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ServiceNow
Administrator

 

 

Welcome to Strategic Portfolio Management

Whether you've just signed your contract or are exploring what SPM can do for your organization, this guide is your starting point. It covers what SPM is, what you have access to based on your package, and where to go next.

The goal is to orient you quickly, then point you to the right resources for the depth you need.

What is Strategic Portfolio Management?

ServiceNow SPM helps leaders connect strategy to execution. It gives organizations a single platform to prioritize investments, manage demand, plan and deliver work across any methodology, and track progress against strategic goals — all in one place. You don't have to implement everything at once. Most organizations start with one or two areas that matter most, then expand from there.

What's included in your package

SPM is available in two tiers. Check your contract or ask your ServiceNow contact if you're unsure which one you're on.

SPM Advanced

The foundation for portfolio, project, and demand management — with AI built in from day one. SPM Advanced gives you the core capabilities to centralize work and investment decisions, accelerated by Now Assist skills and agentic platform features.

Core SPM capabilities

• Portfolio Planning Financial Planning Project Management •Demand Management Resource Management Digital Portfolio Management Collaborative Work Management Innovation Management Time Card Management

AI & agentic capabilities

• ServiceNow Otto for SPM (Advanced) ServiceNow Otto for CWM (Advanced) ServiceNow Otto for CMDB Now Assist for Setup Moveworks for SPM (Foundation) Employee Slate (Foundation) Voice Agents MCP Server A2A Inbound/Outbound Calls WDF Foundation  Process Mining

SPM Prime

Everything in SPM Advanced, plus the strategic planning and investment capabilities for organizations running SPM at enterprise scale. SPM Prime adds expanded AI, higher platform limits, and the tools to connect execution directly to enterprise strategy.

Everything in SPM Advanced, plus

• Strategic Planning Scenario Planning •  Enterprise Agile Planning ServiceNow Otto SPM (Prime) New Agent / Skill Creation WDF Foundation  Process Mining

Who uses SPM

SPM spans multiple layers of an organization. These are the people typically involved — you don't need all of them on day one, but knowing who they are early helps avoid gaps later.

Who

What they use SPM for

Executive / Strategy Leader Tracking strategy execution, investment alignment, and business outcomes
Portfolio / Product Manager Prioritizing work, managing portfolios, and making funding decisions
Demand Manager Governing intake and qualification of incoming work and requests
Project Manager Planning, executing, and tracking delivery across projects and programs
ServiceNow Admin Configuring the platform, managing roles, and supporting ongoing operations

Where to go next

Now that you know what you have, here are the right next stops depending on where you are in your journey.

Ready to start implementing?

The SPM Getting Started Guide walks you through the different phases — understanding your organization's needs, preparing your data and teams, and configuring SPM through the Setup Hub.

Looking for best practice resources?

SPM Best Practices on MyNow has the full implementation library — process guides, scoping guides, success packs, starter stories, and more.

Want to connect with other customers and stay current?

Join the SPM Community to engage with peers, access release Delta Decks, additional module level materials and get answers from ServiceNow experts.

Want to learn about SPM roadmap?

Sign up for SPM Vision Series to learn about what's on the roadmap for SPM and hear from leading organization on how they are leveraging SPM to achieve their business outcomes.

Package details reflect the April 2026 SPM tier structure. For questions about your specific entitlements, contact your ServiceNow account team or visit ServiceNow Support.

Comments
Hortontown
Tera Contributor

How do I have SPM enabled in my PDI?

Balanandhini S
Tera Contributor

Go to your Plugins , search for "Project Portfolio Management", install the below plugins: 

Id: com.snc.project_management_v3
Id: com.snc.financial_planning_pmo
Id: com.snc.project_portfolio_suite
Id: com.snc.ppm_multicurrency
Id: com.snc.financial_planning_pmo.atf
Id: com.snc.pa.pmo_dashboards

Linda_Kendrick
Tera Explorer

The link for ServiceNow Administrator certification the went to a 404 page for me.  Same for the Application Developer certification link.

Amanda10
Tera Contributor

This article indicates that Strategic Planning Workspace and Goal Framework are part of the SPM standard license, but it is listed under SPM Pro on the right. If it is not included in SPM standard, what is an alternative approach to compensate for lack of Strategic Planning Workspace and Goal Framework?

DiniqueR
Tera Contributor

On your PDI, once updated to Yokohama release , which plugins are needed to run the full SPM pro and standard?

Jeff106
Tera Explorer

Thank you everyone for the information provided.  I was able to install SPM on my PDI without issue.  Great information!!

AReenaa
Giga Explorer

yes helpul

GB14
Kilo Patron

Hello,

 

We have created a demand in the SPM, but do not see the same demand on the "dmn_demand" table list. I have completed the internal integration steps as well, but they are still not sync'd. 

 

Any guidance will be appreciated.


Thanks in Advance,
G

 

 

Snow Angel
Tera Expert

@Jeff106  Hello - Can you please list the sequence of plugins to install SPM in PDI?

"Thank you everyone for the information provided.  I was able to install SPM on my PDI without issue.  Great information!!"

tylerpiccol
Tera Explorer

From the comment above, the following plugin was not listed as needing to be installed, "com.snc.spm".

Does that mean it's not needed?

 

To be honest I was looking for Project Management Standard but it doesn't appear in the application manager from our dev environment.

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