Combine Demand and Project Data in List view

melissahill · ‎07-15-2020

I am very frustrated by the design of the demand and project tables. They share sooo much data, and when looking at a pipeline view, we really need to be able to look at LISTS that combine data from both tables. The list would contain textual information as well as metrics. We can use PA to combine numbers, but that is not really helping overall. I can't believe they both inherit directly from the TASK table and do not have a common table between themselves and task. Has anyone else encountered these types of requirements and found a way to solve the issue?

Jorge de Araujo · ‎07-15-2020

Melissa,

For this kind of report, it's not possible to get the "Planned Benefit" and "Planned Cost" fields since those fields are in the "Planned task" table.

The "Demand" table is extending from the "Task" table: it would be a great idea to change it on the upcoming versions. It would be better if the "Demand" table extends from the "Planned task" as well since we have a lot of dates and financial data as for projects.

This change doesn't seem very easy to proceed as we cannot change what a table extends after it is created.

So, for now, I would suggest to create 2 reports with the data required and export it in a spreadsheet if you need to combine the data.

If you really need it all urgently in ServiceNow, you still have a tricky solution:

1/ Define all fields you want to have in the table

2/ Create a new custom table with all those fields

3/ Create some BRs to create/update records in the custom table with each creation/update in the "Demand" and "Project" tables.

I would not implement it as this solution could be difficult to maintain.

Best regards,
Jorge de Araujo
ServiceNow ITBM Expert

PS: Please mark helpful if this answered your question.

View solution in original post

melissahill · ‎07-15-2020

Not what I wanted to hear, but what I suspected.

I would love that demand also inherits from Planned Task - that would solve so many problems!! Is there a way to request that from SNOW?

augustinchacko · ‎07-15-2020

Hi,

You can create a database view by using demand and project table. Please refer below example for database view creation.

View Tables: order variable prefix Where clause

dmn_demand 100 dmn

pm_project 200 prj dmn_project = prj_sys_id