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Importing Resource Plans from Excel

Have you ever imported resource plans from Excel?  Stakeholder had everything in word docs and they exported to Excel ... gave me projects, groups, users, and the time dedicated to each user across timelines. I built an import set to first import...

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Uncle Rob by Kilo Patron
  • 957 Views
  • 3 replies
  • 1 helpfuls

Collaborative Work Management Questions

Hello - Couple of Questions: Collaborative Work Managment Regaring the 'My Work' section. Is there a way to incorporate that with the work in Self-Service 'My Work' section, so we can include catalog tasks/incidents outside of SPM?  Are we able to pu...

Jamie49 by Tera Contributor
  • 607 Views
  • 1 replies
  • 0 helpfuls

Role for SPM ERD (Entity Relationship Diagram)

I was asked to grant someone access to the SPM ERD (which I believe stands for Entity Relationship Diagram), but I cannot find a role that specifically relates to that access. Does anyone have any pointers to share? Is it part of a bigger role?

Resolved! Snapshotting Financial Forecasting in Next Experience

Hi all,I've been working on getting a client ported over to the Next Experience, specifically project-based financial management. Everything seems to be fairly straightforward, save for trying to nail down how financial forecasting snapshots are supp...

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meta1203 by Tera Contributor
  • 866 Views
  • 2 replies
  • 1 helpfuls

new project workspace not showing "new" and "manage" in related lists

Hello community,new project workspace not showing "new" and "manage" in related lists. we have a requirements as a related list on the project, when i open the project in classic view new button is visible on the related list, however, when we open t...

Community Alums by Community Alums  
  • 533 Views
  • 1 replies
  • 0 helpfuls

How demand score is calculated

According to ServiceNow documentation, the score is calculated this way: ((10 - Risk) + Size + Value) / 3. However, going to a fresh developer instance, it seems to totally ignore the Size. Please check the below 2 screenshots. In both screenshots, I...

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Mohammad1 by Tera Contributor
  • 7188 Views
  • 14 replies
  • 2 helpfuls

Date Range custom Interactive Filter

Hello ,I have gone through the below link.https://www.servicenow.com/community/platform-analytics-forum/how-to-create-a-date-range-interactive....  I used the same code in all the environments but only the thing is it's not working in my client envir...

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Mrao_2104 by Tera Contributor
  • 364 Views
  • 1 replies
  • 0 helpfuls

Resolved! Resource groups vs User groups

We are planning to implement PPM and resource management. I am trying to understand what the best way is to manage the resource groups within the platform.We have well defined group structure and all ITIL users are in those groups (sys_user_group) an...

attanhes by Tera Guru
  • 4029 Views
  • 7 replies
  • 9 helpfuls

Project Workspace Planning Page UI Action

Hello Community, I hope everyone is doing well.In project workspace, planning page, you can select a row, then click on the three dots and a menu appears.Do you know where these UI actions are setup? I have checked UI actions and code in UI builder b...

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