Use PDIs? Take our 5-minute survey to help shape the PDI roadmap.

SPM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Analytics Dashboard is returning an error

Hello.  When trying to look at the Analytics tab of our Project Console, we keep getting this error:I've seen some similar errors going on in the Community forums and it has been suggested that this may be a ServiceNow issue.  I'm wondering if this i...

tahnalos_0-1748539465749.png
tahnalos by Kilo Sage
  • 742 Views
  • 1 replies
  • 0 helpfuls

CWM Task start/end date anomolies

We've started using CWM and have noticed a couple anomolies with entering start/end dates on CWM tasks in the task board list view: 1. When entering a new task and entering start and end dates, the dates will sometimes revert to a date in the 0000-00...

Resolved! PPM-Project workspace missing status and docs

HelloI have the same plugins installed in these 2 instances both xanadu  however im missing doc templates and status reports view in one instance. do I have to turn something else on? Appears that the summary-details-Planning-tracking-status report v...

mborkowski by Tera Contributor
  • 1148 Views
  • 1 replies
  • 0 helpfuls

SPM - Resource Management

Hi all, - How Resource Manager is informed that specific resource assignments are created?E.g. notification?- Based on this the resource card is created to manage the requested pool of resources, right? - How the appropriate Resource Managers are inf...

Tommaso2 by Tera Expert
  • 616 Views
  • 1 replies
  • 2 helpfuls

Resolved! SPM - Demand and Project functional definitions

Hi all, For demand and project, can you please share with me:- When and why are they created? (e.g. why I should open a demand/project rather than a change request or service request?)Can you please share examples? - Who creates them? (I know demand ...

Tommaso2 by Tera Expert
  • 1599 Views
  • 1 replies
  • 1 helpfuls

Resolved! Resource Management Workspace

Hi all, Why Resource Manager creates a new Card in the Resource Management Workspace to approve/unapprove a resource assignment? Which are the criteria to open a new Card? Which is the purpose of the Card in relation with the resource assignment? How...

Tommaso2 by Tera Expert
  • 1983 Views
  • 2 replies
  • 1 helpfuls

Problem Management

When a problem is resolved and moved to complete, the closed and the closed by fields in the change form are changed to completed and completed by. How is this OOTB functionality configured/implemented in the instance? Where can that be found? 

Project Workspace - Project Search Button Removed?

I was surprised to learn from SN Support that the project Search button in PW was removed in Q2 2025 release. Our project managers use that search all the time. Before I communicate this to our userbase, I want to ensure this is, indeed, the case.  R...

ChadNelson by Tera Contributor
  • 1387 Views
  • 3 replies
  • 0 helpfuls

Resolved! What is the best way to get rid of unwanted Expense Lines?

Hi, We have a requirement to enable it_project_managers to delete/remove expense lines from the project records. OOTB, the delete ACL is only limited to the admins and they do not want to use the state field (basically, they don't want to view the un...

Project Role to view the table records

Hi as im currently making an ACL script which validates on table base on some of the following reference fields i created. But now when i check on the access analyzer it passes on my read but still i cannot see the records in the project table. Maybe...

winb_1-1748578113929.png winb_2-1748578128913.png winb_3-1748578169566.png winb_4-1748578192823.png
win b by Mega Guru
  • 1529 Views
  • 6 replies
  • 0 helpfuls

Resolved! Cost Managed & Financial managed

Dear AllI need to find the correct way to manage the IT financial in platform and I would like toStart with the perfect solution My scope are- planning and managed the budget IT- define the cost model -monitorign cost IT - allocate the cost in correc...

aruscitti by Tera Contributor
  • 2255 Views
  • 2 replies
  • 1 helpfuls