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Missing status reports & doc templates in Project workspace

HelloI have the same plugins installed in these 2 instances both xanadu  however im missing doc templates and status reports view in one instance. do I have to turn something else on? Appears that the summary-details-Planning-tracking-status report v...

mborkowski by Tera Contributor
  • 294 Views
  • 2 replies
  • 0 helpfuls

Possibility to Merging Multiple Demands into a Single Demand

In Strategic Portfolio Management, can we merge multiple demands into one single demand? For example, if we have 10 demands, is it possible to bring them all together into one, along with their tasks, cost plans, resources, and other related data ?, ...

makmishra by Tera Contributor
  • 1261 Views
  • 7 replies
  • 6 helpfuls

Help on below reports and dashboards

List of KPIDefinitionCalculation FormulaData Points / Fields in ServiceNowProject Demand Forecast AccuracyThe percentage of demand approved completed within the planned timeline(Number of Demands completed on time / Total Approved Demands) * 100-  De...

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Resolved! Budget - Investment Funding vs Strategic Planning Worskpace

Hi all, It is not clear to me which is the difference in managing budget in "Investment Funding" and "Strategic Planning Workspace".This is my understanding:- With "Investment Funding" it is possible to allocate budget at different levels, such as po...

Tommaso2 by Tera Expert
  • 396 Views
  • 1 replies
  • 1 helpfuls

Resolved! rate model not assigning to a project

Hi I have a request to create a rate model with rate lines such that it maps to my project and defines the user rate as declared in rate model.For this i have created a default project role (u_defaulft_project_role) on user form and put india,us, man...

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tejender by Tera Contributor
  • 469 Views
  • 5 replies
  • 3 helpfuls

Project Management

Hello,Are there training courses for using out of the box project management?  Basics to Expert tips.Looking for end to end project management within SN.  Setting one up, what is required, to day to day functionality.Thank you 

gboston by Giga Contributor
  • 664 Views
  • 3 replies
  • 0 helpfuls

Service Portal related issue

In the Service portal page there are so many categories when we click on particular category then it will redirect to the category related catalog items. please see the above image I'm highlighting related catalog item we can highlight that particula...

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Ankammarao by Tera Contributor
  • 400 Views
  • 1 replies
  • 0 helpfuls

Project Calculation - Automatic and Manual

Hello, We are curious to see how other are using the Project Calculation field in ServiceNow. What are the advantages disavantages of using Automatic or Manual Calculation? Are the are any preferences for either method, especially in regards to to th...

davidsmith by Tera Expert
  • 2031 Views
  • 6 replies
  • 3 helpfuls

Sending of email notification

I have a requirement to send email notification ,if the submitted by and requested for user are same person send only one notification ,if the submitted by and requested for  is different person same induival notification to each of them 

Sprankle by Tera Contributor
  • 539 Views
  • 9 replies
  • 2 helpfuls

Hide empty Swimlanes on Sprint Tracking / Visual Task Board

Hello everyone, I use the "Sprint Tracking" Visual Task Board of the Agile Development application. It is configured to show me Swimlanes for our Epics, but if there is no User Story with the specific Epic in the current Sprint, it is displayed anywa...

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Michael59 by Tera Contributor
  • 1064 Views
  • 2 replies
  • 0 helpfuls