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Financial Planning tracking in SPM?

DanielJ43996773
Tera Contributor

‎04-28-2026 11:45 AM - edited ‎04-28-2026 11:47 AM

What best practices do you follow to link Financial Planning (costs/benefits) with project execution for real value tracking in SPM?

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Vinay3
ServiceNow Employee

‎05-05-2026 12:05 AM

Hi @DanielJ43996773 please check out this page to see the best practices in using financial planning in SPM - https://www.servicenow.com/community/spm-articles/quick-start-guide-for-financial-planning/ta-p/2959...

 

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Tanushree Maiti
Tera Patron

‎05-05-2026 01:09 AM

Hi @DanielJ43996773 

 

Check these resource:

Quick Start Guide for Financial Planning

Cost Management or Financial Management with SPM ? 

New Financials experience for Projects, Demands and Epics – FAQs

 

 

Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti
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