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HOW SEARCH WORKS:
* Punctuation and capital letters are ignored.
* Special characters like underscores (_) are removed.
* Known synonyms are applied.
* The most relevant topics (based on weighting and matching to search terms)
are listed first in search results.
TOPICS ARE RANKED IN SEARCH RESULTS BY HOW CLOSELY THEY MATCH YOUR SEARCH TERMS
* A match on the entire phrase you typed.
* A match on part of the phrase you typed.
* A match on ALL of the terms in the phrase you typed.
* A match on ANY of the terms in the phrase you typed.
Note: Matches in titles are always highly ranked.
Table of Contents
Release version
Choose your release version
There is no specific version for this documentation.
* Strategic Portfolio Management
* Organizational plugins for Strategic Portfolio Management
* Machine learning solutions for Strategic Portfolio Management
* Predictive Intelligence for Demand Management
* Train the similarity solution for Demand Management to find similar
demands
* Predictive Intelligence for Innovation Management
* Train the similarity solution for Innovation Management to find similar
ideas
* Predictive Intelligence for Project Management
* Train the similarity solution for Project Management to find similar
projects
* PPM Predictive Intelligence Workbench
* PPM PIWB template - Find similar demands
* PPM PIWB template - Find similar ideas
* PPM PIWB template - Find similar projects
* Portfolio Planning
* Exploring Portfolio Planning
* Lenses and portfolio plans
* Work prioritization in Portfolio Planning
* Roadmaps in Portfolio Planning
* Portfolio Planning with Project Portfolio Management
* Configuring Portfolio Planning
* Install Portfolio Planning
* Configuring lens in Portfolio Planning
* Modify lens structure in Portfolio Planning
* Activate a lens in Portfolio Planning
* Configuring Portfolio Planning with PPM
* Create an alignment integration
* Generate default mapping configurations
* Configuring additional columns for Prioritization page in Portfolio
Planning
* Configure additional source tables for free-form roadmap in Portfolio
Planning
* Update source table preferences for roadmap in Portfolio Planning
* Update the display limit of items for Prioritization and Roadmap in
Portfolio Planning
* Customize Lists in Portfolio Planning Workspace
* Define audience for new lists in Portfolio Planning
* Customizing highlighted fields on prioritization page of Portfolio
Planning workspace
* Modify Script Includes for Prioritization page in Portfolio Planning
* Create new highlighted values for Prioritization columns in Portfolio
Planning
* Aligning work with portfolio and organization priorities
* Managing portfolio plans in Portfolio Planning Workspace
* Create a portfolio plan in Portfolio Planning Workspace
* Modify a portfolio plan in Portfolio Planning Workspace
* Share portfolio plans in Portfolio Planning Workspace
* Collaborate on portfolio plans in Portfolio Planning Workspace
* Prioritizing work using Portfolio Planning Workspace
* Add planning items to Prioritization page in Portfolio Planning
Workspace
* Modify planing item details from Prioritization page in Portfolio
Planning Workspace
* Rank planning items in Portfolio Planning Workspace
* Prioritize work in Portfolio Planning Workspace
* Personalizing Prioritization page views in Portfolio Planning
Workspace
* Personalize Prioritization List view in Portfolio Planning
Workspace
* Personalize Prioritization Hierarchy view in Portfolio Planning
Workspace
* Planning roadmaps in Portfolio Planning Workspace
* Create free-form roadmap in Portfolio Planning Workspace
* Update details of free-form roadmap in Portfolio Planning Workspace
* Share a free-form roadmap with stakeholders in Portfolio Planning
Workspace
* Create planning items from roadmap view in Portfolio Planning
Workspace
* Modify planning items from roadmap in Portfolio Planning Workspace
* Plan unscheduled items into roadmap in Portfolio Planning Workspace
* Reschedule roadmap items in Portfolio Planning Workspace
* Add milestones for roadmap in Portfolio Planning Workspace
* Update a roadmap milestone in Portfolio Planning Workspace
* Add milestones for roadmap items in Portfolio Planning Workspace
* Update roadmap item milestones in Portfolio Planning Workspace
* Add dependencies for roadmap items in Portfolio Planning Workspace
* Update roadmap item dependencies in Portfolio Planning
* Personalize roadmap view in Portfolio Planning Workspace
* Customizing milestone display on roadmap in Portfolio Planning
Workspace
* Customizing roadmap item dependency display in Portfolio Planning
Workspace
* Track roadmap item progress in Portfolio Planning Workspace
* Collaborate on a free-form roadmap in Portfolio Planning Workspace
* Executing Portfolio Planning work in PPM
* Configure bulk import
* View error logs
* Portfolio Planning reference
* Components installed with Portfolio Planning
* Domain separation and Portfolio Planning
* Planning item reorder errors in Portfolio Planning
* Managing Portfolio Planning with PPM
* Lens Form
* Lens structure form
* Roadmap configuration form
* UX List Category form
* UX List form
* List Applicability form
* Highlighted Value Condition form
* Highlighted Value form
* Planning item form
* Demand form
* Project form
* Roadmap milestone form
* Planning item milestone form
* Error state for planning item milestones
* Dependency form
* Strategic Planning
* Exploring Strategic Planning
* Lenses and portfolio plans in Strategic Planning
* Goal management in Strategic Planning
* Work prioritization in Strategic Planning
* Roadmaps in Strategic Planning
* Strategic Planning with PPM, Agile 2.0, and SAFe
* Configuring Strategic Planning
* Install Strategic Planning
* Migrating to Strategic Planning v2.0.1
* Configuring lens in Strategic Planning
* Review existing planning item types in Strategic Planning
* Define a new planning item type in Strategic Planning
* Create form views for new tables in Strategic Planning
* Create workspace view rules for new planning item forms in
Strategic Planning
* Enable custom item types in Strategic Planning
* Create a lens in Strategic Planning
* Add or modify lens structure in Strategic Planning
* Activate a lens in Strategic Planning
* Configuring Strategic Planning with PPM, Agile 2.0, and SAFe
* Create an alignment integration
* Generate default mapping configurations
* Create custom mapping configurations
* Create a table map
* Create a business rule to apply a custom table map configuration
* Create a field map
* Create a choice map
* Working with Teamspaces
* Configuring goals in Strategic Planning
* Migrate existing goals data to Goal Framework tables
* Configure goal preferences
* Configure a table for an assigned entity
* Import goals and targets data from a spreadsheet
* Update a schedule job to automate Actual value of the targets
* Migrate goal relationships for assigned entities
* Configuring additional columns for Prioritization page in Strategic
Planning
* Configure additional source tables for a free-form roadmap
* Update source table preferences for roadmap in Strategic Planning
* Update the display limit of items on Prioritization and Roadmap views
* Customize Lists in Strategic Planning Workspace
* Define audience for new lists in Strategic Planning
* Customizing highlighted fields on prioritization page of Strategic
Planning Workspace
* Modify Script Includes for Prioritization page in Strategic Planning
* Create new highlighted values for Prioritization columns in Strategic
Planning
* Aligning work with strategy to deliver business outcomes
* Managing portfolio plans in Strategic Planning Workspace
* Create a portfolio plan in Strategic Planning Workspace
