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How to manage Project Templates

First, I create a project, add project tasks, checklists, planned duration, dependencies etc. and then create a project template which I can apply to existing and new projects.If I want to make a change to the template, I go to the Project Template v...

Completed Resource Plans showing in Resource Management Workspace

Hi all, We are currently testing migrating resource plans to resource assignments. We've noticed when doing this, for 'completed' resource plans, that these move across to resource assignment as 'approved'. I understand from ServiceNow documentation ...

taileigh by Tera Contributor
  • 570 Views
  • 2 replies
  • 0 helpfuls

Resolved! Automatically change demand state to Approved

SPM: Automatically changing Demand state to ApprovedWhen demand reaches the state “Qualified”, approvals are generated for more than one stakeholders in a related list on the form. When all the stakeholders approve the approvals, the demand field “ap...

Resolved! Demand Task vs Decision Task & Templates

Our Demand Managers have a need to add a Demand "Task" or "Decision" to Demands and I have a couple questions. 1. I've read several docs; however, I'm still not sure which, Task or Decision, is best for our use case, can you please advise? Use case: ...

Kim5 by Tera Contributor
  • 2452 Views
  • 4 replies
  • 2 helpfuls

Resource Reports or Resource Management Workspace in Xanadu?

Will resource management reports will work to show allocation details? As we transition to resource assignments, how does this impact the resource reports? Or, should we be transitioning to referencing capacity with the resource management workspace ...

Maddie Wolf by Tera Contributor
  • 683 Views
  • 3 replies
  • 0 helpfuls

Cost Plan on Projects and Services

Hi,I am lookig for a way to have an Overview of the planned costs both on Projects (and Demands) and Business Services. I found that Expense Lines for example could be related to any object: Expense lines integrate closely with asset management, CMDB...

Diana26 by Tera Contributor
  • 1327 Views
  • 7 replies
  • 1 helpfuls

Change display of fields on the Investment Portal

Hello Community,Is it possible to change the display of a field on planning console pages, such as the Investment Portal?E.g we have a "True/False" field, which by is displayed as either "true" or "false" on the investment portal by default. Ideally,...

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Receive work at Queue level - Workspace Inbox

Hi All - I'm just going through SN documentation about Workspace Inbox and didn't find any related content about my search. As per the OOTB design, the Workspace Inbox currently displays 'Service Channels' which are configured on different tables. Of...

Nitin_NOW by Tera Guru
  • 554 Views
  • 3 replies
  • 0 helpfuls

Resolved! Query sys_user_group table

I would like to query the sys_user_group table to find all groups with certain roles but my script returns undefiledvar grHasRole = new GlideRecord('sys_group_has_role');grHasRole.addEncodedQuery('roleLIKEportfolio');grHasRole.query();while(grHasRole...

DreDay3000 by Giga Guru
  • 842 Views
  • 1 replies
  • 0 helpfuls

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