Project Workspace release notes
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Summary of Project Workspace Yokohama Release Notes
The ServiceNow Project Workspace application in the Yokohama release offers an enhanced, intuitive experience for project managers to plan, manage, and track projects efficiently. This update introduces new tools for status reporting, task management, resource allocation, and security, improving overall project visibility and control.
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Key Features
- Status Report Enhancements: Import legacy status reports into the new status report tool for streamlined reporting. Users can duplicate status reports to avoid manual data entry. Editing is disabled by default but can be enabled via a system property.
- Project Task Checklists: Create and manage checklists within project tasks to track necessary activities, with administrative control over checklist management.
- Security and Confidentiality: Apply confidentiality settings to projects to restrict access to authorized users only. Confidential settings propagate across all related workspaces. At least one user must be assigned access to confidential projects to maintain security compliance.
- Resource Allocation and Heatmap: Use the enhanced allocation heatmap modal to monitor resource status, remaining capacity, and utilization for better resource management. Inline editing allows updating multiple child resource assignment cells simultaneously. New fields in resource assignments include Name, Ready for Review, and Notes. Resource assignments can be extended via a context menu.
- Financial Management UI Updates: The planning view now includes a dedicated Financials tab. Terminology updates include renaming ETC to Remaining Estimates, EAC to Forecast, and Actuals to Actuals.
- Skill and UI Updates: The Project Gen AI Docs skill is renamed to Project doc summarization. The resource assignment form now captures more detailed information and supports weekly and monthly time spans. The heatmap modal includes columns for Utilization, Resource Status, and Remaining Capacity showing task efforts and assignment statuses.
Key Outcomes
- Improved project reporting accuracy and efficiency through status report import and duplication.
- Enhanced task tracking with integrated checklists, enabling better task completion oversight.
- Strengthened project data confidentiality with consistent security settings across workspaces.
- Optimized resource planning using the heatmap for real-time capacity and utilization insights, plus streamlined resource assignment management.
- Clearer financial tracking with updated UI elements and terminology aligned to project planning needs.
- Greater usability through UI enhancements and skill renaming, supporting easier resource assignment and document summarization.
Activation and Additional Information
Project Workspace can be installed through the ServiceNow Store. Customers should ensure to upgrade to Project Workspace version 6.1.0 to fully utilize Docs v6.6.0 features. Related applications such as Portfolio Management can complement Project Workspace for a comprehensive project and IT development management approach.
The ServiceNow® Project Workspace application provides an intuitive user experience that enables project managers to plan and manage their projects. Project Workspace was enhanced and updated in the Yokohama release.
Project Workspace highlights for the Yokohama release
- Import your old status reports to a new status report tool and optimize your reporting process.
- Create a checklist in a project task to track items that must be completed in the task.
- Inline edit one or more cells in child resource assignments.
- Explore the heatmap modal to monitor resource status, available capacity, and utilization efforts.
See Project Workspace for more information.
New in the Yokohama release
- Analyze the status report in Project Workspace
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- You can't edit the status report, but you can change the system property to enable editing.
- Import your old status reports to a new status report tool for a consistent and organized reporting system.
- Duplicate a status report in Project Workspace
- Reduce effort by duplicating a status report to transfer all project information without manual copying.
- Configuring security for a project in Project Workspace
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- Apply confidentiality settings to safeguard sensitive projects and make sure that only authorized users can access confidential data and sub-projects.
- When a project is marked confidential in one workspace, such as Project Management or Strategic Portfolio Workspace, these settings automatically extend across all associated workspaces, maintaining consistent protection.
- To promote security, at least one user must be assigned access to any confidential project.
- Project task checklists
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- Create a checklist for your project tasks and manage a list of activities or steps to be completed for a task.
- As an Administrator, you can add or remove checklists as needed.
- View the roll-up financial values for project tasks at parent project level
- View and manage the cost plans and expense lines recorded on a project task level on the parent project.
- Resource allocation and heatmap enhancements
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- Use the allocation heatmap modal to view resource status, remaining capacity, and utilization and enable resource managers to assess task efforts.
- Use inline editing to update one or multiple cells in child resource assignments.
- Added new fields for resource assignment:
- Name
- Ready for review
- Notes
- Extend a resource assignment for a project or project task using the Extend row context menu action.
Note:
To use the full functionality of Docs v6.6.0 within Project Workspace, upgrade Project Workspace to the v6.1.0. For more information, see KB2017926.
UI changes
- Financials UI changes
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- New Financials tab in the planning view.
- The name of the ETC field is changed to Remaining Estimates.
- The name of the EAC field is changed to Forecast.
- The name of the Actuals to date is changed to Actuals.
- Skill name updates
- Renamed the Project Gen AI Docs skill to the Project doc summarization skill in Project Workspace.
- Resource assignment UI enhancements
- Added the Extend option and the Extend Assignment modal to request a resource assignment extension.
- Updated the create resource assignment form to include these fields:
- The Name field to captures a unique or descriptive name for the resource assignment.
- The Ready for review list to confirm if a resource assignment is ready for the allocation review.
- The Notes field to add additional context when creating a resource assignment.
- Time span fields are changed to weekly and monthly.
- Included the following information in the heatmap modal:
- The Utilization column to display the total effort across approved or pending tasks.
- The Resource status column to display the approved or pending assignments.
- The Remaining capacity column to indicate available or exceeded effort limits.
- Updated the create resource assignment form to include these fields:
Changed in this release
- Heatmap enhancements
- The resource allocation heatmap displays the resource status, capacity, and utilization, enabling efficient planning and allocation based on availability and workload.
Activation information
Install Project Workspace by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.