Reference

Xanadu Strategic Portfolio Management
Release
xanadu
ft:locale
en-US
ft:publication_title
Xanadu Strategic Portfolio Management
ft:clusterId
itbm
bundleId
itbm
workflow
Technology
  • Strategic Portfolio Management
  • Portfolio Planning
  • Explore
  • Lenses in Portfolio Planning
  • Portfolio plans in Portfolio Planning
  • Work prioritization in Portfolio Planning
  • Roadmaps in Portfolio Planning
  • Scenario planning in Portfolio Planning
  • Portfolio Planning with Project Portfolio Management
  • Capacity in Portfolio Planning
  • Financial planning for Projects and Demands
  • Dashboards in Portfolio Planning Workspace
  • Better together with other ServiceNow applications
  • Configure
  • Install Portfolio Planning
  • Configuring lens in Portfolio Planning
  • Modify lens structure in Portfolio Planning
  • Activate a lens in Portfolio Planning
  • Configuring additional columns for Prioritization page in Portfolio Planning
  • Configuring Prioritization and Roadmap settings in Portfolio Planning
  • Customizing highlighted fields on prioritization page of Portfolio Planning workspace
  • Modify Script Includes for Prioritization page in Portfolio Planning
  • Create new highlighted values for Prioritization columns in Portfolio Planning
  • Modify Script Includes for milestone icons in Portfolio Planning Workspace
  • Configure additional source tables for free-form roadmap in Portfolio Planning
  • Customize the display preferences for Prioritization and Roadmap in Portfolio Planning Workspace
  • Update the display limit of items for Prioritization and Roadmap in Portfolio Planning
  • Hierarchy view configuration in Portfolio Planning
  • Customizing Lists in Portfolio Planning Workspace
  • Enable adding custom tables to the Lists menu
  • Customize Lists in Portfolio Planning Workspace
  • Define audience for new lists in Portfolio Planning
  • Configure scenario planning in Strategic Planning
  • Enable or disable scenario planning in Portfolio Planning
  • Configure financial widgets in compare scenario
  • Portfolio Planning diagnostics
  • Configure capacity planning
  • Enable planning attributes for capacity in Portfolio Planning
  • Generate employee profiles for resources to work with Capacity
  • Map primary attributes to resources
  • Generate resource capacity
  • Configure financials for planning items in Portfolio Planning
  • Customize the left pane view for financials
  • Add monetary and non-monetary benefit plans related lists
  • Enable financial budget allocation for planning items in Portfolio Planning
  • Define the budget attribute
  • Customise cost plan form
  • Change the default expense type in Portfolio Planning
  • Create custom labor costs and map them to sys_id
  • Activate a scheduled job to manage the expense type on resource assignments
  • Activate a scheduled job to migrate budget of your planning items
  • Activate a scheduled job to create financial baselines for your projects and demands
  • Activate a scheduled job to generate labor costs for your projects and demands
  • Configure portfolio financials in Portfolio Planning
  • Enable integration for internal planning item
  • Activate investment entities for planning items
  • Activate rollup property for projects to view portfolio financials
  • Activate a scheduled job to generate data to view portfolio financials
  • Configuring Portfolio Planning with PPM
  • Create an alignment integration
  • Generate default mapping configurations
  • Create custom mapping configurations
  • Create a table map
  • Create a business rule to apply a custom table map configuration
  • Create a field map
  • Create a choice map
  • Configure bulk import
  • Manage portfolio plans
  • Create a high-level portfolio plan
  • Create a portfolio plan
  • Create a copy of an existing portfolio plan in Portfolio Planning Workspace
  • Modify a portfolio plan in Portfolio Planning Workspace
  • Show or hide the features for a portfolio plan
  • Share portfolio plans in Portfolio Planning Workspace
  • Collaborate on portfolio plans in Portfolio Planning Workspace
  • Prioritize portfolio plan work
  • Add planning items to Prioritization page in Portfolio Planning Workspace
  • Create a copy of an existing planning item in Portfolio Planning Workspace
  • Update planing item details
  • Rank planning items in Portfolio Planning Workspace
  • Prioritize work
  • Categorize and find work items using tags
  • Personalizing Prioritization page views in Portfolio Planning Workspace
  • Personalize Prioritization List view in Portfolio Planning Workspace
  • Personalize Prioritization Hierarchy view in Portfolio Planning Workspace
  • Export data of portfolio plan items from Prioritization to Excel or CSV
  • Plan roadmaps
  • Create free-form roadmap in Portfolio Planning Workspace
  • Update details of free-form roadmap in Portfolio Planning Workspace
  • Share a free-form roadmap with stakeholders in Portfolio Planning Workspace
  • Managing free-form roadmap views in Portfolio Planning
