Hi Community,I have a requirement to display a custom-created field called 'Plan Item' in the Personalize Columns panel and list filter on the Investment (Demand/Project) list view, but it is currently not showing up.What I've done:- Created a custom...
Is there an option to auto save in the planning console part in SPM? the guys keep getting caught out and end up losing work.
In ServiceNow Strategic Portfolio Workspace (SPW), users working with the Prioritization list can access several actions from the row context menu, such as:Move to top / Move to bottomDuplicateDeleteOpenIn our use case, the requirement was to remove ...
Hello,I need to add or remove fields from 'Filter' on portfolio plan in Strategic plan workspace.I am not finding where exactly these fields are configured. please respond if any one aware on this . Thanks in advance.
Hello, We have upgraded our instance to Yokohama and are looking to move our Classic Project Workspace users to the new Next Experience Project Workspace. One of our users inquired about the possibility to import Word documents, PDFs, and other files...
Hi everyone,I'm facing an issue with the Financials tab in a custom Portfolio Plan.I have created a new Lens using custom planning items (TeamSpace1 Project, TeamSpace1 Demand, and Enhancement). So far, I have:Created the new planning tables and con...
I need a custom report of investment budgets for active demands. However, I cannot find a way to dot-walk from the sn_invst_pln_invst_budget to the dmn_demand table. The relationship between demand and sn_invst_pln_invst_budget exists, and I have t...
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
Hi All, For one of our client implementations, we are looking for the end to end SPM data architecture diagram which shows the flow of data. Reaching out to the community for any resource/docs/links we can refer. Thanks in Advance RegardsRidam
When I open an existing project from the list view in Project Workspace, it opens in the Planning tab by default. I want it to open directly in the Details tab instead. Could you please guide me on how to change this behavior?
Hi Everyone,I have a requirement in Project Workspace Planning Console where I need to restrict editing of a field based on certain validations. Since the Planning Console grid is not the usual UI, I understand that field level ACLs don't work in th...
We have recently implemented Resource Workspace, migrating from classic. When a resource manager is viewing team members within their resource cards, they are pleased to see planned and actuals but are frustrated as they no longer see the starting h...
Hi All, I am trying to display a error message on change of any field on project task in below Planning View on Project Workspace but it is not coming using a Business Rule . It works fine in native end though. Please find the below screenshot:Busin...
Per the Planned Task documentation, percent complete is described as being calculated based on planned effort and actual effort for an individual planned task. And as far as I have found, there is nothing documented for how percent complete rolls up ...
We are testing the SAFe to EAP Guided Migration Tool and ran into an issue with our Custom Configuration (Portfolio Configuration with Epic - Feature - Story structure). The documentation for Verify EAP Configuration for migration from SAFe states t...
