How do you know when to use Programs versus Sub Projects? See below for a comparison of the features. My recommendation: Don't be afraid to consider Programs. Even if your organization does not use the term, you may find the "rolling up" feature valu...
The recommendations in this article are legacy and not applicable from the Xanadu release. Refer to the community article below for updated recommendations: Enterprise-wide Deployment recommendations and best practices If you are looking for S...
DISCLAIMER: This article describes the import and export capabilities between ServiceNow Strategic Portfolio Management (SPM) and Microsoft Project. While both directions are supported, important limitations apply to the transfer of project structure...
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;...
Big changes come nowadays with SPM which moves to workspaces, to propose a better and easier way of working for all users. Workspaces are not only a matter of user interface, they also revisit processes in place to manage projects, portfolios, resour...
Introducing RIDAC by Type If you manage projects in Project Workspace, you know RIDAC - your Risks, Issues, Decisions, Actions, and Change Requests, all in one place. Until now, that "one place" was a single flat grid (now called All RIDAC) with ev...
Hey ServiceNow Community, Managing project financials can get complicated quickly, especially when you are trying to balance the needs of project managers tracking everyday costs with portfolio managers who need to oversee high-level targets. In ...
Identify Similar Records Identify Similar Records uses AI search to proactively surface related or duplicate demand records, helping Demand Managers maintain a cleaner, more accurate backlog. With a simple button click on any demand record, the s...
What is the AI Resource Finder The AI Resource Finder is an AI-assisted staffing capability in the Resource Management Workspace (RMW) and Project Management Workspace (PWS) that recommends the best-fit resource for an unassigned resource assignment....
The AI Resource Finder helps you answer one question fast: who's the best person to fill this unassigned resource assignment? Instead of scanning your team manually, you get ranked recommendations and an AI rationale based on availability and past ex...
Introducing AI Identified Project Risks Now available in ServiceNow Project Workspace. AI analyzes your project data, detects emerging risks, and populates your RIDAC log automatically in transient state, complete with rationale and mitigation plan...
If you've recently started receiving automatic Project Insights emails, you may be wondering where they're coming from and how they're generated. If you're curious about how those got there or how to customize them to fit your organization's needs, t...
What is SAFe-to-EAP Migration? SAFe-to-EAP migration is a one-time process that moves your SAFe data like Portfolios, ARTs, Teams, PIs, Sprints, Epics, Features, Stories, and Tasks into the Enterprise Agile Planning (EAP) workspace, creating corre...
ServiceNow SPM Project Financial DiagnosticsFunctional Reference A comprehensive functional reference for the diagnostic & auto-fix framework that detects and repairs financial data discrepancies across Planned Cost, Actual Cost, Budget, E...
The cost_plan_breakdown table uses different currency rate types for different financial values to ensure accurate financial planning and reporting. 1. Planned Cost & Budget → Uses Reference Rate What is it? Planned costs and budgets use Budget Re...
Your feedback shapes our priorities. While the Resource Management customer feedback sessions have given us valuable insights, we want to make sure every voice is heard — not just those in the room. If you're running into friction managing resources ...
Overview By default, the rm_defect and other custom tables in ServiceNow do not include an External Identifier field required for Jira/Azure DevOps (ADO) integration. To enable this, you must manually configure a reference field and extend the existi...
The Evolution Beyond Investment Portal For years, Investment Portal has been the go-to tool for tracking project status, health, and financials. It provides reliable reporting, but today’s organizations need more than status updates. ServiceNow’s Por...
Enterprise Agile Planning (EAP) in ServiceNow's Strategic Portfolio Management (SPM) Please subscribe to this blog for up-to-date information on EAP Welcome to the Enterprise Agile Planning (EAP) Guide. As organizations continue their business tr...
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...
ServiceNow
Steph Morillo
LisaLatour
