---
sourceDocument: Brazil Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configuring Project Workspace

# Configuring Project Workspace {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources.
* **[Configure AI Admin Hub](https://www.servicenow.com/docs/EFO0_3WM4_3Blfa2XizTWA)**   
  Use the AI Admin Hub console to activate the various AI applications and skills that you're entitled to.
* **[Configuring projects with Project Workspace](https://www.servicenow.com/docs/KBsrW88P65rANHgBDbB6ow)**   
  Set up the Project Workspace application and start planning on your project.
* **[Configuring resources with Project Workspace](https://www.servicenow.com/docs/yWrP3SvBMY1_0v61Wwv73A)**   
  Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.
* **[Configure financials for Project Workspace](https://www.servicenow.com/docs/eYvs3RlILWoDI27Ic8Xq_g)**   
  Customize financials view, planning attributes, and activate scheduled jobs to work on the financial planning for your projects.
* **[Configuring security for a project in Project Workspace](https://www.servicenow.com/docs/6gxMhvJ3ppRESRKWBL142g)**   
  Configure security in a project to make the project confidential to ensure that only the authorized users can access the project and its sub projects and related entities.
* **[Configuring project types in Project Workspace](https://www.servicenow.com/docs/qdBz~CBkdxFv7GtMAlTmPA)**   
  Configure project types so that each type of project in Project Workspace has its own custom fields, form view, and visible modules.
* **[Configure the default AI status report template](https://www.servicenow.com/docs/TfQsHZ2yz2kYFyf02c0R0w)**   
  Configure which template ServiceNow Otto should use by default when it generates an AI status report.
* **[Configure standard note for a skipped status report section](https://www.servicenow.com/docs/7OF6ZWX0iqcaRxRXYInDUw)**   
  Configure a standard note that ServiceNow Otto appends to an AI status report section when it skips that section.

**Related concepts**   

* [Managing projects with Project Workspace](https://www.servicenow.com/docs/~oMOgbrH~1qImBROGPHXvQ "Use the features of Project Workspace to plan and manage your project.")
* [Managing financials for your projects](https://www.servicenow.com/docs/2xeKO_BhDVUdthzZg2B_ig "Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, create financial baselines. 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/6jC1FLr1I2ne3~wezVn_uA "Use the Resource Management application to allocate and manage your resources in the Project Workspace.")
* [Project Workspace reference](https://www.servicenow.com/docs/Q~Te5jJpFiMJQuoKzc6Btg "Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.")