For the last 5 years I have worked with one of the state government agencies in Ohio. They are doing some things with PPM (although more fully on the Agile Development side than Project), and also work projects in WorkFront. Their Product Owner is here at K18 presenting for one session, so I can probably introduce you to her depending on your schedules, or you can search for her session (Renee Evans is her name). They are heavier users of other aspects of ServiceNow (ITSM, ITOM, etc.) but do still have some perspective to share on ITBM and PPM.
Let me know if you want to try to connect with her...sometimes schedules get crazy here, but if it doesn't work out during the conference I'm sure we can get you in touch afterward.
I'm not aware of a way OOTB to this, other than creating a Project Template with your RACI documentation attached. It would then be available to all Projects using that template.
I'm assuming you are referring to the project workspace, in the summary tab? It shows you the reports like widgets in the dashboards, but you cannot move it or add/remove reports as you can do it in any dashboards.
But you can do it inside a project administration record, which would require you to have some scripting knowledge.
Maybe the easiest way would be to export to MS Project from Instance 1, and then import from MS Project into Instance 2?
You can easily export the individual pieces of the project (project form, project tasks, etc.) to XML, and then import them into the other instance. But if your project uses a lot of the related lists at the bottom of the project form, you would have to individually export each list/table to XML and import one at a time (since each piece is stored in a different table). Not hard but kind of time consuming.
It would generally be the PM, as they would be the one setting up the project. However any other users with the PM role that can access the project could create tasks.
Yes - see https://docs.servicenow.com/bundle/kingston-it-business-management/page/product/project-portfolio-suite-with-financials/concept/domain-separation-project-portfolio-financials.html
Please find attached the comprehensive guide to licensing structure for the ITBM product line. Includes clear matrix of each license type and what is/isn't included in each.
I'd like a copy of the powerpoint used by the instructors during the session. The screen shots are clearer than what's in the book. can a soft copy be made available? Or is there already one out there?
