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Cascade timeline for all projects

jennifer8745
Giga Contributor

‎05-19-2024 10:18 PM

I am seeking a solution to display multiple projects in a cascading timeline format, similar to the Investment Portal. However, this method has a drawback in that it cannot access more than one milestone. Conversely, the planning console allows access to Phases, but only for individual projects. Is there a way to easily drill down on various projects simultaneously? This would be particularly useful for Hybrid and Agile project types with their layered structure of Project-Agile Phase-Epic-Story. It would be helpful if we could even view them at this granular level. Unfortunately, Strategic Planning does not currently offer this feature. Do you have any suggestions?

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shiwan_agrawal
ServiceNow Employee
ServiceNow Employee

‎05-22-2024 08:01 AM

@jennifer8745 I am not sure why you mentioned that SPW doesn't have this feature. Roadmap view allows you to view the timelines and milestones of a project. To do a deeper dive to a specific project:

shiwan_agrawal_0-1716390068907.png

 

In case you find this helpful, please mark it as accepted solution.

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Lauri Arra
Tera Guru
In response to shiwan_agrawal

‎05-27-2024 04:10 AM

But this only allows you to open a project's full details in a separate view. Your example does not show a single cascading view of projects and the project phases (any project task where parent is a project record).

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SasankaV
Giga Guru

‎06-16-2024 11:38 PM

Hey @jennifer8745 , I encountered a similar use case in my experience at Work4flow. Give the below steps a try:

  • Check if the Portfolio Workbench can provide a higher-level view of multiple projects.
  • Use filters and views to customize the display of projects and their milestones.
  • This might help in viewing multiple projects in a more detailed timeline format.
  • Create custom reports that display milestones and phases across multiple projects.
  • Use ServiceNow's reporting tools to pull data from different project records.
  • Set up dashboards to visualize this data in a cascading timeline format.
  • If the Planning Console is limited to individual projects, consider creating a consolidated view.
  • Develop a custom UI page or widget that pulls data from multiple projects and their phases.
  • This would require scripting and possibly using GlideAggregate to gather and display the data.
  • Develop a custom application within ServiceNow that combines the features of the Investment Portal and Planning Console.
  • Ensure it can drill down to various project levels (Project-Agile Phase-Epic-Story).
  • Use ServiceNow’s UI Builder to create a flexible interface that meets your specific needs.
  • Explore integrating with external project management tools that offer more robust timeline visualization.
  • Use APIs to sync data between ServiceNow and these tools, providing a more comprehensive view.
  • Regularly gather feedback from stakeholders to ensure the solution meets their needs.
  • Iterate on the solution based on this feedback to improve functionality and usability.

Let me know if it doesn't work. I'd be happy to assist.

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