---
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  
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/SzxLVZ5xFnFW9dWv2iPNcw)**   
  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.