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New Financials experience for Projects, Demands and Epics – FAQs

The following is the list of Frequently Asked Questions related to the new financials experience in SPM for projects, demands and epics as part of the Project workspace and Strategic planning workspace. This is a living document that will be constant...

Vinay3 by ServiceNow Employee
  • 4554 Views
  • 12 comments
  • 4 helpfuls

Multi-Currency Support in the New Financials Experience

If you've been holding off on adopting the new financials experience in Project Workspace or Strategic Planning Workspace because your organization runs projects across multiple countries—this one's for you.   The Problem We've All Been Working Aroun...

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Vinay3 by ServiceNow Employee
  • 266 Views
  • 3 comments
  • 3 helpfuls

Playbooks in Project Workspace: Guided Project Execution

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...

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Configuring L2 Menu in Project Workspace

Introduction:             Project Workspace UIB features a viewport. Within this viewport, subpages such as Planning, Details, RIDAC, and Financials are loaded. Each L2 menu on the left section of the page corresponds to an individual subpage. Clicki...

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Harsha Lanka by ServiceNow Employee
  • 6352 Views
  • 15 comments
  • 12 helpfuls

Adding Additional Columns to RMW and PW for Resource Assignment

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
  • 2621 Views
  • 7 comments
  • 4 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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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
  • 43409 Views
  • 67 comments
  • 30 helpfuls

Strategic Portfolio Management (SPM) Welcome Guide

Welcome to ServiceNow®'s Strategic Portfolio Management (SPM)   Are you ready to start your Strategic Portfolio Management (SPM) implementation journey? This guide gives you valuable information you can share with your team, including proven guidan...

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ServiceNow by Administrator
  • 37759 Views
  • 9 comments
  • 0 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
  • 5984 Views
  • 25 comments
  • 10 helpfuls

Quick Start Guide for Financial Planning

Financial Planning in SPM                       ServiceNow’s Next Experience Financial Planning in Strategic Portfolio Management (SPM) is designed to enable managers and planners to have real-time insights into the latest financial information whil...

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Demand to EAP Item Conversion Configuration

The Demand Conversion to EAP entities is available out-of-the-box from the 2025 December store release. For more details, please review: SPM Delta Deck for 2025 December Store and Zurich ReleaseCreate an Enterprise Agile Planning (EAP) entity from a ...

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Josh Sutton by ServiceNow Employee
  • 2647 Views
  • 7 comments
  • 11 helpfuls

Planning item table in Strategic Planning Workspace

What is the purpose of ‘planning item’ table?  SPW enables portfolio/product managers to do hybrid planning i.e., the ability to plan both waterfall (projects) and agile (epics) work together and view all the items on the same roadmap. This will help...

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Sandeep V1 by ServiceNow Employee
  • 6065 Views
  • 7 comments
  • 14 helpfuls
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