Duplicate project Entries

Fuki
Tera Guru

3 weeks ago

Hi @Luis Ataide 

How do i handle duplicate projects entries in SPM:

If you have 2 portfolios with the same project
E.g IT implementing OCR and GBS same
They come to a conclusion projects will be funded by IT but GBS will like to still track the benefits ; how do we go about it?

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Luis Ataide
ServiceNow Employee
ServiceNow Employee

2 weeks ago

Hi @Fuki,

 

Project Benefit planning and realization (actual) is part of the project delivering the work, as it will help to understand the ROI (return of Investment), as it will also support the decision making to fund a project (which normally starts at the demand).

In this case, the GBS team could be part of the project and collaborate to identify and track the project benefits.

If they want to track business level goals (OKRs regardless of the project), then I would suggest to explore the Goal Framework available in the Strategic Portfolio Management.

Fuki
Tera Guru
In response to Luis Ataide

2 weeks ago

 

How should I approach benefits realization? Some sources recommend using the Benefit Plan, but I couldn’t find the suggested fields. Alternatively, can I use the Program instead?

  • Create a Program

    • Navigate to Program Management → Programs → New.
    • Define the program name, objectives, and (optionally) assign it to a portfolio if needed.

  • Associate Projects to the Program

    • Open the Program record.
    • In the Projects related list, add all projects that contribute to this program—even if they belong to different portfolios.

  • Reporting & Visibility

    • Use Program dashboards to view all projects under the program, regardless of portfolio.
    • This gives stakeholders a consolidated view of cross-portfolio initiatives.

 

 

 

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Luis Ataide
ServiceNow Employee
ServiceNow Employee

2 weeks ago

Hi @Fuki,

 

Benefits are planned and realization (actuals) at project level to provide understanding of planned return of investment (ROI) and realization (actuals tracking).

 

From the SPM Dec release, available for yesterday (Dec 11th) you can easily plan and enter actuals for Benefit Plans of a project in the Project Workspace financials page. 

 

The Strategic Portfolio Planning 2025 December store release is now available!

 

Find out more about the new capabilities in the Community article: SPM Delta Deck for 2025 December Store and Zurich Release