Zurich Project Workspace - Release records included in WBS but not visible in Planning grid
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
6 hours ago
Hi everyone,
We're using ServiceNow SPM Zurich and have identified an inconsistency between Project Workspace Planning and the Microsoft Project export.
We have a parent project with child projects and project tasks. The parent project also has Release Management (rm_release) records associated through the standard Parent field.
We've confirmed the following:
- A Release record (rm_release) has its Parent set to the project (pm_project).
- The Release appears in the project's Releases related list in Classic Project Workspace.
- When exporting the project schedule to Microsoft Project, the Release is included in the WBS hierarchy as WBS 2.
- However, the Release is not displayed in the new Project Workspace Planning grid, which jumps from WBS 1 to WBS 3.
- The WBS numbering is therefore consistent with the underlying hierarchy but not with what the Project Manager can see.
This is confusing for Project Managers, as the Microsoft Project export includes records that aren't visible in their Project Workspace schedule.
I'd be interested to understand:
- Is this expected out-of-the-box behaviour in Zurich?
- Is there a supported configuration to display Release Management records in the Project Workspace Planning grid?
- If Releases are intentionally excluded, should they still be included in the project WBS numbering and Microsoft Project export?
We're looking for a way to maintain a consistent schedule view without customising core functionality or duplicating Release records as Project Tasks.
Any guidance or experience with this would be appreciated. Screenshots attached.
Thanks.