Share project status portal reports without provisioning it_project_user role to user(s)

[Nick Muir]

Hello, I'm relatively new to project portfolio management. I'm looking for advice for what I'm trying to accomplish. Here is what I have tried. Please let me know if there is a better way to do this.

I would like to share a report with non-ITIL users via the project status portal.  I really like the timeline view within the reports on that portal. It keeps it simple and provides the view needed (timeline with parent/child drill down) to coordinate mid-level details with our stakeholders.  The documentation I found regarding the project status portal https://docs.servicenow.com/bundle/kingston-it-business-management/page/product/project-management/c...   states "Share a project report with users who have the it_project_user role"  (I do realize this link is for the Kingston version. I couldn't find an article for project status portal in New York documentation. Maybe that is my first sign).  The problem I have is that a few users I want share project reports with I don't want to provision the ITIL role to them.  From what I have found the it_project_user roles contains the it_demand_user role which contains the ITIL role.  I thought I could simply create a new custom role and add the Project Status Portal Applications to "Applications with Role" and maybe add to "Contains Roles" a role like pps_resource, timecard_user, or some other role that does not contain the ITIL role or other major roles.

[Miguel Donayre · Accepted solution]

Hello,

You are correct Planning Console and Project Workbench. I was showing how to get to the project status reports.

Yes, the Project Status Portal was replaced with the Investment portal in London release and above. If you were on Jakarta through Kingston you can bring it over when you upgraded. This is no longer supported or updated.

Investment PortalCreate a personalized investment board and track your key projects and demands in terms of their cost, schedule, and scope. Investment Portal replaces the Project Status Portal that was introduced in the Jakarta release. For upgraded customers, Investment Portal co-exists with Project Status Portal. If you are a new user (and London is your first release), only Investment Portal is available.

https://docs.servicenow.com/bundle/london-release-notes/page/release-notes/business-management/proje...

[melaniegilbert]

SUPER helpful, thank you. We started on Istanbul, and are on Orlando now. We do have the Project Status Portal but find it's not that useful because so many of the users do not have a login role to Service Management. We are newbies with ITBM and haven't set up Investment Portal yet. You've given me some awesome reading, thanks!

[Miguel Donayre]

You are welcome!! 🙂

The investment portal has a lot of bells and whistles that the status portal doesn't have. Give it a chance maybe you will like it.  Good luck with ITBM and if run into anything come back to the community and we can help out!!

[Nick Muir]

Hi Melanie,

Verbatim for what you just shared, it sounds like we are at the same place.

Thanks Miguel!

It's great to know about the Investment portal. I'll dig into that as well.

- Nick

[Nick Muir]

That is great to know Miguel!  Our instance is an upgrade to New York.  We've been a customer since Istanbul, so I'm guessing there could be a few other roles that contain legacy roles.  Off topic > Any guidance you can provide on cleaning up legacy roles like this?  Utilize a new developer instance to compare to ours after an upgrade?