SPM - Program & Portfolio - Resource Management

Tommaso2
Tera Expert

Hi all,

 

Resources can be assigned at Program and Portfolio level?

Or only at project and demand level?

 

 

Many thanks

2 ACCEPTED SOLUTIONS

Zach Koch
Giga Sage
Giga Sage

They are assigned at the project and demand level, not the Program and Portfolio level with OOTB setup.

If this information helped resolve your issue, please remember to mark response correct and thumbs up to help future community members on this information, thanks!

View solution in original post

jameswoodfo
ServiceNow Employee
ServiceNow Employee

Hello,

 

To add a little more color, resource can be assigned to any task based table. Portfolio is not a child table of task while Program is. That said, I have not done a single implementation where there was a consideration for assigning resources at the program level. Typically, resource will be assigned at the demand and project level as well as, as I have seen it implemented, project task, epic, story, etc. level. Hope this helps.

Principal Technology Consultant, Expert Services, CTA/CIS+

View solution in original post

2 REPLIES 2

Zach Koch
Giga Sage
Giga Sage

They are assigned at the project and demand level, not the Program and Portfolio level with OOTB setup.

If this information helped resolve your issue, please remember to mark response correct and thumbs up to help future community members on this information, thanks!

jameswoodfo
ServiceNow Employee
ServiceNow Employee

Hello,

 

To add a little more color, resource can be assigned to any task based table. Portfolio is not a child table of task while Program is. That said, I have not done a single implementation where there was a consideration for assigning resources at the program level. Typically, resource will be assigned at the demand and project level as well as, as I have seen it implemented, project task, epic, story, etc. level. Hope this helps.

Principal Technology Consultant, Expert Services, CTA/CIS+