  • Create a free-form roadmap view in Portfolio Planning
  • Edit a free-form roadmap view in Portfolio Planning
  • Delete a free-form roadmap view in Portfolio Planning
  • Create a copy of an existing free-form roadmap in Portfolio Planning Workspace
  • Create planning items from roadmap view in Portfolio Planning Workspace
  • Modify planning items from roadmap in Portfolio Planning Workspace
  • Plan unscheduled items into roadmap in Portfolio Planning Workspace
  • Reschedule roadmap items in Portfolio Planning Workspace
  • Add milestones for roadmap in Portfolio Planning Workspace
  • Update a roadmap milestone in Portfolio Planning Workspace
  • Add milestones for roadmap items in Portfolio Planning Workspace
  • Update roadmap item milestones in Portfolio Planning Workspace
  • Add dependencies for roadmap items in Portfolio Planning Workspace
  • Update roadmap item dependencies in Portfolio Planning
  • Personalize roadmap view in Portfolio Planning Workspace
  • Customizing milestone display on roadmap in Portfolio Planning Workspace
  • Customizing roadmap item dependency display in Portfolio Planning Workspace
  • Track roadmap item progress in Portfolio Planning Workspace
  • Collaborate on a free-form roadmap in Portfolio Planning Workspace
  • Apply quick filters
  • Optimize planning with scenario planning
  • Create a scenario in Portfolio Planning
  • Compare scenarios in Portfolio Planning
  • Approve a scenario in Portfolio Planning
  • Manage scenarios in Portfolio Planning
  • Use Capacity Planning
  • Generate resource capacity
  • Using Capacity in Portfolio Planning
  • Manage financials for planning items
  • How to configure multicurrency
  • Add, edit, or delete cost plans
  • Manage budget of your planning items in Portfolio Planning
  • Add or edit expense lines
  • Generate labor costs
  • Create and compare financial baselines for demands and projects
  • Manage monetary benefit plans for your planning items in Portfolio Planning
  • Edit monetary benefit plan
  • Capture actual monetary benefits
  • Manage non-monetary benefit plans for your planning items in Portfolio Planning
  • Export financials as Excel or CSV file
  • Manage portfolio financials
  • Docs for planning items in Portfolio Planning
  • Create and manage pages and subpages for planning items
  • Manage portfolio plan views
  • Create a portfolio plan view in Portfolio Planning
  • Edit a portfolio plan view in Portfolio Planning
  • Delete a portfolio plan view in Portfolio Planning
  • Use dashboards
  • Execution Dashboard in Portfolio Planning
  • View a dashboard in Portfolio Planning
  • Create a dashboard in Portfolio Planning
  • Edit a dashboard in Portfolio Planning
  • Duplicate a dashboard in Portfolio Planning
  • Share a dashboard in Portfolio Planning
  • Add a Platform Analytics dashboard to Portfolio Planning Workspace
  • Export the portfolio plan status or roadmap to Microsoft PowerPoint from Portfolio Planning Workspace
  • Execute work in PPM
  • Import records to Portfolio Planning
  • View error logs
  • Reference
  • Components installed with Portfolio Planning
  • Domain separation and Portfolio Planning
  • Planning item reorder errors in Portfolio Planning
  • Item milestone errors in Portfolio Planning Workspace
  • Item dependency errors in Portfolio Planning Workspace
  • Managing Portfolio Planning with PPM
  • Form field information for Portfolio Planning
  • Action Assignment form
  • Choice map form
  • Create cost plan form
  • Create expense line form
  • Dependency form
  • Field map form
  • Demand planning item form
  • Highlighted Value Condition form
  • Highlighted Value form
  • Lens Form
  • Lens structure form
  • List Applicability form
  • Planning item milestone form
  • Project planning item form
  • Roadmap configuration form
  • Table map form
  • Roadmap milestone form
  • Scheduled Script Execution form to generate labor costs for projects and demands
  • UX List Category form
  • UX List form
  • Strategic Planning
  • Feedback
  • Explore
  • Configure
  • Install ServiceNow Add-in for Microsoft Outlook
  • Create feedback from Microsoft Outlook
  • Configure email for feedback submission
  • Integrate the Idea portal with Feedback application
  • Configure non-planning items for feedback or product ideas records
  • Configure the filters for feedback or product idea overview page
  • Manage Feedback
  • Create feedback filters in Strategic Planning
  • Update feedback filters in Strategic Planning
  • Create Feedback in Strategic Planning
  • Update Feedback or Product idea records from the list page
  • Associate feedback with a product idea
  • Associate a feedback or product idea with a planning item
  • Create a product idea in Strategic Planning
  • Associate a product idea with feedback
  • Associate a feedback or a product idea record with a non-planning item
  • Associate a product idea with a goal
  • Manage documentation in Feedback application
