--- 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 --- # Strategic Spend Tracking for PPM dashboard # Strategic Spend Tracking for PPM dashboard {#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 Strategic Spend Tracking for PPM dashboard The Strategic Spend Tracking for PPM dashboard enables business planners to monitor planned costs, actual costs, and benefits of projects aligned to organizational strategies and goals. It provides insights into financial performance trends over time, helping organizations track how project spending aligns with strategic objectives. Show full answer Show less Starting from version 1.1.0, this dashboard is accessible within the Next Experience UI Framework under All \> Strategic Spend Tracking for PPM \> Analytics. Users can analyze total expenses, identify cost contributors, and see spending by departments and business units. ## End User and Roles * **Business Planner:** Requires visibility into strategy and goal alignment for projects and demands. * **Required Role:** `businessplanner` ## Key Indicators The dashboard offers detailed indicators for both strategies and goals, each comparing aligned versus unaligned projects across several financial metrics: * **Projects:** Counts of aligned and unaligned projects. * **Planned Cost:** Total planned cost for aligned and unaligned projects. * **Total Benefit:** Total benefit amount for aligned and unaligned projects. * **Actuals:** Total actual costs for aligned and unaligned projects. ## Breakdowns and Data Visualizations The dashboard breaks down data by Strategy, Goal, Project, Cost, Project Benefit, and Actuals. Visualizations help interpret these metrics effectively through: * **Bar Charts:** Comparing total planned versus actual costs and benefits grouped by fiscal periods for both strategies and goals. * **Pie Charts:** Showing distributions of projects, planned costs, and planned benefits by strategy and by goal. ## Practical Benefits for ServiceNow Customers This dashboard equips business planners with a comprehensive view of how projects contribute financially to strategic goals, enabling informed decision-making and improved financial tracking. By understanding aligned versus unaligned spending and benefits, organizations can optimize portfolio management and ensure resources are focused on strategic priorities. The Strategic Spend Tracking for PPM dashboard helps business planners track planned costs, actual costs, and benefits for projects aligned to organizational goals. Use it to understand how financial performance trends over time. Note: Starting with version 1.1.0, the Strategic Spend Tracking for PPM dashboard is available in the Next Experience UI Framework. Navigate to AllStrategic Spend Tracking for PPMAnalytics. You can analyze the total expenses, and drill down to what is contributing to the cost, and which departments and business units are spending. Figure 1. Strategy Overview tab Figure 2. Strategy Detail tab Figure 3. Goal Overview tab Figure 4. Goal Detail tab ## End user and roles {#ppm-strategic-spend-tracking-dashboard__section_upb_qj4_2fb} {#ppm-strategic-spend-tracking-dashboard__table_ov2_tj4_2fb__entry__2} | End user and goal | Required role | |-|-| | Business Planner: Needs visibility into strategies and goals for projects and demands in the organization. | business_planner | [ ] {#ppm-strategic-spend-tracking-dashboard__table_ov2_tj4_2fb} ## Indicators {#ppm-strategic-spend-tracking-dashboard__section_nm4_hk4_2fb} The dashboard contains the following indicators for strategies: Projects : Comparison of aligned and unaligned projects for strategies. Aligned Projects : Count of the projects aligned to strategies. Unaligned Projects : Count of the projects not aligned to strategies. Planned Cost : Comparison of aligned and unaligned planned cost for strategies. Planned Cost - Aligned Projects : Total planned cost for all projects aligned to strategies. Planned Cost - Unaligned Projects : Total planned cost for all projects not aligned to strategies. Total Benefit : Comparison of aligned and unaligned benefit amount for strategies. Total Benefit - Aligned Projects : Total benefit amount for all projects aligned to strategies. Total Benefit - Unaligned Projects : Total benefit amount for all projects not aligned to strategies. Actuals : Comparison of aligned and unaligned actual cost for strategies. Actuals - Aligned Projects : Total actual cost for all projects aligned to strategies. Actuals - Unaligned Projects : Total actual cost for all projects not aligned to strategies. The dashboard contains the following indicators for goals: Projects : Comparison of aligned and unaligned projects for goals. Aligned Projects : Count of the projects aligned to goals. Unaligned Projects : Count of the projects not aligned to goals. Planned Cost : Comparison of aligned and unaligned planned cost for goals. Planned Cost - Aligned Projects : Total planned cost for all projects aligned to goals. Planned Cost - Unaligned Projects : Total planned cost for all projects not aligned to goals. Total Benefit : Comparison of aligned and unaligned benefit amount for goals. Total Benefit - Aligned Projects : Total benefit amount for all projects aligned to goals. Total Benefit - Unaligned Projects : Total benefit amount for all projects not aligned to goals. Actuals : Comparison of aligned and unaligned actual cost for goals. Actuals - Aligned Projects : Total actual cost for all projects aligned to goals. Actuals - Unaligned Projects : Total actual cost for all projects not aligned to goals. ## Breakdowns {#ppm-strategic-spend-tracking-dashboard__section_yfw_qk4_2fb} The dashboard includes the following breakdowns: * Strategy * Goal * Project Cost * Project Benefit * Actuals {#ppm-strategic-spend-tracking-dashboard__ul_ulw_dl4_2fb} ## Data visualizations {#ppm-strategic-spend-tracking-dashboard__section_t5q_fl4_2fb} The dashboard includes the following visualizations for strategies:{#ppm-strategic-spend-tracking-dashboard__table_xvt_hl4_2fb__entry__3} | Title | Type | Description | |-|-|-| | Project Cost | Bar chart ![Bar chart]() | Comparison of total planned and actual costs for all projects grouped by fiscal period for strategies. | | Project Benefit | Bar chart ![Bar chart]() | Comparison of total planned and actual benefits for all projects grouped by fiscal period for strategies. | | Project Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of projects by strategy. | | Planned Cost Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned cost of projects by strategy. | | Planned Benefit Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned benefit of projects by strategy. | [ ] {#ppm-strategic-spend-tracking-dashboard__table_xvt_hl4_2fb} The dashboard includes the following visualizations for goals:{#ppm-strategic-spend-tracking-dashboard__table_mzr_fvt_3lb__entry__3} | Title | Type | Description | |-|-|-| | Project Cost | Bar chart ![Bar chart]() | Comparison of total planned and actual costs for all projects grouped by fiscal period for goals. | | Project Benefit | Bar chart ![Bar chart]() | Comparison of total planned and actual benefits for all projects grouped by fiscal period for goals. | | Project Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of projects by goals. | | Planned Cost Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned cost of projects by goals. | | Planned Benefit Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned benefit of projects by goals. | [ ] {#ppm-strategic-spend-tracking-dashboard__table_mzr_fvt_3lb} *[\>]: and then