Granting customer project contacts access to project status reports and project change requests

[Pall Sigurdsson]

Hi, is there anyone here who knows how to add status reports and project change requests to the list of available menu items in the project page of the CSM portal so that project contacts, who have been granted access to a given customer project, can open the status report and project change request records of that project?

[fran_oisschneid]

You need to give a SPM role to users, as it_project_user or it_project_manager role.

The lists of status reports and project change request will show on the csm portal for a given project.

That said, you need to update configuration to be able to click a status report or project change request to show its content in the csm portal, the link looks deactivated => I didn't find how to make this. If you can help?

[fran_oisschneid]

You can also check this as an admin with the URL:

/csm?id=my_projects&table=customer_project&view=csp

[fran_oisschneid]

To open a status report from CSM portal, we need to open a URL as this one, but I don't know how to setup this to make it:

/csm?id=project_status_report&table=project_status&sys_id=43c35d2ac3a24210b0ce1d3ed4013160

[SasankaV]

Hi @Pall Sigurdsson , I worked with a similar use case while working for Work4flow.

Give the below steps a try:

• Access the CSM portal configuration in your ServiceNow instance.

• Edit the project page to add new menu items for "Status Reports" and "Project Change Requests".

• Link the new menu items to the appropriate modules or records.

• Ensure the links direct users to the correct records for the specific project.

• Navigate to user access or roles configuration.

• Assign the necessary roles or permissions to project contacts for viewing and interacting with the new menu items.

Let me know if it doesn't work, I'll be glad to assist.