  • Summarize the feedback by using Now Assist for Strategic Portfolio Management (SPM)
  • Generate the summary for selected or complete content with Planning item Gen AI Docs skill in Strategic Planning
  • Reference
  • Components installed with Feedback application
  • Form field information for Feedback application
  • Product idea form
  • Feedback form
  • Portfolio Planning in Strategic Planning
  • Explore
  • Lenses in Strategic Planning
  • Portfolio plans in Strategic Planning
  • Scoring in Strategic Planning
  • Goal management in Strategic Planning
  • Prioritization in Strategic Planning
  • Roadmaps in Strategic Planning
  • Scenario planning in Strategic Planning
  • Capacity in Strategic Planning
  • Financial planning for planning items
  • Strategic Planning with PPM, Agile 2.0, and SAFe
  • Better together with other ServiceNow applications
  • Configure
  • Install Strategic Planning
  • Planning item configuration for lenses and portfolio plans
  • Review existing planning item types in Strategic Planning
  • Define a new planning item type in Strategic Planning
  • Create form views for new planning item tables in Strategic Planning
  • Create list views for new planning item tables in Strategic Planning
  • Create related list views for new planning item types in Strategic Planning
  • Create workspace view rules for new planning item forms in Strategic Planning
  • Enable custom item types in Strategic Planning
  • Lens configuration in Strategic Planning
  • Create or modify a lens in Strategic Planning
  • Add or modify lens structure in Strategic Planning
  • Activate a lens in Strategic Planning
  • High-level planning configuration in Strategic Planning
  • Create global rank column for high-level planning
  • Create rank configuration for high-level planning
  • Create portfolio plan configuration for high-level planning
  • Enable high-level planning for a lens entity
  • Populate global rank for high-level planning items
  • Create a business rule for high-level planning
  • Custom scoring frameworks in Strategic Planning
  • Create a custom scoring framework
  • Create your scoring framework attributes
  • Create a final score attribute
  • Configuring goals in Strategic Planning
  • Migrate existing goals data to Goal Framework tables
  • Configure goal preferences
  • Customize label for Goal and Target tables
  • Configure a table for an assigned entity
  • Create goals demo data with target breakdowns
  • Import goals and targets data from a spreadsheet
  • Update a schedule job to automate Actual value of the targets
  • Migrate target breakdowns
  • Target breakdowns migration
  • Migrate goal relationships for assigned entities
  • Configuring target source for target automation
  • Context variable in target source
  • Create a target source for automating the Actual value of the targets
  • Create a context variable for a target source
  • Create a context variable for the target source type PA Indicator
  • Defining a custom unit of measure
  • Prioritization display settings in Strategic Planning
  • Configuring additional columns for Prioritization in Strategic Planning
  • Customizing highlighted fields on prioritization page of Strategic Planning Workspace
  • Modify Script Includes for Prioritization page in Strategic Planning
  • Create new highlighted values for Prioritization columns in Strategic Planning
  • Modify Script Includes for milestone icons in Strategic Planning
  • Update the display limit of items on Prioritization and Roadmap
  • Configure additional source tables for a free-form roadmap
  • Customize the planning item display preferences for Prioritization and Roadmap
  • Hierarchy view display configuration in Strategic Planning
  • Configure scenario planning in Strategic Planning
  • Enable or disable scenario planning in Strategic Planning
  • Configure financial widgets in compare scenario
  • Capacity configuration in Strategic Planning
  • Enable planning attributes for Capacity in Strategic Planning
  • Generate employee profiles for resources to work with Capacity
  • Map primary attributes to resources
  • Activate a scheduled job to automatically generate resource capacity
  • Configure financials for Strategic Planning
  • Enable financials for planning items in Strategic Planning
  • Enable financial budget allocation for planning items in Strategic Planning
  • Configure financial budget type
  • Enable monetary benefit plans for planning items
  • Add monetary and non-monetary benefit plans related lists
  • Configure a widget and associate it with project
  • Customize the left pane view for financials
  • Customise cost plan form
  • Change the default expense type for your planning items
  • Create a custom prefix for baseline
  • Create custom labor costs and map them to sys_id
  • Activate a scheduled job to migrate budget of your planning items
  • Activate a scheduled job to manage the expense type on resource assignments
  • Activate scheduled job to create financial baselines for planning items
