Webinar recoring for SPM Resource Management Workspace: How to Set-Up &...
Dear all, where can I find the recording of the july session for SPM Resource Management?Thanks Jeanette
Forum Posts
How to add a Boolean filter in Strategic Planning Workspace (Portfolio Planning Dashboard)?
Hi Community,I am working on the Strategic Planning Workspace in ServiceNow, specifically the Portfolio Planning dashboard. I need to add a new filter for a Boolean field (True/False) so that users can filter data based on this field.Could someone gu...
Resolved! Strategic Planning Workspace - Decommissioning Strategic priorities
Hi,I want to know how to best use Strategic priorities. SCENARIO - The company has gone through replanning. There is a Strategic priority that is no longer relevant and should not be available to be selected in new Goals.ISSUE - You can set active fl...
Portfolio Management
Hi All I am hoping to get some assistance on how others are using the portfolio management workspace. We have been using the basics for a while now in Portfolio Management, My question is for our organisation we go through quarterly planning activiti...
How to Populate checklist items in the Project task Checklist tab using template task template?
Hi All, I have requirement that need to populate checklist items on the project task form(checklist tab) using project task template and as admin we can able to add item in checklist and delete the item but others can only able to see , create and no...
Reflecting Resource Capacity for Future Contractors
Ask:We’re seeking guidance on best practices for reflecting capacity for future contractors prior to their onboarding. Background:Historically, when our organization anticipates a large influx of contractors for a project—such as during the construct...
Strategic Planning Workspace: Additional Fields in Roadmap Group By
Hi.I'm trying to add additional fields for the "Group By" in Strategic Planning Workspace. I've followed this doc: https://docs.servicenow.com/bundle/utah-it-business-management/page/product/alignment-planner-workspace/task/configure-source-table-pre...
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...
reject onboarding supplier S-2-P workspace
The button generates an error. I attempt to resolve it, but something prevents the completion of the process.
How to change a default filter in the Project Workspace various tasks such as decisions
I can't figure out how to adjust a default filter in the new project workspace. For instance, there is a filter turned on to only show Decisions that are not in a completed/closed state. How do I turn that off to see closed decisions? I can do it ...
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 ?, ...
Resolved! Remove the Doc Templates option from the New Project workspace.
We want to remove the Doc Templates option from the New Project workspace. Please refer to the attached screenshot
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...
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...
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