Overview This article outlines all the topics detected by the Project Insights engine, focusing on Risks & Actions (RIDAC), Financials, and Schedule. For each topic, it explains what is monitored, when an insight is triggered, the default threshold...
Overview This article outlines the topics detected by the Project Insights engine, focusing on Resource Management. For each topic, it explains what is monitored, when an insight is triggered, the default thresholds, and the value it provides to yo...
This article is a quick reference to understand the calculation behind Project financials. Below is a screenshot of the Financials section from Project/Demand Total Planned Cost: It's the total estimated cost of the Project. In ServiceNow, it is jus...
Introducing AI-Generated Project Status Reports Now available in ServiceNow Strategic Portfolio Management. This AI-powered capability analyzes your project data and generates complete status reports - including predicted health indicators using yo...
Overview This article outlines all the topics detected by the Project Insights engine, focusing on Task Management and Milestones. For each topic, it explains what is monitored, when an insight is triggered, the default thresholds, and the value it...
Overview Once Project Insights is set up, it works out of the box with sensible defaults. But every project is different and this article explains how to customize which topics are enabled, what thresholds trigger an insight, and how to interpret t...
What is Now Assist for SPM Project Insights? Now Assist for SPM continuously monitors your project data and delivers AI-generated insights directly to project managers — surfacing risks, delays, and opportunities without requiring manual review of ...
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...
Getting Started with Now Assist for SPM !! Please subscribe to this blog for up-to-date information on Now Assist for SPM!! Are you looking to accelerate business alignment with Now Assist for SPM? The resources below provid...
Problem For rm_story, when custom state choices are used as columns on the Enterprise Agile Planning (EAP) Planning Board, cards appear in the correct column when moved, but disappear after a page reload. Cause On page reload, the Planning Board do...
We're excited to share that the Resource Page in Project Workspace is now available! Giving project managers the visibility they need to stay ahead of resourcing issues without disrupting the workflows resource managers depend on. The problem we hear...
Project Workbench support changes from the Australia release If you have been running projects in Project Workbench (classic experience) for some time, you are already familiar with how it helps manage projects in ServiceNow. This article explains wh...
What’s New in This Release: Quick Story Generation Generate a single story at a time with the new “Generate story” button. Provide 1–2 lines of story context (persona, goals, etc.) and AI instantly creates a complete story with title, description a...
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...
Project Workspace in Strategic Portfolio Management ServiceNow’s Project Workspace is a project management application that is part of Strategic Portfolio Management (SPM). It brings planning, resourcing, financials, risk tracking, and reporting in...
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...
How to Segregate Access to the New Financials Using Roles DISCLAIMER: This article describes how to use ServiceNow roles to control access to the new Financials functionality in Strategic Planning Workspace (SPW). The key change requires removing...
Understanding the New SPM Inbound Actuals Tables DISCLAIMER: This article describes the two new tables introduced in Strategic Portfolio Management (SPM) to support the import of actual costs from external financial systems into Projects. These t...
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...
Resource Management in SPM Please subscribe to this blog for up-to-date information on Resource Management Workspace Latest Updates Check out the on-demand section on Community to review recent Resource Management Workspace series' recording...
ServiceNow
Steph Morillo
LisaLatour
