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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
  • 3227 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
  • 6205 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
  • 2520 Views
  • 8 comments
  • 6 helpfuls

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
  • 685 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
  • 27993 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
  • 850 Views
  • 1 comments
  • 5 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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SPM Teamspace Recommendations and Limitations

( Please see updated recommendations for all Data Segmentation options at this new Vancouver release, SPM Article called Data Segmentation. )   SPM Teamspace Recommendations and Limitations Dated: Q3 2023 ServiceNow Docs - Teamspaces Teamspace RomeTe...

Defining Custom State on Project and Project Task

Out of the box, project and project task state choices are defined at Task table level. Users can define custom states for project and project task on their parent table (task or planned task) or on the direct tables. When defined at direct table lev...

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ServiceNow PPM : Resource management (use cases)

This article is to understand, how #servicenow resource management provide value to customer. Lets consider some interesting use cases. Resource reports - “Where can i find resource resource reports that focus on resource availability, utilisation an...

How to Manage Post-Project Sustain Costs

How to Manage Post-Project Sustain Costs   SAFE HARBOR / 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,...

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Luis Ataide by ServiceNow Employee
  • 703 Views
  • 3 comments
  • 3 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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Resource Plan Migration Utility Amendments

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
  • 551 Views
  • 2 comments
  • 1 helpfuls
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