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Issue with Actual Cost rollup at Project Level

We recently migrated to SPM from PlanView Portfolios. Having an issue with Project rollup actuals not matching the total of cost plan breakdown, or expense line actuals. Here's a visual example about what I mean:It's even more screwed up on the New E...

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DavidB-ADT by Tera Guru
  • 620 Views
  • 1 replies
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How to set up an effective Demand Process

I have recently started a new role as ServiceNow Demand and Value manager at a large FTSE 100 Financial services PLC.  I'm looking to network with colleagues who have previously been on this journey and have some valuable lessons learnt from real wor...

Hazel Serne by Tera Contributor
  • 656 Views
  • 2 replies
  • 2 helpfuls

IRM

I need to create a template model in the knowledge base, so that every time I call it in the table it generates based on that template

Create Project template via excel?

HelloCan I create a project template from an excel? Can someone provide the steps to create that?I know that I can import an existing project but it needs to be in mpp format but I have a request for a new project template and they want the ability t...

Resolved! Fields in Portfolio Planning Workspace

Hi, Could you please advise how to achieve this with Out-of-the-box functionality (without scripting):In the Portfolio Planning Workspace, we need to:- see Program data and be able to group by/color by Program for Demands and Projects- see Investment...

mj36 by Tera Contributor
  • 1578 Views
  • 3 replies
  • 1 helpfuls

Resolved! SPM Reports

Hi All Cn I know what all are the basic OOB SPM avaialble and how do I extract them .  ThanksSathish

Resource Plan Not Appearing in Timesheet Portal

Hi everyone, I’m experiencing an issue where one of the resource plans for a user is not showing up on the Timesheet Portal, even though the state is set to "Allocated". There is another resource plan for the same user on the same project that is app...

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TanyapongS by Tera Contributor
  • 1018 Views
  • 5 replies
  • 0 helpfuls

Skills - One per Resource Assignment?

What if a user has 3 skills that would be needed for one project? Would the recommendation be to create 3 resource assignments per each skill? Or would the recommendation be to configure the system to allow for multiple selection of skills for 1 reso...

Maddie Wolf by Tera Contributor
  • 282 Views
  • 1 replies
  • 0 helpfuls

Need email client template for Demand workspace

Dear Community Experts, The requirement is to be able to send an email from a Demand record inside Portfolio Planning Workspace > Planning Item on click on Compose Email.I've setup Email Client = true in "sn_align_core_demand" table and created an Em...

RishabhB by Tera Contributor
  • 544 Views
  • 5 replies
  • 0 helpfuls