Welcome to the Strategic Portfolio Management (SPM) Quick Start Guide If you're just starting your Strategic Portfolio Management journey, then you've come to the right place. This Guide Overview: Here’s an overview of the topics we will cover...
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...
Calculating labor costs from resource is an important function in SPM. The preferred method to insure costs are calculated consistently is to use Rate Models for Project work. For Agile and SAFe work, you will need to use Labor Rate Cards and/or G...
Did you know that SPM users are automatically entitled to Collaborative Work Management (CWM)? Collaborative Work Management (CWM) is a central hub for any team member to plan, manage, and visualize their work. Work in CWM can be surfaced in Str...
Hi Fellow Members, I am getting so many queries to remove the extension request from a resource plan which is already requested for extension. I have created a video to explain the steps & here is the recording link. Hope you find this useful & if...
Before starting implementation, it's always a good idea to conduct a process workshop to verify processes and identify requirements. Listed here are process workshop guides you can use to run workshops if you are self-implementing or to prepare if yo...
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...
Operational Resource Plan to track actual hours and costs for incidents / changes This article describes best practice to track actual hours and costs for operational work (incidents / changes) leveraging Operational Resource Plans. This use cas...
One of the most valuable tools for learning ServiceNow is to obtain a Personal Developer Instance (PDI). This will allow you to be the administrator of your own instance and make changes without any consequences to your organization. Common reasons ...
The 'Gantt Dashboard' has been created to address customer requirements first in UK (Lloyds Banking Group), then Switzerland (PMI Philip Morris international), and France (L'Oréal).It had great feedback from customers, and from ServiceNow people who ...
Detailed Solution: 1. Create 2 Resource Plan forms extending the "baseline_core" form in a Global scope. The new custom baseline forms would be:a. Resource Plan Baselineb. Requested Allocation Baseline 2. Creation of fields on the Baseline forms:a.Cr...
To guide projects successfully through all its phases, it's helpful to have planned gate checks or milestones. ServiceNow provides checklists for all major gates of software implementation projects. Initiate Phase Gate Checklist Plan Phase Gate...
The SPM & APM Capability Map is a comprehensive overview of all the capabilities provided by Strategic Portfolio Management and Application Portfolio Management. It provides deeper context about the value provided by each capability on a simple 1 p...
Check out the SPM Delta Decks for Xanadu Release! SPM Delta Decks for the Washington Family, Feb'24 and May'24 Store releases are attached below. Please also review ServiceNow's Washington release Product Documentation for Strategic Portfolio Mana...
Hello community members.. Are you looking for help in how to use the new financials experience for financial planning on projects, demands or epics? The following playlist of videos gives a great overview of the new capability helping you to get...
How do you know when to use Programs versus Sub Projects? See below for a comparison of the features. My recommendation: Don't be afraid to consider Programs. Even if your organization does not use the term, you may find the "rolling up" feature valu...
I recommend bookmarking this article so that you are automatically notified by email when changes are made by me.If you miss any content, please leave it as a comment and I will add it to this article. Table of Contents What is Strategic Planning?...
I recommend bookmarking this article so that you are automatically notified by email when changes are made by me.If you miss any content, please leave it as a comment and I will add it to this article. Table of Contents What is Project Portfolio M...
This article shows how to configure custom planning attributes and use them in capacity planning in Portfolio Planning/Strategic Planning Workspace and for Resource Assignments and within Resource Management Workspace. This article is to be used alon...
OOB Time Sheet Portal shows all the task records present in tasks table. If we want to modify the OOB behaviour to show desired task type, we need to update in two widgets. Task pane If you wish to add more tables or remove OOB task types to show in...
ServiceNow
seanflack
Steph Morillo
Lisa Latour
