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How to create a new expense line in ServiceNow?

Hello, We have a requirement to create new expense type. Understand that it is not the best practice to create a new expense type field, however the requirement is to manage the 3rd expense type together with Capex and Opex. Since the Capex and Opex ...

Kannan Nair by Tera Contributor
  • 283 Views
  • 2 replies
  • 0 helpfuls

Resolved! Skip Secondary Approval Step

I have a workflow that has a primary approval step and a secondary approval step. One approver in the approval group of the primary approval step, is also in the secondary. I am trying to skip the secondary approval step if that user approves it in t...

Community Alums by Community Alums  
  • 434 Views
  • 3 replies
  • 1 helpfuls

SPM Reporting with Tableau or Other Reporting Tools

Hello!We find the built-in reports and reporting capabilities within SPM to be quite limited. As a result, we spend a significant amount of time exporting data and manipulating it in Excel.We've heard that many companies use Tableau as their reportin...

donnal by Kilo Contributor
  • 275 Views
  • 1 replies
  • 0 helpfuls

Data Architecture diagram for SPM

Hi All, For one of our client implementations, we are looking for the end to end SPM data architecture diagram which shows the flow of data. Reaching out to the community for any resource/docs/links we can refer. Thanks in Advance RegardsRidam

Release Management Workflow

I am researching release management and would like to know / understand what the recommended workflow looks like for release management. All the documentation jumps into what it looks like, but how do you get there? What does the intake look to bring...

SPM Governance Model

Has any implemented a governance model to maintain currency and accuracy of SPM data? I'm responsible for end to end portfolio management and will need to enforce more discipline by the project owners. Thanks!

mporchia by ServiceNow Employee
  • 334 Views
  • 2 replies
  • 0 helpfuls

Resolved! SPM Roles & Meanings

I am trying to find a complete list of Service Portfolio Mangement (SPM) roles and what they mean, how they are embedded/related, etc.  I found this tidbit, but I believe there are more roles related to SPM than just these:

ServiceNow SPM EAP Roles.png

Worknotes are updated daily with several records by SysAdmin

I see the notes section of the Project gets added with several entries daily by user System Administrator. This has been observed on single project on dev and prod. Please provide suggestions on how can this be solved.

nav21 by Tera Contributor
  • 273 Views
  • 4 replies
  • 0 helpfuls

Display state in process flow formatter dynamically

Hello, We need to add new state "Rejected" for Demand workflow and should be visible in process flow formatter only when state is set to "Rejected" similar to "Deferred". Can anyone please suggest what needs to be done for this?   - Prabhh

Prabhh by Kilo Guru
  • 2105 Views
  • 10 replies
  • 1 helpfuls