Is there a way to rank/order projects?

[Bob Waltrip]

Hi,

We'd like to be able to rank all projects from 1 to n.  Is there a way to do that?  Hopefully through a visual interface.

Thanks,

Bob

[Brian Gadeberg]

Hi Bob Waltrip

If you use the Demand application, you will be able to rank all demands before approving for execution. But the Rank is not transferred to Projects.

I would create a rank field on project table with the same functionality as for demand. On demand only one demand can be number 1. If you give another Demand the rank 1, then the initial demand ranked as 1 will be reranked as number 2.

Please also see: SNC Docs: London - Context ranking, Portfolio workbench and Agile Boards (for visual interface)

Brian

[Bob Waltrip]

Thanks @BrianGBuur, that is helpful.  But, I'm not seeing a Rank field in our dev instance.  I can create demands and push them through the cycle but don't see that field anywhere.  

On projects, are you saying to create a custom field and add some code/configuration that would recognize if a different Project had the same value and, if so, to increment the value?  If so, can you point me to the place to play with that?

Thanks,

Bob

[Brian Gadeberg · Accepted solution]

Your welcome 🙂 

The rank is actual not on demand - it´s a field used in Portfolio Management for both Projects and Demands per fiscal year (sorry for the wrong explanation above...) Find it this way: Projects -> Portfolio -> Workbench -> click to open any portfolio then you will see the picture below: (it might look different depending on the value in "Portfolio planning" - anyway just follow the steps and click "Select Demands And Projects"

In the below picture - first click Timeline view - then click the property wheel and select rank to be displayed. Then start to add rank for all demands and projects per portfolio per fiscal year.  

I do think it is a calculated field on the portal widget - but someone with more technical know how might be able to answer. After rethinking the solution I think I still will create the field - but maybe on a separate table - since the project can span over multiple fiscal years. But again maybe that's utopia and a simpler solution could do the job or even the above could be enough.

When it comes to more then no code/low code - I will ask me fellow ServiceNow Angels with technical insight to help us 🙂

Or look in the Business Rules for rank on rm_story table

Brian