Dear Community members, I'm writing this article to show a simple relation between Resource Plans, Cost Plans, Time Cards & Expense Lines. Let's understand terms in simple language Resource Plan - Project-related records where the project manager ...
This article provides complete details of resource capacity and will cover the following points: 1.What is capacity? 2.How do we define scheduled hours? 3.How to define holidays? 4.How to create time off entries? 5.Capacity formula 6.Employee pr...
UPDATE - Dec 12th, 2025!!! We are excited to announce that with 2025 December store release, integration EAP with Jira is available OOTB. To make the integration smoother, the release includes guided setup walk you through the necessary steps requi...
Attribute-Based Planning Greetings community members! Today I will deep dive into the attribute-based planning. In the next experience of SPM, attribute-based planning is the base for three functionalities - Capacity planning,Resource management ...
This step-by-step guide provides instructions on creating your own custom report in the Next Experience Platform Analytics to see a monthly summary of Capacity versus Allocation (Effort) from the new ServiceNow Resource Management. This guide inclu...
In this article, we'll be walking through how to automate goal progression in Strategic Planning by making an example based on the completion of aligned planning items against a goal or target. Going through this example, will give you an understandi...
Hi, Are you looking to learn the new financial planning capabilities in SPM? Looking for guidance on what is the best practice for managing financials in your organization? Wanting to know how to best configure the financial workflow as a partn...
SPM July 2025 Store release - 2025 December and Zurich Please check out the Delta Decks attached to this post for release overview Value Evolution - Dec 2025 December 2025 Store Release This store release focuses on AI-powered assistance, int...
Dear Community, Often I see SPM customers asking the SPM KPIs that can be used to define the success - some term it as SPM success KPIs. As a best practice, this exercise need to be done in the initiation phase of SPM implementation. This means captu...
What's New in This Release: Enhancement 1: In-App Project Insights What's new: Project Insights now available directly in Project Workspace UI (not just email) Where: New "AI Insights" page in Project Workspace How it Works: Open a project from...
The following is the list of Frequently Asked Questions related to the new financials experience in SPM for projects, demands and epics as part of the Project workspace and Strategic planning workspace. This is a living document that will be constant...
Introducing Agile Story Generation Now available in ServiceNow Strategic Portfolio Management as part of Q4 2025 release. This AI-powered capability transforms how product managers and agile teams approach story planning. What Makes It Special: C...
Introducing Acceptance Criteria Generation for agile stories - Now Assist for SPM Now available in ServiceNow Strategic Portfolio Management as part of Q4 2025 release. This Now Assist-powered capability transforms how product managers and agile ...
Introducing AI-Powered Target Generation for Goals Goal/Objective owners can now create measurable, time-bound targets/Key results faster and more efficiently using our new Target Generation skill.Demo : https://www.youtube.com/watch?v=CXQOvJHVEvA W...
Introduction: Project Workspace UIB features a viewport. Within this viewport, subpages such as Planning, Details, RIDAC, and Financials are loaded. Each L2 menu on the left section of the page corresponds to an individual subpage. Clicki...
Q. Why is record deletion in ServiceNow not deleting record in Jira in case of PAT based authentication. A. The service account created during setup should have permissions to create, read, update, and delete all relevant Jira data.
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 ...
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...
Requirement Overview: I want to display the ideas that are submitted for a specific module on an idea portal. Solution: 1. Download and install the sn_ppm_imd plugin 2. Navigate to Idea > Idea Module Create a new Idea Module to separate idea portal...
Effective labour cost planning is crucial for accurate project budgeting and financial forecasting. In the new financials experience, ‘Role’, ‘Employee Type’ and ‘Expense Type’ are available out of the box as the financial planning attributes i.e. la...
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Steph Morillo
LisaLatour