* Modify a portfolio plan in Strategic Planning Workspace
* Share a portfolio plan in Strategic Planning Workspace
* Collaborate on a portfolio plan in Strategic Planning Workspace
* Managing goals in Strategic Planning
* Create a goal
* Set targets for a goal using Goal Framework
* Update the progress of a target
* Setting targets and automating the progress of targets using Goal
Framework for SPM
* Context variable in target source
* Create a target source for automating the Actual value of the
targets
* Create a context variable for a target source
* Create a context variable for the target source type PA Indicator
* Set targets for a goal using Goal Framework for SPM
* Update the progress of a target using Goal Framework for SPM
* Associate a planning item with goals
* Associate or update the primary goal for a planning item
* Prioritizing work using Strategic Planning Workspace
* Add planning items to Prioritization page of Strategic Planning
Workspace
* Update planning item details from Prioritization page of Strategic
Planning Workspace
* Rank planning items in Strategic Planning Workspace
* Prioritize work in Strategic Planning Workspace
* Personalizing Prioritization page views in Strategic Planning
Workspace
* Personalize List view of Prioritization page in Strategic Planning
Workspace
* Personalize Kanban view of Prioritization page in Strategic
Planning Workspace
* Personalize Hierarchy view in the Prioritization page of Strategic
Planning Workspace
* Planning roadmaps in Strategic Planning Workspace
* Create a free-form roadmap in Strategic Planning Workspace
* Update details of a free-form roadmap in Strategic Planning
Workspace
* Share a free-form roadmap with stakeholders in Strategic Planning
Workspace
* Collaborate on a free-form roadmap in Strategic Planning Workspace
* Create planning items from the roadmap view in Strategic Planning
Workspace
* Modify planning items from the roadmap view in Strategic Planning
Workspace
* Plan unscheduled items into a roadmap in Strategic Planning Workspace
* Reschedule roadmap items in Strategic Planning Workspace
* Add milestones for a roadmap in Strategic Planning Workspace
* Update a roadmap milestone in Strategic Planning Workspace
* Add milestones for roadmap items in Strategic Planning Workspace
* Update roadmap item milestones in Strategic Planning Workspace
* Add dependencies for roadmap items in Strategic Planning Workspace
* Update roadmap item dependencies in Strategic Planning Workspace
* Personalize your roadmap view in Strategic Planning Workspace
* Customizing milestones display on roadmap in Strategic Planning
Workspace
* Customizing the dependencies display on the roadmap in Strategic
Planning Workspace
* Track the progress of your roadmap items in Strategic Planning
Workspace
* Executing Strategic Planning work in PPM, Agile 2.0, and SAFe
* Configure bulk import
* Import records to Strategic Planning
* View error logs
* Strategic Planning reference
* Components installed with Strategic Planning
* Domain separation and Strategic Planning
* Planning item reorder errors in Strategic Planning
* Managing Strategic Planning with Project Portfolio Management, Agile
Development 2.0, and SAFe
* Error state for planning item milestones
* Error state for planning item dependencies
* Choice map form
* Context Variable form
* Dependency form
* Field map form
* Goal Assigned Entity Configuration form
* Goal form
* Goal Preferences form
* Goal Relationship form
* Highlighted Value form
* Highlighted Value Condition form
* Lens form
* Lens structure form
* List Applicability form
* Planning item type form
* Planning item form
* Demand form
* Epic form
* Initiative form
* Project form
* Strategic program form
* Planning item milestone form
* Progress value calculation
* Roadmap milestone form
* Roadmap configuration form
* Scheduled Script Execution form
* Table map form
* Target automation script for benefit plans
* Target form
* Target Source form
* UX List Category form
* UX List form
* View rule form
* SPM Benchmarking
* Exploring SPM Benchmarking
* SPM Benchmarking dashboard
* Benefits of SPM Benchmarking
* Configuring SPM Benchmarking
* Install SPM Benchmarking
* Enable SPM Benchmarking
* Customize the SPM Benchmarking KPIs
* Choose your KPIs
* Change a KPI formula
* SPM Benchmarking reference
* Components installed with SPM Benchmarking
* SPM Benchmarking KPIs
* Project Portfolio Management
* PPM Standard (Project Portfolio Management)
* Activate PPM Standard (Project Portfolio Management)
* Installed with PPM Standard (Project Portfolio Management)
* Activate Investment Funding for projects and demands
* Currencies and budget reference rates
* Related lists added for financials
* Business stakeholder role for PPM
* Strategic Spend Tracking for PPM
* Install Strategic Spend Tracking for PPM
* Components installed with Strategic Spend Tracking for PPM
* Allocate or modify the strategy and goal percentage for a project
* Allocate or modify the strategy and goal percentage for a demand
* Strategic Spend Tracking for PPM dashboard
* Project Portfolio Management Platform Analytics Solutions
* PMO dashboard
* Time Sheet dashboard
* Create and manage waterfall projects
* Create and manage agile projects
* Test Management 2.0 integration with Project Portfolio Management
* Agile Development 2.0 integration with Project Portfolio Management
* Define an agile group
* Assign a group to a project
* Create stories
* Plan sprints
* Track progress
* Demand Management
* Demand Management key terms
* product/planning-and-policy/reference/r_DemandManagementProcessFlow.html
* Multicurrency in Demand Management
* Select demand currency preference
* Enable demand currency view
* Multicurrency fields in demand-related forms
* Allocate demand budget in demand currency
* Cost plan updates and cost recalculation in demand currency
* Benefit plan updates and recalculation in demand currency
* Quick start tests for Multicurrency in Demand Management
* Upgrade existing demands
* Set up Demand Management
* Planning for Demand Management
* Populate the stakeholder registry
* View an assessment metric category
* Configure a widget for the financial metrics of a demand
* Associate a widget to the Demand table
* Configure demand workbench
* Demand workbench
* Demand workbench bubble chart
* Demand workbench list view
* Use Demand Management
* Assess demands
* Demand tasks
* Actual cost and effort calculation for a demand and demand task
* Create a demand
* Create a new qualified demand
* Create a demand task
* Submit a time card for a demand task
* Create an artifact from a demand
* Create a monetary benefit plan for a demand
* Update a monetary benefit plan breakdown for a demand
* Create a non-monetary benefit plan for a demand
* Update a non-monetary benefit plan breakdown for a demand
* Associate monetary and non-monetary benefit plans
* Create a demand cost plan
* View financial summary of cost and monetary benefit plans
* Create an expense line for a demand
* Create and manage resource plans for a demand
* Recalculate costs of resource plans of a demand
* Allocate budget to a demand
* Create baseline of a demand
* Compare financial baselines of a demand
* product/planning-and-policy/task/t_ViewDemands.html
* View an artifact created from a demand
* View a demand summary
* Add details to demands
* RIDAC (Risk, Issue, Decision, Action, and Request Changes) record
entries for a demand
* Add risks for a demand
* Configure custom Risk rank and Risk value for a demand
* Add issues for a demand
* Add decisions for a demand
* Add actions for a demand
* Add Request Changes to a demand
* Convert one RIDAC (Risk, Issue, Decision, Action, and Request
Change) record to another for a demand
* Associate existing RIDAC (risks, issues, actions, decisions, and
