Resolved! My Fiscal Calender is getting Calender
Every time i try to generate a fiscal Calender for 2029 it is creating a fiscal Calender . tried couple of times by recreating and deleting . Help me to overcome this issue
Forum Posts
EveryTime I tried Generating Fiscal Calender for 2029 it is setting wrong start & End Dates
Every time i try to generate a fiscal Calender for 2029 By providing Fiscal Type as - Standard It is generating the dates starting form 2028 when the year i have mentioned is 2029 I tried couple of times by recreating and deleting . Help me to over...
How to Include Custom Goal Fields in SPW Personalize list
Hello,We have added 6 custom columns/fields to the sn_gf_goal table. We would like these 6 fields to show up in the Personalize list in the Goals section of our portfolio plans in the Goals and targets tab.I have tried to find the list layout that is...
Financial Planning tracking in SPM?
What best practices do you follow to link Financial Planning (costs/benefits) with project execution for real value tracking in SPM?
Why the Labor Cost Generation not Autogenerating for Resource Assignment
We are setting up to migrate from Resource Plan to Resource Assignment. When we are using Resource Plans, the Cost Plan is generated when the Resource Plan is created and approved. For the Resource Assignment, it requires the user to manually click t...
Email Digest Logs
Hi, So I am configuring Email Digest for a Notification Record which would fairly work. In the case of primary emails we are able to observe the Emails in the System logs>Emails. Is there any way to observe the same for Email Digest notifications, so...
Resolved! SPM: Resource Management - Resource Card filter Limitation
I'm trying to increase the number of resources which are pulled for a resource card in Resource Management Workspace. Currently this is limited to 100 and I'm unable to find the property where this limit is set. Can anyone help point me in the corr...
Demand Intake form - Portfolio / Business Application selection?
Hi Everyone, I was wondering what is a common practice when exposing Demands to different user audiences via a portal/record producer. 1. Portfolio - do you have mandatory Portfolio (pm_portfolio) selection on the intake form, if yes, how are Portfol...
Performance Analytics Automated Indicators
Goal: find via indicator the average # of demands logged in ServiceNow in the last 18 months (from Nov 2024 to April 26).Issue: results are incorrectImplementationI have in Zurich ServiceNowDemands logged in April24 I have created: Demands.Monthly.C...
Resolved! Modify CWM apply template procedure
Dear all,I'm using Collaborative Work Management and would like to modify the Apply template functionality; this action just creates the list of saved tasks (of my starting template) but doesn't applies also relationships and some other fields I woul...
Dependency lines in Portfolio Planning Kanban view
Hi. Has anyone implemented dependency lines in the Portfolio Planning KanBan view, similar to those seen in the EAP Board? Or better still, does anyone know if this is coming in the future roadmap? My thinking is the logic and code has to be in...
Financial View in Status Reporting
We are launching our SPM journey, currently on Zurich. When in the Status report module the Finance tab has view that included benefit and costs and well show you breakdown by period. This is done at a single project level for the status report. Is t...
Resolved! What is the difference between Agile Team and Agile Development
What is the difference between Agile Team and Agile Development? I see that Agile Team is free addon but Agile Development is part of SPM Pro version. Is there any right documentation to refer?
Benefit Plan and Benefit Realization Dashboard
Good Morning, I'm trying to create a dashboard to have a centralized place for all the benefit plans. Is there a way to connect the benefit plans to the Project Number in the dashboard? So far I've only been able to have a full list of benefit plans ...
How-to setup guides
Hello, are there any how-to guides with screenshots showing how to setup a Scrum or Kanban board and how to manage the cards..etc? Thank.