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...
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 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...
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...
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...
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Steph Morillo
LisaLatour
