Jumpstart Your Strategic Portfolio Management – Resource Management Workspace

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

    The Jumpstart Your Strategic Portfolio Management (SPM) – Resource Management Workspace Accelerator is designed to showcase the capabilities of Resource Management Workspaces within SPM to ServiceNow Impact customers. This offering helps customers prepare and implement the Resource Management Workspace by guiding the correct setup of foundational data, enabling a consolidated view of resource allocations and resource requests. It also includes key resources and best practice guides to assist customers in getting started effectively.

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    Key Features

    • Temporary Instance Provisioning: Customers receive access to a temporary ServiceNow instance for 30 days to explore and test the Resource Management Workspace capabilities.
    • Configuration and Activation: The accelerator includes activation and configuration of the applicable Resource Management Workspace components within SPM.
    • Customer Coaching Sessions:
      • Session 1 (up to 90 minutes): Covers an overview and demonstration of Resource Management Workspaces, setup guidance, foundation data discussion, key capability walkthroughs, and suggestions for next steps.
      • Session 2 (optional, up to 60 minutes): A Q&A session focused on Resource Management Workspace topics upon customer request.
    • Customer Resource Engagement: Involves collaboration with designated customer resources such as Platform Owner, System Administrators, Stakeholders (e.g., Project or Resource Managers), Developers, and Trusted Service Partners to ensure alignment and successful implementation.

    Practical Considerations

    • The accelerator is available for Impact Guided, Advanced, and Total packages.
    • Some customers, such as those in restricted environments, self-hosted customers, or managed service providers with domain-separated instances, may have limited availability of this offering.
    • ServiceNow resources provide guidance and best practices but do not implement recommendations directly on customer production or non-production instances.
    • Additional information and requirements are detailed in the applicable Impact Accelerator Description.

    What Customers Can Expect

    By engaging with this accelerator, ServiceNow customers will gain a clear understanding of how to configure and utilize the Resource Management Workspace within Strategic Portfolio Management. Customers will be equipped to establish foundational data correctly, view consolidated resource allocations and requests, and adopt best practices for ongoing resource management. The provided coaching and temporary instance access allow hands-on experience and tailored support to accelerate successful adoption.

    The Jumpstart Your Strategic Portfolio Management (SPM) – Resource Management Workspace Accelerator provides a demonstration of the possibilities and capabilities of Resource Management Workspaces within SPM.

    Accelerator overview

    Jumpstart Your Strategic Portfolio Management – Resource Management Workspace provides Impact customers with a comprehensive overview of the possibilities and capabilities of the Resource Management Workspace in SPM. Our goal is to demonstrate how customers can understand how to prepare and implement Resource Management Workspace, ensuring correct setup of foundation data enabling a consolidated view of their resource allocations and resource request. Additionally, this Accelerator offers key resources and leading practice guides on getting started.

    For more information on Resource Management, see Resource Management classic.

    Note:
    This Accelerator is available for Impact Guided, Advanced, and Total packages.

    Offered pursuant to the applicable Impact Accelerator Description available at  https://www.servicenow.com/legal/servicenow-impact.html

    What you get

    Session preparation
    • Provision a temporary instance
    • Activate and configure the applicable components of Resource Management Workspaces within SPM
    Customer coaching session #1 (up to 90 minutes)
    Includes the following:
    • Overview & demonstration of Resource Management Workspaces
    • Review setting Resource Management Workspaces within SPM up for success
      • Installation & configuration
      • High level discussion on Foundation data
    • Walkthrough of key capabilities
    • Suggestions for re-implementation next steps
    • 30 days access to the temporary instance is provided
    Customer coaching session #2 (optional upon customer request, up to 60 minutes)
    Opportunity for Q&A related to Resource Management Workspace within SPM

    Requested customer resources

    One or more customer resource is requested. The specific number of resources provided is Accelerator and customer specific.

    Table 1. Customer resource and responsibilities
    Customer resource Responsibilities Required Optional
    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 Administrators 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. ✓
    Stakeholders Primary stakeholders responsible for Resource Management. E.g., Project Manager/Resource Manager – Individuals who are responsible for making requests for resources and/or collaborate on the allocation and planning of resources. ✓
    Developers Writes code for the ServiceNow platform. ✓
    Trusted Service Partners Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward. ✓

    Requested information / access

    Refer to the applicable Impact Accelerator description available at https://www.servicenow.com/legal/servicenow-impact.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 resources are not responsible for implementing recommendations on customer’s non-production or production instances.