  • Activate scheduled jobs to generate labor costs for your planning items
  • Activate scheduled job to populate to multicurrency fields
  • Configure portfolio financials in Strategic Planning
  • Enable integration for internal planning item
  • Activate investment entities for planning items
  • Activate rollup property for projects to view portfolio financials
  • Activate a scheduled job to generate data to view portfolio financials
  • Customizing Lists in Strategic Planning
  • Enable adding custom tables to the Lists menu
  • Customize Lists in Strategic Planning Workspace
  • Define audience for new lists in Strategic Planning
  • Strategic Planning diagnostics
  • Configuring Strategic Planning with PPM, Agile 2.0, and SAFe
  • Create an alignment integration
  • Generate default mapping configurations
  • Create custom mapping configurations
  • Create a table map
  • Create a business rule to apply a custom table map configuration
  • Create a field map
  • Create a choice map
  • Configure bulk import
  • Working with Teamspaces
  • Manage portfolio plans
  • Create a high-level portfolio plan
  • Create a portfolio plan in Strategic Planning
  • Create a copy of an existing portfolio plan in Strategic Planning
  • Modify a portfolio plan in Strategic Planning
  • Show or hide the features for a portfolio plan
  • Share a portfolio plan in Strategic Planning
  • Collaborate on a portfolio plan in Strategic Planning
  • Score planning items
  • Score items in a portfolio plan
  • Rank items in a portfolio plan
  • Export planning items data from Scoring to Excel or CSV
  • Manage goals
  • Goals examples and recommendations
  • Create a goal in Strategic Planning
  • Create targets for a goal in Strategic Planning
  • Update the progress of a manual target
  • Update the progress of an automated target
  • Create a copy of a goal or target
  • Target actuals automation
  • Target breakdowns in Strategic Planning
  • Update the actual value of a target breakdown
  • Associate a planning item with goals or targets
  • Associate or update the primary goal or target for a planning item
  • Export goals and targets data to Excel or CSV
  • Prioritize portfolio plan work
  • Add planning items to Prioritization page of Strategic Planning Workspace
  • Create a copy of an existing planning item in Strategic Planning
  • Update planning item details from Prioritization page of Strategic Planning Workspace
  • Rank planning items in Strategic Planning
  • Prioritize work
  • Categorize planning items using tags
  • Personalizing Prioritization page views in Strategic Planning
  • Personalize List view of Prioritization page of Strategic Planning Workspace
  • Personalize Kanban view of Prioritization page of Strategic Planning Workspace
  • Personalize Hierarchy view in the Prioritization page of Strategic Planning Workspace
  • Export data of portfolio plan items from Prioritization to Excel or CSV
  • Plan roadmaps
  • Create a free-form roadmap in Strategic Planning Workspace
  • Update details of a free-form roadmap in Strategic Planning Workspace
  • Share a free-form roadmap with stakeholders in Strategic Planning Workspace
  • Collaborate on a free-form roadmap in Strategic Planning Workspace
  • Managing free-form roadmap views in Strategic Planning
  • Create a free-form roadmap view in Strategic Planning
  • Edit a free-form roadmap view in Strategic Planning
  • Delete a free-form roadmap view in Strategic Planning
  • Create a copy of an existing free-form roadmap in Strategic Planning Workspace
  • Create planning items from the roadmap view in Strategic Planning Workspace
  • Modify planning items from the roadmap view in Strategic Planning Workspace
  • Plan unscheduled items into a roadmap in Strategic Planning Workspace
  • Reschedule roadmap items in Strategic Planning Workspace
  • Add milestones for a roadmap in Strategic Planning Workspace
  • Update a roadmap milestone in Strategic Planning Workspace
  • Add milestones for roadmap items in Strategic Planning Workspace
  • Update roadmap item milestones in Strategic Planning Workspace
  • Add dependencies for roadmap items in Strategic Planning Workspace
  • Update roadmap item dependencies in Strategic Planning Workspace
  • Personalize your roadmap Timeline view in Strategic Planning Workspace
  • Personalize your roadmap Kanban view in Strategic Planning Workspace
  • Track the progress of your roadmap items in Strategic Planning Workspace
  • Optimize planning with scenario planning
  • Create a scenario in Strategic Planning
  • Compare scenarios in Strategic Planning
  • Approve a scenario in Strategic Planning
  • Manage scenarios in Strategic Planning
  • Use Capacity Planning
  • Generate resource capacity
  • Using Capacity in Strategic Planning
  • Manage financials for planning items
  • How to configure multicurrency
  • Add, edit, or delete cost plans
  • Manage budget of your planning items in Strategic Planning
  • Add or edit expense lines
  • Generate labor costs
  • Create and compare financial baselines for your planning items
