--- sourceDocument: Yokohama Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Strategic Portfolio Management # Strategic Portfolio Management {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Strategic Portfolio Management ServiceNow® Strategic Portfolio Management (SPM) enables organizations to strategically align work with business goals to accelerate digital transformation. It supports planning, delivering, and tracking value across multiple methodologies, helping you drive customer value faster and improve productivity. SPM provides a unified environment to innovate from product feedback, manage projects and resources, and collaborate efficiently without switching tools. Show full answer Show less ## Key Features * **Now Assist for SPM:** Incorporates generative AI skills to enhance productivity within SPM applications. * **Strategic Planning Workspace:** Facilitates innovation, alignment of work with strategy, and flexible execution configurations. * **Project Workspace:** Centralized interactive space for planning and managing projects. * **Resource Management Workspace:** Central view of resource allocation and workload distribution. * **Portfolio Planning Workspace:** Improves traditional product and portfolio management capabilities. * **Collaborative Work Management:** Enables team collaboration from a single workspace, reducing the need to switch between multiple tools. * **Project Portfolio Management Classic:** Simplified, team-focused approach to managing demands, projects, programs, and portfolios. * **SPM Custom Tables:** Allows extending and customizing SPM applications with additional features and capabilities. * **Organization Extension Plugin:** Activates modules for Goals, Business Units, Enterprise Strategy, and Business Unit Strategy to support organizational alignment and planning. * **Integration and Extensions:** Includes integrations with Microsoft Azure DevOps, Atlassian Jira, and tools for Agile development, time card management, and cost management. ## Practical Use and Benefits SPM helps ServiceNow customers: * Align execution with business goals and priorities through goal setting, target management, and progress evaluation. * Manage resources effectively to optimize workload and capacity across projects and portfolios. * Enhance collaboration and reduce tool-switching through centralized workspaces. * Leverage AI-driven assistance to increase productivity and decision-making quality. * Customize the platform to meet specific organizational needs using SPM custom tables and plugins. * Access secure dashboards and reports via specialized plugins with read-only roles for controlled visibility. ## Getting Started To maximize the value of Strategic Portfolio Management, customers should explore strategic planning and goal frameworks offered within the platform. The Customer Success Center provides additional resources to help deliver business outcomes with speed and agility. Understanding key concepts such as Agile methodologies, project portfolio management, and resource management supports effective adoption. Strategically align work with business goals to deliver products and services. ServiceNow® Strategic Portfolio Management (SPM), enables digital transformation by helping you can plan, deliver, and track value across different methodologies and drive customer value faster. |-|-|-|-| | [Improve productivity with Now Assist for SPMLearn about various generative AI skills that are available within SPM apps.](https://www.servicenow.com/docs/jZN4xOXV4Hag6Y0ERD95lQ "Use the ServiceNow ServiceNow Otto for Strategic Portfolio Management application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights 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.") | [Strategic Planning WorkspaceInnovate from product feedback, align work with strategy, and execute with flexible configurations.](https://www.servicenow.com/docs/x8wvh5lZO0Iy7MEQRoN6UA "Strategic Planning Workspace (SPW) enables you to manage product feedback, portfolio planning, and enterprise agile planning for your organization. Evaluate product performance, align work with strategy, and scale your Agile framework from a single workspace.") | [Project WorkspacePlan and manage projects from an interactive central workspace.](https://www.servicenow.com/docs/B9YuNAAdG5TgN1TLclMR~Q "ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.") | [Resource Management WorkspaceView the allocation and breakdown of the work assigned to the resources from a centralized workspace.](https://www.servicenow.com/docs/g2pIzEYOQqSn2L4Pmy0arg "The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.") | | [Portfolio Planning WorkspaceEnhance your traditional product and portfolio management.](https://www.servicenow.com/docs/DF1aOnRAve43febsMXzu4A "Enhance your traditional