Hi There, I am working on a project where, after a Resource Assignment is created and approved, no one should have access to update the Resource attributes.To achieve this, I created an ACL to restrict updating these fields. It works perfectly in the...
When in the project workspace, and wanting to generate a status report, our project managers want to know if it is possible to change which template is considered the default? Currently, when you click on the Create Status Report button, it will auto...
Hi Team Can we able to integration ServiceNow and Teams integration ? ThanksSathish
We'd like to personalize our roadmap experience in the Strategic Planning Workspace > Planning > Roadmap view > Personalize pane. As an admin, are there steps and recommended best practice for configuring the following? How to add other information ...
Hello Community,for project task I have a business rule that force users to enter time worked before changing the state to close complete.This works ok however in the planning page, when trying to close complete a task from there, it displays a non ...
Hi, In our scenario, Funding Groups represent Investments and Projects represent Demands. The requirement is that multiple Investments can fund the same Demand (for example, Funding Group 2 and Funding Group 3 both linked to Project 3), and similarly...
Hello all! We recently implemented SPW and are now looking to represent approved budget for a given year. I also want the flexibility to show that a particular portfolio of work may have multiple different funding sources; for example, there could be...
I've successfully been able to create a new project status report template via the Docs option in Project Workspace, however, when I attempt to use it to create a new status report, the format on the input form is still the OOB default project status...
Per the ServiceNow documentation, to create rate models, rate model attributes, and rate lines, users need the pps_admin role. I have granted the pps_admin role as well as the rate_model_admin role to the users. They are able to create the rate model...
Hello All!I have a requirement where I have to re-order the widgets in Financials in classic project workspace (Planning Console)I want the Budget Cost widget as First and then Total Planned Cost, then continued with Actual cost and others. Thanks an...
In the Investment Portal 'Period' and 'Quarter' are showing data as expected, however, ther is no data for Fiscal Year. I reviewed the data on the Fiscal Periods table and everything appears to be configured correctly. Fiscal Period Data: Quarter ...
I recently migrated to Resource Assignments from Resource Plans, and I'm having trouble creating Resource Card filters in the Resource Management Workspace. No matter what I select, I get all resource assignments instead of the limit I want. This h...
OOTB Behaviour : Currently when a Project is created from Demand , all Resource Assignments move from Demand to Project.Requirement : To control and move only certain type of Resource Assignments to Projects We have established a custom field on Reso...
Question(s )Is there a recommendation / best practice, where to start / to define the different kinds and levels of costs?The Big Goal / Use Case:You have a Service orientated organisation based on CSDM 5.0 and you want to define / track all the cos...
I want to create a business rule that triggers when the Idea record state changes resulting the creation of new Epic (or idea is convertes into Epic) after that the story should be created automatically.But I am nor able to find any UI action that s...