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Configuring L2 Menu in Project Workspace

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...

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Harsha Lanka by ServiceNow Employee
  • 8774 Views
  • 15 comments
  • 13 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 ...

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Josh Sutton by ServiceNow Employee
  • 5057 Views
  • 7 comments
  • 11 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;...

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Luis Ataide by ServiceNow Employee
  • 9094 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...

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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...

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Luis Ataide by ServiceNow Employee
  • 3776 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...

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Harsha Lanka by ServiceNow Employee
  • 6665 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...

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Luis Ataide by ServiceNow Employee
  • 1814 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...

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Josh Sutton by ServiceNow Employee
  • 4602 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...

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Luis Ataide by ServiceNow Employee
  • 6578 Views
  • 9 comments
  • 6 helpfuls
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