  • Create monetary benefit plans
  • Edit monetary benefit plan
  • Capture actual monetary benefits
  • Manage non-monetary benefit plans for your planning items in Strategic Planning
  • Export financials as Excel or CSV file
  • Manage portfolio financials
  • Docs for planning items
  • Create and manage pages and subpages for planning items
  • Manage portfolio plan views
  • Create a portfolio plan view in Strategic Planning
  • Edit a portfolio plan view in Strategic Planning
  • Delete a portfolio plan view in Strategic Planning
  • Execute work in PPM, Agile 2.0, and SAFe
  • Import records to Strategic Planning
  • View error logs
  • Export portfolio plan status or roadmap
  • Reference
  • Customizing milestones display on roadmap in Strategic Planning Workspace
  • Customizing the dependencies display on the roadmap in Strategic Planning Workspace
  • Components installed with Strategic Planning Workspace
  • Domain separation and Strategic Planning
  • Planning item reorder errors in Strategic Planning Workspace
  • Item milestone errors in Strategic Planning Workspace
  • Item dependency errors in Strategic Planning Workspace
  • Managing Strategic Planning with Project Portfolio Management, Agile Development 2.0, and SAFe
  • Form field information for Strategic Planning
  • Action Assignment form
  • Choice map form
  • Context Variable form
  • Create cost plan form
  • Create expense line form
  • Dependency form
  • Field map form
  • Goal Assigned Entity Configuration form
  • Goal form
  • Goal Preferences form
  • Goal/Target Relationship form
  • Highlighted Value form
  • Highlighted Value Condition form
  • Initiative form
  • Lens form
  • Lens structure form
  • List Applicability form
  • Planning item type form
  • Planning item form
  • Epic planning item form
  • Demand planning item form
  • Project planning item form
  • Planning item milestone form
  • Portfolio plan configuration form
  • Product Enhancement form
  • Progress value calculation
  • Roadmap milestone form
  • Roadmap configuration form
  • Scheduled Script Execution form
  • Scheduled Script Execution form to generate labor costs for planning items
  • Strategic program form
  • Table map form
  • Target automation script for benefit plans
  • Target Breakdown form
  • Target form
  • Target Source form
  • UX List Category form
  • UX List form
  • View rule form
  • Widget association form
  • Widget New Record form
  • Enterprise Agile Planning
  • Explore
  • Configure
  • Agile configurations in EAP
  • Create or update a configuration in EAP
  • Define agile structure in EAP
  • Activate an EAP configuration
  • Configure display of other work item types in EAP Backlog and Planning board
  • Configure the display limit of iterations in EAP Backlog
  • Update epic methodology for an EAP configuration
  • Create a planning calendar in EAP
  • Override planning calendar in EAP
  • Create calendar entries for iterations in EAP
  • Create a custom team type in EAP
  • Create a custom work item type in EAP
  • Create or update form views for EAP work items
  • Create or update list view for EAP work items
  • Configuring custom dashboards in EAP
  • Create a dashboard in EAP
  • Add a tag to the EAP dashboard
  • Associate the EAP read-only role to the dashboard
  • Add EAP dashboards to an Agile configuration
  • Create implementation of a Scripted Extension Point in EAP
  • Updating dashboards for planning calendar changes in EAP
  • Migrate from SAFe
  • Verify EAP configuration for migration from SAFe
  • Verify table, field, and choice mapping between SAFe and EAP
  • Modify columns to migrate from SAFe story and SAFe Scrum task tables to EAP
  • Start migration of SAFe data to EAP
  • Add Agile Team type to SAFe groups for EAP migration
  • Use
  • Manage team backlog
  • Create next PI and Sprint from EAP Backlog
  • Update iteration details in EAP
  • Create work items for teams in EAP Backlog
  • Breakdown work from parent work item into child items in EAP
  • Create stories for work items in EAP
  • Create a copy of work items in EAP Backlog
  • Schedule work items into iterations in EAP Backlog
  • Start or complete iterations in EAP
  • Add or remove teams from Favorites in EAP
  • Personalize and filter data in EAP Backlog
  • Perform PI planning
  • Plan work for an ART in EAP
  • Work item dependencies in EAP
  • Create and manage dependencies between work items in EAP
  • Personalize the EAP Planning board
  • Collaborate using Docs
  • Create a Doc in EAP
  • Summarize and refine Docs content in EAP using Now Assist for SPM
  • Manage pages and subpages within a Doc in EAP
  • Iteration goals and work item goals in EAP
  • Create iteration goals for a PI or sprint in EAP
  • Reports and dashboards
  • EAP Portfolio dashboard
  • Kanban Portfolio dashboard in EAP
  • EAP Solution Train dashboard
  • EAP ART dashboard
  • EAP Agile Team dashboard
  • Kanban Team dashboard in EAP
  • Reference
