--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # ServiceNow Otto for Strategic Portfolio Management # ServiceNow Otto for Strategic Portfolio Management {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 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 ServiceNow Otto for Strategic Portfolio Management ServiceNow Otto for Strategic Portfolio Management integrates generative AI capabilities into your strategic planning and project management workflows. It enables users---such as product, project, and demand managers---to streamline tasks by summarizing feedback, creating demands conversationally, generating project insights, and producing stories from epics. This AI-enhanced application minimizes manual effort while improving visibility into conformance and optimization opportunities. Show full answer Show less ## Key Features * **AI-Powered Workflow Integration:** Incorporates AI skills and agents to automate routine processes across strategic planning, demand creation, and project management. * **Licensing Tiers:** Three tiers---Foundation (basic insights), Advanced (productivity enhancement), and Prime (autonomous AI with customizable assets)---allow customers to select capabilities aligned with their needs and licenses. * **Generative AI Skills and Agentic Workflows:** Available AI assets enhance tasks such as feedback summarization and insight generation, though access depends on licensing and regional availability. * **Data Handling and Privacy:** Data used by the application is transferred securely to centralized ServiceNow environments or approved third-party clouds, following strict internal policies for compliance and customer data protection. ## Important Considerations * Not all AI features and model providers are available in every region or data center, including restrictions in regulated markets and specific compliance environments (e.g., FedRAMP, NSC DOD IL5, Australia IRAP-Protected). * Customers must evaluate AI outputs carefully, ensuring human oversight due to potential inaccuracies inherent in AI and machine learning technologies. * Use of the application requires adherence to ServiceNow's AI Acceptable Use Policy. * Customers can opt out of data collection related to AI model improvements at any time. ## Support and Troubleshooting ServiceNow provides resources such as the Known Error Portal and Customer Service and Support for assistance with the application. Monitoring availability updates and compliance updates is recommended to stay informed about AI feature access and restrictions. Use the ServiceNow Otto for Strategic Portfolio Management application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights for projects, and generate stories from epics. Product, project, and demand managers can use the ServiceNow Otto skills and AI agents to streamline their projects and workflows. ## Get started with AI {#now-assist-spm__section_fmn_fr5_zjc} Use the ServiceNow Otto for Strategic Portfolio Management application to integrate generative AI capabilities into your daily workflow, thereby minimizing manual tasks while enhancing conformance visibility and optimization insights. The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available: * Foundation: AI basics to deliver insights * Advanced: AI to boost productivity across relevant use cases * Prime: Act autonomously with all AI assets, and create your own {#now-assist-spm__ul_szz_vjt_43c}For more information, see [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). For information about AI assets that are available on the ServiceNow AI Platform, see the following topics: * [Generative AI skills](https://www.servicenow.com/docs/access?context=now-assist-skills&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) * [Agentic workflows](https://www.servicenow.com/docs/access?context=sn-aia-use-cases-list&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) {#now-assist-spm__ul_osh_bmt_43c} Note: Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. For more information, see [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). Important: * Not all model providers are available for customers with in-country SKUs, and some AI products/features are currently unavailable for in-country customers. For more information, see the [KB1584492](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1584492) article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.{#now-assist-spm__na-in-country-notice} * Some AI products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the [KB0743854](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0743854) article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.{#now-assist-spm__na-restricted-envs-notice} * Some AI products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.{#now-assist-spm__na-standalone-language-notice} * Some AI products and skills are not available in Regulated Markets. For more information, see [KB2593939: Regulated Markets AI Products/Skills Not Available](https://support.servicenow.com/kb?id=kb_article_view&sys_kb_id=e8d7cc82475aba90b7832920326d4362). Be sure to check for availability updates in future releases. {#now-assist-spm__ul_j3b_4vd_wcc} ## Troubleshoot and get help {#now-assist-spm__section_ctp_hjf_1zb} * [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) {#now-assist-spm__ul_dtp_hjf_1zb} ## AI limitations {#now-assist-spm__section_yh2_5yf_1zb} This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by [ServiceNow's AI Acceptable Use Policy](https://www.servicenow.com/ai-acceptable-use-policy.html), which may be updated by ServiceNow.{#now-assist-spm__p_kv2_nfg_h1c} ## Data processing {#now-assist-spm__section_j4z_vyf_1zb} This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our [CORE Compliance Portal](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067).{#now-assist-spm__p_lv2_nfg_h1c} ## Data collection {#now-assist-spm__section_op1_xyf_1zb} ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect task data (for Case Assist) and chat transcripts (for Chat Assist). Customers can opt out of future data collection at any time, as described in the [AI Opt-Out page](https://www.servicenow.com/docs/access?context=opt-out-of-data-sharing-for-now-assist&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). For more information, see the [ServiceNow Otto documentation](https://www.servicenow.com/docs/access?context=platform-now-assist-landing&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). **Related concepts** * [AI skills in Project Workspace](https://www.servicenow.com/docs/soV3OkJB4_LkiPBsLoE0Lg "Use AI skills to transform Project Workspace into a continuous value engine. Embed intelligence across every stage to optimize resources and investments.") * [Configure AI Admin Hub](https://www.servicenow.com/docs/Ek_zjLBZYb4Lpa6PDEWviA "Use the AI Admin Hub console to activate the various AI applications and skills that you’re entitled to.") * [Use AI Admin Hub](https://www.servicenow.com/docs/YkTd6~0tmGSXZbF3zFiSRw "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/lYH6K~ywIxnDDxkPMNoBoA "Use the AI agents for SPM to monitor project tasks autonomously.") * [Managing projects with Project Workspace](https://www.servicenow.com/docs/91Pel5OwCkolyUswzT_m~w "Use the features of Project Workspace to plan and manage your project.") * [Managing Feedback application in Strategic Planning](https://www.servicenow.com/docs/vpJrCMMJRJvbtyY5jLVwMw "Use Feedback application in Strategic Planning and create Feedback and product ideas to take data driven decisions during product development. Associate the feedback with a product idea or with a planning or non-planning item that can be tracked, prioritized, and implemented.")