What’s New in This Release: Quick Story Generation Generate a single story at a time with the new “Generate story” button. Provide 1–2 lines of story context (persona, goals, etc.) and AI instantly creates a complete story with title, description a...
We are excited to announce a new Financials tracking screen for Strategic Portfolio Management (SPM) users in ServiceNow's February 2025 Store Release. This feature empowers portfolio users to track and analyze financials in their portfolio plans eff...
Financial Planning in SPM ServiceNow’s Next Experience Financial Planning in Strategic Portfolio Management (SPM) is designed to enable managers and planners to have real-time insights into the latest financial information whil...
How to Segregate Access to the New Financials Using Roles DISCLAIMER: This article describes how to use ServiceNow roles to control access to the new Financials functionality in Strategic Planning Workspace (SPW). The key change requires removing...
Understanding the New SPM Inbound Actuals Tables DISCLAIMER: This article describes the two new tables introduced in Strategic Portfolio Management (SPM) to support the import of actual costs from external financial systems into Projects. These t...
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...
Resource Management in SPM Please subscribe to this blog for up-to-date information on Resource Management Workspace Latest Updates Check out the on-demand section on Community to review recent Resource Management Workspace series' recording...
Introduction This article describes how to migrate UI Actions from the Classic Experience to the Next Experience for Demand Management. The migration approach mirrors the Project Workspace pattern and includes Demand Management–specific examples, wit...
A demand can be associated with 1 or more stakeholders. Every stakeholder can be marked as assessment recipient and / or approver. Once you click on Screen the demand move from Submitted to Screening, so all the assessment recipient can assess the d...
Playbooks in Project Workspace A Playbook is a guided framework that walks project teams through key phases and activities across the project lifecycle. It acts as a structured guide to ensure critical steps are completed, helping maintain governan...
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...
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...
ServiceNow
Steph Morillo
LisaLatour
