Free CIS-SPM sample questions

Correct answers: The FTE for the members in their user records is set to 0.75.; The group has an operational resource plan allocated for 2 hours per day.

A resource's capacity is determined by their schedule, but their availability for project work is capacity minus any other allocations. An operational resource plan is the standard way to block out time for non-project (KTLO) work, which would reduce their daily availability. Similarly, the FTE (Full-Time Equivalent) field on the user record acts as a multiplier on their schedule's capacity (e.g., 8 hours * 0.75 FTE = 6 hours capacity).

Correct answer: A Data Lookup Definition.

Data Lookup Definitions are specifically designed for this purpose. They allow administrators to define rules that automatically set the value of one field based on the value of another, without scripting. This is the most efficient and maintainable way to handle dependent choice lists or automatic field population on forms, including the record producers used by the Idea Portal.

Correct answer: False

This statement is false. A project manager (a user with the `it_project_manager` role) has the ability to both create and delete baselines for the projects they manage. While baselines represent a snapshot in time, they are not permanently locked from deletion by the project manager who created them. The `ppm_admin` role is not required for this action.

Correct answer: Utilize the out-of-the-box Resource Plan states and the 'Request' UI action. Ensure each resource group has a designated 'Manager' in its group record, then instruct resource managers to use the Resource Allocation Workbench to find and confirm resources.

ServiceNow Resource Management is designed to handle this workflow natively. The process involves the project manager creating a resource plan and using the 'Request' UI action. This moves the plan to a 'Requested' state. The system uses the 'Manager' field on the specified Group record to determine the responsible resource manager. That manager then uses the Resource Allocation Workbench to view pending requests, find available resources, and either 'Confirm' or 'Allocate' them to the plan, which updates its state accordingly. This solution meets all requirements without custom development.

Correct answer: The fiscal year selected for the portfolio plan does not overlap with the planned start and end dates of the active projects.

The Portfolio Planning Workspace filters planning items like projects based on the fiscal period defined in the portfolio plan. If a project's planned dates fall entirely outside the selected fiscal year (or other period), it will not be displayed in the plan's timeline view. This is the most common reason for seemingly 'missing' projects in a new plan.

Correct answer: Add `risk,issue,decision` to the comma-separated list in the `com.snc.project.copy.additional_attributes` system property.

The `com.snc.project.copy.additional_attributes` system property allows administrators to specify which related lists should be copied when using the 'Copy Project' feature. To copy risks, issues, and decisions, the technical names of their respective tables (`risk`, `issue`, `decision`) must be added to this property's value string.

Correct answer: In the Time Sheet Policy, create two approval configurations: one of type 'User's Manager' and another of type 'Project Manager'.

Time Sheet Policies are designed to handle approval workflows. Within a single policy, you can define multiple approval steps. To achieve the desired outcome, an administrator would add two entries to the 'Approvals' related list on the policy record: one with the type 'User's Manager' and a second with the type 'Project Manager'. This configures the system to require both approvals before the time card is fully approved.

Correct answers: Demand; Project; Epic

Correct answer: Using the 'Create Assessments' related link on the Demand form to trigger pre-defined metric-based questionnaires.

The Assessment feature (formerly Survey Management) is the formal mechanism for this process. On a demand, an administrator can define Assessment Metric Types (e.g., Risk, Strategic Alignment, ROI) with associated questions. The demand manager can then use the 'Create Assessments' action to send these questionnaires to the designated stakeholders. The system automatically collects the responses, calculates weighted scores, and presents the results on the demand record, providing a structured basis for decision-making.

Correct answer: On the Resource Plan for Jane Doe, check the 'Override rate' checkbox and enter the negotiated rate.

The Resource Plan record has a specific feature to handle this exact scenario. The 'Override rate' checkbox, when selected, allows the project manager to enter a specific hourly rate directly on that resource plan. This rate will be used for cost calculations for that specific plan, overriding any rates that would normally be derived from the project's associated Rate Model. This provides flexibility for project-specific exceptions without affecting the global financial configuration.