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07-08-2020 08:11 AM
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.
Solved! Go to Solution.
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Project Portfolio Management
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07-14-2020 12:01 PM
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.
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07-08-2020 10:17 AM
That was a common issue when upgrading from Instanbul. There is a way to remove those roles safely. Here are the instruction - https://hi.service-now.com/kb_view.do?sysparm_article=KB0817737
and here is the script to use.
Let me know if you cannot read the article. I can set up a zoom and walk you through it.
-Miguel
