--- sourceDocument: Zurich Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Project Workspace # Project Workspace {#ariaid-title1} Release version: Zurich Updated March 12, 2026 ![](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 Project Workspace ServiceNow® Project Workspace provides project managers with a centralized platform to plan, manage, and execute projects effectively. It consolidates project tasks, sub-projects, dependencies, timelines, resources, finances, and reporting into a single workspace. This integration enables improved collaboration, resource optimization, and informed decision-making by presenting all relevant project information in one place. Show full answer Show less ## Key Features * **Comprehensive Project Planning and Management:** Create and monitor projects, tasks, sub-projects, and dependencies with timeline visualization. * **Resource Allocation:** Optimize and assign resources efficiently ensuring the right personnel are matched to the right tasks using the Resource Management application. * **Financial Management:** Plan and track budgets, cost plans, actual expenses, labor costs, and create financial baselines to analyze project financial performance. * **RIDAC Management:** Identify, track, and manage Risks, Issues, Decisions, Actions, and Change requests through the RIDAC framework within Project Workspace. * **Project Reporting and Analytics:** Generate status reports and run analytics to gain insights into project progress and performance. * **Generative AI Integration:** Utilize Project Gen AI Docs skill to summarize, elaborate, or shorten document content quickly. Improve planning item clarity with AI-powered write items skill, reducing rework. * **Playbooks:** Deliver guided, stage-based project experiences to streamline project execution. * **Collaborative Work Management (CWM) Integration:** Link CWM tasks and stories directly to project tasks, maintaining team workflow while providing visibility in Project Workspace. * **AI and Automation Support:** Use AI Admin Hub and ServiceNow Otto® plugins for advanced AI features and autonomous monitoring of project tasks. ## Getting Started and Configuration To initiate and optimize your use of Project Workspace, configure the core settings including projects, financials, and resource management. Explore AI capabilities via AI Admin Hub and integrate agent workflows to enhance project monitoring and management. ## Practical Benefits for ServiceNow Customers * Manage all aspects of your projects from a unified workspace, reducing the need to switch between multiple tools. * Improve project visibility and control by integrating financials, risks, resources, and task tracking in real time. * Leverage AI to streamline documentation and task descriptions, enhancing clarity and reducing errors. * Facilitate collaboration with your teams through seamless integration with Collaborative Work Management, ensuring consistent workflow and transparency. * Make informed, timely decisions supported by comprehensive analytics and reporting capabilities. ## Additional Resources ServiceNow provides detailed references on forms, fields, roles, and system properties to support administration and customization. For troubleshooting, customers can access the Known Error Portal or contact Customer Service and Support. ServiceNow® Project Workspace helps project managers to plan and manage projects from a central location. The new Project Workspace comes with a Planning, Details, Financials, RIDAC, Analytics, Docs, Status Reports, and Resources page. ## Project Workspace Overview {#project-workspace-landing-page__section_wgv_153_rzb} The Project Workspace enables you to collaborate, plan, organize, and execute tasks in a single workspace. This application provides the ability to create and monitor projects, tasks, sub-projects, dependencies, and timelines. Project managers can allocate and optimize resources within the Project Workspace and make sure that the right individuals are assigned to the right tasks. With Project Workspace, you can plan and track your project finances, budgets, and cost plans. This project management application helps in making informed and timely decisions by providing relevant project information in one place. Use playbooks to deliver a guided, stage-based experience within the project workspace. Create a status report for your projects and run analytics for your projects. Experience the Gen AI feature in Project Workspace. Summarize, elaborate, or shorten the selected content on Docs to quickly understand the key information in documents using Project Gen AI Docs skill. Refine planning item descriptions using write items skill to improve the clarity and completeness of your work item. This also reduces the rework due to missing or unclear planning item information. ## Get started {#project-workspace-landing-page__section_xgv_153_rzb} |-|-| | [ExploreLearn the features and business value of Project Workspace](https://www.servicenow.com/docs/ZXcmnN5tzI76oMTFgoNaaA "The ServiceNow Project Workspace application helps you to manage projects, resources, and financials in a single workspace.") | [ConfigureSet up the core configuration](https://www.servicenow.com/docs/tCXkn5gOtanYICTmUvboXQ "Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.") | | [UseManage projects with Project Workspace](https://www.servicenow.com/docs/V1uxXbZDp6AhOStpZon~EQ "Use the features of Project Workspace to plan and manage your project.") | [ReferenceLearn about forms and fields of Project Workspace](https://www.servicenow.com/docs/BkWIjIQg8CuLK7OESDdg2g "Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.") | [ ] {#project-workspace-landing-page__table_ygv_153_rzb} ## Troubleshoot and get help {#project-workspace-landing-page__section_dhv_153_rzb} * [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) {#project-workspace-landing-page__ul_ehv_153_rzb} * **[Exploring Project Workspace](https://www.servicenow.com/docs/ZXcmnN5tzI76oMTFgoNaaA)** The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace. * **[Configuring Project Workspace](https://www.servicenow.com/docs/FkNBPQJ4g4XtccYeJP3WJA)** Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources. * **[Use AI Admin Hub](https://www.servicenow.com/docs/tSG8OKVXhcGjq7Ts9CC79Q)** Use AI Admin Hub to explore the various ServiceNow Otto® plugins, skills and associated Generative AI application features you're entitled to. * **[Use AI agent or agentic workflows in ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/jTKjZgNGAFxy8ljVCpUVkA)** Use the AI agents for SPM to monitor project tasks autonomously. * **[Managing projects with Project Workspace](https://www.servicenow.com/docs/V1uxXbZDp6AhOStpZon~EQ)** Use the features of Project Workspace to plan and manage your project. * **[Manage Risk, Issue, Decision, Action, or Request Change (RIDAC)](https://www.servicenow.com/docs/dfTz1GdJP3YF8cnf~egkGA)** Use RIDAC to identify, track, and manage risks, issues, decisions, actions, and change requests in Project Workspace. * **[Managing financials for your projects](https://www.servicenow.com/docs/12ReEP1ATxp9NW8i5mKEqA)** Manage budget, cost plans as forecasts, actual expenses as expense lines, and generate labor costs. Create financial baselines, and view, analyze, and compare the financial performance of your projects at required cadence in Project Workspace. * **[Resource planning with Project Workspace](https://www.servicenow.com/docs/_Qt3B_ymblCIT5a5pJtPSQ)** Use the Resource Management application to allocate and manage your resources in the Project Workspace. * **[Project Workspace integration with CWM](https://www.servicenow.com/docs/4h6kuYsSBjUaBuSVAAvjqw)** Track team execution alongside your project plan by displaying Collaborative Work Management (CWM) tasks and stories linked to your project tasks directly on the planning page. Team members continue working in CWM, while you keep visibility in Project Workspace. * **[Project Workspace reference](https://www.servicenow.com/docs/BkWIjIQg8CuLK7OESDdg2g)** Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.