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Overview

The Planning Console is the visual Gantt Chart representation of a Project entity, to illustrate a schedule timeline in an efficient manner. This article is a working guide for administrators in charge of configuring and managing the planning console.

In order to open a Planning Console from a Project, follow the steps below:

  1. Navigate to: Project > Projects > All
  2. Open a Project record
  3. Go under Related Links
  4. Open the Planning Console Related Action 


Column Metadata and Configuration

The column definitions are stored as part of the following tables:

 

 

Table  Description
PM_CONSOLEThis holds console column definition for a table
PM_CONSOLE_DISPLAY_COLUMNColumn Definitions that are shown in Gantt Grid
PM_CONSOLE_TABLETable Entities where to load the Data form
PM_CONSOLE_COLUMNActual Column mapping between in the tables for display column
PM_CONSOLE_COLUMN_ADVANCEDAdvanced Column Definition Like Dot walk / Aggregation

 

In order to access the standard OOB Project Configurations for PM_PROJECT, follow the steps below:

  1. Navigate to Project Administration > Settings > Planning Console (pm_console)
  2. Filter for Table = pm_project AND Context = default
  3. There should be one record matching these criteria, this is the Project’s Planning Console Configuration.

Default Seeded Columns in Project’s Planning Console Configuration: 

Label

Order

Width

JSON Column

Type

Fire BR on Save

WBS

100

50

wbs

String

FALSE

Short description

200

300

short_description

String

FALSE

Dependency

300

100

dependencies

Decoration

FALSE

State

400

75

state

Choice

TRUE

Planned start date

500

100

planned_start_date

Date Time

FALSE

Planned end date

600

100

planned_end_date

Date Time

FALSE

Planned duration

700

75

planned_duration

Duration

FALSE

Percent complete

800

75

percent_complete

Percent Complete

TRUE

Actual start date

900

100

actual_start_date

Date Time

TRUE

Actual end date

1000

100

actual_end_date

Date Time

TRUE

Actual duration

1100

75

actual_duration

Duration

FALSE

Assigned to

1200

120

assigned_to

Reference

FALSE

Additional Assignees

1300

120

additional_assignee_list

List

FALSE

Original start date

1400

75

original_start_date

Date Time

FALSE

Original end date

1500

75

original_end_date

Date Time

FALSE

 

 

The Date fields are required to draw the Gantt Timeline. It is suggested to validate the Type of each column definitions too.

Fire BR on Save: when checked for a particular column, the Save option will trigger the Update Business Rule. However not all business rules in the parent task will be triggered as they are saved with Workflow – false. 

The above-mentioned Planning Console Configuration is rendered as part of Metadata.

 

Frequently Asked Questions

  • How to add a new column to a Planning Console
    1. Open the Planning Console Column configuration for the entity (say Project)
    2. Create a new Display Column with Type equivalent to DB Column Type
    3. Create new Columns under the Display Columns for each Planning Console Table(s) to render from.

  • How to include/add a new table to a Planning Console when having another child table (like Project Task) where you want get those tasks included in the Planning Console (under the Project)
    1. Check if the Table extends Planned Task Table.
    2. If No, we will not be able to render as it requires Planned Start Date, Planned End Date and Planned Duration Columns.
    3. If Yes, Table extends Planned Task Table
      1. Open the Planning Console Column configuration for the entity (say Project)
      2. Create a Table and Provide the relation column
      3. For Each of the Display Column(s), Create a Column definition for the same.

  • How to use Project Planning for a different department with data seclusion.
    • Refer Teampsace(s). Please note currently we have a limit of max 5 Teamspaces.

  • Are Teamspaces charged separately?
    • No.

  • It is advisable to create individual project(s) than one master project and all sub projects underneath.
  • Unable to view data in the Planning Console
    1. Contact SN support to debug the Planning Console Gantt Data.
    2. It is advisable to check the correctness of a project through the Project Diagnosis Tool related link in the Project form.
    3. Check if the Column Configuration are correctly defined. No duplicates
    4. Check the Column Configuration Types are correctly matching.

  • Unable to view the columns
    • Make sure the column configuration is correctly seeded.

  • Unable to edit the column
    • Check if the column is editable in column configuration.

  • ACLs are not getting honoured
    1. Access rules are evaluated at the time of page submission.
    2. Make sure the Row Level and Column Level ACLs are defined correctly.

 

Use of the Planning Console on custom tables

There is a planning console seeded for project entities, and also for the planned task entities but read-only and not editable.

ServiceNow does not encourage using custom tables on Planning Console, try to use Teamspaces instead. In order to use the planning console for custom tables, the practices below need to be followed:

  1. Table Naming convention
    1. Convention should have same prefix in the parent and child table
      1. Example: u_extended_project and u_extended_project_task.
  2. Create a App Configuration under the PM_APP_CONFIG
    1. Seed the Project and Project Task Table to above mentioned tables
  3. Create the Planning Console Column Configuration for these tables.
  4. Customization of the following Script Includes are required as default fallback to Planned Task
    1. PlanningConsoleProcessor
      1. Metadata
      2. Permissions
      3. GanttData

 

Article Information

Last Updated:2018-10-15 09:30:41
Published:2018-10-15