How to import excel to project tasks
Hi, is there an easy way to copy over a list of 50 rows in a spreadsheet to SPM, making it 50 Project Tasks. I just need the list, date/time or any other details is not important for now
Forum Posts
Resolved! Ability for a user to see their resource allocations
I know users can see their resource allocations by going into the project workspace and seeing their allocations for a project. Is there a way for them to see all of their resource allocations across all projects & tasks similar to how a resource man...
Assessment Metric Type
Our instances don't seem to allow me to create a new Assessment Metric Type. Instead of returning the full form to complete I only get a partial form. Yes I am an admin, does anyone have a clue what ithe issue might be? See thge two screenshots belo...
Resolved! Remove Buttons in Planning tab of Project Workspace:
We need to Remove following UI actions in Planning tab of Project Workspace:Delete projectDuplicate projectCopy partial project
Resolved! How to set “Planned Benefit” and "Actual Benefit" to Project Workspace Financials Widgets
I would like to add “Planned Benefit” and "Actual Benefit" to Project Workspace Financials Widgets.I changed the widget settings and they will be reflected as shown below. However, there are currently two problems:- The amount is displayed in two ro...
Approver list in time cards
Hi team,In the timesheet policy, the project approver is set as the Project Manager. However, in my case, the Approver List is not populating in the Time card for the tsp1 project, even though the user has both the pps_resource and timecard_user role...
SPM Project Workspace - Resource Assignment Effort Field Rounds Off Decimal Values
Hi Community,I’m currently working in SPM Project Workspace in ServiceNow and facing an issue with the Resource Assignment Effort field. When I assign resources to a task and enter effort values like 3.5 hours, the value gets automatically rounded to...
Project Actuals and Resource Management Workspace
We are using the new Resource Management Workspace, I have a resource plan on a project. The resource plan end date is 2/22/25. I booked time to the project last week but am seeing the following:- The actuals do not show under the project on the Reso...
Can I configure Other Planning Types to Appear on the Portfolio Roadmap
OOB, marking a planning item as Prioritized, automatically adds the item to the portfolio roadmap, based on the values in the Approved start date and Approved end date fields. The roadmap shows only those items that have their Planning state set to P...
Impact study of resource plans vs resource assignments?
Does anyone know of an impact study that was done on resource plans vs resource assignments?
Resolved! I have a requirement to add the comment in the flow designer
I have a requirement to add the comment in the flow designer. I 've a flow it triggers When a project is moved to Planning state and an approval gets requested, I want a Comment to be added as "Approve the project for the next process"can some one g...
Why Idea in SPM has two tables "idea" + "im_idea_core", not getting the use of two?
Our company has a requirement of creating a record producer for idea submission instead of idea portal.When i create on i need to choose one table but some of fields are in idea table and some of them are in im_idea_core table!confused in mapping out...
Detailed Design Workshop Material for PPM
Hello all, I'm trying to implement the PPM module within SPM from scratch and looking a detailed workshop material that covers the end to end process and the key considerations for configuration to accurately capture requirements.Does anyone have any...
Unable to create milestone for Project records
When I was browsing to explore functions in SPW I found that I can not create milestones for Projects only for Demands. Every project I opened have this specific warning info. How can I create milestone for projects ? Am I missing something in PPM si...
approver list in timecards
Hi team,In the time sheet policy, the project approver is set to project manager. However, in my case, the Approver list is not populating in timecard for the tsp1 project, even though the user has both the pps_resource and timecard_user roles. I hav...