  • Components installed with Enterprise Agile Planning
  • Integration between EAP and Agile Development 2.0
  • Team type form
  • Work item type form
  • SAFe-EAP migration request form
  • Enterprise Agile Planning Indicators
  • Work item reorder errors in EAP Backlog
  • Dashboards
  • Explore
  • Feedback Dashboard in Strategic Planning
  • Product Idea Dashboard in Strategic Planning
  • Execution Dashboard in Strategic Planning
  • Strategy Execution Dashboard in Strategic Planning
  • Use
  • View a dashboard in Strategic Planning
  • Create a dashboard in Strategic Planning
  • Edit a dashboard in Strategic Planning
  • Duplicate a dashboard in Strategic Planning
  • Share a dashboard in Strategic Planning
  • Add a Platform Analytics dashboard to Strategic Planning Workspace
  • Now Assist for Strategic Portfolio Management (SPM)
  • Explore
  • Supporting information for Now Assist for Strategic Portfolio Management (SPM)
  • Configure
  • Skill inputs for Now Assist for Strategic Portfolio Management (SPM)
  • Enable conversational demand creation using Now Assist in Virtual Agent
  • Configure the questions for demand creation in Now Assist for Strategic Portfolio Management (SPM)
  • Update the project summary header and footer of your email using script include
  • Configure the Monitor project tasks agentic workflow in AI Agent Studio
  • Monitor tasks
  • Monitoring tasks agentic workflow for SPM
  • Use
  • Summarize the feedback by using Now Assist for Strategic Portfolio Management (SPM)
  • Create demands by using the conversational experience
  • Generate stories from work items in EAP using Now Assist for SPM
  • Summarize content with Planning item doc summarization in Strategic Planning
  • Summarize content with Project doc summarization skill in Project Workspace
  • Schedule the project summary emails with Email project summary skill
  • Refine planning items content using write planning item skill
  • Reference
  • Additional information on Email project summary skill
  • Collaborative Work Management
  • Explore
  • My Work in CWM
  • Configure
  • Install
  • Connecting CWM with Strategic Planning or Portfolio Planning
  • Enable ServiceNow AI Platform records in CWM Docs
  • Use
  • Collaborate with Spaces
  • Create a Space in CWM
  • Share a Space in CWM and manage sharing permissions
  • Create a folder in CWM
  • Manage work using Boards
  • Create a Board in CWM
  • Duplicate a Board in CWM
  • Add tasks to a CWM Board
  • Create and manage custom work item types in CWM
  • Add custom columns for tasks in a CWM Board
  • Add a goal to CWM Board
  • Export a CWM Board to CSV or Microsoft Excel
  • Board views in CWM
  • List, Gantt, and Kanban view modes for CWM Boards
  • Personalize List, Gantt and Kanban display for CWM Boards
  • Create a custom view for CWM Boards
  • Update a CWM Board view
  • Delete a custom CWM Board view
  • Work item automations in CWM
  • Create automations in CWM
  • Manage or delete automations in CWM
  • Connect work
  • Connect work from other ServiceNow apps to CWM Boards
  • Manage connected work item types in CWM
  • Update filter conditions for connected work in CWM
  • Update details of connected work items in CWM Boards
  • Plan sprints
  • Add work items to Sprint planning Backlog in CWM
  • Create a sprint in CWM
  • Update sprint details in CWM
  • Delete a sprint in CWM
  • Create work items for sprints in CWM
  • Plan work items into sprints in CWM
  • Start or complete a sprint in CWM
  • Create a retrospective board for a sprint in CWM
  • Collaborate with Docs
  • Create a Doc in CWM
  • Manage pages and subpages in CWM Docs
  • Duplicate a Doc in CWM
  • Export a Doc in CWM to a PDF file
  • Use templates for Boards and Docs
  • Create a Board or Doc from a template in CWM
  • Apply a template to existing Board or Doc in CWM
  • Save a CWM Board or Doc as a template
  • Update a template in CWM
  • Delete a Board or Doc template in CWM
  • Reference
  • Components installed with Collaborative Work Management
  • Properties installed with Collaborative Work Management
  • Grouping of tasks in status reports of CWM My Work
  • Now Assist for CWM
  • Explore
  • Supporting information for Now Assist for Collaborative Work Management (CWM)
  • Configure
  • Use
  • Summarize and refine content
  • Generate tasks from Docs
  • Reference
  • Goal Framework and Goal Framework for SPM
  • Explore
  • Configure
  • Install Goal Framework and Goal Framework for SPM
  • Migrate existing goals data to Goal Framework tables
  • Configure goal preferences
  • Configure a table for an assigned entity
  • Import goals and targets data from a spreadsheet
  • Modify target actuals automation schedule
  • Configuring target source for target automation
  • Context variable in target source
  • Create a target source
  • Create context variable for a target source
  • Create context variable for PA Indicator
  • Migrate target breakdowns
  • Target breakdowns migration
  • Defining a custom unit of measure
  • Manage goals
