Program workbench
Summarize
Summary of Program workbench
The Program Workbench in ServiceNow Australia Release offers a centralized interface for program managers to view and track details of a program along with its associated projects and demands. It enables monitoring of progress, costs, resources, schedules, and scope within a selected fiscal period. This tool is designed specifically for program tracking and is accessible via Service Portal, allowing customization to fit organizational workflows. Note that the Program Workbench is not supported on mobile devices.
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Key Features
- Fiscal Period Selection: Allows users to select the fiscal year for monitoring the program’s metrics.
- Timeline View: Displays demands and projects in a Gantt chart format, showing timelines and external dependencies. Users can configure item colors, zoom levels, and show/hide columns for better visualization. Only demands with defined start and due dates in qualified or approved states appear here.
- Project KPI Tab: Shows the latest status of key project performance indicators (health, schedule, cost, resources, scope) based on recent status reports. Users can open detailed reports or view KPI comments by hovering over indicators.
- Cost (Planned vs. Actual) Chart: Compares actual project costs against approved budgets, with expenses tracked via expense lines that can be manually or automatically created (e.g., procurement items, approved time cards). Users can filter costs by capital expense (Capex), operating expense (Opex), or both.
- Resource (Allocated vs. Actual) Chart: Displays actual resource hours spent compared to allocated hours for projects and demands, leveraging processed time card data.
Practical Considerations
The Program Workbench is built on Service Portal technology, enabling you to customize and extend its functionality to align with your organization's needs and workflows. The Admin role can configure which columns appear in the timeline view for improved data presentation.
Access and Related Information
Upon access, the Program Workbench lists all available programs for management. It complements the Program Dashboard and supports the creation and oversight of programs, projects, and demands.
The program workbench is a central location for viewing details of a program and the projects and demands that are part of the program.
The program manager role can use the program workbench to view and monitor the progress of the program and the projects and demands. Program workbench provides information for only tracking the program.
You can track the progress of demands and projects, and monitor the status of cost, resource, schedule, and scope for the selected fiscal period for the program.
- Program workbench is based on Service Portal which means that you can configure, customize, and extend it as per your requirements and organizational workflow. For more information, see Service Portal documentation.
- Program workbench does not support mobile device.
The program workbench comprises of the following components:
Fiscal period: A choice list on the top-right to select the fiscal year for which you monitor the program.
You can:
- configure the colors of the program items in Gantt chart with Dashboard Configuration settings.
- select the zoom level in Gantt chart calender to Auto Fit. The Gantt view fits in one page to view entire timeline in one go without using the scrollbar.
- Review the external dependencies between projects in a program.
- click the show/hide icon (
) to show or hide columns.
- A demand is included in the timeline view only if the Expected Start and Due Date fields are populated and if the demand is in qualified or approved state.
- Admin can customize which columns appear in the column filter list when the show/hide columns
icon (
) is clicked in the timeline view.
You can:
- click the name of a project in the tab to open the latest status report created for the project.
- point to a status indicator for a project KPI to view the comments entered for the KPI for that project.
- Capex: Displays the cost chart for capital expense only.
- Opex: Displays the cost chart for operating expense only.
- All: Displays the cost chart for both capital and operating expenses.
Resource (Allocated vs. Actual): The chart displays the actual resource time spent on all project tasks versus the resource hours allocated to execute the projects and demands in the program. The actual time spent is taken from processed time cards for the projects.