What's New in This Release:
Enhancement 1: In-App Project Insights
- What's new: Project Insights now available directly in Project Workspace UI (not just email)
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Where: New "AI Insights" page in Project Workspace
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How it Works:
- Open a project from Project Workspace
- Select "AI Insights" from the list
- Click "Generate insights"
- Review generated project details on the page
Enhancement 2: Additional Topics Added(Financials & RIDAC)
- What's new: 2 new dimensions, Financials & RIDAC, added to Project Insights topics
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Where: While choosing topics, Financials and RIDAC appear along with other topics (pre-selected, can be unchecked
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How it Works:
- Navigate to Workspaces > Project Workspace then open any project
- From the Planning page, click More Actions icon [...] and select Configure project insights
- Choose topics: Select or deselect topics you care about > Next
- Personalize content: Define tone, style, and priorities (e.g., "Show risks on top. Use bullets and keep it concise.") > Next
- Set frequency: Choose cadence (Weekly/Bi-weekly/Monthly) and delivery day
- Add recipients: Project Manager is the default recipient, add additional stakeholders as needed
- Optional: Click Send preview to receive an instant sample email along with scheduling
- Click Schedule to activate scheduled insights.
Now available in ServiceNow Strategic Portfolio Management. This AI-powered capability analyzes your projects across all dimensions and delivers timely, actionable insights directly to your inbox as well as in the Project Workspace, so you can act early and keep projects on track.
Why It Matters:
Project managers spend significant time reviewing tasks, resources, milestones, financials, etc. just to understand where a project stands. Too often, issues are discovered only after they start impacting timelines, budgets or delivery. This reactive approach limits timely visibility and delays decision-making.
What Makes It Special:
- In-app Insights: Generate and review insights directly in AI Insights.
- On-Demand & Scheduled Insights: Share insights instantly or set a cadence for regular updates.
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Personalized Content: Choose topics, tone and priorities that matter to your projects.
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Stakeholder Visibility: Share insights via email with key stakeholders, not just the Project Manager, keeping everyone aligned.
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Multi-Dimensional Analysis: AI analyzes multiple project dimensions together, giving you a holistic view of project health.
This feature is available for customers on Zurich Patch 7 and above. If you have Now Assist with an appropriate role (it_project_manager), you're ready to go.
Project Insights is automatically scheduled, but you can customize it anytime from the Planning page using the More Actions icon (...) and selecting Configure project insights.
Configure Project Insights:
Pro Tip: Use Send preview to see exactly what your stakeholders will receive before scheduling.
In-app Insights:
Read More:Schedule Project Insights Email
Give it a try and let me know how it goes. Have feedback or questions? Drop them in the comments below!
Frequently Asked Questions:
1. What project dimensions does the AI analyze?
Ans: AI Agent analyzes multiple dimensions including Project Tasks (status, risks, blockers), Milestones (key deadlines at risk), Resources (allocation, utilization, absences), Financials & RIDAC. You can select which dimensions to include when configuring insights.
2. What types of issues does the AI identify within each of these dimensions?
Ans: Our AI Agent identifies issues across three key dimensions:
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Project Tasks: Task Delays, Overdue High-Priority Tasks, Missing Ownership, Lack of Progress
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Milestones: Missed Deadlines, Unclear Ownership, Dependency-Related Delays
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Resources: Overallocation, Underutilization, Unplanned Absences, Resource Conflicts, Contract Resource Status, Capacity Identification from Existing Allocations
- Financials: Budget Overrun, Cost Variance, Actual costs not logged for cost plans
- RIDAC: Unresolved High-Risk Items, Unassigned High-impact Risks, High-impact Risks Without Mitigation Plans, Unassigned Critical Issues, Pending High-Impact Decisions, Overdue Actions, Overdue Change Requests
3. What role is required to configure Project Insights?
Ans: Role required: it_project_manager
4. Can I customize what appears in the email insights?
Ans: Absolutely! In the Personalize content step, you can specify tone, writing style, format (bullets vs. paragraphs) and which areas to prioritize. For example: "I want 3-4 liner insights. Show the risks on top. Use bullets and keep it concise and formal."
5. Who receives the project insights email?
Ans: By default, the Project Manager receives the insights. However, you can add additional stakeholders, team members, or executives as recipients when configuring the skill.
6. Can I send insights on-demand or only on a schedule?
Ans: Both! You can set a recurring cadence (Weekly/Bi-weekly/Monthly) for automatic delivery or send insights on-demand along with setting the cadence whenever you need an immediate insight.
