How to hide the blue tooltips from Project Status Report modal?
This is the modal that pops up in Project Workspace when you click Create status report and I want to hide those blue messaged. How to do this?
Forum Posts
Project Workspace - Create new Baseline, Restrict "Create new" button
Hi Community, In the "Planning" tab of a Project in the project workspace, when I click the Baselines icon, the below little section shows up, and it has a button called "Create new". My goal is to restrict this "Create new" button to certain roles ...
Resolved! Update Default columns in Resource managment workspace
i want to include few custom fields on resource management workspace. how to include more fields on resource management workspace.
Resolved! SPM - Cost Plan Actual Calculation Wrong
I have identified a bug in PPMFundManager in both Zurich and Australia release. I am working with ServiceNow on this to confirm best way to patch this. It is very specific to the following scenario when you are rolling up expenses to the project an...
Buk data import into spm Demand table, having issues with Operating Expense field.
I am uploading data into ServiceNow Demand table(dmn_demand). all the fields are loading properly except Operating expense. this field was the currency type field. I have data in the format of $120 or 120. but still data was not successfully loaded i...
Resource Management - Updating Cost Plans
Hi All -- We (I) am in need of updating cost plans created from an allocated resource plan after updating the rate in the Cost properties. I've read that the cost plans will not automatically be updated and we must execute the Update Cost Plan actio...
SPM - Vacation - Gantt
Hi all, It is possible to track vacations in the gantt chart (SPM) to show them in the chart itself?e.g. 2 weeks in August that appear as grey vertical lanes during which is not possible to create tasks Thank you
Capturing Planned Benefits
Hi, How are people capturing planned benefits in SPM? I work in a PMO that services third party customers and I'm trying to find ideas on how to capture planned benefits. I've noticed the benefit plans tab but I'm hoping to capture the planned benefi...
Resolved! Project workspace - trying to add list page to it but can't seem to get it working
Hi All,Within the OOB Project workspace, I see the left-hand menu currently includes Projects and Doc Templates. I’m trying to add a List page in between them that displays lists such as Projects, Project Tasks, Risks, etc.I was able to create the li...
Disable scoring in strategic planning in servicenow
Need assistance hiding this scoring section, as it will not be used in our implementation of the Strategic Planning Workspace.Please refer to the attached screenshot for reference.Thank you!
Currency read only in Investment budget record
Hi Experts, We are in development phase for migrating the legacy demand/project budget to Investment budget and while creating new investment budget, the amount field currency is showing EUR and its read only. In our instance we are already using mul...
Budget migration from classic to new experience (Investment Budget)
Hi All, We are exploring the budget migration to new experience view which is investment budget. In project_funding table there are many fields exists but in investment budget(sn_invst_pln_invst_budget) table contains less fields compared to project ...
Why is the "State" field expressly excluded from use in the new Kanban Board in Portfolio Planning?
The new version of Strategic Portfolio Workspace includes a Kanban board in a Portfolio Plan, which is a SUPER useful addition. However the "State" field is expressly being excluded from selection in both the horizontal and vertical lanes by the "Ge...
Resource Assignment Vs Resource Plans
Can you use both Resource Plans and Resource Assignments in Zurich? Is there any negative impacts if they are both being used?
Primary group, skill and role fields
I have setup and configured resource management in Zurich. I'm having difficulty populating the primary group, skill and role fields for users with more than one item. As per the documentation, we need to manually set the primary group field. When...