---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Now Assist for Strategic Portfolio Management (SPM)

# Now Assist for Strategic Portfolio Management (SPM) {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Use the ServiceNow®
Now Assist for Strategic Portfolio Management (SPM) application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate a concise project summary for projects, and generate stories from epics. Product, project, and demand managers can use the Now Assist skills and AI agents to streamline their projects and workflows.

## Get started {#now-assist-spm__section_wsp_hjf_1zb}

|-|-|-|
| [ExploreLearn more about Now Assist for SPM](https://www.servicenow.com/docs/y2h2gdemNSuqWPaBlxySNQ "Use Now Assist for Strategic Portfolio Management (SPM) in multiple SPM workspaces to includes the skills and features of generative AI that help you enhance productivity while reducing the time and effort that you put in to work on the same tasks manually. You can also schedule an email to receive project summaries of your projects.") | [ConfigureConfigure the application to get started with Now Assist for SPM](https://www.servicenow.com/docs/4a7V6oKu2pG9aeicXjZQTw "If you have the admin role, you can configure the Now Assist for Strategic Portfolio Management (SPM) application to enable generative AI skills in Strategic Planning, Project Workspace, or Enterprise Agile Planning.") | [Use AI agentsUse the generative AI agents of Now Assist for SPM](https://www.servicenow.com/docs/QCB3MX~RMK7MOl0MOPHi7g "Use the AI agents for SPM to monitor project tasks autonomously.") |
| [UseUse the generative AI capabilities of Now Assist for SPM](https://www.servicenow.com/docs/fw9yjvLoTGY17rKd_KgfEA "With the Now Assist for Strategic Portfolio Management (SPM) application, you can summarize feedback, create demands, generate document summaries, and refine planning item descriptions for clarity and alignment. You can also quickly produce and share project summaries via email and use the AI agents to monitor project tasks autonomously.") | [ReferenceLearn about forms and fields of Now Assist for SPM](https://www.servicenow.com/docs/Ks79IWqxzxYgSyKFWXMybA "Reference information to provide additional information about tables, roles, and properties installed with Now Assist for SPM.") |   |
[ ]

{#now-assist-spm__table_xsp_hjf_1zb}  
Important:  
* Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the [KB1584492](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1584492) article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.{#now-assist-spm__na-in-country-notice}
* Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the [KB0743854](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0743854) article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.{#now-assist-spm__na-restricted-envs-notice}
* Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.{#now-assist-spm__na-standalone-language-notice}
* Some AI products and skills are not available in Regulated Markets. For more information, see [KB2593939: Regulated Markets AI Products/Skills Not Available](https://support.servicenow.com/kb?id=kb_article_view&sys_kb_id=e8d7cc82475aba90b7832920326d4362). Be sure to check for availability updates in future releases.
{#now-assist-spm__ul_j3b_4vd_wcc}

## Troubleshoot and get help {#now-assist-spm__section_ctp_hjf_1zb}

* [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477)
* [Contact Customer Service and Support](https://support.servicenow.com/now?draw=case)
{#now-assist-spm__ul_dtp_hjf_1zb}

## AI limitations {#now-assist-spm__section_yh2_5yf_1zb}

This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not
always produce accurate, complete, or appropriate information. Further, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to
test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes.
This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by [ServiceNow's AI Acceptable Use Policy](https://www.servicenow.com/ai-acceptable-use-policy.html), which may be updated by ServiceNow.{#now-assist-spm__p_kv2_nfg_h1c}

## Data processing {#now-assist-spm__section_j4z_vyf_1zb}

This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our [CORE Compliance Portal](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067).{#now-assist-spm__p_lv2_nfg_h1c}

## Data collection {#now-assist-spm__section_op1_xyf_1zb}

ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect task data (for Case Assist) and chat transcripts (for Chat Assist). Customers can opt out of future data collection at any time, as described in the [Now Assist Opt-Out page](https://www.servicenow.com/docs/access?context=opt-out-of-data-sharing-for-now-assist&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).

For more information, see the [Now Assist documentation](https://www.servicenow.com/docs/access?context=platform-now-assist-landing&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).

