SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

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
  • 851 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
  • 2265 Views
  • 7 replies
  • 6 helpfuls

Help on below reports and dashboards

List of KPIDefinitionCalculation FormulaData Points / Fields in ServiceNowProject Demand Forecast AccuracyThe percentage of demand approved completed within the planned timeline(Number of Demands completed on time / Total Approved Demands) * 100-  De...

CharanV66187530_0-1756203735813.png

Resolved! rate model not assigning to a project

Hi I have a request to create a rate model with rate lines such that it maps to my project and defines the user rate as declared in rate model.For this i have created a default project role (u_defaulft_project_role) on user form and put india,us, man...

tejender_1-1756375525006.png tejender_2-1756375562756.png tejender_3-1756375589019.png tejender_5-1756375626943.png
tejender by Tera Contributor
  • 1319 Views
  • 5 replies
  • 3 helpfuls

Project Management

Hello,Are there training courses for using out of the box project management?  Basics to Expert tips.Looking for end to end project management within SN.  Setting one up, what is required, to day to day functionality.Thank you 

gboston by Giga Contributor
  • 1284 Views
  • 3 replies
  • 0 helpfuls

Service Portal related issue

In the Service portal page there are so many categories when we click on particular category then it will redirect to the category related catalog items. please see the above image I'm highlighting related catalog item we can highlight that particula...

Ankammarao_0-1757082399467.png
Ankammarao by Tera Contributor
  • 633 Views
  • 1 replies
  • 0 helpfuls

Sending of email notification

I have a requirement to send email notification ,if the submitted by and requested for user are same person send only one notification ,if the submitted by and requested for  is different person same induival notification to each of them 

Sprankle by Tera Contributor
  • 1257 Views
  • 9 replies
  • 2 helpfuls

Hide empty Swimlanes on Sprint Tracking / Visual Task Board

Hello everyone, I use the "Sprint Tracking" Visual Task Board of the Agile Development application. It is configured to show me Swimlanes for our Epics, but if there is no User Story with the specific Epic in the current Sprint, it is displayed anywa...

Michael59_1-1679640994427.png
Michael59 by Tera Contributor
  • 1830 Views
  • 2 replies
  • 0 helpfuls

Cost plans - Migrating Resource Plans to Assignments

Hi SPM Community,  We're moving to Resource Assignments and we'd like to automate the creation of cost plans rather than using the UI action 'generate labor costs'. Using the code from this UI action, I created a business rule which seems to be worki...

Alex2506 by Tera Expert
  • 2097 Views
  • 7 replies
  • 1 helpfuls

Demand Management Assessment

Demand Management, when an assessment gets triggered, everyone in the stakeholder list gets the same set of questions.Requirement is :  Security team → only sees security-related Qs  Data team → only gets data management QsBasically, instead of blast...

ruksana2 by Tera Contributor
  • 688 Views
  • 1 replies
  • 1 helpfuls