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Resolved! CWM - questions on creating a space automatically

Yokohama Would like to know if the following is possible... When a new IT person is added, we want to automatically create a new space named 'Welcome to IT!' in CWM for that person then apply several templates to that space. These templates would add...

mah1 by Mega Sage
  • 2807 Views
  • 15 replies
  • 5 helpfuls

Smartsheet + ServiceNow SPM Integration

Today’s project teams need connected systems - not copy-paste chaos.That’s why we designed a way to connect Smartsheet’s ease of use with the structure of ServiceNow SPM.Meet the Smartsheet + ServiceNow SPM Integration from Work4Flow - a bi-direction...

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Resolved! Allow time card reporting

@Luis Ataide @Namita MishraWhat determines a project to report on timecard and some not: i have an issue where timecard cannot be submitted on project task and vice versa, how do i ensure this is set to project and project task?  

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Fuki by Tera Guru
  • 2315 Views
  • 4 replies
  • 2 helpfuls

Resolved! Teamspace merge and future of teamspaces

Hello,we are about to merge two teamspaces and unify the SPM process across the company.Question is what would be the best practice, go with one of the teamspaces and merge other into it or go to parent core tables and basically re-implement.I heard ...

Jan Brani_ by Tera Expert
  • 2249 Views
  • 2 replies
  • 3 helpfuls

Resolved! ServiceNow SPM and PI integration

Hi All Is there any documentation or scope or POC performed between ServiceNow SPM and PI tool (Integration). If any can someone provide me some insights how this SPM and PI is been leveraged. ThanksSathish

SathishkumaK by Tera Contributor
  • 2004 Views
  • 3 replies
  • 2 helpfuls

Resolved! SPM - Budget

Hi all, I wonder which is the relation between budget in demand, project and portfolio? I know that a new budget can be created in a demand (indicating fiscal year, capex and opex budget) and same for project: once the demand is converted into a proj...

Tommaso2 by Tera Expert
  • 3574 Views
  • 4 replies
  • 6 helpfuls

Resolved! Test Management - Use Case

Hi all, - Can you please provide an end-to-end use case for Test management that goes through all the features?So test, test set, test plan, test cycle, test execution suites. - I saw that "Test execution suites" can be also triggered from the projec...

Tommaso2 by Tera Expert
  • 3194 Views
  • 3 replies
  • 2 helpfuls

Demand Financials page

Hi, I have a couple of questions about customising the Demand Financials page. 1.How can I hide or remove a card widget from the Financial Summary section? I’m trying to match the layout shown in the screenshot.I looked into using the planned_task_cu...

Kim46 by Tera Contributor
  • 1290 Views
  • 2 replies
  • 1 helpfuls

Show Project Budget

I want to create a budget for my project.However, even though this project is the top project, the UI action “Project Budget” does not appear in the related links.What are the conditions under which the “Project Budget” will appear? 

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