ServiceNow CIS PPM ItBM

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1. Resource Management

1.1. FTE

1.1.1. FTE: The request is in terms of an equivalent value that represents full-time work. When the request type is FTE, planned hours are calculated as: Average Daily FTE * number of working days in resource plan * the FTE value. The average daily FTE hours are specified in User and Group records. If there is no value specified at User or Group record, the average daily FTE hours is taken from the Default Average Daily FTE property. The number of working days is calculated based on the users schedule for a user resource or the default schedule for group resources. The default schedule is taken from Default Schedule Name property. For example, the average daily FTE hours is 40 hrs for a group, the resource plan dates are from Sep. 01 2015 to Sep. 10, 2015. and you specify the FTE as 0.5. Then planned hours = 40 * 8 * .5 = 160 hours. This assumes that there are 8 working days between Sep. 1 and Sep. 10. Note: Capacity is not derived from FTE, but from schedules. Both FTE and schedules must be in synchronization with each other.

1.2. Start date

1.3. Reports

1.3.1. Availability Total time that the resources are available after both hard and soft allocations. Availability is capacity minus allocation.

1.3.2. Forecasted Utilization Percentage of forecasted resource time utilization. It is calculated as sum of allocated and confirmed hours, divided by the total capacity.

1.3.3. Committed Utilization Percentage of committed resource time utilization. It is calculated as allocated hours divided by the total capacity

1.3.4. Allocation Resource capacity, allocations, availability, and utilization.

1.3.5. Allocation details A tabular breakdown of all allocation requests (soft bookings), committed allocations (hard bookings), availability, capacity, and actual hours. If the actual hours for a resource is greater than the allocated hours, the actual hour's cell is highlighted and a message is displayed on mouse hover.

1.4. Resource Plan

1.4.1. Allocation requested_allocation requested_allocation_daily Fields

1.4.2. States Planning Requested Rejected Confirmed Allocated Completed Canceled

1.5. Properties

1.5.1. com.snc.resource_management.first_day_of_week Default: 1 = Monday

1.5.2. com.snc.resource_management.plan.max_duration Default: 3660

1.5.3. com.snc.resource_management.max_dur_resource_finder Default: 24

1.5.4. glide.cost_mgmt.service_allocation.method

1.5.5. com.snc.resource_management.percentage_allocation_normal = 50 Green

2. Idea

2.1. State

2.1.1. Draft

2.2. Submitted

2.3. In Backlog

2.4. Completed

2.5. need more information

2.6. Under Review

2.7. Planned

2.8. In development

2.9. Completed

2.10. Unlikely to implement

2.11. Duplicate

2.12. Already exists

3. Project

3.1. RIDAC

3.1.1. Ris

3.1.2. Issue

3.1.3. Decision

3.1.4. Action

3.1.5. Request Changes

3.2. artifacts

3.3. Risk

3.3.1. Convert TO Change Request Issue Decision

3.4. Project

3.4.1. Project Task Time Constraint Start ASAP Start on specific date

3.5. Project Workspace

3.5.1. Cards

3.6. Properties

3.6.1. com.snc.project.task.max_task_duration Max duration (in days) Default value: 260

3.6.2. com.snc.project.copy.additional_attributes By default, the Copy Project and Copy partial project options only copy the short description, planned dates, and duration fields from source project to the target project.

3.6.3. com.snc.project.portfolio_workbench.confirm_to_create_project Default value: false If set to true, this property converts all selected demands in a portfolio to projects.

3.6.4. com.snc.project.allow_start_on_relations Default value: True The property keeps a task's Start on selection even after you put the task in a relation to another task, for example, FS relation.

3.6.5. com.snc.project.fire_brs_from_planning_console Default value: false If set to true, the project planning console triggers business rules when the State field on the Project form is changed. If set to false, the State field is not editable.

3.6.6. com.snc.project.calculate_roi Default value: true REMOVER

3.6.7. com.snc.project.enable_alter_of_planned_dates

3.7. Roles

3.7.1. it_project_manager

3.7.2. it_project_user

4. Team Space

5. Cost Configuration

6. Time Tracking

7. PPM Analytics, Reporting and Dashboards

8. Demand Management

8.1. Demand workbench

8.1.1. Create Qualified

8.1.2. Bubble Green Resource Orange Consider Red Re-evaluate

8.2. Investment Class

8.2.1. Run: Investment made to sustain the existing business.

8.2.2. Change: Investment made to implement a change in business.

8.3. categories

8.3.1. Strategy

8.3.2. Operational

8.4. Type

8.4.1. Project

8.4.2. Enhancement

8.4.3. Story

8.4.4. Epic

8.4.5. SAFe Story

8.4.6. SAFe Feature

8.4.7. SAFe Epic

8.4.8. Change

8.4.9. Defect

8.4.10. No Conversion

8.5. state

8.5.1. Draft

8.5.2. Submitted

8.5.3. Screening

8.5.4. Qualified

8.5.5. Approved

8.5.6. Completed

8.6. role

8.6.1. it_demand_user

8.6.2. it_demand_manager

9. Agile

9.1. Sprint (rm_sprint)

9.1.1. Story (rm_story) Scrum Task (rn_scrum_task)

9.2. roles

9.2.1. scrum_admin

9.2.2. scrum_master

9.2.3. scrum_product_owner

9.2.4. scrum_release_planner

9.2.5. scrum_sprint_planner

9.2.6. scrum_story_creator

9.2.7. scrum_story_editor

9.2.8. scrum_team_member

9.2.9. scrum_user

10. investment-funding

10.1. Plugin

10.1.1. Investment funding for PPM [com.snc.investment_planning_pmo]

11. License

11.1. PPM Standard

11.1.1. Project Portfolio Management Portfolio Management Program Management Project Management

11.1.2. Demand Managament

11.1.3. Resource Managament

11.1.4. Financial Planning Time card Fiscal calendar

11.1.5. Performance Analytics

11.2. PPM Professional

11.2.1. ALL Standard Package

11.2.2. Scaled Agile Framework (SAFe)

11.2.3. Investment Funding

11.2.4. Innovation Management

11.2.5. Agile Development

11.2.6. Test Management

12. Portfolio

12.1. Roles

12.1.1. it_portfolio_manager

12.1.2. it_project_portfolio_user

12.2. State

12.2.1. Define

12.2.2. Analyze

12.2.3. Approve

12.2.4. Charter

13. Program

13.1. Roles

13.1.1. it_program_manager

13.2. State

13.2.1. Pending

13.2.2. Open

13.2.3. Work in Progress

13.2.4. Close Compelte

13.2.5. Close incomplete

13.2.6. Close Skipped

14. Platform

14.1. Properties

14.1.1. glide.excel.convert_to_user_currency

14.2. role

14.2.1. admin

14.2.2. it_pps_admin Contains Roles it_program_manager it_portfolio_manager timeline_admin it_rate_model_admin it_project_manager it_demand_manager Use the it_pps_admin role to allow users to view or modify it project, it demand, it program, it portfolio and timeline visuation preferences/configs/settings