SPM articles

Rename Goals and Targets to Objectives and Key Results in SPM .

Use the steps mentioned in the attached doc to rename Goals to Objectives and Targets to Key Results.

What Are the Advantages of Using Lead Management Software?

Most people create the false notion that the CRM lead management system helps the customer.Truth be told, it's many advantages across the table. you ought to admit the purchasers to assist more but let’s check out a number of the opposite advantages ...

Step by Step guide to configure Alignment Planner Workspace (APW)

Dear Community members, I'm back with my new article on - Step by Step guide to configure Alignment Planner Workspace (APW) We often notice project fail or do not achieve expected business outcome, because of poor planning & Lack of proper tools. APW...

SPM - Data Segmentation Best Practices

The recommendations in this article are legacy and not applicable from the Xanadu release. Refer to the community article below for updated recommendations: Enterprise-wide Deployment recommendations and best practices If you are looking for S...

To create Resource Plan from Create Project link in template

Hi everyone this article is regarding how to create Resource plan while using create project link option in your template which is under Project->Projects->Templates for this first create Project Template Configuration record which is under Project A...

Add Resource Plans to a Project Template

Do you have "rinse-and-repeat" projects and want to add Resource Plans to your Project Templates? The purpose of this article is to show you how to add additional tables to your Project Templates. First, you need to create a NEW Project Template Con...

New Flexible Budget Allocation capability in SPM - Detailed how to guide

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...

Project Risk Assessment using Advanced Risk Assessment (PPM Integration with IRM)

Hi All I have been leading and managing projects and deliveries for a number of years, and I was ecstatic to see the integration of Project Portfolio Management with Integrated Risk Management. I think IRM is a very effective tool to manage risk acro...

How to display Goals records within Goals module in Strategic Planning Workspace

License - SPM Professional For example you create a portfolio plan using Organization Lens and select Department : Finance as the portfolio entity. You don't see any goal listed in the Goals tab of your portfolio plan, however you have a goal in yo...

Resource Aggregates - All that you need to know

This article is to provide all details about resource aggregates, it will cover the following points: 1. What are Resource Aggregates? 2. Resource aggregate categories 3. Ways to update capacity and availability 4. Data visualisation and fetching l...

SPM Frequently Asked Questions

SPM Frequently Asked Questions Welcome to our Frequently Asked Questions guide for Strategic Portfolio Management. This FAQ is developed for our new customers starting their journey with Strategic Portfolio Management. What is Strategic Portfoli...

SPM relational database structure

Here attached is SPM relational database structure. Download & Keep it handy.I just included some major tables, If you found any discrepancies, let me know i can correct it.

How to compare latest actuals with planned cost in New Financials experience for Projects

Accurate financial tracking is critical for ensuring project success and financial transparency. With the new financials experience in ServiceNow Strategic Portfolio Management (SPM), users now have a more reliable and insightful way to compare actua...

How to configure Lists in strategic planner workspace (fka Alignment planner workspace)?

Create / Edit a list category Navigate to sys_ux_list_menu_config.list. From the UX List Menu Configurations list, select APW List Menu Configuration. Select a new category or a new list. Option Action New category From the UX List Categori...

Quick Learn! SPM - Project Portfolio Management Overview

To begin your journey in learning Project Portfolio Management, you may have questions regarding how to initiate the process, the out-of-the-box (OOB) capabilities, and how these capabilities align with real-time applications. The following sections ...

Resource Management - Troubleshooting Guide

This article provides detailed steps for troubleshooting aggregate-related issues and using Resource Diagnostics to identify data anomalies. 1.How to proceed when the schedule is updated, but the aggregate tables do not reflect hours? Scenario-1:...

Exporting data from Related List tabs

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...

Demand State Transitions

Once an idea is approved it will become a Demand with state Draft Draft: In this state who approved the idea can also add the demand manager. At this point the demand manager should also be able to fill other info such as: Cost / Resource / Benefit P...

Demand Management Data Set Recommendations

This document provides visibility of Demand Management: • Data model• Data set• Hierarchy levels of data set values• Levels of impact from changing data set configuration Information containing in this document supports design decisions and data set ...

Financial calculations in Servicenow PPM

This article is a quick reference to understand the calculation behind Project financials. Below is a screenshot of the Financials section from Project/Demand Total Planned Cost: It's the total estimated cost of the Project. In ServiceNow, it is jus...