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Comprehensive course of New Financial Planning capabilities in SPM

Hi,   Are you looking to learn the new financial planning capabilities in SPM?   Looking for guidance on what is the best practice for managing financials in your organization?   Wanting to know how to best configure the financial workflow as a partn...

Vinay3 by ServiceNow Employee
  • 1000 Views
  • 1 comments
  • 3 helpfuls

SPM Delta Deck for 2025 December Store and Zurich Release

SPM July 2025 Store release - 2025 December and Zurich  Please check out the Delta Decks attached to this post for release overview   Value Evolution - Dec 2025     December 2025 Store Release This store release focuses on AI-powered assistance, int...

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SPM KPIs

Dear Community, Often I see SPM customers asking the SPM KPIs that can be used to define the success - some term it as SPM success KPIs. As a best practice, this exercise need to be done in the initiation phase of SPM implementation. This means captu...

Namita Mishra by ServiceNow Employee
  • 1609 Views
  • 2 comments
  • 8 helpfuls

New Financials experience for Projects, Demands and Epics – FAQs

The following is the list of Frequently Asked Questions related to the new financials experience in SPM for projects, demands and epics as part of the Project workspace and Strategic planning workspace. This is a living document that will be constant...

Vinay3 by ServiceNow Employee
  • 5377 Views
  • 12 comments
  • 4 helpfuls

Multi-Currency Support in the New Financials Experience

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...

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Vinay3 by ServiceNow Employee
  • 810 Views
  • 3 comments
  • 4 helpfuls

Configuring L2 Menu in Project Workspace

Introduction:             Project Workspace UIB features a viewport. Within this viewport, subpages such as Planning, Details, RIDAC, and Financials are loaded. Each L2 menu on the left section of the page corresponds to an individual subpage. Clicki...

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Harsha Lanka by ServiceNow Employee
  • 7114 Views
  • 15 comments
  • 12 helpfuls

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...

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ServiceNow by Administrator
  • 42319 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...

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Vinay3 by ServiceNow Employee
  • 7120 Views
  • 25 comments
  • 10 helpfuls

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 ...

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Josh Sutton by ServiceNow Employee
  • 3420 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...

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Sandeep V1 by ServiceNow Employee
  • 7014 Views
  • 7 comments
  • 15 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;...

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Luis Ataide by ServiceNow Employee
  • 6576 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...

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