request changes) records for a demand
* Reset a demand to Draft state
* Delete demands
* Move and resize a demand
* Stage fields
* Composite fields
* Domain separation and Demand Management
* Domain separation and Service Portfolio Management
* Innovation Management
* Migrating from the legacy Ideas application to Idea Portal
* Idea Portal administration
* Create an Idea module
* Define new idea categories
* Configure idea categories
* Idea Portal navigation
* Adding Idea Portal to Employee Center
* Idea Portal
* Submit an idea
* View, filter, and sort ideas
* Collaborate on ideas
* Manage ideas
* Evaluate an idea
* Create a task for an idea
* Idea Manager dashboard
* Install Idea Manager dashboard
* Using Idea Manager dashboard
* Innovation Management Integration with Universal Request
* Create an Idea from Universal Request
* Idea state mapping
* Transfer an Idea to another department
* Configure idea categories for transferring a request as an Idea
* Portfolio Management
* Create a portfolio
* Open a portfolio status list
* Legacy portfolio workbench
* Access the legacy Portfolio workbench
* Legacy- Plan the portfolio
* Legacy- Planning view in portfolio workbench
* Legacy- Select the fiscal year and set targets
* Legacy- Select demands and projects for portfolio planning
* Legacy- Change planned start date of a demand or project through
Portfolio Workbench
* Legacy- Review external dependencies between projects
* Legacy- Create and promote a budget plan
* Legacy- Financial planning workbench
* Legacy- Create a budget period
* Legacy- Forecast period
* Legacy: Create a budget target
* Legacy- Generated actuals
* Legacy- Use the planning workbench to initiate a budget plan
* Legacy- Repromote a budget plan
* Legacy- View promoted portfolio budget plans in the planning
workbench
* Legacy- Portfolio budget object configuration
* Legacy- Forecast the budget for portfolio
* Legacy- Create and promote a forecast plan
* Legacy- Repromote a forecast plan
* Legacy- Track the portfolio
* Legacy- Tracking view in portfolio workbench
* Actual project costs
* View actual project costs
* Scenario Planning for PPM
* Install Scenario Planning for PPM
* Components installed with Scenario Planning for PPM
* Annual and multi-year resource capacity-based planning
* Configure the scenario planning type and scope
* Impact of modifying the scenario planning type and scope
* Set target budget for a fiscal year
* Create planning scenarios
* Select demands and projects for portfolio planning
* Review external dependencies between projects
* Rank demands and projects
* Compare planning scenarios
* Confirm a planning scenario
* Track the progress of a portfolio
* Portfolio Dashboard
* Access the Portfolio Dashboard
* Program Management
* Create a program to manage projects and demands
* Create a program task
* Allocate budget to a program
* Create a program status report
* View program status reports
* Program workbench
* Access the program workbench
* Program Dashboard
* Access the Program Dashboard
* Project Management
* Get started with Project Management
* Basics of Project Management
* Properties installed with Project Management
* Project Workspace
* Install Project Workspace
* Access the new Project Workspace
* Create a project from Project Workspace
* Update project details from Project Workspace
* Personalize the planning console view in Project Workspace
* Add new columns to the planning console
* Create and assign project tasks from Project Workspace
* Update a project task from the project workspace
* Add internal project task dependencies from Project Workspace
* Update the dependency details for tasks from Project Workspace
* Add external dependencies between projects from Project Workspace
* Create and compare project baselines in Project Workspace
* Collaborate with stakeholders from Project Workspace
* Add a RIDAC record to a project in Project Workspace
* Action form of Project Workspace
* Decision form on Project Workspace
* Issue form on Project Workspace
* Risk form of Project Workspace
* Request change form on Project Workspace
* Associate existing RIDAC records for a project in Project Workspace
* Convert one RIDAC record to another for a project in Project
Workspace
* Export a project status report to Microsoft PowerPoint from Project
Workspace
* Export status report form on Project Workspace
* Export a project to Microsoft PowerPoint from Project Workspace
* Project workspace classic
* Access the classic Project Workspace
* Configure parameters displayed on project cards in classic Project
Workspace
* View project analytics in classic Project Workspace
* Project analytics widgets and reports
* Define a project in classic Project Workspace
* Plan a project using planning console in classic Project Workspace
* Track a project using project workbench in classic Project Workspace
* Create and manage resource plans for a project in classic Project
Workspace
* View forecasts and manage financial plans for a project in classic
Project Workspace
* Configure a widget for project financial metrics
* Associate a widget to the Project table
* Request funds for a project in classic Project Workspace
* Enter actuals spent in a project in classic Project Workspace
* View a project status report in classic Project Workspace
* Define a project
* Copy a project
* Change default values of copied project
* Create baseline of a project
* Compare financial baselines of a project
* Compare schedule baselines of a project
* Assign a project schedule
* Create a project cost plan
* Cost plan breakdown
* System-generated cost plans
* Create a monetary benefit plan for a project
* Update a monetary benefit plan breakdown for a project
* Create a non-monetary benefit plan for a project
* Update a non-monetary benefit plan breakdown for a project
* Associate monetary and non-monetary benefit plans
* Project and portfolio funding
* Create an expense line
* Create a project status report
* View project status reports
* Create a cost type definition
* Allocate budget to a project
* RIDAC records for a project in Project Workspace
* Add risks for a project
* Configure custom Risk rank and Risk value for a project
* Add issues for a project
* Add decisions for a project
* Add actions for a project
* Create a request change
* Convert one RIDAC (Risk, Issue, Decision, Action, and Request
Changes) record to another for a project
* Associate existing RIDAC (Risks, Issues, Actions, Decisions, and
Request Changes) records for a project
* Change the planned start date of a project
* Pre-date a project task
* Recalculate costs of all resource plans in a project
* Project templates
* Create a project template
* Add an attachment to a project template
* Apply a template on the Project form
* Apply template to an existing project
* Apply template to a blank project in project workspace
* Project template configuration
* Add a project template configuration item
* Modify a project template configuration item
* Delete a project template configuration item
* Project tasks
* Project task relationships and dependencies
* Project task dependencies
* Create a dependency from the planning console
* Modify a project task dependency
* Remove a dependency
* Parent-child task relationships
* Create a parent-child relationship on the Project Task form
* Time constraints in parent-child relationships
* Parent-child rollup task calculations
* Enable cost rollup calculations
* Scheduling conflicts between project tasks
* Create a project task
* Create a project task from a project
* Create a task from an incident, problem, or change request
* Create tasks from project task creator
* Insert a row into the project tasks list
* Copy an existing task or project
* Change default values of copied fields
