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SPM Training, specifically for Scheduling

Looking to provide my team of Program Mng, Project Mng and Project Coordinators additional training on how to use the schedule / planner tool in SPM pro. 

epsteinm by • Tera Contributor
  • 671 Views
  • 2 replies
  • 0 helpfuls

Goals Dashboard in Strategic Planning Workspace

Wondering if anyone knows if there is a way to edit this dashboard that is *not* UI builder?Steps:1) Go to strategic planning workspace2) Create a portfolio or open one that already exists3) Open the Goals menu4) View the dashboard tab  There is no "...

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Anna T_ by • Tera Expert
  • 1818 Views
  • 3 replies
  • 0 helpfuls

Strategic Portfolio Management

when I create a new project, it opens in the Workspace. An OOB popup appears in SPM, where I fill in all the required details. Currently, after submitting the popup, it redirects to the Planning page. I want to change this behavior so that, after com...

kamleshdh by • Tera Contributor
  • 790 Views
  • 3 replies
  • 0 helpfuls

Managing resources in the new Resource Management Workspace

Hello, I am looking for guidance on maintaining accurate resource allocation data in the new ServiceNow Resource Management Workspace.  We migrated to Zurich last week and have the new Project and Resource Management Modules. What is the ServiceNow b...

EWood by • Tera Contributor
  • 1988 Views
  • 7 replies
  • 3 helpfuls

Resolved! Resource assignment change history

Within Resource Management Workspace, is there way to see who (which user) made edits to a Resource Assignment? I'm specifically wondering if I can see who changed Resource Status from Pending to Approved.

nisensee by • Tera Contributor
  • 654 Views
  • 1 replies
  • 1 helpfuls

How to configure filter in SPW

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...

monishsnowd by • Tera Contributor
  • 2104 Views
  • 4 replies
  • 0 helpfuls

Auto Save Planning Console

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.   

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Alex Cason by • Tera Contributor
  • 3350 Views
  • 10 replies
  • 8 helpfuls