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

Forum Posts

Subscription Management Configuration

I am trying to configure subscription management for Strategic Portfolio Management Professional in our environment.  How do I identify which users are consuming a purchased license?

CMastny by Tera Contributor
  • 991 Views
  • 1 replies
  • 0 helpfuls

How to add/create/customize idea portal page ?

Hi, I have a requirement where requestor wanted to add two fields on idea portal page, please see the image attached Under "Title and Description" Field 1 (Situation) - same as Title Field 2 (Background) - same as Description.  create an idea is a wi...

VedhR_0-1716488985741.png
VedhR by Tera Contributor
  • 5500 Views
  • 6 replies
  • 3 helpfuls

Create custom type Planning Attributes in SPM

Hi everyone , I am working on some planning attributes in SPM module an need help that how we can enable OOB planning attribute "Expense Type"  on the resource plan table (enabling the attribute on resource management). I dont see a way for it as we ...

Screenshot 2025-09-08 at 12.22.25 PM.png Screenshot 2025-09-08 at 12.23.30 PM.png
shubh1992 by Tera Guru
  • 1578 Views
  • 2 replies
  • 0 helpfuls

SPW Goal Dashboard filter customisation

Hello! I am setting up the SPW for a customer, who are particularly keen on seeing data related to their OKRs.As such they like the Dashboard in the Goals section in a portfolio plan, however they'd like to add a couple additional filters to the dash...

Mark72_0-1757429713185.png
Mark72 by Tera Contributor
  • 693 Views
  • 1 replies
  • 0 helpfuls

Resolved! how to integrate demand state and stage on the same visual task board

 Hi community,I hope you are doing great. i have a requirement. currently I am using VTB to manage my demands and delivery. So i grouped by stage, here is what I have. In addition, I have a further request. demand has bunch of state of its own, which...

majorli_0-1754491776307.png
major li by Tera Guru
  • 1061 Views
  • 3 replies
  • 0 helpfuls

Agile project in PPM

I understand that ServiceNow offers multiple modules, including PPM and Agile. Is the PPM module designed to support Agile development and projects, or is that functionality intended to be managed solely within the Agile module?

DeAndreH by Tera Contributor
  • 1354 Views
  • 3 replies
  • 0 helpfuls

Project baseline - where is the baseline item list coming from?

Hi Community, We're currently looking into project baselines to try and understand what gets captured and we noticed that besides project and project task related data, we have baseline items for tasks such as: decisions, enhancements, releases. I we...

PaulaaO by Mega Sage
  • 2459 Views
  • 1 replies
  • 0 helpfuls

Resolved! Sych between project tasks in SPM and order tasks in SOMT

Hi, I am creating project oversight in SPM from the order in OMT.  I understand that whenever the order tasks gets updated, the respective project tasks also gets updated. My requirement is to update the order tasks whenever there is an update to pro...

snehapatel by Tera Contributor
  • 1000 Views
  • 1 replies
  • 1 helpfuls