* Create a task from a project task template
* Create a milestone
* Change requests and project tasks
* Change request project task relationship
* Link change requests to a project task
* Project task checklists
* Use a project task checklist
* Save a checklist as a template
* Accept or reject project task notifications
* Task resources
* External dependencies
* Types of external dependencies
* Add an external dependency on planning console
* Composite fields
* Start a project
* Update a project in progress
* Track project comments and collaborate with stakeholders
* Planning console
* Open the project planning console
* Planning console tasks
* Client side planning console
* Enable client side planning
* Gantt chart
* Gantt chart options
* Create a parent-child relationship on the planning console
* Predecessor dependencies in the planning console
* Custom columns in the planning console
* Add a custom column to the planning console
* Project Diagnostics
* Use Project Diagnostics to detect corrupt project data
* Create and add diagnostic features
* Add diagnostic and fix scripts
* Create Diagnostic scans and map related scripts
* Work breakdown structure (WBS)
* Access the WBS as a related list
* Teamspaces
* Activate teamspaces
* Installed with teamspaces
* Configure teamspace settings
* Project workbench
* Access the project workbench
* Components of project workbench
* Project calculation
* Project workbench actions
* Open a project in the project workbench
* Create a project task in the project workbench
* Manage project stories in the project workbench
* Create a story in the project workbench
* Create a test case in the project workbench
* Investment Portal
* Viewing all your investment boards in one location
* Create an investment board
* Track your key investments
* Configure your investment metrics as widgets
* Project import and export
* Calendars and schedules- Limitations
* Project field mapping
* Create custom field mapping for Microsoft Project file import
* Project import from Microsoft Project
* Import a Microsoft Project file with the Import module
* Update a project using a Microsoft Project file
* Import project tasks for multiple projects
* Project export to Microsoft Project
* Export project data
* Export project tasks
* Project reporting
* Close a project
* View actual project costs
* Actual project costs
* Project and project task states
* View default project and project task state categories
* Customize a state for project or project task
* Project Management costing add-on
* Activate project task email notifications
* Set up project notifications with the workflow tool
* Project Status app
* Activate Mobile Project Status
* Get started with Project Status app
* View project details on the mobile app
* View project status report
* Create RIDAC (Risk, Issues, Decisions, Actions, and Request Changes)
records
* Collaborate with project stakeholders
* PPM Collaboration
* Install PPM Collaboration
* Components installed with PPM Collaboration
* Setting up PPM collaboration for Microsoft Teams
* Setting up PPM collaboration for Slack
* Flows designed to synchronize projects with your collaboration tool
* Create a Microsoft team for your project
* Create a Slack channel for your project
* Notifications for project updates in your collaboration tool
* Archiving your project collaboration channel or team
* Virtual Agent for PPM
* Install Virtual Agent for PPM
* Enable Virtual Agent for PPM
* PPM Virtual Agent conversation flows
* Reusable PPM Virtual Agent topic blocks
* Resource Management
* Resource management process
* Resource Management properties
* Resource plans
* Create a resource plan
* Use Resource Finder to analyze resource availability
* Create an operational resource plan
* Request resources
* Confirm a resource plan
* Confirm and allocate a resource plan
* Request a change to a resource plan
* Recalculate costs of a resource plan of a project or demand
* Update cost plan related to a resource plan
* Complete a resource plan
* Complete a resource plan from a project, planning console, or
demand record
* Cancel a resource plan
* Cancel a resource plan from a project, planning console, or demand
record
* Delete a resource plan
* Extend a resource plan
* Request extension of an allocated resource plan
* Allocate resources for the extended period
* Reduce the duration of a resource plan
* Time zones in resource plans
* Associate a time card with a resource plan
* Create requested allocations for a resource plan
* Resource allocation
* Create a resource role
* User resources and group resources
* Update the resource capacity
* Update the resource aggregates
* Create allocations
* Reject a resource plan from the Resource Plan form
* Capacity planning overview
* Review capacity of the resources
* Allocation workbench
* Create or update an allocation board
* Manage resources by using the allocation workbench
* Confirm or allocate resources from the Allocation Workbench
* Replace a user in a resource plan
* Move a resource plan
* Shift allocations of a user
* Manage operational resource plans from the allocation workbench
* Resource schedules
* Resource events
* Resource events and schedules
* Resource event modifications
* Modify a resource event that is part of a resource plan
* Modify a self-created resource event
* Change the resource event color
* Resource Management reports
* View availability, utilization, and allocation reports
* Edit a resource management report
* My Calendar
* Add events to your calendar
* Create repeatable events
* View a user calendar
* Add events to a user calendar
* Delete events
* Use Resource Diagnostics to detect corrupt resource data
* Add diagnostic features for resource
* Add diagnostics and fix scripts for resource
* Create diagnostic scan and map scripts for resource
* Export to PowerPoint for Strategic Portfolio Management
* Exploring Export to PowerPoint
* Configuring Export to PowerPoint
* Install Export to PowerPoint for Strategic Portfolio Management
* Manage the components that are required to create a template
* Download the manifest file
* Configure the Export to PowerPoint add-in for Microsoft PowerPoint
* Using Export to PowerPoint
* Create a Microsoft PowerPoint template
* Upload your Microsoft PowerPoint template
* Download a project status report
* Export to PowerPoint Reference
* Components installed with Export to PowerPoint for Strategic
Portfolio Management
* Related Tables form
* Scripted Elements form
* Multicurrency in Project Management
* Enable project currency view in project-related forms
* Multicurrency fields in project-related forms
* Project currency in cost and benefit plans
* Updates in cost plan and recalculation of cost in project currency
* Track project budget in project currency
* Cost rollup in project currency
* Quick start tests for PPM Standard Multicurrency
* Upgrade existing projects on activating multicurrency plugin
* Rate Models
* Create or modify a rate model
* Define criteria of a rate model
* Create a rate line
* Export rate lines to a file
* Import rate lines into a rate model
* Monetary and non-monetary benefit plans
* Domain separation and Project Portfolio Management
* Quick start tests for Project Portfolio Management
* Goal Framework and Goal Framework for SPM
* Exploring Goal Framework and Goal Framework for SPM
* Configuring Goal Framework and Goal Framework for SPM
* Install Goal Framework and Goal Framework for SPM
* Migrate existing goals data to Goal Framework tables
* Configure goal preferences
* Configure a table for an assigned entity
* Import goals and targets data from a spreadsheet
* Update a scheduled job to automate the Actual value of the targets
* Managing goals using Goal Framework or Goal Framework for SPM
* Create a strategic plan
