project methodology

[NaureenL]

Hi everyone,

We’re currently working on enabling Agile and Hybrid methodologies within our ServiceNow SPM environment and are looking for guidance from the community.

At our organization (NOC), the phases we use for Agile/Hybrid projects are:
Envisioning, Conceptualization, Delivery, and Handover
These differ from the traditional Waterfall phases:
Initiating, Planning, Execution, and Closing

We’re aiming to configure ServiceNow so that selecting a project methodology (Waterfall or Agile/Hybrid) automatically updates the relevant phases and reflects the change in the top formatter that displays the current project phase.

We’re interested in learning:

• How have other organizations approached this configuration?
• Are there best practices or platform-supported models for managing multiple methodologies with distinct phase structures?
• Any lessons learned or recommendations for maintaining workflow logic and reporting integrity?

Any insights, examples, or references would be greatly appreciated!

Thanks in advance for your help.

[Mark Manders]

You could add the condition of methodology to the Process Flow config (sys_process_flow). You can then call the phases within the formatter whatever you want. You will have 2 records for each phase in that case.

It depends on what other customizations you are going to make, how much work it will be to maintain it.