  • Create a strategic plan
  • Create a strategic priority
  • Create a goal
  • Create targets for a goal
  • Update the progress of a manual target
  • Update the progress of a target using Goal Framework for SPM
  • Target breakdowns
  • Update the actual value of a target breakdown
  • Associate a work or planning item
  • Associating the primary goal or target
  • Reference
  • Components installed with Goal Framework and Goal Framework for SPM
  • Context Variable form
  • Goal Assigned Entity Configuration form
  • Goal form
  • Goal/Target Relationship form
  • Goal Preferences form
  • Progress value calculation
  • Scheduled Script Execution form
  • Strategic Plan form
  • Strategic Priority form
  • Target automation script for benefit plans
  • Target Breakdown form
  • Target form
  • Target Source form
  • Domain separation and Goal Framework
  • Data Separation
  • Explore
  • Configure
  • Install Data Separation
  • Assign roles for managing Data Separation
  • Configure a lens for enabling Data Separation
  • Enable entities for Data Separation
  • Map a user group for Data Separation
  • Synchronize Data Separation
  • Reference
  • Components installed with Data Separation
  • Data Separation limitations
  • Entity Group Mapping form
  • Lens form
  • Supported tables for Data Separation
  • Domain separation and Data Separation
  • Project Portfolio Management
  • Explore
  • PPM Standard (Project Portfolio Management)
  • Activate Investment Funding for projects and demands
  • Currencies and budget reference rates
  • Test Management 2.0 integration with Project Portfolio Management
  • Agile Development 2.0 integration with Project Portfolio Management
  • Create and manage agile projects
  • Define an Agile group
  • Assign a group to a project
  • Add stories to a project
  • Plan sprints
  • Track progress
  • Activate
  • Innovation Management
  • Explore
  • Predictive Intelligence
  • Configure
  • Install Idea Manager dashboard
  • Configure idea categories
  • Configure idea categories for transferring a request as an Idea
  • Migrating from the legacy Ideas application to Idea Portal
  • Manage Ideas
  • Submit an idea
  • View, filter, and sort ideas
  • Collaborate on ideas
  • Manage ideas
  • Evaluate an idea
  • Create a task for an idea
  • Train the similarity solution to find similar ideas
  • Find similar ideas
  • Manage Idea Portal
  • Idea Portal administration
  • Idea Portal navigation
  • Create an Idea module
  • Define new idea categories
  • Adding Idea Portal to Employee Center
  • Analyze Idea metrics
  • Integrate
  • Create an Idea from Universal Request
  • Idea state mapping
  • Transfer an Idea to another department
  • Reference
  • Form field information for Innovation Management
  • Create an Idea form
  • Idea Category Configuration form
  • Idea category form
  • Collaborate on idea
  • Manage ideas
  • Evaluate ideas
  • Idea module form
  • Demand Management
  • Explore
  • Process flow
  • Demand workbench
  • Bubble chart
  • List view
  • Predictive Intelligence
  • Configure
  • Multicurrency
  • Select currency preference
  • Enable demand currency view
  • Multicurrency fields in demand-related forms
  • Allocate budget
  • Cost plan updates and cost recalculation
  • Benefit plan updates and recalculation
  • Quick start tests for Multicurrency
  • Upgrade existing demands
  • Set up
  • Plan
  • Populate the stakeholder registry
  • View an assessment metric category
  • Configure a widget for financial metrics
  • Associate a widget to the Demand table
  • Configure demand workbench
  • Use
  • Assess demands
  • Create a demand
  • Create a new qualified demand
  • Create a demand task
  • Submit a time card for a demand task
  • Create an artifact from a demand
  • Create a monetary benefit plan
  • Update a monetary benefit plan breakdown
  • Create a non-monetary benefit plan
  • Update a non-monetary benefit plan breakdown
  • Associate monetary and non-monetary benefit plans
  • Create a demand cost plan
  • View financial summary of cost and monetary benefit plans
  • Create an expense line
  • Create and manage resource assignments
  • Recalculate costs
  • Generate labor costs
  • Migrate budget of active demands to Next Experience
  • Migrate financial baselines of demands to Next Experience
  • Allocate budget to a demand
  • Enable lean budgeting for demands
  • Manage lean budgeting for demand
  • Create baseline of a demand
  • Compare financial baselines
  • View demands
  • View an artifact created from a demand
  • View a demand summary
  • Add details to demands
  • RIDAC (Risk, Issue, Decision, Action, and Request Changes) records
  • Add risks for a demand
  • Configure custom Risk rank and Risk value for a demand
  • Add issues for a demand
  • Add decisions for a demand
  • Add actions for a demand
  • Add Request Changes to a demand
  • Convert one record to another
  • Associate existing records
  • Reset a demand to Draft state
  • Delete demands
  • Move and resize a demand