* Create a strategic priority for a strategic plan
* Create a goal
* Set targets for a goal using Goal Framework
* Update the progress of a target
* Setting targets and automating the actual value of the targets using
Goal Framework for SPM
* Context variable in target source
* Create a target source for automating the Actual value of the targets
* Create context variable for a target source
* Create a context variable for the target source type PA Indicator
* Set targets for a goal using Goal Framework for SPM
* Update the progress of a target using Goal Framework for SPM
* Associate a work or planning item with goals
* Associating the primary goal for work and planning items
* Goal Framework and Goal Framework for SPM reference
* Components installed with Goal Framework and Goal Framework for SPM
* Context Variable form
* Goal Assigned Entity Configuration form
* Goal form
* Goal Preferences form
* Progress value calculation
* Scheduled Script Execution form
* Strategic Plan form
* Strategic Priority form
* Target automation script for benefit plans
* Target form
* Target Source form
* Domain separation and Goal Framework
* Investment Funding
* Install Investment Funding
* Components installed with Investment Funding
* Upgrading legacy Investment Funding to Store application
* Migrate data from legacy Investment Funding to Store application
* Update references from legacy Investment Funding tables to Store tables
* Investment Funding administration
* Fiscal calendar setup for Investment Funding
* Set Investment Funding preferences
* Create an investment entity
* Enable synchronization of investment and investment entity owners
* Access investments directly from an investment target
* Create a top-level investment
* Fund a top-level investment
* Create an investment
* Add a business case for an investment
* Co-owners for an investment
* Manage co-owners for an investment
* Request funds for an investment
* Plan fund allocations for investments
* Allocate funds to an investment
* Enter actual spends for an investment
* Reject a fund request
* Review the use of your funds
* View past funding details
* Domain separation and Investment Funding
* Time Card Management
* Activate Time Card Management
* Time sheet policies
* Create a time sheet policy
* Set a time sheet policy as default policy
* Assign a time sheet policy to a user
* Create a project time category
* Create a rate type
* Time Sheet Portal
* Add columns to the logged time card list
* Create time cards and log time through Time Sheet Portal
* Submit time sheet through Time Sheet Portal
* Approve or reject a time sheet through Time Sheet Portal
* Log time and submit time sheets of your resources
* Time Sheets
* Create a time sheet
* Submit a time sheet
* Approve or reject a time sheet
* Recall a processed time sheet
* Delegate time sheet approvals to another user
* Time cards
* Create a time card
* Copy time cards from a previous time sheet
* Auto-generate time cards
* Submit a time card
* Approve or reject a time card
* Recall a processed time card
* Map a time card category with operational work types
* Record time worked
* Manage costs
* Project Manager Dashboard
* Use the Project Manager Dashboard
* User Manager Dashboard
* Performance Analytics dashboard for Time Card Management
* Domain separation and Time Card
* Mobile Time Sheets
* Install Mobile Time Sheets
* Enabling the mobile experience for Mobile Time Sheets
* Use Mobile Time Sheets in Now Mobile
* Create a time sheet from your mobile device
* Search for a time sheet from time sheet lists
* Add a time card and log time through the Mobile Time Sheets application
* Update time card hours for a task
* Manage your time cards
* Submit a time card from your mobile device
* Submit a time sheet from your mobile device
* Approve or reject a time sheet or time card from your mobile device
* Track your time sheets
* Recall a processed time sheet or time card from your mobile device
* Agile Development
* Agile Development 2.0
* Exploring Agile Development 2.0
* Basics of Agile Development
* Agile Development process flow
* Agile Development use cases
* Release-based development use case in Agile Development
* Project-based development use case in Agile Development
* Standalone project development use case in Agile Development
* Agile board in Agile Development 2.0
* Reporting defects in Agile Development 2.0
* Enhancement requests in Agile Development 2.0
* Agile Development — Unified Backlog
* Setting up Agile Development 2.0
* Activate Agile Development 2.0
* Migration from Agile Development 1.0 to Agile Development 2.0
* Manage customizations before upgrading to Agile Development 2.0
* Delete customizations before upgrading to Agile Development 2.0
* Convert Agile Development 1.0 teams to Agile Development 2.0 groups
* Complete the prerequisites for converting teams to Agile
Development 2.0 groups
* Verify the conversion of Agile Development 1.0 teams to Agile
Development 2.0 groups
* Agile Development 2.0 enhancements over Agile Development 1.0
* Data model enhancements from Agile Development 1.0 to Agile
Development 2.0
* Functionality enhancements from Agile Development 1.0 to Agile
Development 2.0
* Usability enhancements from Agile Development 1.0 to Agile
Development 2.0
* Review a utility customization for Agile Development 2.0
* List of platform artifacts modified after upgrading to Agile
Development 2.0
* Activate Agile Development — Unified Backlog
* Quick start tests for Agile Development 2.0
* Managing your product development using Agile Development 2.0
* Create a release in Agile Development 2.0
* Create a theme in Agile Development 2.0
* Create a product in Agile Development 2.0
* Managing assignment groups in Agile Development 2.0
* Create an assignment group in Agile Development 2.0
* Convert a release team to a group (only for existing customers
having release teams)
* Add members to an assignment group in Agile Development 2.0
* Create an epic in Agile Development 2.0
* Create a monetary benefit plan for an epic
* Update a monetary benefit plan breakdown for an epic
* Create a non-monetary benefit plan for an epic
* Update a non-monetary benefit plan breakdown for an epic
* Associate monetary and non-monetary benefit plans
* Create a story in Agile Development 2.0
* Add dependencies for Agile Development 2.0 stories
* Create a scrum task for Agile Development 2.0 stories
* Create a personalized backlog in Agile Development 2.0
* Manage your product backlog in Agile Development 2.0
* Arrange Agile Development 2.0 stories in Agile Board using the
keyboard
* Plan your sprint activities in Agile Development 2.0
* Create sprints in bulk in Agile Development 2.0
* Track progress of stories for a sprint in Agile Development 2.0
* Track progress of scrum tasks for a sprint in Agile Development 2.0
* Track sprint progress in Agile Development 2.0
* Run tests for a story in Agile Development 2.0
* View the test results for a story in Agile Development 2.0
* Report a defect in Agile Development 2.0
* Create an enhancement request in Agile Development 2.0
* Set up a triage board in Agile Development 2.0
* Triage items and add them to a backlog in Agile Development 2.0
* Integrating Agile Development 2.0 with third-party applications
* Agile Development 2.0 reference
* Components installed with Agile Development 2.0
* Writing effective stories in Agile Development 2.0
* Agile Development process data model
* Business stakeholder role for Agile Development 2.0
* Domain separation in Agile Development 2.0
* Related links and lists of assignment group in Agile Development 2.0
* Related lists for a Product in Agile Development 2.0
* Related lists for a Release in Agile Development 2.0
* Related links and lists for a Story in Agile Development 2.0
