Project Workspace (Classic vs New)

Eric56
Tera Contributor

Vancouver Patch 3

 

In the classic project workspace there is a filter option.  I do not see that option in the NEW  project workspace.

 

How can the Project Managers using the NEW project workspace organize the view to remove those projects that are closed/cancelled without removing their name from the project record?

1 ACCEPTED SOLUTION

Carina Hatfield
ServiceNow Employee
ServiceNow Employee

If I am understanding the issue, the product team is working on this issue.  We have received similar feedback and are targeting some usability enhancements the second half of the year in project workspace. Here is something we have planned and are targeting for the August store.  If you need more information or want to talk about Project Workspace, I can connect you with the PM.

 

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9 REPLIES 9

SasankaV
Mega Guru

@Eric56 I think I faced a similar use case in my experience with Work4flow. Try the below steps:

 

  • Use a workaround with custom lists. Create a custom list view for projects excluding closed/cancelled ones.
  • Go to the Project application.
  • Create a new list view.
  • Set the filter conditions to exclude projects with a status of "Closed" or "Cancelled".
  • Save and share the custom view.
  • Save the custom list view.
  • Share the view with all project managers so they can access it easily.

Let me know if that helps. If not, I'd be happy to assist. 

 

Eric56
Tera Contributor

Hello SasankaV,

 

Thank you for the reply.  The issue for my users is the Project Workspace functionality.  They are currently using the project list view with filters as needed.

Carina Hatfield
ServiceNow Employee
ServiceNow Employee

If I am understanding the issue, the product team is working on this issue.  We have received similar feedback and are targeting some usability enhancements the second half of the year in project workspace. Here is something we have planned and are targeting for the August store.  If you need more information or want to talk about Project Workspace, I can connect you with the PM.

 

CarinaHatfield_0-1718653025776.png

 

Excellent.  Thanks for the update.

Hello @Carina Hatfield ,

In the new project workspace the status report is not available for the same project but it is available/visible in the Classic project workspace. Can you please help me with reason.

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