Strategic Portfolio Management

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：17分

    • Align work with strategy to deliver products and services in a way that supports your business goals and priorities. ServiceNow® Strategic Portfolio Management (SPM) enables you to use digital transformation to drive more customer value faster. Plan, deliver, and track value across different methodologies.

    SPM helps you align work to strategy, enabling you to optimize business outcomes and respond rapidly to change so that you deliver more value, not just more output.

    With Strategic Portfolio Management, gather critical business requirements, prioritize new requests, assess top-level investments, allocate resources, and adapt to changing business priorities by making adjustments on an ongoing basis. Manage strategic and operational work from one place while driving Agile transformation.

    Now assist for SPM.

    New third-party AI model provider options available for Now Assist

    Explore the AI model providers to set up data routing and manage third-party Large Language Model (LLM) and Small Language Model (SLM) providers.
    AI agents.

    Enable the Project Task Monitor AI agent directly from Email project summary modal.

    Within the email project summary modal, check the Include critical path task changes option to directly enable the project task monitor AI agent.
    Status reporting in project workspace.

    Status report enhancements

    Modify a status report in Project Workspace for your project to update project health, metrics, risks, issues, and milestones.
    Enterprise Agile Planning

    Generate stories from epics using Now Assist for SPM

    Breakdown epics into stories using Now Assist in the Enterprise Agile Planning (EAP) workspace. Product managers or scrum leads can save time and reduce functional gaps in stories, thereby improving overall quality and productivity.
    Collaborative Work Management

    Improve collaboration with real-time concurrent editing on Docs

    Edit a Doc page in concurrently with multiple other editors. Colored cursors denote the current location of editors on the page and you can see edits made in real-time by all editors.
    Create portfolio plans for AI-related items by applying a filter.

    Create portfolio plans for AI-related items by applying a filter in Strategic Planning Workspace

    Create portfolio plans for AI-related items by applying a filter on the planning item tables during portfolio plan creation.
    Categorize your strategic priorities, goals, planning items, and execution items as Artificial Intelligence.

    Categorize your strategic priorities, goals, planning items, and execution items as Artificial Intelligence in Strategic Planning Workspace

    Categorize your strategic priorities, goals, planning items, and execution items—projects and demands as Artificial Intelligence and plan work for the AI-related items.
    Categorize your strategic priorities and goals as Artificial Intelligence.

    Categorize your strategic priorities and goals as Artificial Intelligence in Goal Framework

    Categorize your strategic priorities and goals as Artificial Intelligence to track and monitor their progress from the AI Control Tower workspace.
    Experience consistent roadmap bar colors.

    Experience consistent roadmap bar colors and use different icons to distinguish item-level milestones

    Experience consistent roadmap bar colors and use different icons to distinguish item-level milestones in Strategic Planning Workspace and Portfolio Planning Workspace.

    New third-party AI model provider options available for Now Assist

    Google Gemini 2.0 Flash, Google Gemini 2.5 Pro, and AWS Claude 3.7 Sonnet are available for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI GPT-4.1 and GPT-4.1 mini. For more information, see New third-party AI model provider options available for Now Assist.

    Enable the Project Task Monitor AI agent directly from Email project summary modal

    The project task monitor AI agent can be enabled directly from the email project summary modal by selecting the Include critical path task changes option. You can choose the recipients to send the project summary email to. You can send the project summary email instantly to your project managers and added recipients by using Schedule and send option. For more information, see Schedule the project insights email.

    Status report enhancements

    The status report is read only and the sn_pw.status_report_doc_read_only system property is set to true by default. When the property is set to true, any updates made to the status report form are reflected in the Status Report. However, if the property is set to false, changes made to the form are not reflected in the report.

    Generate stories from epics using Now Assist for SPM

    Story recommendations from Now Assist.

