Restrict demands & projects that are completed in the Strategic Planning Workspace

Pascale VG
Tera Contributor

‎08-20-2024 02:13 AM

Hello,

Is there a way in the Strategic Planning Workspace to restrict planning items such as demands & projects that have the state completed?

 

I created a freeform roadmap with some filtering and out of that result I only want to see demands and projects that are not completed. I tried to extend my filtering but with no success.

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shiwan_agrawal
ServiceNow Employee
ServiceNow Employee

‎08-20-2024 09:27 PM

@Pascale VG In SPW, there is a field "Planning State". When any work item (Demand/Project) gets completed in respective execution table, "Planning State" should get updated as "Done".

I am not sure about the filters being used however, please see if using filter "Planning State IS NOT Done" gives you the required results.

If this helps solving your issue, request you to mark this as Accepted Solution.

-Shiwan Agrawal

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