question We’d Love Your Feedback on Project Status Reports in the Next Experience in SPM forum

We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Thu, 23 Oct 2025 13:12:09 GMT

Hello everyone!
I’m Hayley Alexander, Inbound Product Manager for Project Workspace here at ServiceNow.

We’re continuing to evolve the Next Experience for Project Status Reports, and I’d love to hear directly from you about how you’re currently using them.

Specifically, I’m looking to understand:

How your teams are creating, managing, and delivering project status reports today
What’s working well in the current experience
Current pain-points you're experiencing

Your feedback will help us shape upcoming improvements and ensure the experience fits seamlessly into how your teams work.

If you’re using (or have recently started using) the Next Experience Project Status Reports, please reply to this post. I’ll reach out directly to set up a short follow-up conversation.

Thank you for helping us make Project Workspace even better!

-Hayley Alexander

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

Alpa82 — Tue, 13 Jan 2026 13:24:52 GMT

Hello @HayleyAlexander

Currently, status report templates cannot be restricted to specific teamspaces (this is what we were told).
This lack of configuration means the global default template is applied to all teamspaces, when the status report is created via the related list.
I would like to request to consider the ability to define template visibility per teamspace / define default template for each teamspace. This would ensure that when a status report is created, only the relevant, team-space-specific template is utilised, maintaining data integrity.

In a summary:

Current State: One-size-fits-all default template.
The Conflict: Teamspaces have unique status report requirements (different fields on the status report)

Thank you

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

dsweet — Fri, 13 Feb 2026 19:31:50 GMT

Hi @HayleyAlexander , our organization just upgraded the ServiceNow test environment to Zurich from Yokohama in preparation to upgrade the prod environment. Couple of items for your feedback/help.

1. You had demoed a feature within the Project Details view to "Allow edit of status report on Project Workspace", is there certain user access required to enable that field/feature? I am unable to see it.

2. When creating a Status Report, and entering comments on the Budget, Resources, Schedule and Scope indicators, html tags are appearing in the fields, and this was also an issue in Yokohama (see screen capture below).

Thank you.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

chrisnicula — Fri, 20 Feb 2026 15:45:06 GMT

I echo dsweet's 2nd comment. Also, the functionality seems like a regression compared to the classic status reports. 1. We use the out of the box functionality that shows only open RIDAC items but the ability to click a tab to view completed one. Now the out of the box report in the Next Experience just shows all. 2. Also, the decimal precision keeps blown out unnecessarily. 3. The colors and general look were removed making this look like a draft and not a published status report. We intend to keep using the classic status report due to these reasons.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Wed, 25 Feb 2026 22:18:56 GMT

Hello @Alpa82 Are you currently using the legacy system status reporting? If you're on the next experience status reporting, you're able to create custom status reports templates across different teams and projects.
If you have any further questions, I can reach out via DM.

https://www.servicenow.com/community/spm-articles/status-reports-in-project-workspace-templates-and-dynamic-tokens/ta-p/3202234

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Wed, 25 Feb 2026 22:23:25 GMT

Hello - thanks for the feedback!
1. Yes! You can allow edits on status reports by heading to the details page and updating the settings. This will help walk you through how to enable edits: https://www.servicenow.com/docs/r/it-business-management/project-workspace/update-status-report-project-workspace.html

2. Can you submit a case task for that issue? I'll have the engineering team take a look to see why that's happening.

Thanks!

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Wed, 25 Feb 2026 22:26:54 GMT

Hello @chrisnicula thank you for the feedback!

1. When you head over into RIDAC, you'll be able to select in the side menu what risks you'd like included in the status report.

2. We are working to fix this issue currently.
3. I completely understand. In the upcoming Q1 release, the Docs team is releasing enhancements to tables, colors to give the report a more polished look. If you're interested in meeting 1x1 to see the new updates, please let me know and we can schedule a meeting to demo the latest functionality.

Thanks!

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

dsweet — Thu, 26 Feb 2026 11:54:40 GMT

Thanks Hayley, I was able to find the edit status option after I sent this, so that was a user error.

