--- 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 eligibility analysis AI agent # Project eligibility analysis AI agent {#ariaid-title1} Release version: Australia Updated August 14, 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 eligibility analysis AI agent The Project eligibility analysis AI agent in the Strategic Portfolio Management application automates the assessment of project and project task requests. It evaluates the impact of a specific project task on its parent project by verifying whether the project summary email skill is enabled on the instance and activated for the project. This ensures that projects with scheduled summary communications are properly analyzed before progressing to subsequent evaluation steps. Show full answer Show less ## Workflow * Confirm that the project summary email skill is enabled at the instance level. * Retrieve the parent project details using the input task number. * Check if the project manager has scheduled a project summary email for this project. * If both checks pass, the agent forwards the request to the next AI agent for detailed task impact analysis. * If either check fails, the workflow terminates without further processing. ## Configuration and Access Controls This AI agent includes configurable settings to control access: * **Allow third party to access this AI agent:** Enables external AI agents to use this agent; disabled by default. * **Allow AI specialists to access this AI agent:** Grants AI specialists extended configuration capabilities, such as mapping inputs and responses; disabled by default. * **Manage long-term memory:** When enabled, previous user interactions provide context to the large language model, enhancing AI responses; disabled by default. These settings are managed through the `snaiaagentconfig` table and system properties. ## Tools and Roles The agent uses specific flow actions and scripts to perform its checks, including verifying if the project email insights skill is enabled and fetching project details based on task numbers. Access to this AI agent is restricted to users with defined roles such as `projectmanager` and various specialized roles for data access and AI agent interaction. This ensures that only authorized personnel can invoke or configure the agent. ## Usage and Integration The agent does not have default triggers but can be configured by an administrator to respond to specific events. It is designed to be used within agentic workflows to support automated project management processes, particularly in generating project summaries and assessing task impacts. By leveraging this AI agent, ServiceNow customers can streamline project eligibility checks, ensure communication readiness via summary emails, and integrate AI-driven analysis into their Strategic Portfolio Management workflows. This Strategic Portfolio Management agent performs checks for project and project task related requests. The agent analyzes requests to check impact on a project due to project task. It checks if the project summary email skill is enabled for the instance and whether the skill was enabled for a given project. ## Workflow {#spm-project-eligibility-analysis-ai-agent__zsmdlwierhjt} 1. Verify that the project summary email skill is enabled on the instance. 2. Retrieve the parent project information using the input task number. 3. Verify that the project manager has scheduled a project summary email for this project. 4. If both checks pass, hand off to the next agent to analyze the task's impact on the project. If either check fails, terminate the workflow. {#spm-project-eligibility-analysis-ai-agent__ol_nlc_fny_zjc} {#spm-project-eligibility-analysis-ai-agent__zsmdlwierhjt__entry__2} | Field | Description | |-|-| | Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. | | Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. | | Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). | | Tools | Flow Action : Check if project email insights skill is enabled Scripts : Fetch Email insight configuration and check if critical update : Get project details for a given task number | | Allowed user roles The specific user roles that can access this AI agent. | project_manager | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | agent_role_config_viewer, agent_workspace_user, app_service_user, baseline_user, canvas_user, cmdb_ms_user, cmdb_query_builder, cmdb_query_builder_read, cmdb_read, currency_instance_report_admin, data_manager_user, decision_table_reader, demand_manager, demand_user, dependency_views, financial_mgmt_user, fiscal_calendar_user, idea_manager, interaction_agent, it_demand_manager, it_demand_user, it_project_manager, it_project_portfolio_user, it_project_user, notify_view, now_assist_panel_user, pa_viewer, planning_console_user, pps_resource, project_manager, project_portfolio_user, project_user, prompt_library_user, rate_model_user, report_group, report_user, resource_user, rm_doc_admin, rm_epic_admin, rm_release_scrum_admin, rm_scrum_task_admin, rm_sprint_admin, rm_story_admin, rm_task_admin, rm_test_admin, role_viewer, scrum_admin, scrum_user, skill_user, snc_internal, snc_required_script_writer_permission, sn_ace.ace_user, sn_ai_filter_assist.user, sn_ai_filter_tracker.user, sn_bm_client.benchmark_data_viewer, sn_change_read, sn_cmdb_user, sn_csm_household.viewer, sn_csm_pricing.pricelist_viewer, sn_customerservice.customer_data_viewer, sn_gf.goal_user, sn_gf.goal_user_read, sn_gf.strategy_planner, sn_gf.strategy_planner_read, sn_ind_tmt_orm.fulfillment_viewer, sn_ind_tmt_orm.order_viewer, sn_invst_pln.std_user, sn_invst_pln_investment_user, sn_invst_pln_v2.investment_user, sn_l2c_core.entity_mapping_viewer, sn_nowassist_admin.user, sn_ord_qual_mgmt.alternate_proposal_read, sn_prd_invt.product_inventory_operations_read, sn_prd_invt.product_inventory_viewer, sn_prd_pm.characteristics_viewer, sn_prd_pm.product_catalog_viewer, sn_prd_pm.product_model_characteristic_viewer, sn_pss_core.service_contract_viewer, sn_query_gen.user, sn_shn.user, sn_sow.sow_home, sn_sow.sow_list, sn_sow.sow_user, sn_spm_gen_ai.assist_user, sn_sttrm_condition_read, sn_tmt_core.inbound_queue_read, sn_udc.basic_read, sn_uib_collab.user, sn_workflow_studio.workflow_studio_read, survey_reader, task_editor, template_read_global, timecard_approver, timecard_user, timeline_user, view_changer, viz_creator, workspace_user | | Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). | | Channels | Not defined. | | Used in agentic workflows | Generate Project Summary | [Table 1. Configuration] Learn more about Strategic Portfolio Management at [Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=r_ITBusinessManagement&version=australia&pubname=australia-it-business-management&ft:locale=en-US).