--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Project form # Project form {#ariaid-title1} Release version: Australia Updated April 28, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 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 Form The Project form in AI Control Tower is designed to facilitate the creation and editing of projects. It includes various fields that capture essential project details, enabling effective project management and tracking. This form is accessed from the Execute page and provides a structured way to manage project information. Show full answer Show less ## Key Features * **Project Details:** Essential fields include Project Name, Number, Project Manager, Status, Assignment Group, State, and Percent Complete, which help in identifying and managing projects. * **Dates Section:** Capture important dates such as Approved Start and End Dates, Planned and Actual Durations, and Efforts to track project timelines effectively. * **Details Section:** Includes Portfolio, Priority, Program, Phase, Investment Class, and Execution Type (Waterfall, Agile, Hybrid), helping categorize and prioritize projects. * **Business Case Section:** Provides fields for Strategic Priority, Primary Goal, Business Case, Risks, and Assumptions, aiding in justifying project investments. * **Financials Section:** Records financial metrics like Total Planned Cost, Planned ROI, Actual Cost, and Net Present Value, essential for financial tracking and analysis. * **Score Section:** Assesses project effectiveness with Risk, Size, and Value scores, culminating in an Overall Score for decision-making. * **Notes Section:** Allows tracking of notifications and work notes to ensure effective communication and documentation. * **Preferences Section:** Offers customizable options for time card reporting, score recalculation, and date formats to tailor the project management experience to user needs. * **Risk Overview Section:** Evaluates Inherent and Residual Risks, providing insight into risk management strategies. ## Key Outcomes By leveraging the Project form, ServiceNow customers can streamline project creation and management, ensuring comprehensive oversight of project details, timelines, financials, and risks. This structured approach enhances project visibility and accountability, ultimately facilitating informed decision-making and improved project outcomes. Learn about the fields on the Project form. Use this form to create or edit a project from the Execute page in AI Control Tower. The Project form contains the following fields. {#aict-plan-project-form__table_project_main_fields__entry__2} | Field | Description | |-|-| | Project name | Name of the project. This field is required. | | Number | System-generated unique identifier for the project. This value is set automatically. | | Project manager | User responsible for managing this project. | | Assigned to | User assigned to this project. | | Status | Overall health status of this project. | | Assignment group | Group assigned to this project. | | State | Current working state of this project. The default value is Pending. | | Additional assignee list | Additional users assigned to this project. | | Percent complete | Percentage of work completed for this project. This value is calculated automatically. | | Description | Detailed information about the project. | [Table 1. Project form fields] {#aict-plan-project-form__table_project_main_fields} {#aict-plan-project-form__table_project_dates__entry__2} | Field | Description | |-|-| | Schedule | Project schedule template applied to this project. This value is set automatically. | | Approved start date | Approved start date for this project. | | Approved end date | Approved end date for this project. | | Planned duration | Planned duration for this project in days, hours, minutes, and seconds. | | Actual duration | Actual duration of this project in days, hours, minutes, and seconds. This value is calculated automatically. | | Planned effort | Planned effort for this project in days, hours, minutes, and seconds. | | Actual effort | Actual effort recorded for this project in days, hours, minutes, and seconds. This value is calculated automatically. | [Table 2. Dates section of the Project form] {#aict-plan-project-form__table_project_dates} {#aict-plan-project-form__table_project_details__entry__2} | Field | Description | |-|-| | Portfolio | Portfolio that this project is associated with. | | Priority | Priority of this project. The default value is 4 - Low. | | Program | Program that this project is associated with. | | Phase | Current phase of this project. The default value is Initiating. | | Investment class | Investment class that this project is categorized under. | | Department | Department associated with this project. | | Investment type | Type of investment that this project represents. For projects created from the Execute page, this field is set to Artificial Intelligence. | | Business unit | Business unit associated with this project. | | Execution type | Delivery methodology for this project. Select from Waterfall, Agile, or Hybrid. The default value is Waterfall. | | Impacted business units | Business units that this project has an impact on. | | Expense type | Expense type for this project. The default value is Opex. | | Business capabilities | Business capabilities associated with this project. | | Impacted business applications | Business applications that this project has an impact on. | [Table 3. Details section of the Project formCapture