If you've recently started receiving automatic Project Insights emails, you may be wondering where they're coming from and how they're generated. If you're curious about how those got there or how to customize them to fit your organization's needs, t...
What is SAFe-to-EAP Migration? SAFe-to-EAP migration is a one-time process that moves your SAFe data like Portfolios, ARTs, Teams, PIs, Sprints, Epics, Features, Stories, and Tasks into the Enterprise Agile Planning (EAP) workspace, creating corre...
ServiceNow SPM Project Financial DiagnosticsFunctional Reference A comprehensive functional reference for the diagnostic & auto-fix framework that detects and repairs financial data discrepancies across Planned Cost, Actual Cost, Budget, E...
The cost_plan_breakdown table uses different currency rate types for different financial values to ensure accurate financial planning and reporting. 1. Planned Cost & Budget → Uses Reference Rate What is it? Planned costs and budgets use Budget Re...
Your feedback shapes our priorities. While the Resource Management customer feedback sessions have given us valuable insights, we want to make sure every voice is heard — not just those in the room. If you're running into friction managing resources ...
Overview By default, the rm_defect and other custom tables in ServiceNow do not include an External Identifier field required for Jira/Azure DevOps (ADO) integration. To enable this, you must manually configure a reference field and extend the existi...
The Evolution Beyond Investment Portal For years, Investment Portal has been the go-to tool for tracking project status, health, and financials. It provides reliable reporting, but today’s organizations need more than status updates. ServiceNow’s Por...
If you've been holding off on adopting the new financials experience in Project Workspace or Strategic Planning Workspace because your organization runs projects across multiple countries—this one's for you. The Problem We've All Been Working Aroun...
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...
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Steph Morillo
LisaLatour