* Related lists for a Theme in Agile Development 2.0
* Test version form in Agile Development 2.0
* Related lists of a test version in Agile Development 2.0
* Mobile experience for Agile Development 2.0
* Install Agile Development v2
* Get started with Agile Development v2 mobile app
* Managing stories on Agile Development v2 mobile app
* Managing scrum tasks on Agile Development v2 mobile app
* Scrum Programs for Agile Development 2.0
* Activate Scrum Programs
* Components installed with Scrum Programs
* Create an epic backlog
* Manage your epic backlogs
* Create a scrum program
* Assign teams to a scrum program
* Scrum program planning board
* Plan a scrum program
* Add sprints from the program planning board
* Performance Analytics Content Pack for Agile 2.0
* Install Performance Analytics Content Pack for Agile 2.0
* Enable daily data collection for Agile 2.0 dashboards
* Upgrading the layout of Agile 2.0 dashboards
* Agile 2.0 Epic Dashboard
* Agile 2.0 Sprint Dashboard
* Agile 2.0 Prior Sprint Dashboard
* Agile 2.0 Release Dashboard
* Agile 2.0 Prior Release Dashboard
* Agile 2.0 Team Dashboard
* Customizing Agile 2.0 dashboard reports
* Customize indicators of your Agile 2.0 dashboard reports
* Update UI scripts to use customized indicators for Agile 2.0
dashboards
* Customize story states of your Agile Development 2.0 dashboard
reports
* Work Progress Status for Agile Teams
* Install Work Progress Status for Agile Teams
* Reviewing progress status for Agile Development 2.0 epics
* Scaled Agile Framework (SAFe)
* Domain separation and Scaled Agile Framework (SAFe)
* Business stakeholder role for Essential SAFe and Portfolio SAFe
* Essential SAFe
* Activate Essential SAFe
* Components installed with Essential SAFe
* Quick start tests for Essential SAFe
* SAFe entities
* Define an epic in SAFe
* Create a monetary benefit plan for an epic
* Update a monetary benefit plan breakdown for an epic
* Create a non-monetary benefit plan for an epic
* Update a non-monetary benefit plan breakdown for an epic
* Associate monetary and non-monetary benefit plans
* Define a feature in SAFe
* Split a SAFe feature
* Define a story in SAFe
* Related links and lists for a SAFe story
* Add dependencies to your SAFe stories
* Define an Agile Release Train
* Define a program increment in SAFe
* Define a SAFe team
* SAFe PI objectives
* Define a SAFe PI objective
* SAFe Board — ART level
* Track features in a board
* Manage your ART backlog from the SAFe Board
* Arrange a feature in the SAFe backlog page using the keyboard
* Arrange multiple features in the SAFe Board using the keyboard
* Schedule features for your program increments
* SAFe PI planning board
* Plan a SAFe program increment
* SAFe Board — Team level
* Manage your team backlog
* Track your SAFe tasks from the Board view
* Track your SAFe team work from the list view
* Create a test for a SAFe story
* Run a test for a SAFe story
* Troubleshoot test failures
* Portfolio SAFe
* Activate Portfolio SAFe
* Components installed with Portfolio SAFe
* Define a portfolio
* SAFe Board—Portfolio level
* Track your epics
* Manage your portfolio backlog
* SAFe — Unified Backlog
* Activate SAFe — Unified Backlog
* Set up a triage board in SAFe
* Performance Analytics Content Pack for Essential SAFe
* Install the Performance Analytics Content Pack for Essential SAFe
* Enable daily data collection for Essential SAFe dashboards
* Using Solution Library for Essential SAFe dashboards
* SAFe Feature Dashboard
* SAFe Epic Dashboard
* SAFe Sprint Dashboard
* SAFe Prior Sprint Dashboard
* SAFe PI Dashboard
* SAFe Prior PI Dashboard
* SAFe ART Dashboard
* SAFe Team Dashboard
* Customizing Essential SAFe dashboard reports
* Customize indicators of your Essential SAFe dashboard reports
* Update UI scripts to use your indicators for Essential SAFe
dashboards
* Customize story states of your Essential SAFe dashboard reports
* Work Progress Status for SAFe
* Install Work Progress Status for SAFe
* Reviewing progress status for SAFe features and epics
* Microsoft Azure DevOps Integration for Agile Development
* Install Microsoft Azure DevOps Integration for Agile Development
* Components installed with Microsoft Azure DevOps integration for Agile
Development
* Setting up the integration between Microsoft Azure DevOps and Agile
Development
* Connecting Agile Development and Microsoft Azure DevOps
* Discover and import Azure DevOps projects
* Default map configuration
* Import areas, teams, and iterations from Azure DevOps
* Setting up import and export between Agile Development and Azure DevOps
* Import work items from Azure DevOps to Agile Development
* Schedule jobs to import projects, teams, areas, and work items from
Azure DevOps
* Customizing your map configuration for Azure DevOps integration
* Customize your table map configuration
* Customize your field map configuration
* Customize your state map configuration
* Create a business rule to apply a custom table map configuration
* Allow import and export of attachments on a custom table
* Populate Azure DevOps identifier reference fields for a custom table
* Configuring Azure DevOps integration with SAFe
* Configuring Azure DevOps projects for SAFe
* Troubleshooting issues of Azure DevOps integration with SAFe
* Generate a default map configuration between Azure DevOps and Agile
Development
* Importing and exporting work items between Agile Development and Azure
DevOps
* Troubleshooting issues for Azure DevOps integration with Agile
Development
* Enable detailed project logging in Microsoft Azure DevOps Integration
with Agile Development
* Atlassian Jira Integration for Agile Development
* Install Atlassian Jira Integration for Agile Development
* Components installed with Atlassian Jira integration for Agile
Development
* Setting up the integration between Jira and Agile Development
* Connecting Agile Development to Jira
* Discover and import Jira projects and boards
* Default mapping configuration
* Importing issues and sprints from Jira to Agile Development
* Associate a Jira project and board with an assignment group in Agile
Development
* Import issues from a Jira project to Agile Development 2.0
* Import sprints from Jira to Agile Development 2.0
* Schedule a job to auto-import issues from Jira
* Customizing map configuration for your Jira projects
* Customize your table map configuration
* Customize your field map configuration
* Customize your workflow state configuration
* Apply custom map configuration to multiple Jira projects
* Create a business rule to apply a custom table map configuration
* Allow import and export of attachments on a custom table
* Populate Jira project identifier reference fields for a custom table
* Reset mapping configuration of Jira projects
* Importing and exporting issues between Agile Development and Jira
* Troubleshooting issues of Jira integration with Agile Development
* Enable detailed project logging in Jira Integration with Agile
Development
* Define batch size for Jira project metadata
* Test Management applications
* Domain separation and Test Management
* Test Management 1.0
* Activate Test Management
* Components installed with Test Management
* Business stakeholder role for Test Management 1.0
* Test Management key terms
* Test Management process flow
* Setting up the manual testing process
* Test suites
* Create a test suite
* Create a copy of an existing test suite
* Add a test case to a test suite
* Test cases
* Create a test case
* Add a test to a test case
* Delete a test case
* Tests
* Create a test
* Create a copy of an existing test
* Create a test environment
* Test plans
* Create a test plan
* Add a new test case to a test plan
* Assigning testers to test cases
* Assign testers from the Test Plan form
