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 ...
What it is Portfolio Insights is an AI capability inside the Strategic Planning Workspace (SPW) that reviews the planning items in a portfolio plan and flags the ones at risk of schedule problems. It was made first available in May 2026 release of No...
Are you ready to start your Strategic Portfolio Management (SPM) implementation journey for Resource Assignment and Capacity Planning? This guide gives you valuable information you can share with your team, including proven guidance and links to ke...
Most organizations running ServiceNow PPM eventually hit the same financial wall: managing budgets entirely from the bottom up at the demand or project level breaks down once you scale. When dealing with mature enterprise governance, you need a top...
10 Minutes to Improve SPM AI for Everyone Hey SPM community! We're running a short research study and would love your input. We're trying to understand how product owners and admins are experiencing SPM's AI features: what you're aware of, ...
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...
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 Strategic Portfolio Management Whether you've just signed your contract or are exploring what SPM can do for your organization, this guide is your starting point. It covers what SPM is, what you have access to based on your package, ...
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...
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...
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...
ServiceNow
Steph Morillo
LisaLatour
