Project Workbench support changes from the Australia release If you have been running projects in Project Workbench (classic experience) for some time, you are already familiar with how it helps manage projects in ServiceNow. This article explains wh...
Getting Started with Now Assist for SPM !! Please subscribe to this blog for up-to-date information on Now Assist for SPM!! Are you looking to accelerate business alignment with Now Assist for SPM? The resources below provid...
Understanding the New SPM Inbound Actuals Tables DISCLAIMER: This article describes the two new tables introduced in Strategic Portfolio Management (SPM) to support the import of actual costs from external financial systems into Projects. These t...
DISCLAIMER: This article describes a proposed solution to support this use case. The proposed solution requires configuration, as such, there is no liability for ServiceNow to provide support, apply changes, fix defects and review impact during futu...
Project Workbench support changes from the Australia release If you have been running projects in Project Workbench (classic experience) for some time, you are already familiar with how it helps manage projects in ServiceNow. This article explains wh...
A common issue with Strategic Planning/Portfolio Planning Workspace is that the planning items users are expecting to see on the Prioritization tab and Roadmap are not showing up. Here are a few steps to take if you are experiencing this issue. Che...
Creating and Customising Status Reports and templates with Dynamic Tokens in Project Workspace Effective project management relies heavily on timely and accurate status reporting, and Project Workspace offers a powerful solution by allowing user...
SPM Australia Release - 2026 March Please check out the Delta Decks attached to this post for release overview This release expands AI assistance across the full SPM lifecycle from auto-generating project status reports to surfacing goal insights...
Project Workspace in Strategic Portfolio Management ServiceNow’s Project Workspace is a project management application that is part of Strategic Portfolio Management (SPM). It brings planning, resourcing, financials, risk tracking, and reporting in...
Resource Management in SPM Please subscribe to this blog for up-to-date information on Resource Management Workspace Latest Updates (August 2025) Check out the on-demand section on Community to review recent Resource Management Workspace ser...
Introduction This article describes how to migrate UI Actions from the Classic Experience to the Next Experience for Demand Management. The migration approach mirrors the Project Workspace pattern and includes Demand Management–specific examples, wit...
A demand can be associated with 1 or more stakeholders. Every stakeholder can be marked as assessment recipient and / or approver. Once you click on Screen the demand move from Submitted to Screening, so all the assessment recipient can assess the d...
Playbooks in Project Workspace A Playbook is a guided framework that walks project teams through key phases and activities across the project lifecycle. It acts as a structured guide to ensure critical steps are completed, helping maintain governan...
Welcome to the Strategic Portfolio Management (SPM) Quick Start Guide If you're just starting your Strategic Portfolio Management journey, then you've come to the right place. This Guide Overview: Here’s an overview of the topics we will cover...
Are you ready to start your Strategic Portfolio Management (SPM) implementation journey for Resource Assignment and Capacity Planning? This guide gives you valuable information you can share with your team, including proven guidance and links to ke...
Dear Community members, I'm writing this article to show a simple relation between Resource Plans, Cost Plans, Time Cards & Expense Lines. Let's understand terms in simple language Resource Plan - Project-related records where the project manager ...
This article provides complete details of resource capacity and will cover the following points: 1.What is capacity? 2.How do we define scheduled hours? 3.How to define holidays? 4.How to create time off entries? 5.Capacity formula 6.Employee pr...
UPDATE - Dec 12th, 2025!!! We are excited to announce that with 2025 December store release, integration EAP with Jira is available OOTB. To make the integration smoother, the release includes guided setup walk you through the necessary steps requi...
Identify Similar Records uses AI search to proactively surface related or duplicate demand records, helping Demand Managers maintain a cleaner, more accurate backlog. With a simple button click on any demand record, the system analyzes name, descri...
Attribute-Based Planning Greetings community members! Today I will deep dive into the attribute-based planning. In the next experience of SPM, attribute-based planning is the base for three functionalities - Capacity planning,Resource management ...
This step-by-step guide provides instructions on creating your own custom report in the Next Experience Platform Analytics to see a monthly summary of Capacity versus Allocation (Effort) from the new ServiceNow Resource Management. This guide inclu...
In this article, we'll be walking through how to automate goal progression in Strategic Planning by making an example based on the completion of aligned planning items against a goal or target. Going through this example, will give you an understandi...
ServiceNow
Steph Morillo
LisaLatour