additional details for this project such as investment type, execution type, and impacted business units.] {#aict-plan-project-form__table_project_details} {#aict-plan-project-form__table_project_business_case__entry__2} | Field | Description | |-|-| | Strategic priority | Strategic priority associated with this project. This value is populated automatically based on the primary goal. | | Primary goal | Goal associated with this project as the primary goal. | | Business case | Business case to invest in this project. | | Risk of performing | Risks to the business if work on this project is completed. | | Risk of not performing | Risks to the business if work on this project isn't completed. | | Enablers | Enablers for this project. | | Barriers | Blockers, if any, for this project. | | In scope | Defined criteria that are included in this project. | | Out of scope | Criteria that are explicitly excluded from this project. | | Assumptions | Assumptions, if any, for this project. | [Table 4. Business case section of the Project formCapture business details for this project such as strategic alignment, risks, scope, and blockers.] {#aict-plan-project-form__table_project_business_case} {#aict-plan-project-form__table_project_financials__entry__2} | Field | Description | |-|-| | Total planned cost | Total planned cost for this project. | | Planned benefit | Planned benefit from this project. | | Planned capital | Planned capital expenditure for this project. | | Planned return | Planned financial return on this project. | | Planned operating | Planned operating expenditure for this project. | | Planned ROI % | Planned return on investment percentage for this project. | | Budget cost | Approved budget for this project. | | Discount rate % | Discount rate used to calculate the net present value of this project. | | Actual cost | Actual cost incurred on this project. | | Net present value | Net present value of this project, calculated using the discount rate. This value is calculated automatically. | | Estimate at completion | Estimated total cost at the time work on this project is completed. | | Internal rate of return % | Internal rate of return for this project. This value is calculated automatically. | | Estimate to completion | Estimated remaining cost to complete this project. | [Table 5. Financials section of the Project formCapture financial details for this project such as planned costs, actual costs, return on investment, and other estimates.] {#aict-plan-project-form__table_project_financials} {#aict-plan-project-form__table_project_score__entry__2} | Field | Description | |-|-| | Risk score | Score for the risk associated with this project. | | Size score | Score for the effort required to complete this project. | | Value score | Score for the value delivered by this project. | | Score | Overall score for this project, calculated from the risk, value, and size scores. | [Table 6. Score section of the Project formCapture scoring details for this project such as risk, value, and size scores.] {#aict-plan-project-form__table_project_score} {#aict-plan-project-form__table_project_notes__entry__2} | Field | Description | |-|-| | Watch list | Users who receive notifications about activity on this project. | | Work notes list | Users who receive notifications when work notes are added. | | Work notes | Notes to capture updates and discussions on this project as work progresses. | [Table 7. Notes section of the Project form] {#aict-plan-project-form__table_project_notes} {#aict-plan-project-form__table_project_preferences__entry__2} | Field | Description | |-|-| | Allow time card reporting on | Level at which time cards can be reported for this project. Select from project only or project and project tasks. | | Derive assignee list from resource plan | Option to automatically populate the assignee list from the resource plan associated with this project. | | Update actual effort from time card | Option to update the actual effort on this project automatically from submitted time cards. | | Recalculate score on project change | Option to recalculate the project score automatically when project details change. | | Calculation | Method used to calculate project progress. The default value is Automatic. | | Project schedule date format | Format used to display dates in the project schedule. | | Show on Program Status Report | Option to include this project in the Program Status Report. | | Derive time component from planned dates | Option to derive the time component of duration fields from the planned dates. | | Constraint date | Date constraint applied to the project schedule. | [Table 8. Preferences section of the Project form] {#aict-plan-project-form__table_project_preferences} {#aict-plan-project-form__table_project_risk_overview__entry__2} | Field | Description | |-|-| | Inherent risk | Risk level of this project before any controls or mitigations are applied. Select Inherent Heatmap to view the risk distribution. | | Residual risk | Risk level of this project after controls and mitigations are applied. Select Residual Heatmap to view the risk distribution. | [Table 9. Risk overview section of the Project form] {#aict-plan-project-form__table_project_risk_overview} **Related concepts** * [Monitoring AI plan execution in AI Control Tower](https://www.servicenow.com/docs/M4u0VNB3WuxePtVcF2eDHg "Monitor the delivery status of AI-related projects and epics from a single page in AI Control Tower, with widgets and lists that update dynamically when you apply filters.")