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SPM Process Guides

To understand how the out of the box processes work in Servicenow by product, review the listed process guide/s.   Then align your process to ours to see where there are differences and gaps. This will help you create your requirements prior to start...

ServiceNow by Administrator
  • 8952 Views
  • 4 comments
  • 11 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
  • 31104 Views
  • 8 comments
  • 0 helpfuls

Convert Demand to Program

Convert Demand to Program   We frequently hear the question on 'How to Convert Demand to Program?'   Although not available out-of-the-box, this article contains a proposed solution to answer this question.   The proposed solution requires configura...

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Luis Ataide by ServiceNow Employee
  • 890 Views
  • 2 comments
  • 1 helpfuls

Quick Start Guide for Enterprise Agile Planning in SPM

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...

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amel_chacra by ServiceNow Employee
  • 8618 Views
  • 2 comments
  • 4 helpfuls

Resource Assignment Guidance - How to enable and start

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 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
  • 4388 Views
  • 24 comments
  • 6 helpfuls

SPM Delta Deck for Yokohama Release

SPM May 2025 and March 2025 Store release Please check out the Delta Decks attached to this post for release overview   Value Evolution - May'25 and Feb/March'25   May 2025 Please review ServiceNow's May 2025 release Product Documentation for Strat...

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Luis Ataide by ServiceNow Employee
  • 7116 Views
  • 11 comments
  • 24 helpfuls

Activities (Notes) within Resource Assignments

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...

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Josh Sutton by ServiceNow Employee
  • 952 Views
  • 3 comments
  • 1 helpfuls

Demand to EAP Item Conversion Configuration

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 configuration,...

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Josh Sutton by ServiceNow Employee
  • 1233 Views
  • 1 comments
  • 7 helpfuls

EAP Home tab - Dashboard Not found error - Yokohama onwards

Issue From Yokohama onwards, Platform analytics has made it mandatory to share a dashboard with the workspace in order to view it in the workspace.   Resolution steps: 1. Navigate to Platform Analytics -> Dashboards.2. Select the custom dashboard you...

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SPM Teamspace Recommendations and Limitations

( Please see updated recommendations for all Data Segmentation options at this new Vancouver release, SPM Article called Data Segmentation. )   SPM Teamspace Recommendations and Limitations Dated: Q3 2023 ServiceNow Docs - Teamspaces Teamspace RomeTe...

Defining Custom State on Project and Project Task

Out of the box, project and project task state choices are defined at Task table level. Users can define custom states for project and project task on their parent table (task or planned task) or on the direct tables. When defined at direct table lev...

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