Sample Project Plans

MGanon
Tera Guru

Does anyone have sample implementation project plans?

1 ACCEPTED SOLUTION

Noah Drew
ServiceNow Employee
ServiceNow Employee

Hello @MGanon !

If you have an Instance with Demo Data installed for Project Portfolio Suite with Financials Plugin, you can go to the Project Templates table for a good Implementation Plan.

To get there:

1. Navigate to Project Administration > Settings > Templates - Project

2. Look for the record with the Name of "ServiceNow Implementation Template" and go to the record

3. Notice the Project Template Tasks such as "Initiating" , "Planning", "Project Kick-off Meeting", "Gain Formal Acceptance" etc.

Hope that helps!

If it did, please mark as Helpful and consider setting the reply as the Correct Answer to the question, thanks!

View solution in original post

4 REPLIES 4

Jace Benson
Mega Sage

I'd suggest editing your post by updating the title to get more people to look at it.

Make a good to-the-point title for the question or as stackoverflow says, "Write a title that summarizes the specific problem". This helps because it lets those who can help, know they can without going into the post. You might be thinking, I can't sum it up it's too complex. No problem, try to think how you'd ask a busy colleague, and put that into the subject. If you're still having trouble, write the title last after all the details are fresh.

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https://stackoverflow.com/help/how-to-ask

Noah Drew
ServiceNow Employee
ServiceNow Employee

Hello @MGanon !

If you have an Instance with Demo Data installed for Project Portfolio Suite with Financials Plugin, you can go to the Project Templates table for a good Implementation Plan.

To get there:

1. Navigate to Project Administration > Settings > Templates - Project

2. Look for the record with the Name of "ServiceNow Implementation Template" and go to the record

3. Notice the Project Template Tasks such as "Initiating" , "Planning", "Project Kick-off Meeting", "Gain Formal Acceptance" etc.

Hope that helps!

If it did, please mark as Helpful and consider setting the reply as the Correct Answer to the question, thanks!

I do not see the "Activate" button to install the Project Portfolio Suite.

I do not see the "Activate" button to install the Project Portfolio Suite.