How to best share project plans with stakeholders that does not have access to the module?

lasse3
Mega Guru

When using the project planning console a project manager can create complex project plans and it sometimes makes sense to share this plan with stakeholders that does not have access to use project portfolio management in ServiceNow.

I was considering something like a PDF export or some kind of a public report showing the gantt chart etc. What is your experience/take on this?

1 ACCEPTED SOLUTION

ITSMgal
ServiceNow Employee
ServiceNow Employee

Depending on your audience and what you are communicating, you can


1) Export the plan to MS Project


2) Export task records to xls or pdf that list the information you are communicating


View solution in original post

8 REPLIES 8

ian_cox
ServiceNow Employee
ServiceNow Employee

I generally use the CIo roadmap if people want to see a high level view of the projects.   If they want to see some of the detail I have created them a home page with a view of when projects are going live and a list view of the details.   I have shared the gantt charts previously but only really at the project level not at the project task levels (unless I am just trying to show them that specific project)


ITSMgal
ServiceNow Employee
ServiceNow Employee

Depending on your audience and what you are communicating, you can


1) Export the plan to MS Project


2) Export task records to xls or pdf that list the information you are communicating


lasse3
Mega Guru

Thanks for the feedback. I have been considering the mentioned options, but they do not seem to give me what I need. I was hoping for a way of keeping the gantt chart on a project task level for "display" with stakeholders. Is it in any way possible to make a gantt chart publicly visible?


ITSMgal
ServiceNow Employee
ServiceNow Employee

Unfortunately, there is not an option for making SN projects visible to non licensed users at this time within SN.