Hi, we are using the Portfolio Planning space to build our plans and roadmaps. As part of the planning we often change the approved start date of the demands. Currently we are then having to manually update the dates on the resource assignments ...
When defining Targets for Goals, we can opt to select % as our unit of measure. Targets can be breakdown into quarters depending on the value of the field breakdown_interval. When this value is set to Quarterly, and if the target takes a whole year t...
I’m currently working on a new implementation project with the Xanadu Release, and we’re facing some challenges in understanding the new resource allocation model and how to effectively manage it. Even when I attempt to input the allocation with FTE ...
Currently I have a requirement where I'm able to create a status report when the project state is 'Closed complete'/'closed Incomplete'/'closed Skipped'. 1. Status Report should be created byProject Workspace > Select a Project > Planning > Export St...
Hi all. Based on the error messages I get when I try and configure the Financials service in the Strategic Planning Workspace, it seems you have to have Investment funding (entities etc.) in place before you can use it. Is there a way round this? I...
When you're creating a time sheet, you can choose Projects and Project Tasks. If there is a Resource Assignment aligned to the work you're doing and an allocation has been created for you, then my understanding is that there would be daily allocatio...
Hi, we heard a rumor that with Australia the Export to Powerpoint (in the Classic Workspace done via the PPT Export Application) shall be not available anymore. I can hardly believe that, but you can never be sure. Anyone came across this?
One colleague has noticed that Planned Start Date [start_date] of Project Tasks that are created directly from the related lists at the bottom of the form of a Project have as default value the same day as the Planned Start Date [start_date] of the P...
Hi All,I see there are dmn_demands, pm_projects tables and also sn_align_core_demands, sn_align_core_projects. I see when demand is created, a record is created in sn_align_core_demand table. Is this OOB or do we need to configure specific rules for...
We discovered that if you don't run EAC in Classic view (when running with both Classic and New Project Workspace) the EAC in Classic does not sync with the EAC in Project Workspace. Anyone else run into this and understand why this functions this w...
I have a program that is current a "special project" that has resources that need to be assigned and upper management needs to be aware of the resource allocation for the project without everyone else seeing the project in the company. Is this possi...
HI All, Here I am looking for some sample BRD document template for Servicenow SPM module, or few sample requirements for demand management and portfolio management. Regards,Shaik Khajavali.
Hi SNOW community, We recently upgraded our instance to Zurich, since the upgrade, I've been unable to use the "export to powepoint" add-on for SPM. I use PowerPoint Online and sideload the manifest file each time I need to create a template (using...
Hello All - I'm currently going thru the Strategic Portfolio Management (SPM) Fundamentals On Demand (Xanadu) course and on Part C of the Project Management section - Lab 3.3.1 - importing via MS Project. I do not see the "Import" button to import th...
I have four subtasks(project tasks) under project and one of them is in closed state. When project state changes to open/pending. All the subtasks are also moved to open/pending. Even the closed task state is moved to back to open/pending. How to avo...