--- 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 --- # Project Workspace # Project Workspace {#ariaid-title1} Release version: Australia Updated September 10, 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 Workspace ServiceNow® Project Workspace is a centralized application designed for project managers to efficiently plan, organize, and manage projects. It consolidates project planning, task management, resource allocation, financial tracking, and collaboration into a single interface. Key capabilities include managing projects, tasks, sub-projects, dependencies, timelines, and optimizing resource assignments. The workspace also supports financial oversight through budget and cost plan tracking, enabling informed and timely decision-making. Show full answer Show less ## Key Features * **Comprehensive Project Management:** Create and monitor projects with detailed task and sub-project management, including dependencies and timelines. * **Resource Management:** Allocate and optimize resources to ensure the right people are assigned to appropriate tasks using the Resource Management application. * **Financial Management:** Plan, track, and analyze project budgets, cost plans, actual expenses, labor costs, and financial baselines to monitor financial performance. * **RIDAC Management:** Identify and manage Risks, Issues, Decisions, Actions, and Change requests directly within the workspace. * **Analytics and Reporting:** Generate status reports and run project analytics to gain insights and track progress. * **Gen AI Integration:** Use Project Gen AI Docs skill to summarize, elaborate, or shorten document content for better understanding, and refine planning item descriptions to reduce rework from unclear information. * **Collaborative Work Management (CWM) Integration:** Link CWM tasks and stories to project tasks for seamless team execution visibility without disrupting existing workflows. * **Playbooks:** Deliver guided, stage-based workflows to streamline project execution. * **Configuration and Setup:** Customize the workspace to fit your project management needs, including form fields, user roles, and system properties. ## Practical Use and Customer Benefits ServiceNow Project Workspace empowers project managers to centralize project oversight, improve resource utilization, and maintain tight financial controls. The integration with AI features enhances document comprehension and task clarity, reducing errors and rework. With seamless CWM integration, teams can maintain their existing workflows while providing managers with real-time visibility into task progress. The inclusion of RIDAC ensures comprehensive risk and change management, critical for project success. Customers can expect improved collaboration, streamlined project execution, and data-driven decision-making capabilities within a unified platform. ServiceNow® Project Workspace helps project managers to plan and manage projects from a central location. The new Project Workspace comes with a Planning, Details, Financials, RIDAC, Analytics, Docs, Status Reports, and Resources page. ## Project Workspace Overview {#project-workspace-landing-page__section_wgv_153_rzb} The Project Workspace enables you to collaborate, plan, organize, and execute tasks in a single workspace. This application provides the ability to create and monitor projects, tasks, sub-projects, dependencies, and timelines. Project managers can allocate and optimize resources within the Project Workspace and make sure that the right individuals are assigned to the right tasks. With Project Workspace, you can plan and track your project finances, budgets, and cost plans. This project management application helps in making informed and timely decisions by providing relevant project information in one place. Use playbooks to deliver a guided, stage-based experience within the project workspace. Create a status report for your projects and run analytics for your projects. Experience the Gen AI feature in Project Workspace. Summarize, elaborate, or shorten the selected content on Docs to quickly understand the key information in documents using Project Gen AI Docs skill. Refine planning item descriptions using write items skill to improve the clarity and completeness of your work item. This reduces rework due to missing or unclear planning item information. ## Get started {#project-workspace-landing-page__section_xgv_153_rzb} |-|-| | [ExploreLearn the features and business value of Project Workspace](https://www.servicenow.com/docs/Im2O3g~8D2lJ5eDDA6Q5JQ "The ServiceNow Project Workspace application helps you to manage projects, resources, and financials in a single workspace.") | [ConfigureSet up the core configuration](https://www.servicenow.com/docs/4ipBqAHCGSwAUuZpcFI_Kg "Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.") | | [UseManage projects with Project Workspace](https://www.servicenow.com/docs/91Pel5OwCkolyUswzT_m~w "Use the features of Project Workspace to plan and manage your project.") | [ReferenceLearn about forms and fields of Project Workspace](https://www.servicenow.com/docs/yl9Ydy3AHb6pRILLt4_JCg "Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.") | [ ] {#project-workspace-landing-page__table_ygv_153_rzb} ## Troubleshoot and get help {#project-workspace-landing-page__section_dhv_153_rzb} * [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) {#project-workspace-landing-page__ul_ehv_153_rzb} * **[Exploring Project Workspace](https://www.servicenow.com/docs/Im2O3g~8D2lJ5eDDA6Q5JQ)** The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace. * **[Configuring Project Workspace](https://www.servicenow.com/docs/qNxEfCXekwF5NFDUlgGY_w)** Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources. * **[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. * **[Manage Risk, Issue, Decision, Action, or Request Change (RIDAC)](https://www.servicenow.com/docs/JtHYNoVbTQJtDhVnwcWQbQ)** Use RIDAC to identify, track, and manage risks, issues, decisions, actions, and change requests in Project Workspace. * **[Managing financials for your projects](https://www.servicenow.com/docs/my_IeyshBL58TMoRf7kIKw)** Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, create financial baselines, and view, analyze, and compare the financial performance of your projects at required cadence in Project Workspace. * **[Resource planning with Project Workspace](https://www.servicenow.com/docs/Jix69khWmFs2hhnGVUWwYg)** Use the Resource Management application to allocate and manage your resources in the Project Workspace. * **[Project Workspace integration with CWM](https://www.servicenow.com/docs/UQwoIVy56MgKz9mW5Lp8Ew)** Track team execution alongside your project plan by displaying Collaborative Work Management (CWM) tasks and stories linked to your project tasks directly on the planning page. Team members continue working in CWM, while you keep visibility in Project Workspace. * **[Project Workspace reference](https://www.servicenow.com/docs/yl9Ydy3AHb6pRILLt4_JCg)** Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.