I will submit a case ticket for the tags issue as recommended.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

chrisnicula — Thu, 26 Feb 2026 13:54:30 GMT

Thanks. The functionality I was mentioning though about the RIDAC items was that it would only show open but gave the easy option to show completed on the classic status report. Now it just shows both and takes up more real estate. I do understand the ability to flag which to show on the status report or not.

Sounds good on the color and formatting enhancements coming for the OoB report. I will look for that in the release info.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

Louis Savalli — Thu, 26 Feb 2026 16:41:38 GMT

Improvements around report sharing would be great:

An easily shareable red/yellow/green report on one or more projects at a time
A more fully-featured out-of-the-box PowerPoint export. I know we can configure the templates but it would be nice to have a PowerPoint with a lot of content and we could just remove what we don't need.
Similarly, a major update to the Analytics tab in the project workspace - half of what's on there isn't useful or even compatible with the new resourcing system. Clients would like important KPIs on there to begin with.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Thu, 26 Feb 2026 16:50:58 GMT

Hi @Louis - Appreciate the feedback!

1. We'll be releasing AI capabilities in Status Reports that are automated across projects and creates a report with automated RAG status. You'll also get true insights into the actual project vs. just hard data.
2. That's definitely something on our roadmap!
3. I'd love to chat further around what you're needing from an analytics stand-point. I will reach out via DM to connect.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

Marjorie Bradbu — Fri, 27 Feb 2026 13:19:44 GMT

We spend a significant amount of time creating portfolio and program level updates for executive leaders and board reporting. These include summary metrics and status updates on red/yellow projects as well as showing overall health of the portfolio. Our leaders and board will not use SPM, it all needs to be presented in PPT. Though exports can be built, having executive level templates to edit would be better.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Fri, 27 Feb 2026 13:27:25 GMT

Hi - have you installed the plug-in to export to PPT? This show walk you through the process here. If you have any questions, please feel free to reach out.
https://www.servicenow.com/docs/r/it-business-management/project-workspace/export-project-status-report-to-powerpoint-from-project-workspace.html

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

Louis Savalli — Tue, 03 Mar 2026 13:42:56 GMT

Yes, I'm familiar with this and have configured templates for it.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

Alpa82 — Fri, 06 Mar 2026 09:12:34 GMT

For the case, where different Teamspaces are being use, we would like to have an option to display only the Status reports templates that are applicable to each teamspace, currently there does not seem to be the option to select, which templates are available for each TS.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

dsweet — Wed, 11 Mar 2026 16:29:30 GMT

@HayleyAlexander noticed that milestones are not ordering correctly. See sample below, where April 2 should come after April 1, however April 15 is in between. Can you confirm if this can be addressed somehow or is a known defect? I have seen this behavior in other reports created with this tool. Thanks

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

Alpa82 — Fri, 13 Mar 2026 14:51:53 GMT

Hello @HayleyAlexander thank you, we are using the Next Experience. Custom templates were created but to confirm, can it be configured, that

for project records in the Teampsace 1 table, only template A will be available for selection and will be set as default for Teamspace 1

and in the Teamspace 2, only teamplate B will be availabel for selection and will be set as default for Teamspace 2?

Thank you

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

Alpa82 — Fri, 13 Mar 2026 14:59:55 GMT

Hello @HayleyAlexander related to status report but also to the Investment portal, in case it should be directed to different audience, let me know..

What our customers want to see, is a table with projects and their corresponding latest status report details.

The latest status report details (the colours) can be now seen in the Investment portal, however as per the below, the Investmand portal will be discontinued and the features of the IP are to be covered by the Portfolio Planning. Could you please confirm the Status reports details will be also included in the Portfolio Planning and where?

'...
starting with Australia release, the Investment Portal is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Alternatively, Portfolio Planning Workspace supports Investment Portal capability.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Mon, 16 Mar 2026 14:18:59 GMT

Hi @dsweet - Can you submit a case task for this? I'm wondering if this is a customization error since we're not seeing this happen on my end.

Re: We’d Love Your Feedback on Project Status Reports in the Next Experience

HayleyAlexander — Mon, 16 Mar 2026 14:19:42 GMT

Hello @Alpa82 I appreciate the feedback here and will relay this over to our investment portal team!