Introducing AI-Generated Project Status Reports
Now available in ServiceNow Strategic Portfolio Management. This AI-powered capability analyzes your project data and generates complete status reports - including predicted health indicators using your custom RAG calculations, executive summary and supporting rationale - ready for you to review, edit, and submit.
Why It Matters:
Project managers spend hours each week compiling status reports. Reviewing schedule health, analyzing costs, assessing resources, writing executive summaries and explaining variances takes valuable time away from actually managing the project. This manual reporting becomes a weekly burden that delays stakeholder updates.
What Makes It Special:
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Predicted Health Indicators: AI analyzes project data and predicts overall health plus dimension-level status.
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Auto-Generated Executive Summary: AI writes the executive summary based on recent project activity and key metrics.
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Customizable: Configure the RAG (Red/Amber/Green) calculation logic and executive summary style through Now Assist Admin to match your organization's standards.
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Review & Edit: All AI-generated content is editable before submission. You stay in control.
Note: This feature is available for customers on Zurich Patch 7 and above. If you have Now Assist with appropriate role (it_project_manager), you're ready to go.
How It Works:
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Open a project from the Project Workspace.
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Open the Status reports page of the project by selecting Status Reports from the list.
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From the Pages section, select “Generate status report”.
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Review the AI-generated fields.
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Edit any fields as needed.
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Click “Submit”.
Admin Configuration:
Status Report Creation:
Give it a try and let us know how it goes. Have feedback or questions? Drop them in the comments below!
Frequently Asked Questions:
1. What data does the AI use to generate the status report?
Ans: AI analyzes recent project data including tasks, milestones, resources, schedule, costs, and scope to predict health indicators and generate the executive summary with rationale. It also applies your custom RAG logic and preferred summary style to align with your organization’s reporting standards.
2. What role is required to generate status reports?
Ans: Role required: it_project_manager
3. Can I customize how the AI calculates health status or writes the executive summary?
Ans: Yes! Navigate to Now Assist Admin to configure the RAG (Red/Amber/Green) calculation logic and executive summary style. You can customize thresholds, criteria, and formatting to match your organization's reporting standards. Once configured, all generated reports follow your preferences.
4. Can I edit the AI-generated content before submitting?
Ans: AI-generated status can be edited; however, the AI-generated fields are not editable.
Hi @sangeetham
For Schedule: Below is the OOB Calculation or Evaluation
For ongoing (active) projects:
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Compares Baseline End Date vs Current Planned End Date (
end_date) of Project -
If no baseline exists, no schedule variance is reported — baseline is required
We have also started creating start baseline of the project in the background, when your project is started or kicked off. So that, it will pick up that baseline for new ongoing projects. For existing on going projects, we take the first baseline that was ever created for that project.
For completed projects:
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Compares Actual End Date vs reference date
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Reference Date = Baseline End Date (preferred) or Planned End Date (fallback)
There is configuration too at the now assist skill admin experience level. For schedule, we have 2 supported metrics. Milestones delayed or Schedule Variance. We pre-fill the Schedule Health and It's analysis based on the configuration in Schedule Health Criteria. OOB, we have given the criteria related to Schedule Variance which you can see in the image. You can simply update this criteria in natural language with respect to supported metrics, so that based on this, we evaluate and pre-fill.
For Cost: Below is the OOB Calculation or Evaluation
- We evaluate based on the % cost variance.
- Compares Planned Cost vs Actual Cost For all Past Fiscal Periods.
Similar to the schedule, There is configuration at the now assist skill admin experience level. For cost, we have 2 supported metrics. % Budget Overrun , % Cost Overrun. We pre-fill the Cost Health and It's analysis based on the configuration in Cost Health Criteria. OOB, we have given the criteria related to Cost Variance. You can simply update this criteria in natural language with respect to supported metrics, so that based on this, we evaluate and pre-fill.
Thanks,
Harsha Lanka
