Forum Posts
Confidential Project Flag
Hi,At the recent Knowledge conference, I heard of a new feature described as a confidential project flag that would allow an admin to limit the visibility of a project to a specific set of users (not necessarily role-based).It was introduced as a bra...
Portfolio planning
Hi,when I'm trying to check the portfolio plans, i can able to view only "owned by me" and I'm not able to view "all"Please refer the attached screenshots . Thanks!Sudheer
Update to record via list view is not triggering business rule
Hi. I've got a business rule that updates a field on demand records whenever an index field is updated/recalculated. This works fine when updating the index field manually within a record, or within a list view on the demand table, but when I 're-ran...
SPM Office of 1 Single Person: Can it work on the Classic PPM and a Jira Integration?
I'm an SPM Office of a single person and we just stood up classic SPM (aka, "PPM"...but we have not yet stood up the new SPM Project Workspace and the SPM Resource Workspace). The current data is migrated from 128 active and backlog projects from Exc...
Update on Azure Devops is not reflecting on ServiceNow
We have integrated our instance with Azure Devops, the connection was successful, work item imports also worked fine.When I added comments on an Epic in Servicenow it got reflected in Azure Devops, but whatever updates made on Devops is not reflectin...
Resolved! Generating capacity - can it happen automatically in the new resource assignments?
When setting up capacity planning in the PPW/SPW, I see you have to generate capacity manually for each combination of planning attribute (like group/role, group/role/skill). This seems tedious to have to do every time. Is there a way that resource...
Milestones on Status Report
When I run my Status Report on a Project it brings in my Risks, Issues and Changes but my Milestones are blank. I have added Milestones as a column to all of my Project Tasks and have set some to True and some to False. Does anyone know what I am...
SPM Use case query
Hello All,I have been learning about Project Portfolio Management within the SPM framework over the past few weeks. While I have a good understanding of the processes related to Ideas, Demand, Projects, Resource Allocation, etc., I lack real-time exp...
Demand Budget
How do I add budget to a demand? My Demand Budget tab is blank with no options to add anything. I have added cost plans, monetary benefits and non-monetary benefits to my demand, but am unable to add a budget. Once cost plans, monetary benefits, no...
Rate Model based on User Type Attribute for Planned Cost
Hi, I'm trying to create a Rate Model based on the Employee Type Attribute. This attribute is out of box and I validated all the mappings for this field are in place. The company has 2 averaged rates that they would like to use for planning labor an...
OnCell Edit in Workspaces
I have a requirement to show a message when someone is going to close the latest Project Task in a Project.The message warns the user that the action is going to Close the project. If the user Accepts, the flow continues and if the user Cancels, the ...
How to Add Budget in Financial Planning of SPM with Custom Fiscal Calendar (April–March)
Hi Community,I’m working with Strategic Portfolio Management (SPM) and trying to set up Financial Planning for a new fiscal year. My organization follows a fiscal calendar from April 1st, 2025 to March 31st, 2026, but I noticed that a fiscal calendar...
Request fora plugin: Project Portfolio Suite with Financials
Hello all, I'd like to get that Plugin Plugin name: Project Portfolio Suite with FinancialsPlugin ID: com.snc.financial_planning_pmoReason: Required for Project Workbench, Roadmap View, Planning Type fields in PPM#Roadmap #Projectmanagment #Plugin
Resource Assignments for Planning/Forecasting
We are moving from Resource Plans to Resource Assignments, how are organizations planning for future work, demands for example, without having the soft-booking functionality that we had with Resource Plans?