* Assign testers from the Visual Task Board
* Guided test execution
* Initiate guided test execution
* Cancel guided test execution
* Performing tests and updating the test status
* Perform tests using the Test Case form
* Perform tests using the Visual Task Board
* Perform tests using guided test execution
* Update the status of a test case
* Report a defect from a failed test
* Assign a defect to a test case
* Monitoring the progress of testing
* Test Management dashboard
* Test plan sign-off
* Complete the test plan sign-off
* Test Management 2.0
* Test Management 2.0 overview
* Activate Test Management 2.0
* Installed with Test Management 2.0
* Business stakeholder role for Test Management 2.0
* Quick start tests for Test Management 2.0
* General testing
* Create a test in Test Management 2.0
* Create a test set
* Test Board
* Create a test plan using Test Board
* Add and modify test cycles and test execution suites
* Define a custom column in the Planning tab
* Create a short test plan
* Run your test assignments
* Sprint testing
* Create a test for a story
* Run your tests from the List view
* Migration from Test Management 1.0 to Test Management 2.0
* Convert test suites
* Appendix — Test Management 2.0
* Functionality enhancements in Test Management 2.0
* Data model enhancements in Test Management 2.0
* Usability enhancements in Test Management 2.0
* Business Planning Portal
* Business units
* Create business units
* Create an enterprise strategy
* Create a business unit strategy
* Cost Management
* Activate Cost Management
* Components installed with Cost Management
* Cost Management Demo Data
* Cost overview module
* Cost overview module roles
* Use the Cost Overview module
* CI rate cards
* Create a CI rate card
* Add a condition to a CI rate card
* CI rate card costs
* Aggregate CI costs
* Enable relationship aggregation
* Task and labor rate cards
* Manage a labor rate card
* Rate type in labor rate card
* Manage a task rate card
* Process task rate cards
* Budgets and cost centers
* Budgets and cost centers example
* Create or update cost centers
* Create or update a budget
* Cost centers related records
* Associate cost centers to a budget
* Using distribution costs and rules
* Defining distribution rules
* Use business services with expenses
* Define a cost center
* Default allocation rule
* Define an allocation unit
* Cost sources
* CI relationships
* Allocating expenses
* Budget related records
* Domain separation and Cost Management
* Financial Management
* Installed with Financial Management
* Tables installed with Financial Management
* User roles installed with Financial Management
* Read-only roles for Financial Management
* Domain separation and Financial Management
* Financial Management for licensed APM users
* Configure business application costing cost model
* Financial Management for licensed SPM users
* Configure service offering costing cost model
* Allocate expenses using service offering allocation map
* Financial Modeling
* Financial data import
* General ledger
* View expenses in the general ledger
* Financial data sources and field maps
* Create a financial data source
* Create a data source field map
* Segments
* Create a segment definition
* IT shared services
* Create IT shared services
* Create a service type
* Financial Management workbench
* The Data Definition stage
* Choose a working set
* Clone a cost model in the workbench
* Expense summary
* The Data Cleansing stage
* Review expenses before cleansing
* Merge expense rows by segment
* Map segment records to expense rows
* Cleanse data
* The Bucketing stage
* View account details
* Create and modify buckets
* Create bucket filter conditions
* Create groomed lines for cost models with no data source
* Put expenses into buckets
* Review bucket assignments and run bucketing
* Allocation Setup stage
* View bucket contents
* Split buckets
* Rollups for allocations
* View accounts that roll up to an account
* Create rollups from one account to another account
* Create rollups from one segment to another
* Edit rollup records
* Bucket assignments
* Assign a bucket to a segment or an account
* Review assigned expenses
* Verify the total amount allocated
* Preview an allocation from a bucket
* Revert bucket assignments
* The Allocation Review stage
* Allocate expenses with the workbench
* The Cost Models tab
* Prescriptive cost models for shared services and business
applications
* Prescriptive cost models for business services and business
capabilities
* Clone a cost model in the workbench
* View settings for each cost model
* Delete a cost model
* Compare cost models
* Clone a cost model
* Create breakdown relationship
* The Configuration tab
* Configure general settings
* Configure main report settings
* Delete allocation lines
* Missing money logs factoring tips
* Cost models
* Create a cost model from Cost Model form
* Generating controlled cost lines
* Generate unit costs
* Define a sibling rollup relationship
* Prerequisites to modify data source of a cost model
* Choose a cost model
* Cost model hierarchy
* Allocations
* Account buckets
* Create an account bucket
* Grooming and cleansing conditions
* Modify advanced query conditions
* Expense allocation
* View allocation lines
* Delete allocation lines
* Financial Management example allocations
* Metric weight maps
* Use cost analysis to view the allocation of amount
* Allocation metrics
* View, modify, and validate fiscal periods
* Create weighted allocation metrics
* Preview weight map
* Create scripted allocation metrics
* Financial Charging
* Financial charging application setup
* Determine the statement item type
* Define a consumption statement item
* Create consumption breakdowns
* Define a cost model statement item
* Create cost model breakdowns
* Define a service catalog statement item
* Create service catalog breakdowns
* Drill down within a statement item
* Define, generate, and publish a showback statement
* Service charging
* Monitor service charges in the service pricing console
* Create ratecards to fix price for your business service
* Showback statements
* View all showback statements
* Add statement expense line
* Add statement expense line details
* Generate showback statements for upcoming fiscal period
* View my showback statements as a showback user
* Raise a dispute
* View my statement items as a service owner
* Financial analyst showback dashboard
* Business unit owner showback dashboard
* Quick start test for Financial Management
* Financial Management Platform Analytics Solutions
* Financial Management Application TCO dashboard
* Financial Management Business Application Costing dashboard
* Financial Management CIO dashboard for Business Applications
* Financial Management Level 1 Costing – Shared Services dashboard
* Financial Management Level 2 Costing – Business Applications dashboard
* Financial Management Level 2 Costing – Business Services dashboard
* Financial Management Level 3 Costing – Business Capabilities dashboard
* Enterprise Release Management
* Installed with Enterprise Release Management
* Tables installed with Enterprise Release Management
* Roles installed with Enterprise Release Management
* Define an enterprise release
* Define an enterprise release phase
* Define a deployment pipeline
* Create a deployment phase
* Create a test plan within a deployment phase
* Create a deployment task template
* Create a build
* Create a commit
* Define a product release
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PROJECT WORKSPACE
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Utah
PROJECT WORKSPACE
The Project Workspace application provides an interactive UI to enable the
project manager to define, plan, track, and monitor projects from a single
location.
