--- 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 --- # Project Workspace # Project Workspace {#ariaid-title1} Release version: Brazil 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 plan, manage, and execute projects efficiently. It consolidates project planning, task management, resource allocation, financial tracking, and collaboration within a single workspace. Key pages include Planning, Details, Financials, RIDAC (Risk, Issue, Decision, Action, Change), Analytics, Docs, Status Reports, and Resources. Show full answer Show less This workspace allows project managers to create and monitor projects, tasks, sub-projects, dependencies, and timelines while optimizing resource assignments. It supports financial management by tracking budgets, cost plans, forecasts, actual expenses, and labor costs to enable informed decision-making. Project Workspace also integrates guided playbooks for stage-based project delivery, status reporting, and analytics to provide comprehensive project insights. ## Key Features * **Collaboration and Planning:** Manage projects, dependencies, and timelines in one location. * **Resource Management:** Allocate and optimize resources using the Resource Management application integrated within Project Workspace. * **Financial Management:** Track budgets, cost plans, expenses, labor costs, and financial baselines to monitor project financial health. * **RIDAC Management:** Identify and handle Risks, Issues, Decisions, Actions, and Change requests to maintain project control. * **Generative AI Integration:** Use Gen AI features to summarize, elaborate, or shorten project documents and refine task descriptions for clarity, reducing rework. * **Collaborative Work Management (CWM) Integration:** Display CWM tasks and stories linked to project tasks directly in Project Workspace to maintain visibility while teams work in CWM. * **Analytics and Reporting:** Generate status reports and run analytics to gain project insights and track performance. * **Playbooks:** Deliver guided, stage-based project experiences to standardize and streamline project execution. ## Configuring and Managing Projects To utilize Project Workspace effectively, configure the application to set up projects, financials, and resources. Use AI Admin Hub to explore and enable ServiceNow Otto® plugins and Generative AI features that enhance project automation and monitoring. AI agents can autonomously monitor project tasks in Strategic Portfolio Management. Use the RIDAC framework within Project Workspace for comprehensive risk and change management, ensuring project risks and issues are tracked and resolved promptly. ## Practical Benefits for ServiceNow Customers * Centralized project management platform that integrates planning, execution, financials, and resource management to improve project visibility and control. * Enhanced collaboration and communication through integrated playbooks, status reports, and linked CWM tasks. * Improved project documentation and clarity with Generative AI capabilities, reducing errors and rework. * Ability to make timely, informed decisions based on consolidated project data and analytics. * Streamlined resource allocation to optimize team productivity and project outcomes. 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/GrQEw8r4wP1emENTN~xgaQ "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/yWrP3SvBMY1_0v61Wwv73A "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/~oMOgbrH~1qImBROGPHXvQ "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/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.") | [ ] {#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/GrQEw8r4wP1emENTN~xgaQ)** 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/vFHn26Ehz2czgx~YljB8ng)** 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/8AujJp0~npO9_tmTA6PD2g)** 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/ESUFoLLFI0xaOwpkTLTJFQ)** Use the AI agents for SPM to monitor project tasks autonomously. * **[Managing projects with Project Workspace](https://www.servicenow.com/docs/~oMOgbrH~1qImBROGPHXvQ)** 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/2SUR2gnIBlwPkCAI~1vMyg)** 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/2xeKO_BhDVUdthzZg2B_ig)** 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/6jC1FLr1I2ne3~wezVn_uA)** 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/yDAd40IcEETa3my8LN4eFA)** 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/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.