product and portfolio management by prioritizing work and visualizing plans with ServiceNow Portfolio Planning (formerly known as Alignment Planner Workspace). Effectively plan, track, and manage work for projects and demands using a centralized workspace.") | [Collaborative Work ManagementCollaborate with your teams from a central workspace and avoid switching between multiple tools to manage work.](https://www.servicenow.com/docs/kIs5R8ZGkwy2_i1a8~JB4g "ServiceNow Collaborative Work Management (CWM) provides a central hub to plan, visualize, manage, and collaborate on work with your teams. Save time and improve the efficiency of your team by avoiding switching between multiple tools to manage the progress of work and goals.") | [Project Portfolio Management ClassicFollow a simplified, team-oriented approach to managing demands, projects, programs, and portfolios.](https://www.servicenow.com/docs/jm4c69frSsPUcTYhUUmqGg "ServiceNow Project Portfolio Management (PPM) provides a simplified, team-oriented approach to managing projects, portfolios, their resources and financials by combining several individual applications.") | SPM custom tablesExtend and customize your Strategic Portfolio Management applications with additional features and capabilities. | [ ] {#r_ITBusinessManagement__table_cry_rvq_pvb} ## Organization Extension (com.snc.organization_extension) plugin {#r_ITBusinessManagement__section_nnm_kkh_w1c} Organization Extension (com.snc.organization_extension) plugin activates Goals, Business unit, Enterprise strategy, and Business unit strategy entities. It is available on zBoot to all customers with demo data. Business Units, Goals, Enterprise Strategy, and Business Unit Strategy modules are available in the Organization application menu. Business Applications and Business Capabilities modules are also available within the Organization application menu, however, their related tables are moved to Configuration Management (CMDB) (com.snc.cmdb) plugin, which is available on zBoot but without demo data. ## Learn {#r_ITBusinessManagement__section_lpf_wb1_hwb} * [What is strategic portfolio management?](https://www.servicenow.com/products/strategic-portfolio-management/what-is-spm.html) * [What is digital transformation?](https://www.servicenow.com/products/business-management/what-is-digital-transformation.html) * [What is Gantt chart?](https://www.servicenow.com/products/business-management/what-is-a-gantt-chart.html) * [What is Agile?](https://www.servicenow.com/products/business-management/what-is-agile.html) * [What is the difference between Agile vs. Waterfall?](https://www.servicenow.com/products/business-management/what-is-agile-vs-waterfall.html) * [What is Agile project management?](https://www.servicenow.com/products/business-management/what-is-agile-project-management.html) * [What is a key performance indicator (KPI)?](https://www.servicenow.com/products/business-management/what-is-kpi.html) * [What is Project Portfolio Management (PPM)?](https://www.servicenow.com/products/business-management/what-is-project-portfolio-management.html) * [What is a work breakdown structure (WBS)?](https://www.servicenow.com/products/business-management/what-is-a-work-breakdown-structure.html) * [What is value stream mapping (VSM)?](https://www.servicenow.com/products/business-management/what-is-value-stream-mapping.html) * [What is resource management?](https://www.servicenow.com/products/business-management/what-is-resource-management.html) {#r_ITBusinessManagement__ul_mpf_wb1_hwb} ## Get started {#r_ITBusinessManagement__section_npf_wb1_hwb} * Understand how to deliver business outcomes with speed and agility using ServiceNow SPM. For more information, see [Customer Success Center](https://www.servicenow.com/products/business-management.html). * Learn how to align execution with business goals and priorities. For more information, see [Strategic Planning](https://www.servicenow.com/docs/x8wvh5lZO0Iy7MEQRoN6UA "Strategic Planning Workspace (SPW) enables you to manage product feedback, portfolio planning, and enterprise agile planning for your organization. Evaluate product performance, align work with strategy, and scale your Agile framework from a single workspace."). * Create goals, set targets for them, and evaluate the progress of your goals and targets to accomplish the organizational plans and drive business outcomes. For more information, see [Goal Framework and Goal Framework for SPM](https://www.servicenow.com/docs/QrDnWgHwBIaRpMCi9Wmk6Q "Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework."). * Enhance your SPM capabilities with specialized plugins that provide read-only roles for various modules, confirming secure access to dashboards and reports. {#r_ITBusinessManagement__ul_opf_wb1_hwb} ## Applications and features {#r_ITBusinessManagement__section_ppf_wb1_hwb} * [Now Assist for SPM](https://www.servicenow.com/docs/jZN4xOXV4Hag6Y0ERD95lQ "Use the ServiceNow ServiceNow Otto for Strategic Portfolio Management application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights 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.") * [Collaborative Work Management](https://www.servicenow.com/docs/kIs5R8ZGkwy2_i1a8~JB4g "ServiceNow Collaborative Work Management (CWM) provides a central hub to plan, visualize, manage, and collaborate on work with your teams. Save time and improve the efficiency of your team by avoiding switching between multiple tools to manage the progress of work and goals.") * [Now Assist for CWM](https://www.servicenow.com/docs/7RtIA5eZpdVaNBnkOw~UHA "The ServiceNow Otto for CWM application uses generative AI skills to improve time to value for the tasks you perform in the CWM workspace.") * [Product Feedback](https://www.servicenow.com/docs/gYEKlzO_6iqCcq5nMhSQDQ "Build a customer-centric feedback management system and optimize the process of creating and associating feedback and product ideas with Feedback application.") * [Portfolio Planning in SPW](https://www.servicenow.com/docs/UKPHxb959Pc0dXl3JFY12g "Portfolio Planning in Strategic Planning Workspace helps product and portfolio managers align work with strategy across the organization, while facilitating Agile transformation by combining traditional and agile work streams.") * [Enterprise Agile Planning](https://www.servicenow.com/docs/9MA8QPhIvv5Jo91x0x1X6w "ServiceNow Enterprise Agile Planning helps streamline communication and collaboration between teams, and drive coordination with diverse teams. Using an intuitive workspace, scale your Agile framework across the organization with flexible work and team structure configurations.") * [SPW Dashboards](https://www.servicenow.com/docs/wAR2YvQ_1DkgTdK5OLIqHw "Dashboards in Strategic Planning Workspace help product and portfolio managers monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.") * [Project Workspace](https://www.servicenow.com/docs/B9YuNAAdG5TgN1TLclMR~Q "ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.") * [Resource Management Workspace](https://www.servicenow.com/docs/g2pIzEYOQqSn2L4Pmy0arg "The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.") * [Goal Framework and Goal Framework for SPM](https://www.servicenow.com/docs/QrDnWgHwBIaRpMCi9Wmk6Q "Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework.") * [Project Portfolio Management](https://www.servicenow.com/docs/jm4c69frSsPUcTYhUUmqGg "ServiceNow Project Portfolio Management (PPM) provides a simplified, team-oriented approach to managing projects, portfolios, their resources and financials by combining several individual applications.") * [Export to PowerPoint for Strategic Portfolio Management](https://www.servicenow.com/docs/~nu79YAi8kY6V4ePhXUN3w "The ServiceNow Export to PowerPoint for Strategic Portfolio Management add-in helps you to generate and download project status reports from your instance as a Microsoft PowerPoint file. You can use this file to share it across the stakeholders or teams for collaboration.") * [Time Card Management](https://www.servicenow.com/docs/wSTp_E0OoH3Iu_xbSwqJuA "The Time Card Management feature enables time card users such as task assignees to report and track their time for the assigned tasks.") * [Agile Development 2.0](https://www.servicenow.com/docs/3zOOAnAuMmWKu~XsJgK1Iw "ServiceNow Agile Development 2.0 provides an agile software development environment for product-based or project-based efforts, using the Scrum framework. Implement a pure agile approach over the entire life cycle of a product, or a hybrid approach using agile methods within a traditional project structure.") * [Microsoft Azure DevOps Integration for Agile Development](https://www.servicenow.com/docs/5s4pKwhp39C9WyGCsUOS6g "Enable bidirectional synchronization of work items between Microsoft Azure DevOps and ServiceNow Agile Development 2.0 by integrating the two applications.") * [Atlassian Jira Integration for Agile Development](https://www.servicenow.com/docs/IBzFNVRfENpW8xS5tGFzPw "Enable bidirectional synchronization of records between Atlassian Jira and ServiceNow Agile Development by integrating the two applications.") * [Test Management applications](https://www.servicenow.com/docs/7~EE6vD11ucz2OFKuM~rPA "The ServiceNow Test Management application streamlines the management of testing processes to help you deliver software products more efficiently and with fewer errors.") * [Cost Management](https://www.servicenow.com/docs/po1mLHGhlqOcDwuwqTu2wg "The ServiceNow Cost Management application tracks configuration item costs. The costs can be allocated to business units and used in reports.") * {#r_ITBusinessManagement__ul_qpf_wb1_hwb}