Starting with the San Diego release, a new project workspace with improved UI
and multiple enhancements is available on ServiceNow® Store. For installation
information, see Install Project Workspace.
The new project workspace comes with a homepage and a planning console. See the
following video for an overview of the app, and a detailed explanation of the
features follow the video.
<span>Quick overview of the new Project Workspace UI.</span>
HOMEPAGE
The homepage contains the following UI components to help you navigate through
the workspace.
Table 1. Project Workspace homepage UI Feature Description My Projects
This section displays all the projects that you own, including sub projects.
All Projects
This section displays all projects in the system.
All projects include projects from customer projects, teamspaces, and audit.
Projects
This section displays only projects.
Sub projects This section displays only sub projects. Project cards
Each project is represented by a project card.
These cards display high-level details such as project name, status, planned
dates, and the manager the project is assigned to.
Project search
Option to search for projects by name or by the user it is assigned to.
Project sort
Sort the projects by recently updated, start dates, or end dates.
New Project Option to create a project. Classic Project Workspace Option to
navigate to the old project workspace.
PLANNING CONSOLE
The planning console contains the following UI components to help you manage
your project.
PLANNING CONSOLE HEADER
The header displays the project name and provides the following various options.
Name Description Edit project details ()
Opens the project details in the side panel to edit.
See Create a project from Project Workspace.
Refresh the project console ()
Reloads the planning console.
Save () Saves your changes.
This button is inactive by default to facilitate auto-save of any changes made
to the project plans.
Enable or disable the autosave functionality from the Advanced tab of the
Settings () panel.
Classic Planning Console and other options
Takes you back to the old project workspace UI.
Use the more options icon () to view other pages to navigate to, such as
Analytics, Planning, Financials, and others.
Add Task
Adds a project task in the data grid.
See Create and assign project tasks from Project Workspace.
Baselines ()
Enables you to create and compare schedule and financial baselines.
See Create and compare project baselines in Project Workspace.
Settings ()
Settings side panel has three tabs to enable different customizations of the
data grid and planning console.
Columns
Use this tab to personalize the columns displayed in the list view. See
Personalize the planning console view in Project Workspace.
General
Use this tab to navigate to the workspace of any sub projects of the current
project, and customize other settings on the timeline such as bar labels,
critical path, and dependency lines.
Advanced
Use this tab to enable or disable the autosave option, select the date format
for your project tasks, and change the mode of calculation to manual or
automatic.
This tab is not available in the planning console for sub projects.
Help ()
Provides the legends used and the keyboard shortcuts for different actions on
the planning console.
Critical path ()
Shows the critical path of the project.
Attachments ()
Enables you to add files to the project.
See Collaborate with stakeholders from Project Workspace.
Activity ()
Facilitates conversation between different stakeholders.
See Collaborate with stakeholders from Project Workspace.
Project actions ()
Provides other actions to perform on the project.
* Apply template
* Delete project
* Move project
* Copy project
* Import from MS project
* Export project
* Launch help video
DATA GRID
The data grid shows the list of project tasks and sub projects in rows, and the
following options to perform actions on the rows. If a project has sub projects,
you can drill down into the tasks and scheduling of these sub projects too.
Option Description Data grid header
Sort and filter the project tasks using the actions on the header. Point your
cursor to a column header to see the context menu icon ().
Using this menu, you can perform actions such as autofit, hide, or reset.
If you select the context menu () for certain columns, such as Short description
or State, you can also filter the project task rows.
Rearrange rows ()
Allows drag and drop of the project task rows to a position of your choice on
the grid.
Select row ()
Check box to select multiple project task rows at once.
Use the row context menu () to perform various actions.
Row context menu ()
Provides various actions for the selected rows, such as edit task, add task
above or below, delete row, add dependency, and more.
You can also select multiple rows and perform an action on them at once, using
the row context menu. For example, indenting or deleting multiple tasks.
Expanded row ()
Indicates that a project task row is expanded to show its child tasks. Click
this icon to collapse the row and hide the child tasks.
Collapsed row ()
Indicates that the project task contains child tasks. Click this icon to expand
the row and view the child tasks.
Edit an individual cell Edit or copy the info of this cell by selecting the cell
context menu () or right-click a cell.
You can also use this menu to copy and paste cell contents, add dependencies,
add project tasks directly above or below this cell position, or delete the
whole row.
Edit multiple cells Bulk-edit cells by selecting multiple cells and right-click
one of the cells. You can also use the cell context menu () for more options.
Selecting a project task by clicking its short description opens the task
details in a side panel, enabling you to edit them. See Update a project task
from the project workspace.
You can also increase or reduce the area occupied by the data grid by dragging
the line that separates them.
TIMELINE VIEW
The timeline view shows the project timeline based on its planned start and end
dates, and displays the project task bars and milestones.
By using the planning console settings (), you can choose to display the bar
labels, dependency lines, and the critical path. See Personalize the planning
console view in Project Workspace.
PROJECT TIMELINE
The timeline shows the planned period of the project. You can reduce or increase
the visibility of the project period by changing the timescale to Year, Quarter,
Month, Day, or Week. Select the timescale icon () and choose an option.
DEPENDENCY LINES
These lines show the dependencies between the project tasks. You can add new
dependencies by drawing them on the timeline view, or select an existing
dependency to edit its details in the side panel. See Add internal project task
dependencies from Project Workspace.
ON THIS PAGE
* Homepage
* Planning console
* Planning console header
* Data grid
* Timeline view
* Project timeline
* Dependency lines
Last updated: February 2, 2023
Tags: Project Portfolio Management , Utah
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