Installed with Project Management

The following components are installed with the Project Management application.

Demo data is available with project management and provides sample projects, portfolios, and tasks.

Project properties

You need the project_manager role to access the Project properties. Navigate to Project > Settings > Preferences to configure the following properties.

Table 1. Project properties
Property Description Default value
Enable firing of Business Rules on save from Planning Console. This property has no impact in deferred save mode and in deferred save mode the Business Rules never get fired. (com.snc.project.fire_brs_from_planning_console) 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.
Note: Reload the console if you make changes to this property.
false
Calculate ROI percentage based on a project's estimated cost and its net value (com.snc.project.calculate_roi) If set to true, this property calculate the return on investment using the (net value/estimated cost) x 100 formula. This fields is only available from the Advanced view of the Project form. true
Enable project cost rollup (estimated and actual) - updating the cost of a project task will update the cost of its parent (com.snc.project.rollup.cost) If set to true, this property updates the cost of a parent project task if the cost of the child task is updated. false
Roll up project start date from tasks (com.snc.project.rollup_project_start_date) If set to true, this property shifts the project planned start date earlier or later based the earliest task. Disable this property if you want the project planned start date to remain the same despite the start date of the earliest task. true
Automatically close project milestone tasks when they change to work state (com.snc.project.auto_close_milestones) If set to true, this property closes milestones automatically so you do not have to close them manually. false
Retain start on constraint on tasks after adding relations (com.snc.project.allow_start_on_relations) If set to true, this property keeps a task's Start on selection even after you put the task in a relation to another task, for example, FS relation. false
Enable altering of planned date(s) for task in WIP/Closed (com.snc.project.enable_alter_of_planned_dates) If set to true, this property allows you to change the planned start date for tasks even if they are in the Work in progress state or any of the closed states.. false

Tables

Table 2. Tables
Table Description
Goal [goal] Project goals.
Issue [issue] Project issues.
Personalize Workbench [workbench_config_user] Configuration settings for each user that utilizes the workbench.
Portfolio [pm_portfolio] Portfolios.
Portfolio Project [pm_portfolio_project] Portfolio projects.
Portfolio Project Goal [pm_portfolio_goal] Portfolio project goals.
Portfolio Project Issue [pm_portfolio_issue] Portfolio project issues.
Portfolio Project Relationships [pm_m2m_portfolio_project] All relationships between a portfolio and each project in the portfolio.
Portfolio Project Risks [pm_portfolio_risk] Portfolio project risks.
Project[pm_project] All projects.
Project Task[pm_project_task] All tasks used in projects.
Project Task Link [pm_project_task_link] All records for linked changes (installed with the v3 plugin available starting with the Dublin Release).
Project Template [project_template] Project templates.
Project Template Configuration [project_template_config] Configuration settings for project templates.
Project Template Task [project_template_task] Tasks in project templates.
Risk Project risks.
Teamspace [pm_app_config] All teamspaces, which refer to the tables that are created for the teamspaces. See Installed with teamspaces for a list of teamspace tables. This is available starting with the Geneva release.
Planned task Relationship [planned_task_rel_planned_task] Predecessor and successor tasks in a dependent relationship, including task lag values.
Baseline [planned_task_baseline] All baselines.
Baseline Item [planned_task_baseline_item] All tasks that are part of baselines.
Task Relationship [task_rel_task] Predecessor and successor tasks in a dependent relationship.

Plugins

The following plugins are activated along with the project management if they are not already active.
Table 3. Plugins
Plugin Name Description
Checklist [com.glide.ui.checklist] Checklists for tasks.
Cost Management [cost.snc.cost_management] Enables the definition and tracking of configuration item costs. Uses rate cards with CIs, contracts, and projects.
Process Flow Formatter [com.snc.process_flow_formatter] Displays the different stages in a linear process flow across the top of a record.
Skills Management [com.snc.skills_management] Enables an administrator to assign configured competencies, called skills, to groups or individual users.
Timeline Visualization [com.snc.timeline_visualization] Enables graphical representation of activities over time.
Time card management [com.snc.time_card] Enables the creation of linear timelines for any activity that is bounded by two dates, such as the actual start and end dates on a project task.

Schedule pages

Table 4. Schedule pages
Schedule Page Description
Project Gantt Chart Displays all of a project's tasks in a Gantt chart.
Portfolio Gantt Chart Displays all of a portfolio's projects in a Gantt chart.

Schedule Pages

Table 5. Schedule Pages
Schedules Description
Project Management Schedule The default schedule for all new projects, which is Monday to Friday 8 A,M. to 12 P.M. and 1 P.M. to 5 P.M. (for a total of 8 hours), not including weekends.
Default MS Project The default schedule for projects that you import from Microsoft Project. The schedule is Monday to Friday 8 A,M. to 12 P.M. and 1 P.M. to 5 P.M. (for a total of 8 hours), not including weekends.

User roles

Table 6. User roles
Role Contains Roles Description
it_project_portfolio_user
  • project_portfolio_user
User who can view IT Portfolio Project records.
it_project_user
  • it_project_portfolio_user
  • project_user
Can only modify a few Project form fields, such as journal fields. Can also modify additional fields on the Project Task form, such as Time constraint and State.
it_project_manager
  • itil
  • it_demand_manager
  • resource_user
  • it_project_user
  • project_manager
Has configuration access right to all Project application features and functionality.
Note: Do not use the project_portfolio_user, project_user, or project_manager roles.