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...
What is Now Assist for SPM Project Insights? Now Assist for SPM continuously monitors your project data and delivers AI-generated insights directly to project managers — surfacing risks, delays, and opportunities without requiring manual review of ...
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...
Getting Started with Now Assist for SPM !! Please subscribe to this blog for up-to-date information on Now Assist for SPM!! Are you looking to accelerate business alignment with Now Assist for SPM? The resources below provid...
Problem For rm_story, when custom state choices are used as columns on the Enterprise Agile Planning (EAP) Planning Board, cards appear in the correct column when moved, but disappear after a page reload. Cause On page reload, the Planning Board do...
We're excited to share that the Resource Page in Project Workspace is now available! Giving project managers the visibility they need to stay ahead of resourcing issues without disrupting the workflows resource managers depend on. The problem we hear...
Project Workbench support changes from the Australia release If you have been running projects in Project Workbench (classic experience) for some time, you are already familiar with how it helps manage projects in ServiceNow. This article explains wh...
What’s New in This Release: Quick Story Generation Generate a single story at a time with the new “Generate story” button. Provide 1–2 lines of story context (persona, goals, etc.) and AI instantly creates a complete story with title, description a...
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...
Project Workspace in Strategic Portfolio Management ServiceNow’s Project Workspace is a project management application that is part of Strategic Portfolio Management (SPM). It brings planning, resourcing, financials, risk tracking, and reporting in...
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...
How to Segregate Access to the New Financials Using Roles DISCLAIMER: This article describes how to use ServiceNow roles to control access to the new Financials functionality in Strategic Planning Workspace (SPW). The key change requires removing...
Understanding the New SPM Inbound Actuals Tables DISCLAIMER: This article describes the two new tables introduced in Strategic Portfolio Management (SPM) to support the import of actual costs from external financial systems into Projects. These t...
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...
Resource Management in SPM Please subscribe to this blog for up-to-date information on Resource Management Workspace Latest Updates Check out the on-demand section on Community to review recent Resource Management Workspace series' recording...
Introduction This article describes how to migrate UI Actions from the Classic Experience to the Next Experience for Demand Management. The migration approach mirrors the Project Workspace pattern and includes Demand Management–specific examples, wit...
A demand can be associated with 1 or more stakeholders. Every stakeholder can be marked as assessment recipient and / or approver. Once you click on Screen the demand move from Submitted to Screening, so all the assessment recipient can assess the d...
Playbooks in Project Workspace A Playbook is a guided framework that walks project teams through key phases and activities across the project lifecycle. It acts as a structured guide to ensure critical steps are completed, helping maintain governan...
Welcome to the Strategic Portfolio Management (SPM) Quick Start Guide If you're just starting your Strategic Portfolio Management journey, then you've come to the right place. This Guide Overview: Here’s an overview of the topics we will cover...
ServiceNow
Steph Morillo
LisaLatour
