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

Forum Posts

Migration to Resource Management

SCENARIO:  Moving from an old MS Project instance to ServiceNow.   Everything about Demand and Project is golden.  Resource management though....   I have my own opinions on this but I'm looking for a broader consensus.What's the best strategy for mi...

Uncle Rob by Kilo Patron
  • 1132 Views
  • 3 replies
  • 0 helpfuls

Copying values from cells to paste into a document

In a project plan, is it possible to select multiple cells and copy the values so I can paste them into a document? Reasoning: I may want to talk to my team about multiple tasks in a meeting. I want to be able to copy the WBS and Short Description of...

KarrieDash_0-1740593312421.png KarrieDash_1-1740593341380.png
KarrieDash by Tera Expert
  • 359 Views
  • 2 replies
  • 0 helpfuls

(new) Project Workspace - can't create a new project

I've got a few instances (DEV, PROD, PDI)... the only one where I can't create a project in the new Project Workspace is PROD.  The UI Page that pops up when you click the "Create Project" UI Action is missing the Project Class dropdown.  Each of my ...

mikereaves_0-1740608852819.png
mikereaves by Tera Expert
  • 668 Views
  • 2 replies
  • 0 helpfuls

User Role for read/view access to the Service Operations Workspace

User Role for read/view access to the Service Operations Workspace Does anyone know what role gives a non-fulfiller read/view access to the Service Operations Workspace?  This is a management type role that doesn't ever need to edit a record? Hoping ...

AN2023 by Kilo Guru
  • 315 Views
  • 1 replies
  • 0 helpfuls

Display the name of a dependency task

Is it possible to see the Short Description field of a task dependency instead of the WBS number or the Project Task number? In this example, I want to see the Short Description for WBS #1.3.2 since it is not immediately visible on my screen.   

KarrieDash_1-1740591489092.png

Status Report is not saving as a template

I created a new status report, adjusted the body (removed some sections that we don't use), and clicked on "Save as Template". But, the template is not saved. I do not received a dialogue box that confirms it was saved. Am I forgetting something or d...

KarrieDash_0-1740516453559.png
KarrieDash by Tera Expert
  • 397 Views
  • 3 replies
  • 0 helpfuls

Resolved! Link a risk/issue with a project task

Is it possible to link a risk or issue with a project task? For example, I want link Risk 1002 with WBS 1.1.2 Project Task Risks & Issues 

KarrieDash_0-1740506284420.png KarrieDash_1-1740506316435.png
KarrieDash by Tera Expert
  • 786 Views
  • 2 replies
  • 0 helpfuls

Resolved! Create a related list on the Portfolio table

Good Day Community I am currently trying to create a related list on the Portfolio table.  This is my requirement: - On the Project form there is currently a related list named "Actions". - When a user creates an Action on the project form and the pr...

BiancaK_0-1740574008696.png
BiancaK by Tera Expert
  • 721 Views
  • 5 replies
  • 2 helpfuls