Manage Stakeholders List

SK51 · ‎01-28-2021

How does everyone manage the stakeholder register list?

We maintain a list of stakeholder based on portfolio.
however when demand manager/ project manager add a new stakeholder to their demand/ project, the new stakeholder is rolled up and saved at portfolio stakeholder register..

1) How can we avoid the addition of new stakeholder from demand/ project roll up to portfolio level?

2) What is your practice of maintaining the stakeholder register at portfolio level?

thanks.

Mamta9 · ‎01-29-2021

Hi SK,

There is a way to prohibit rolling up of stakeholders on Portfolio level?

There is a business rule written on dmn_demand table which does the entry into stakeholder register.

You can disable this business rule-

Its upto every organisation how do they want to maintain the list. Our org does a half yearly review of the register and removes not needed stakeholders. Addition is a continuous activity.

Regards,

Mamta

View solution in original post

Rae Ann Prasnic · ‎02-01-2021

Stakeholders to ServiceNow are used for two things: Approvals and Assessments.

Often demand and project managers want a list of TEAM members - which is not what Stakeholders is for and ServiceNow does not offer a related list for tracking OOTB.

As Mamta suggested, you can make changes to the business rule so it doesn't roll up. You can also clean it up on a regular basis. But you can also tell your demand and project managers to keep their fingers off stakeholders and ask your ServiceNow team to add a "Team Member" related list to give your users what they want.

Hope this helps, Rae Ann

JR Laprime · ‎08-19-2024

Would you or any other SPM SMEs be able to elaborate on this proposed solution? Is @Rae Ann Prasnic suggesting that a custom related table be created called "Team Members" or is there an out of box "Team Members" related list available that can be exposed?

Based on this explanation I would suggest that:

ServiceNow instead rebrand the current Stakeholder related list in SPM (Demands and Projects) to "Approvers."
ServiceNow expose a new related list specific for Stakeholder Registry in PMI alignment. The format as presented today is great, but would need to create a 1:many relationship to enable any given stakeholder to map to multiple demands/projects each with their own individual scores/answers per SPM artifact (not portfolio centric).