SPM articles
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Articles

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...

find_real_file.png find_real_file.png find_real_file.png find_real_file.png
ServiceNow by Administrator
  • 44283 Views
  • 9 comments
  • 0 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 ...

ServiceNow_Internal___Alignment_Integration___ServiceNow.jpg Type___Dictionary_Entry___ServiceNow.jpg Team___Dictionary_Entry___ServiceNow.jpg Enterprise_Datawarehouse___Demand___ServiceNow.jpg
Josh Sutton by ServiceNow Employee
  • 3681 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...

SandeepV1_0-1730502262999.png
Sandeep V1 by ServiceNow Employee
  • 7333 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;...

LuisAtaide_2-1751907285702.png LuisAtaide_3-1751907695134.png LuisAtaide_0-1751906376677.png LuisAtaide_1-1751906767050.png
Luis Ataide by ServiceNow Employee
  • 7074 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...

DanielCordick_0-1746853606196.png DanielCordick_0-1747021064821.png DanielCordick_0-1746940586870.png DanielCordick_0-1746941839021.png

Financial Baseline Migration Guidance

Let's leverage the next experience for financial baselines!    Learn more about Using the new Financials in the Next Experience.   Would you like to leverage the next experience for financials, including the financial baselines from the classic exper...

LuisAtaide_0-1717506699019.png Financial Baseline Migration Cover.PNG
Luis Ataide by ServiceNow Employee
  • 2983 Views
  • 7 comments
  • 1 helpfuls

Migrating existing UI actions in Project Workspace

In this article, we’ll walk you through how we have migrated some of the UI actions from Classic Experience to the Next Experience in Project Workspace.   Before we start, make sure you're familiar with:                   Migrating UI actions from cl...

HarshaLanka_0-1712900852699.png HarshaLanka_1-1712900893380.png Screenshot 2024-04-15 at 10.08.56 AM copy.png Screenshot 2024-04-15 at 11.45.12 AM.png
Harsha Lanka by ServiceNow Employee
  • 5843 Views
  • 1 comments
  • 7 helpfuls

How to Manage Project Capitalized Costs

How to Manage Project Capitalized Costs   We frequently hear the question 'How to Manage Project Capitalized Costs?' in order to provide different view of project costs.   Although not available out-of-the-box, this article contains a proposed solut...

Project capitalized cost.png
Luis Ataide by ServiceNow Employee
  • 1410 Views
  • 3 comments
  • 4 helpfuls

Portfolio management

1.1.          Demand Management  The Demand Management application consists of tools for capturing, centralizing, and assessing strategic and operational demands. It also provides a single location for managing all the demand information. These setti...

Including Resource Assignments within Project Templates

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...

Project_Template_Configuration___ServiceNow.jpg Project_Template_Configuration___ServiceNow task.jpg ProjectTemplateResourceAssignments___Script_Include___ServiceNow.jpg Project_task_Related_List 1.jpg
Josh Sutton by ServiceNow Employee
  • 3624 Views
  • 4 comments
  • 5 helpfuls

Resource Assignment ready for Resource Manager review

Please refer to the SPM Delta Deck for Yokohama Release and upgrade the Resource Management Workspace in your instance to use the out-of-the-box solution.   The solution described below is an interim solution prior Feb'25 release. Steps 2 to 6 are st...

LuisAtaide_0-1731329184542.png LuisAtaide_0-1734425873705.png LuisAtaide_3-1731329477236.png LuisAtaide_0-1731330065179.png
Luis Ataide by ServiceNow Employee
  • 5680 Views
  • 9 comments
  • 6 helpfuls
Labels
Top Contributors