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Resource - Automate Task Assignment

We are rolling out SPM resource management and our PM's don't like "double entry" of task and resource assignments Current flow:1) PM creates project, creates task, creates the resource request by role2) Resource Manager assigns resource3) PM approve...

TheJoeDC by Tera Contributor
  • 343 Views
  • 3 replies
  • 0 helpfuls

How to Improve Dashboard Drill-Down Experience in ServiceNow

Hello , our customers are experiencing a not ideal user experience when using the Platform Analytics dashboards.Currently, when a user clicks on a score in a dashboard widget, the drill-down functionality defaults to a classic list view. This is not ...

Alpa82 by Tera Expert
  • 166 Views
  • 1 replies
  • 1 helpfuls

Export to powerpoint customization

I want to customize a format for portfolio report in powerpoint format. This format involves getting data represented in a table format for multiple projects, at times more than 30, which cannot be all put in a single slide for the presentation repor...

SPM Resource Time Splitting

I am having issues within SPM resource and tasks splitting assigned time.  When selecting "split time" I cannot reassign those hours to a new resource.  I am forced to delete the records and recreate new assignments.   

dgudex by Mega Contributor
  • 314 Views
  • 2 replies
  • 0 helpfuls

Resolved! SPM - External dependencies in Project Workspace

Hi all, When I create an external dependency in Project Workspace the relationship is always Finish to Start and it cannot be modified.Actually I cannot modify that dependency at all. Can you please clarify how it works? Many thanks

Tommaso2 by Tera Expert
  • 391 Views
  • 1 replies
  • 1 helpfuls

Resolved! Unable to get Finacials section of Portfolio Planning Workspace to work

Hi experts,I am not able to get the Finacials section for working lens of Portfolio Planning Workspace to work. I have followed all steps to configure the portfolio financials in Portfolio Planning as per the instruction https://www.servicenow.com/do...

petrb by Mega Guru
  • 2247 Views
  • 11 replies
  • 4 helpfuls

Subscription Management Configuration

I am trying to configure subscription management for Strategic Portfolio Management Professional in our environment.  How do I identify which users are consuming a purchased license?

CMastny by Tera Contributor
  • 438 Views
  • 1 replies
  • 0 helpfuls

How to add/create/customize idea portal page ?

Hi, I have a requirement where requestor wanted to add two fields on idea portal page, please see the image attached Under "Title and Description" Field 1 (Situation) - same as Title Field 2 (Background) - same as Description.  create an idea is a wi...

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VedhR by Tera Contributor
  • 3015 Views
  • 6 replies
  • 3 helpfuls

Create custom type Planning Attributes in SPM

Hi everyone , I am working on some planning attributes in SPM module an need help that how we can enable OOB planning attribute "Expense Type"  on the resource plan table (enabling the attribute on resource management). I dont see a way for it as we ...

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shubh1992 by Tera Guru
  • 499 Views
  • 2 replies
  • 0 helpfuls