SPM and Jira Integration
Hi All I need a mapping of fields for SPM Story and Jira . Espcailly on the fields like Requester for , Opened by , Created by , Updated by . To see which field does this map to fields in Jira. ThanksSathish
Forum Posts
when creating project budget from the Copied project portfolio is not getting copied
I am copying portfolio value from original project to the copied project via copy attribute property when I am creating project budget from the copied project portfolio value is getting empty when I change the portfolio value in the project project b...
Resolved! I activated Workspace (Strategic Planning and Portfolio Planning)but it is not visible to non admins
I activated Workspace (Strategic Planning and Portfolio Planning) but it is not showing up in the workspace menu for non admins. What role I need to give so that other user can see it and create roadmaps and plans?
Tag Governance Policy
I want to create and enforce tag policies for database instances and servers to ensure correct tagging for populating application services. Proper tags will help in better management and mapping of application services." Make sure below point : 1. ...
Use Request Change Category for all RAID (Risk, Action, Issues, and Decisions).
Will using Category dropdown from Request Change in other RAID (Risk, Action, Issue, and Decision) items create referential integrity problems or problems with RIDAC? Background: PPM users are requesting an enhancement. They desire adding the Catego...
Project templates
Hi team, Can I add planned start date(start_date) and planned end date(end_date) in Elements in the project task template config to capture planned start date and planned end date? Please let me know whether it is recommended to add or not? Thanks,C...
Cost Hourly Rate and Billed Hourly Rate against all rate lines added as part of any rate model
How do we define both Cost Hourly Rate and Billed Hourly Rate against all rate lines added as part of any rate model within SPM?
Confidential Portfolio Plans
Is anyone aware if there is an out-of-the-box option to set up a confidential Portfolio Plan? For example, a confidential HR initiative. When I mention confidential, consider how the HR scope app operates. I know you can create a portfolio plan and r...
Functionality to apply same set of project tasks as much time as required
Hello, We have a Project Template with 4 sets of project tasks. Each project task has its own set of sub tasks.In 1 particular project task, there are 2 sub tasks. The customer should be able to add those 2 same sub tasks as many times as they want u...
Project status report - copy feature?
Is there a way to copy your project status report forward to the next week so you do not have to retype the same information over?
Additional Resources to Agile / Hybrid projects.
Hello,Appreciate your help in advance.Is there is a selection for additional resources beyond just named individuals in Service Now projects for both waterfall and agile project build like Developer, Sys Admin, Vendor PM, Vendor Developer, Vendor sy...
Resolved! Financial tab is not available in Portfolio Planning Workspace.
I am learning for CIS-SPM and I installed SPM on my PDI just to test some things.I installed Financial Management as well. There is one issue, I do not see financial tab in portfolio planning workspace. I followed the below docs to enable financial p...
Resolved! Migrating from Resource Plans to Resource Assignments - Not appearing
Hi, I am trying to migrate plans to assignments. Clicked the 'Migrate resource plans' related link and can see it's successfully created the assignments. However, when I view the project in Project Workspace, I don't see any of them and the sync res...
Adding Project Workspace into Global search
Hello, we're curious, how can we add a Project Workspace - workspace that we actively work with - into the global search options?So far I wasn't able to find it in documentation, and the existing workspaces seemed to be inserted there by default. Tha...
SPM | Demand actual costs
Hi, How actuals costs are calculated in demand?I know that once time cards are approved then expense lines are created, and once processed they turn into actual costs. But a part of resource management, how planned costs become actuals? thank you!Tom...
