"Phase" customization in project management module

[onkarsurve]

Hello Everyone,

I am currently working with PPM module in Geneva instance.

The requirement here is

1. One project divided into many phases

2. One phase divided into many project tasks

3. Further, each project task will contain more project tasks

There are 2 OOB Servicenow tables:

1. Project [pm_project] table

2. Project task [pm_project_task] table

In order to develop the above solution,

I have created new table Project Phase [u_pm_project_phase] by extending Project task table. So that we can do customization on user created phase related table.

Next, I have added "Project Phase" as related list by right clicking on "Project" form.

On insertion of new record using related list in "Project Phase" table, it is found that the same record will automatically get inserted to "Project task" related list which is OOB from ServiceNow. But, after checking into "Planning Console" related link, the record not available in "Planning Console".

We have task type [sys_class_name] field set to "Project phase" instead of "Project task".

Any idea how to add such link between custom table which extends behavior of "Project task" table so that each project phase will appear below project in "Planning Console".

It will be a great help if could suggest me?

Thanks & Regards,

Onkar

[Michael Fry1]

I think 1 & 3 are the same thing. You create Phases when a Project Task has it's own Project Task. Do you really need a new table?

[onkarsurve]

Hello Michael,

Thanks for your prompt reply on my query!

I tried with a solution by creating new relationship between Project [pm_project] and Project task [pm_project_task] tables. Also, created new Related List to achieve the same. But, it didn't work as expected due to dependency on Project task while creating new record.

We need custom table for Phase to do some customization.

Any idea how is it possible to make custom table record on "Planning Console"?

Thanks & Regards,

Onkar

[kellykaufmann]

Can we dig in a bit into what is needed?

• Do you need to be able to run a report of all projects based on their phase? (If so, that would utilize a dropdown of the project phase on the project header)
• Or are you really just looking for a project schedule tool that can have at least 3 (each more indented than the prior level) levels of the tasks where Level 1 = "Phase" (Create a phase in the timeline), level 2 = task, level 3 = subtask? This is easily done via that link I provided and then tasks below that level.

[onkarsurve]

Hi Kelly,

Awesome!!! "Create a Phase in the timeline" option allows me to create new "Phase".

I have few queries about this option:

1. On creation of new phase, it should trigger an approval to the group

2. Each phase is assigned to Group of people to monitor Progress of each task.

3. Whenever new Phase created using the above option, where these values are stored.

Can we do that with this option?

Thanks & Regards,

Onkar