    The Now Assist for Strategic Portfolio Management (SPM) application includes the skills and features of generative AI that enable product managers and scrum leads to automatically generate context-based stories for their epics. Through the Story generation skill, Now Assist provides story recommendations for an epic using the epic's name, description, and any existing stories. Based on the recommendations, you can ask Now Assist to combine, split, remove, or modify any of the recommendations.

    By using Now Assist to help generate stories for your epics, product managers can:
    • Remove initial roadblocks to create stories for an epic.
    • Save time and increase productivity by automating the story creation process.
    • Ensure completeness of stories by covering personas, outcomes, and acceptance criteria.

    For information on how to use this skill, see Generate multiple stories at once in EAP using Now Assist for SPM.

    Improve collaboration with real-time concurrent editing on Docs


    Doc real-time collaboration.

    With the feature of real-time collaboration, edit a Doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators based on your preference while working on or reviewing the content of the page.

    Real-time collaboration on Docs is available for Portfolio Planning, Strategic Planning, Enterprise Agile Planning, and Collaborative Work Management workspaces. For more information, see:

    Create portfolio plans for AI-related items by applying a filter in Strategic Planning Workspace

    Create portfolio plans for AI-related items by applying a filter.

    Create portfolio plans for AI-related items by applying a filter on the planning item tables, setting the Investment type field value to Artificial Intelligence during portfolio plan creation in Strategic Planning Workspace. This allows you to focus exclusively on AI-related items. For details, see Create a portfolio plan.

    You can also track and monitor all your AI-related items (strategies, goals, targets, costs of planning items, and prioritized work) progress from the AI Control Tower workspace For details, see AI strategy tab in AI Control Tower.

    Categorize your strategic priorities, goals, planning items, and execution items as Artificial Intelligence in Strategic Planning Workspace

    Categorize your strategic priorities, goals, planning items, and execution items as Artificial Intelligence.

    Categorize your strategic priorities, goals, planning items, and execution items—projects and demands as Artificial Intelligence in the Strategic Planning Workspace and track and monitor their progress from the AI Control Tower workspace. For details, see Create a strategic priority, Create a goal, and Add a planning item.

    Categorize your strategic priorities and goals as Artificial Intelligence in Goal Framework

    Categorize your strategic priorities and goals as Artificial Intelligence.

    Categorize your strategic priorities and goals as Artificial Intelligence in Goal Framework to track and monitor their progress from the AI Control Tower workspace.

    Experience consistent roadmap bar colors and use different icons to distinguish item-level milestones

    Experience consistent roadmap bar colors.

    Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. Use different icons to distinguish item-level milestones in Strategic Planning Workspace or Portfolio Planning Workspace.

    You can also modify the milestone icons for roadmaps and portfolio plans to customize the icons displayed in the Roadmap tab within the workspace. For details, see Modify Script Includes for milestone icons in Strategic Planning or Modify Script Includes for milestone icons in Portfolio Planning Workspace.

    Organization Extension (com.snc.organization_extension) plugin

    Organization Extension (com.snc.organization_extension) plugin activates Goals, Business unit, Enterprise strategy, and Business unit strategy entities. It is available on zBoot to all customers with demo data.

    Business Units, Goals, Enterprise Strategy, and Business Unit Strategy modules are available in the Organization application menu.

    Business Applications and Business Capabilities modules are also available within the Organization application menu, however, their related tables are moved to Configuration Management (CMDB) (com.snc.cmdb) plugin, which is available on zBoot but without demo data.

    Learn

    Get started

    • Understand how to deliver business outcomes with speed and agility using ServiceNow SPM. For more information, see Customer Success Center.
    • Learn how to align execution with business goals and priorities. For more information, see Strategic Planning.
    • Create goals, set targets for them, and evaluate the progress of your goals and targets to accomplish the organizational plans and drive business outcomes. For more information, see Goal Framework and Goal Framework for SPM.
    • Enhance your SPM capabilities with specialized plugins that provide read-only roles for various modules, confirming secure access to dashboards and reports.

    Applications and features