How do you change a Project from Manual to Automatic? (ServiceNow PPM)

[Grace Ditsworth]

How do you change a Project from Manual to Automatic in ServiceNow PPM?

This documentation from ServiceNow says this should be possible, but I've also seen conflicting documentation from SN saying that it's not possible to change Calculation mid-stream, and since the field becomes view-only after Project creation I'm at a loss as to where to look to find this feature.

The ServiceNow documentation I'm referring to: https://docs.servicenow.com/bundle/newyork-it-business-management/page/product/project-management/concept/c_ProjectWorkbenchProjectCalc.html

[Miguel Donayre · Accepted solution]

Hello @Grace Ditsworth 

There is a way to change from the project form. 

1st you will need to add the "calculation" field to the project form- 

one the context menu --> configure--> form layout

look for calculation in the left list and add it to the right list using the arrows and save

you should now see it on the form. If it is set to automatic and if there are tasks associated with the project you cannot set it to manual. (It will be grayed out) The only way to change it is to delete all the associated tasks. There is no way around it.

once the task is deleted you can switch it to manual and add the task as you please. If you switch it to automatic it will set the date back to "start ASAP" and will lock it back to automatic.

You cannot change it mid-flight that is correct.

New projects created from the Project Management application are set to automatic calculation by default.

If my answer helped you, mark it as correct and helpful.

[Miguel Donayre]

Hi @Grace Ditsworth ,

It's been a bit since my reply was posted. I just wanted to check-in and see how things are going.

If my reply helped guide you correctly, please mark it as Helpful & Correct.

Thanks!