We've updated the ServiceNow Community Code of Conduct, adding guidelines around AI usage, professionalism, and content violations. Read more

SPM articles
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Articles

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...

VinithaC_0-1717090933790.png VinithaC_1-1716250856331.png VinithaC_0-1743648187095.png VinithaC_1-1743648764476.png

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...

find_real_file.png find_real_file.png find_real_file.png find_real_file.png
ServiceNow by Administrator
  • 39779 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...

Vinay3_0-1741861805222.png Vinay3_1-1741861805227.png
Vinay3 by ServiceNow Employee
  • 6544 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...

VinithaC_0-1718120413836.png Vinay3_0-1757674688839.png Vinay3_0-1745492505476.png

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 ...

ServiceNow_Internal___Alignment_Integration___ServiceNow.jpg Type___Dictionary_Entry___ServiceNow.jpg Team___Dictionary_Entry___ServiceNow.jpg Enterprise_Datawarehouse___Demand___ServiceNow.jpg
Josh Sutton by ServiceNow Employee
  • 3051 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...

SandeepV1_0-1730502262999.png
Sandeep V1 by ServiceNow Employee
  • 6559 Views
  • 7 comments
  • 14 helpfuls

Rate Model explained with simple example

In ServiceNow PPM, Rate Models are used to define the cost rates for resources working on projects and demands. Rate Models help calculate the costs associated with resources based on their roles, skills, or other factors. Rate models can be useful ...

Time Sheet Portal with Resource Assignments

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;...

LuisAtaide_2-1751907285702.png LuisAtaide_3-1751907695134.png LuisAtaide_0-1751906376677.png LuisAtaide_1-1751906767050.png
Luis Ataide by ServiceNow Employee
  • 5927 Views
  • 12 comments
  • 11 helpfuls

A Practical Guide to Resource Assignments

A Practical Guide to Resource Assignments If you're new to the SPM world, resource management is driven by planning attributes like Group, Skill, and Role. Combined with other SPM tools like Strategic Planning Workspace, Project Workspace and Capacit...

DanielCordick_0-1746853606196.png DanielCordick_0-1747021064821.png DanielCordick_0-1746940586870.png DanielCordick_0-1746941839021.png

Financial Baseline Migration Guidance

Let's leverage the next experience for financial baselines!    Learn more about Using the new Financials in the Next Experience.   Would you like to leverage the next experience for financials, including the financial baselines from the classic exper...

LuisAtaide_0-1717506699019.png Financial Baseline Migration Cover.PNG
Luis Ataide by ServiceNow Employee
  • 2482 Views
  • 7 comments
  • 1 helpfuls

Migrating existing UI actions in Project Workspace

In this article, we’ll walk you through how we have migrated some of the UI actions from Classic Experience to the Next Experience in Project Workspace.   Before we start, make sure you're familiar with:                   Migrating UI actions from cl...

HarshaLanka_0-1712900852699.png HarshaLanka_1-1712900893380.png Screenshot 2024-04-15 at 10.08.56 AM copy.png Screenshot 2024-04-15 at 11.45.12 AM.png
Harsha Lanka by ServiceNow Employee
  • 5296 Views
  • 1 comments
  • 7 helpfuls

Enterprise-wide Deployment recommendations and best practices

Enterprise-wide Deployment recommendations and best practices   Enterprise-wide Deployment enables multiple business units to leverage SPM with tailored configurations while maintaining a unified data model and governance structure.   Enterprise-wide...

EWD pillars.jpg LuisAtaide_1-1749143882819.png
Kartik23 by ServiceNow Employee
  • 8286 Views
  • 6 comments
  • 12 helpfuls

How to Manage Project Capitalized Costs

How to Manage Project Capitalized Costs   We frequently hear the question 'How to Manage Project Capitalized Costs?' in order to provide different view of project costs.   Although not available out-of-the-box, this article contains a proposed solut...

Project capitalized cost.png
Luis Ataide by ServiceNow Employee
  • 1215 Views
  • 3 comments
  • 4 helpfuls

Portfolio management

1.1.          Demand Management  The Demand Management application consists of tools for capturing, centralizing, and assessing strategic and operational demands. It also provides a single location for managing all the demand information. These setti...

Labels
Top Contributors