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enhance 'export to excel' feature

Enhance the "Export to Excel" feature to produce an Excel file that mirrors the visual presentation of the project plan as displayed in the SPM tool. The current CSV file is cluttered with jargon, links, and numerous columns, making it difficult to u...

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Anmol123 by Tera Contributor
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  • 4 replies
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Submit Resource Assignment for Review

Currently in progress of switching to Next Experience Resource Management from the legacy one with my client. The official ServiceNow Resource Management process guide (Yokohama release) states the following: Process step RSM 1.7: Submit Resource Ass...

Resolved! Going "100% Workspace" in Yokohama SPM Pro.

My customers are looking to go "100% Workspace" in their adoption of SPM.  That's great for the whole demand & project lifecycle, but as I prepare their training material I'm trying to capture anything they won't be able to do.  They're in Yokohama, ...

Restrict Resource Cards to show only members of groups I manage

 Hi Community,I need some guidance on customizing Resource Cards in ServiceNow (Resource Management / Planning Workbench).If I am the manager of 2 groups, and those groups together have 8 members,Then when I open the Resource Cards view, I should onl...

Bindu16 by Tera Contributor
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  • 1 replies
  • 0 helpfuls

Resolved! Manage Capacity - Strategic Planning Workspace VS Resource Management

Hi all, This is my understanding on how capacity management is integrated in Resource Management and SPW flows:- Resource Management   1. Capacity is generated automatically based on user schedule, e.g. 8 hours per day and 5 days per week   2. Resour...

Tommaso2 by Tera Expert
  • 1674 Views
  • 2 replies
  • 1 helpfuls

Request G3 directly from G1

Hi All,In SPM module,  Requirement : Current system does not allow projects to move from G1 to G3; Not all projects move into the execution or G2 phase from G1. G1 is used to scope out complex projects and determine whether the project is viable. If ...

Resolved! Strategic Planning Workspace - Decommissioning Strategic priorities

Hi,I want to know how to best use Strategic priorities. SCENARIO - The company has gone through replanning. There is a Strategic priority that is no longer relevant and should not be available to be selected in new Goals.ISSUE - You can set active fl...

B3N_AU by Tera Guru
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  • 4 replies
  • 3 helpfuls

Portfolio Management

Hi All I am hoping to get some assistance on how others are using the portfolio management workspace. We have been using the basics for a while now in Portfolio Management, My question is for our organisation we go through quarterly planning activiti...

natashaking by Giga Contributor
  • 674 Views
  • 2 replies
  • 0 helpfuls