  • 1 replies
  • 0 helpfuls

Resolved! Manage Capacity - Strategic Planning Workspace VS Resource Management

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...

Tommaso2 by Tera Expert
  • 1061 Views
  • 2 replies
  • 1 helpfuls

Request G3 directly from G1

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 ...

Resolved! Strategic Planning Workspace - Decommissioning Strategic priorities

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...

B3N_AU by Tera Guru
  • 1163 Views
  • 4 replies
  • 3 helpfuls

Portfolio Management

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...

natashaking by Giga Contributor
  • 547 Views
  • 2 replies
  • 0 helpfuls

Reflecting Resource Capacity for Future Contractors

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...

GigiC by Tera Contributor
  • 452 Views
  • 1 replies
  • 0 helpfuls

Missing status reports & doc templates in Project workspace

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...

mborkowski by Tera Contributor
  • 677 Views
  • 2 replies
  • 0 helpfuls

Possibility to Merging Multiple Demands into a Single Demand

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 ?, ...

makmishra by Tera Expert
  • 2036 Views
  • 7 replies
  • 6 helpfuls