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New Button for Goals in SPW workspace

Hi All,I'm seeing new button in Goals list in SPW workspace, clicking on it will create a new goal. All the lists like strategic plans, strategic priorities have new button. I could not find them in declarative actions, if I need to edit the new butt...

SPW Goals.png

How to sync demand to planning item ?

When a Demand (dmn_demand) is created with investment_class and investment_subclass, these fields should be carried over to the related Planning Item (sn_align_core_demand). whenever a demand or project is created, it will automatically create a reco...

prash4 by Tera Expert
  • 1278 Views
  • 2 replies
  • 0 helpfuls

Strategic Planning Workspace - Disable New Demand

Hi All, We have a requirement where we need to disable "New Demand" option from SPW-> portfolio plan view. Any idea how to disable this option? BackgroundWe have a requirement where users can create demands only through portal(record producer) hence ...

AnanthaGowrara_0-1715260940845.png

Target prediction in SPM

Hi,  We are currently using Strategic Planning Workspace (SPW) and Portfolio Plans to track Operations KPIs through Goals & Targets. Today, we see that target progression appears to be distributed linearly between the current value and the end target...

KanikaP by Tera Contributor
  • 220 Views
  • 1 replies
  • 0 helpfuls

Adding a new Planning State in SPW

I need to add a new choice value "On Hold"  the planning state filed on the sn_align_core_planning_item table.  What should be considered when adding a new value?

Alvis1 by Tera Contributor
  • 258 Views
  • 1 replies
  • 0 helpfuls

Step by Step Guide on Resource Plans

Hi everyone,I am looking for guidance on the step-by-step process to implement and configure Resource Management before starting to use Resource Plans in ServiceNow.I want to make sure we follow the correct setup and don’t miss any foundational confi...

Resolved! Project Tasks updates in batch

Our organization is transitioning to SPM project workspace from a system that currently allows multiple project tasks to be selected and modified in batch.  We have been unable to identify how this can be performed in our SPM projects.  Sample user c...

a15fhzz by Giga Contributor
  • 203 Views
  • 2 replies
  • 1 helpfuls