SPM - Strategic Portfolio Management urgent help!

Danielle10
Tera Contributor

‎04-12-2023 12:45 PM

Great day! Any help with these questions is appreciated. Looking for guidance on what we can and can't do in SPM. Thank you!

 

 

ServiceNow PMO Needs

 

  • Ability to export a RIDAC file showing all items individually across a population of projects
    • Population: All projects with the "Requires ABC Resources" box checked
  • The "Requires ABC Resources" field needs to be reportable
  • Ability to calculate Estimates to Complete for remaining project work
  • Ability to objectively show project completion status - "Percent Complete" is not an accurate representation
  • Currently Project Managers need to inflate the Risk Probability and the Issue Priority to get them to appear on Project Status Reports despite the "Show on Status Report" box being checked
  • Ability to capture an Executive Summary view that shows project health across a population of projects
    • Sort by RYG status
    • Include Start and End Dates
    • Include the Project Manager, Project Lead, Executive Sponsor, and IT Accountable Executive
    • Projects with Red or Yellow status should pull Risks, Issues, and Key Activities Completed and Next Steps from the Project Status Report
    • Automate to run every week
  • Automated reports:
    • Projects approaching Planned Start Date
    • Projects approaching Planned End Date
  • Ability to automate the Onboarding of new project resources
  • Ability to set planned duration of project phases at the project level and receive automated notifications when dates are at risk
  • The time tracking process is a manual process due to the existing configuration of ServiceNow and the other upstream/downstream applications
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Ratnakar7
Mega Sage
Mega Sage

‎04-19-2023 01:46 AM

Hi @Danielle10 ,

 

Here are some possible solutions to the requirements listed for ServiceNow's Strategic Portfolio Management (SPM):

  1. Ability to export a RIDAC file showing all items individually across a population of projects:

    • You can create a report in ServiceNow to display all projects that have the "Requires ABC Resources" field checked and export it as a CSV or Excel file.
    • You can use a third-party application or integration to export RIDAC files from ServiceNow.

  2. Ability to calculate Estimates to Complete for remaining project work:

    • You can use ServiceNow's Project Management module to track and manage project tasks and estimate the remaining work to be done.
    • You can create a report or dashboard in ServiceNow to display the Estimates to Complete for each project.

  3. Ability to objectively show project completion status:

    • You can use ServiceNow's Project Management module to track and manage project tasks and calculate the percentage of completed tasks to show project completion status.
    • You can customize the Project Status Report to display a more accurate representation of project completion status.

  4. Currently Project Managers need to inflate the Risk Probability and the Issue Priority to get them to appear on Project Status Reports despite the "Show on Status Report" box being checked:

    • You can customize the Project Status Report to display Risks and Issues without inflating the Risk Probability and Issue Priority.
    • You can train Project Managers on how to properly manage Risks and Issues and update the Project Status Report accordingly.

  5. Ability to capture an Executive Summary view that shows project health across a population of projects:

    • You can create a report or dashboard in ServiceNow to display the Executive Summary view that includes the RYG status, Start and End Dates, Project Manager, Project Lead, Executive Sponsor, and IT Accountable Executive for each project.
    • You can customize the report or dashboard to pull Risks, Issues, and Key Activities Completed and Next Steps from the Project Status Report for projects with Red or Yellow status.

  6. Automate to run every week:

    • You can use ServiceNow's Scheduled Jobs feature to automate the running of reports or dashboards every week.

  7. Automated reports:

    • You can create a report or dashboard in ServiceNow to display Projects approaching Planned Start Date or Projects approaching Planned End Date and set it to run automatically every week.

  8. Ability to automate the Onboarding of new project resources:

    • You can use ServiceNow's HR Service Delivery module to automate the Onboarding process for new project resources.

  9. Ability to set planned duration of project phases at the project level and receive automated notifications when dates are at risk:

    • You can customize the Project Management module in ServiceNow to allow Project Managers to set planned durations for project phases and receive automated notifications when dates are at risk.

  10. The time tracking process is a manual process due to the existing configuration of ServiceNow and the other upstream/downstream applications:

    • You can use third-party integrations to automate the time tracking process and integrate it with ServiceNow.

Also, refer Strategic Portfolio Management 

 

If my response was helpful in resolving the issue, please consider accepting it as a solution by clicking on the ✅Accept solution button and giving it a thumbs up 👍. This will benefit others who may have a similar question in the future.

 

Thank you!

Ratnakar

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