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Resolved! auto-populate groups for capacity planning in SPW

In the strategic planning workspace under the capacity tab, we currently have to manually enter the resource criteria in the screen below.  This does not scale up well - in a portfolio of 30 projects that is constantly changing, it's hard to know whi...

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SPM + Tableau Integration

Hi  I would like to know if there is any options or method to integrate the SPM Reports to Tableau or Pwer BI.If so can you please kindly provide me the details. ThanksSathish

Project Task insertion notification not triggering

I wanted to send notification to the Project manager whenever Project task is inserted after applying Template. I created a notification, running on Project Task level, where I checked the "Inserted" checkbox without any condition. But this is not tr...

Community Alums by Community Alums  
  • 458 Views
  • 2 replies
  • 0 helpfuls

Project Template & Project Template Task

How do Project Template Tasks work? I have the requirement to populate project tasks durring certian conditions of  a project.  I see there is a Project Template Task [project_template_task] table but I cannot create records as an Admin and there is ...

ColeM by Tera Expert
  • 578 Views
  • 1 replies
  • 1 helpfuls

Resolved! What is Project Change Request in Project Form Related List

Hi,   On the Project Form i see a Related List as Project Change Request, can anyone please help me in understanding the purpose/usage of this Related List and how it is different form the Change Request which we have on Project Task. Project Change ...

Cost Overview and Cost Management plugin

I have installed Cost Management module/plugin as below and loaded demo data but I can not see 'Cost Overview' menu as described in below guide.- https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/cost-management/task...

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SeungPil by Tera Contributor
  • 367 Views
  • 1 replies
  • 1 helpfuls

Resolved! Portfolio Planning Roadmap Demands

Hi all,I hope this is the correct forum. Newbie questions here, I'm testing out creating a Portfolio Planning Roadmap that contains a mix of projects and demands and I have a few questions that the documentation doesn't clarify for me:Am I correct th...

nderiley by Tera Contributor
  • 1675 Views
  • 4 replies
  • 3 helpfuls

Add a new project manager field on Demand and Project form

Hi all, I have a business requirement of having a maximum of 2 Project Managers working on a project. I have a "reference" field on the Demand and Project forms called "Project Manager" which lets you select only one PM.The team tried to change the f...

SPM - What's New in Xanadu Demo Videos

Hey ServiceNow Community,Today's the day!  We've released Xanadu and there are exciting updates for the SPM solution.  Take a look at these short (< 8 mins) but impactful demo videos below to find out more:   Now Assist: https://www.youtube.com/watch...

Financial baseline at program level

Hi All, We are using the standard Portfolio - Program - Demand / Project hierarchy in SPM.I know we can capture financial baselines at a project / demand level. However, we have the concept of stage gates for our programs, and we need to be able to t...