Creating and Customising Status Reports and templates with Dynamic Tokens in Project Workspace Effective project management relies heavily on timely and accurate status reporting, and Project Workspace offers a powerful solution by allowing user...
This article documents the key system properties that govern SPM/Project Workspace financial behavior. Each property controls a distinct aspect of how costs, budgets, actuals, and currencies are calculated and stored. Core System Properties 1. Budg...
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...
Introducing Project Q&A with 'Ask Now Assist' Now available in ServiceNow Project Workspace as part of June 2026 release. Ask questions about your project in natural language and get instant, data-driven answers. No more searching through tabs, rep...
The August 2024 release of Strategic Planning and the Project Workspace applications introduces a powerful new feature that enables financial budget allocation for planning items within Strategic Planning or projects in the New Project Workspace. Thi...
This is my very first article and hoping it to be informative and helpful. I have been asked this question many times in my current capacity, and I think it's definitely a good-to-know option on HOW TO EXPORT DATA FROM RELATED LISTS. Whenever you are...
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...
A common issue with Strategic Planning/Portfolio Planning Workspace is that the planning items users are expecting to see on the Prioritization tab and Roadmap are not showing up. Here are a few steps to take if you are experiencing this issue. Che...
ServiceNow SPM SPM Financials:Calculations & Rollup Flow A complete reference for Project and Demand financials — source-of-truth tables, metric formulas, breakdown types, rollup hierarchy, and common Q&A. The Sources of Truth Every financial f...
Overview This guide explains how to integrate Enterprise Agile Planning (EAP) with Azure DevOps (ADO) using a three-layer integration approach: These steps apply exclusively to ADO teams integrated via SAFe, where Iterations/Sprints can only be creat...
It is "time" to tackle the mystery of Time Cards displaying in the Time Sheet Portal... It is always recommend to have users enter time via the Time Sheet Portal, and not the native UI, as the Time Sheet Portal associates Time Cards to tasks. What t...
Strategic Portfolio Management Vision Series – September 2026 The pace of change isn’t slowing down — and neither should your strategy. Whether you’re navigating budget pressure, competing priorities, or the push to do more with AI, the SPM Vision Se...
Building a project plan and creating tasks is one of the most time-consuming parts of a Project Manager's week. Pulling together a WBS, sequencing tasks, updating project details, and creating templates — it's foundational work, but it's also the kin...
Introduction Strategic Portfolio Management (SPM) in ServiceNow provides organizations with a unified platform to align strategy with execution. The ServiceNow Strategic Portfolio Management (SPM) functional data model centers on ...
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...
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Steph Morillo
LisaLatour
