Jumpstart Your Strategic Portfolio Management - Project Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Jumpstart Your Strategic Portfolio Management - Project Workspace

    This accelerator offers Impact customers a demonstration of the Project Workspace capabilities within Strategic Portfolio Management (SPM). It aims to guide customers through the preparation and implementation of Project Workspace, ensuring a solid foundation for a consolidated view of projects and their related information. Key resources and best practice guides are also included to facilitate customer onboarding.

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    Key Features

    • Provision of a temporary instance for hands-on experience.
    • Activation and configuration of Project Workspace components within SPM.
    • Two coaching sessions:
      • Session 1: Overview, demonstration, installation, and configuration guidance (up to 90 minutes).
      • Session 2: Optional Q&A session (up to 60 minutes) on Project Workspaces.
    • Access to a temporary instance for 30 days.

    Key Outcomes

    • Customers will gain insights into setting up Project Workspaces successfully.
    • Participants will learn about foundation data and key capabilities to enhance project management.
    • Engagement with trusted service partners for ongoing support and best practices.

    Note: This accelerator is available for specific ServiceNow packages and may have exclusions for certain environments or customer types.

    This accelerator provides a demonstration of the possibilities and capabilities of Project Workspaces within Strategic Portfolio Management (SPM).

    Accelerator Overview

    Jumpstart Your SPM – Project Workspace provides Impact customers with a comprehensive overview of the possibilities and capabilities of the Project Workspace in SPM. Our goal is to demonstrate preparing and implementing Project Workspace, to ensure proper setup of foundation data that enables a consolidated view of Projects and associated information. In addition, this accelerator includes key resources and leading practice guides to help customers get started.

    Note:
    This Accelerator is available for Impact Guided, Guided+ (SV or PG), Advanced, and Total packages.

    What you get

    Session Preparation
    • Provision a temporary instance
    • Activate and configure the applicable components of Project Workspaces within SPM
    Customer Coaching Session #1 (up to 90 min)

    Includes the following:

    • Overview & demonstration of Project Workspaces
    • Review setting Project Workspaces within SPM up for success:
      • Installation & configuration
      • High-level discussion on Foundation data
    • Walk-through of key capabilities
    • Suggestions for reimplementation next steps
    • Temporary instance with 30 days provided access
    Customer Coaching Session #2 (Optional upon Customer request – up to 60 min)

    Opportunity for Q&A related to the Project Workspaces within SPM.

    Requested customer resources

    Customer Resource  Responsibilities  Required Recommended
    Platform Owner Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform. ✓
    System Administrator(s) Maintains the stability and usability of the ServiceNow platform by performing application maintenance, managing support for cases related to ServiceNow applications, and contributing to ServiceNow software releases by delivering configuration tasks and features. ✓
    Other Customer Role(s)

    Primary stakeholders responsible for Project Management. Example: Project Manager/Resource Manager – Individuals who are responsible for making requests for resources and/or collaborate on the allocation and planning of resources.

    		 ✓
    Developer(s) Writes code for the ServiceNow platform. ✓
    Trusted Service Partner(s) Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward. ✓

    Requested information/access

    Please refer to the applicable Impact Accelerator Description available at https://www.servicenow.com/upgrade-schedules.html

    Exclusions

    This Impact Accelerator in its entirety or portions of the Impact Accelerator activities may not be available to customers in certain restricted environments, to self-hosted customers, or to managed service providers with domain separated instances.

    ServiceNow is not responsible for implementing recommendations on Customer’s non-production or production instances.