If you miss any content, please leave it as a comment and I will add it to this article.
| Table of Contents |
My library Knowledge Sources To Go is very popular, but it was intended mainly as a thematically grouped guide to standard sources and was provided by me as a PDF file. For certain topics, however, there is so much content that I can no longer include it in that document, as it cannot continue to grow forever.
For this reason, I have decided to handle such topics in individual community articles like this one instead.
What is Project Portfolio Management?
Project Portfolio Management is used to manage a wide range of projects, from a few small tasks to large portfolios of projects containing complex activities with various relationships and dependencies. Organize development tasks into projects, and projects into programs and portfolios. Then collaborate, report, and track your project planning with more information for better business decision‑making. Project Portfolio Management gives you full visibility from idea to execution. Project prioritization and planning is simple, and you can track planned and unplanned work in one place. With agile management, testing, and collaboration tools, you'll improve productivity and service delivery.
Entry point to the official product information pages
Entry point to the official product documentation
Summarized overview in one PDF file
What is Project Portfolio Management?
More detailed explanations
Use SPM to align investments with strategy, accelerate delivery, and improve productivity with streamlined project and portfolio management.
Recommended Implementation Sequence
Outlines a comprehensive plan for implementing Strategic Portfolio Management (SPM) within an organization. It aims to enhance business operations through the integration of various management systems, including ITOM, ITAM, ITSM, and Agile methodologies.
Trainings
Strategic Portfolio Management (SPM) Fundamentals
In this on-demand course, you will be introduced to the Strategic Portfolio Management (SPM) applications and learn how SPM encompasses a range of business capabilities, processes, and technological support aimed at enabling organizations to implement the three key attributes that help to see superior business results from their digital and technology-related investments: portfolio alignment, value-oriented decision-making, and continuous portfolio adaptability.
Strategic Portfolio Management (SPM) Implementation
This course is intended for SPM implementation specialists and administrators and demonstrates how to install and configure components of ServiceNow Strategic Portfolio Management (SPM) including Innovation Management, Demand Management, Resource Management, Project Management, Time Card Management, SPM Financials, Portfolio Planning Workspace, and Reporting. Admins, implementers, and users need to understand what SPM is, key processes, and how it functions within the ServiceNow Platform, including configuration.
Articles & Blogposts
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Videos & Podcasts
2022-03-01 by snowexpertrohit
Complete PPM(Project Portfolio Management) Training in ServiceNow
Individual Applications
Project Management
Project Management allows organizations the ability to create and manage a wide range of projects—from a few small tasks to large portfolios of projects containing complex activities with various relationships and dependencies. Organize development tasks into projects, and projects into programs and portfolios. Then collaborate, report, and track your project planning with more information for better business decision‑making
Entry point to the official product documentation
This asset outlines the principles, processes, and tools for effective project management, providing a structured approach to ensure tasks are completed efficiently and project goals are met
Videos
2022-02-03 by ServiceNow Community
Introducing the New Project Workspace
The new Project Workspace experience from ServiceNow is more modern and intuitive and provides a faster way for project managers to plan and manage projects. Check out this video for a quick introduction
2023-02-07 by ServiceNow Community
Export Project Management Status Report to PowerPoint
Project Managers can now export their status reports to PowerPoint via a template they can create.
Resource Management
Through Resource Management you can manage and forecast using a single tool to allocate your staff effectively, see which resources are available at any given time, and distribute tasks with a thorough understanding of your existing resource workloads
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
Articles
2023-12-21 by @Luis Ataide
Resource Assignment and Capacity Planning Guide
This guide gives you valuable information you can share with your team, including proven guidance and links to key resources—all designed to set you on the path to success.
Videos
2023-06-30 by ServiceNow Community
Resource Management - Benefits and Best Practices
Learn about the benefits of Resource Management and how you can leverage ServiceNow Resource Management capabilities to do accurate resource planning –so you can make the most of your available resources to deliver great business outcomes fast!
2023-09-07 by ServiceNow Community
New Resource Management Capabilities
Learn more about the latest Resource Management functionality and what's planned for Vancouver release. Find out how to your organization can prepare to transition to the new Resource Management experience.
2023-10-19 by ServiceNow Community
Discover Resource Assignment on Project Workspace
Are you wondering, how “Resource Assignment” fits in the overall Resource Management process? If yes, join us to learn about use cases where “Resource Assignment” can help you to be on a Resource Management journey and enable you to find the best resource to work on multiple tasks during the project lifecycles.
Innovation Management
Entry point to the official product information pages
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be, for Innovation Management.
Demand Management
With Demand Management you can centralize all your strategic requests from the business and consolidate the investment decision process for new products and services. That will help you generate, develop, and communicate new ideas to support corporate initiatives that improve, drive, and grow the business. You’ll also be able to easily assess, track, manage, and accurately forecast demand for products and services
Entry point to the official product information pages
Entry point to the official product documentation
Summarized overview in one PDF file
Lay the foundation for hybrid project management with SPM tools like Investment Funding and Demand Management using ServiceNow’s 6-phase Success Pack framework
Provides detailed guidance on the way that ServiceNow intends the process to-be, for Demand Management
Articles
2022-06-21 by @Luis Ataide
Demand Management Data Set Recommendations
This document provides visibility of Demand Management: Data model, Data set, Hierarchy levels of data set values, Levels of impact from changing data set configuration
2023-06-21 by @Luis Ataide
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.
Videos
2023-02-23 by ServiceNow Community
2022-05-28 by ServiceNow Community
An Overview of the ServiceNow Demand Management Workbench
Test Management
Leveraging Test Management as a user acceptance testing (UAT) framework that, used in conjunction with Project Portfolio and Agile Development, helps project teams and business users deliver higher quality services faster. It aligns project teams and business users to a common goal in the delivery of business services.
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
Trainings
Test Management 2.0 Implementation
In this course, you will learn how to implement Test Management 2.0 based upon a customer's current processes and configuration of future needs. Attendees will also gain insights and knowledge into the application's architectural framework, tables and properties, role administration, what questions to ask during implementation, and explore ad-hoc requirements.
