Forum Posts
Hide Create Status Report button in Project Workspace
I want to hide the status report button on project workspace but, i am not able to do that.Hi All, Any help will appreciate on this. I want to to hide the "Create Status Report" button in project workspace. Here are the steps to go there 1. Open Pr...
Demand Management > budget allocation
Dear community,Following recent upgrades, I’ve noticed that the option to allocate a demand’s budget by year is no longer available on the Demand record. This functionality still exists once the demand is converted into a project (in the project work...
Project Workspace & Playbooks Integration
Hi, Anyone already tried integrating Playbooks with Projects? Project Workspace.Still haven't fully understood how we can configure Project Workspace to display Playbooks and how to set the permissions (roles) to create and manage Project Playbooks b...
Resolved! Missing Workspaces in Lab Instance
I am doing the Strategic Portfolio Management (SPM) Fundamentals On Demand (Washington) (Course) in ServiceNow University. My first lab instance was working fine but then expired. When I requested a new lab instance, it did not have the SPM workspac...
Resolved! Install SPM in dev instance
I am relatively new to ServiceNow Development and Configuration and am seeking guidance on enabling the Strategic Portfolio Management (SPM) module.Our management has expressed interest in exploring the capabilities of SPM within ServiceNow, and as p...
sn_invst_pln plugin installed but only Investment Portal visible – no modules in App Navigator
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...
Resource Data Visualization - Trying to trend by when the work is actually planned to happen
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...
Time Sheet Portal
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...
i had requirement in fm_expense_line table we have amount filed
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...
Can I use the export to PowerPoint plugin for Program status reports? If so, how?
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...
How to handle resource manager substitution during vacations or sick leave in ServiceNow?
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...
Restricting resource assignment by group / department in ServiceNow PPM
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 ...
Clarification on labor rate hierarchy when generating expense lines from workforce
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...
Resolved! Stakeholder Register vs. Custom Fields
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...
