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Convert Demand to Program

Convert Demand to Program   We frequently hear the question on 'How to Convert Demand to Program?'   Although not available out-of-the-box, this article contains a proposed solution to answer this question.   The proposed solution requires configura...

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Luis Ataide by ServiceNow Employee
  • 629 Views
  • 1 comments
  • 1 helpfuls

Introducing the New Financials Screen in Portfolio Planning

We are excited to announce a new Financials tracking screen for Strategic Portfolio Management (SPM) users in ServiceNow's February 2025 Store Release. This feature empowers portfolio users to track and analyze financials in their portfolio plans eff...

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Vinay3 by ServiceNow Employee
  • 2555 Views
  • 24 comments
  • 6 helpfuls

SPM Delta Deck for Yokohama Release

SPM May 2025 and March 2025 Store release Please check out the Delta Decks attached to this post for release overview   Value Evolution - May'25 and Feb/March'25   May 2025 Please review ServiceNow's May 2025 release Product Documentation for Strat...

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Luis Ataide by ServiceNow Employee
  • 5900 Views
  • 11 comments
  • 24 helpfuls

Resource Assignment ready for Resource Manager review

Please refer to the SPM Delta Deck for Yokohama Release and upgrade the Resource Management Workspace in your instance to use the out-of-the-box solution.   The solution described below is an interim solution prior Feb'25 release. Steps 2 to 6 are st...

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Luis Ataide by ServiceNow Employee
  • 2295 Views
  • 8 comments
  • 6 helpfuls

Quick Start Guide for Resource Management

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...

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Rate Model explained with simple example

In ServiceNow PPM, Rate Models are used to define the cost rates for resources working on projects and demands. Rate Models help calculate the costs associated with resources based on their roles, skills, or other factors. Rate models can be useful ...

Activities (Notes) within Resource Assignments

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...

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Josh Sutton by ServiceNow Employee
  • 581 Views
  • 3 comments
  • 1 helpfuls

Resource Assignment and Capacity Planning Guide

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...

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Luis Ataide by ServiceNow Employee
  • 26201 Views
  • 60 comments
  • 28 helpfuls

Demand to EAP Item Conversion Configuration

SAFE HARBOR / DISCLAIMER: This article describes a proposed solution to support this use case. Please note that ServiceNow may offer an out-of-the-box solution for the issue described below in the future. The proposed solution requires configuration,...

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Josh Sutton by ServiceNow Employee
  • 625 Views
  • 1 comments
  • 4 helpfuls

EAP Home tab - Dashboard Not found error - Yokohama onwards

Issue From Yokohama onwards, Platform analytics has made it mandatory to share a dashboard with the workspace in order to view it in the workspace.   Resolution steps: 1. Navigate to Platform Analytics -> Dashboards.2. Select the custom dashboard you...

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Time Sheet Portal with Resource Assignments

SAFE HARBOR / DISCLAIMER: This article describes a proposed solution to support this use case. Please note that ServiceNow may offer an out-of-the-box solution for the issue described below in the future. The proposed solution requires customization;...

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Luis Ataide by ServiceNow Employee
  • 874 Views
  • 6 comments
  • 0 helpfuls

Resource Assignment Guidance - How to enable and start

Big changes come nowadays with SPM which moves to workspaces, to propose a better and easier way of working for all users. Workspaces are not only a matter of user interface, they also revisit processes in place to manage projects, portfolios, resour...

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