  • Train the similarity solution to find similar demands
  • Find similar demands
  • Reference
  • Demand tasks
  • Actual cost and effort calculation
  • Demand Management key terms
  • Stage fields
  • Composite Fields
  • Domain separation and Demand Management
  • Data migrated from demands to artifacts
  • Data migrated from a demand to a created project
  • Demand Management forms
  • Action form
  • Cost plan form
  • Decision form
  • Demand Budget form
  • Demand form
  • Demand task form
  • Expense line form
  • Investment Budget form
  • Issue form
  • Monetary Benefit Breakdown form
  • Monetary Benefit Plan form
  • Non-monetary Benefit Plan Breakdown form
  • Non-monetary Benefit Plan form
  • Recalculate resource costs form
  • Request change form
  • Requirement form
  • Risk form
  • Risk value matcher form
  • Stakeholder Register Form
  • Widget Association form
  • Widget form
  • Project Management
  • Get started with Project Management
  • Basics of Project Management
  • Properties installed with Project Management
  • Define a project
  • Create and manage waterfall projects
  • Copy a project
  • Change default values of copied project
  • Create baseline of a project
  • Compare financial baselines of a project
  • Compare schedule baselines of a project
  • Assign a project schedule
  • Create a project cost plan
  • Cost plan breakdown
  • System-generated cost plans
  • Create a monetary benefit plan for a project
  • Update a monetary benefit plan breakdown for a project
  • Create a non-monetary benefit plan for a project
  • Update a non-monetary benefit plan breakdown for a project
  • Associate monetary and non-monetary benefit plans
  • Project and portfolio funding
  • Create an expense line
  • Generate labor costs
  • Activate a scheduled job to generate labor costs
  • Migrate budget of active projects to Next Experience
  • Migrate financial baselines of projects to Next Experience
  • Create a project status report
  • View project status reports
  • Create a cost type definition
  • Allocate budget to a project
  • RIDAC records for a project in Project Workspace
  • Add risks for a project
  • Configure custom Risk rank and Risk value for a project
  • Add issues for a project
  • Add decisions for a project
  • Add actions for a project
  • Create a request change
  • Convert one RIDAC (Risk, Issue, Decision, Action, and Request Changes) record to another for a project
  • Associate existing RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project
  • Change the planned start date of a project
  • Pre-date a project task
  • Recalculate costs of all resource plans in a project
  • Project templates
  • Create a project template
  • Add an attachment to a project template
  • Apply a template on the Project form
  • Apply template to an existing project
  • Apply template to a blank project in project workspace
  • Project template configuration
  • Add a project template configuration item
  • Modify a project template configuration item
  • Delete a project template configuration item
  • Project tasks
  • Project task relationships and dependencies
  • Project task dependencies
  • Create a dependency from the planning console
  • Modify a project task dependency
  • Remove a dependency
  • Parent-child task relationships
  • Create a parent-child relationship on the Project Task form
  • Time constraints in parent-child relationships
  • Parent-child rollup task calculations
  • Enable cost rollup calculations
  • Scheduling conflicts between project tasks
  • Create a project task
  • Create a project task from a project
  • Create a task from an incident, problem, or change request
  • Create tasks from project task creator
  • Insert a row into the project tasks list
  • Copy an existing task or project
  • Change default values of copied fields
  • Create a task from a project task template
  • Create a milestone
  • Change requests and project tasks
  • Change request project task relationship
  • Link change requests to a project task
  • Project task checklists
  • Use a project task checklist
  • Save a checklist as a template
  • Accept or reject project task notifications
  • Task resources
  • External dependencies
  • Types of external dependencies
  • Add an external dependency on planning console
  • Composite Fields
  • Start a project
  • Update a project in progress
  • Track project comments and collaborate with stakeholders
  • Planning console
  • Open the project planning console
  • Planning console tasks
  • Client side planning console
  • Enable client side planning
  • Gantt chart
  • Gantt chart options
  • Create a parent-child relationship on the planning console
  • Predecessor dependencies in the planning console
  • Custom columns in the planning console
  • Add a custom column to the planning console
  • Project Diagnostics
  • Use Project Diagnostics to detect corrupt project data
  • Create and add diagnostic features
  • Add diagnostic and fix scripts
  • Create Diagnostic scans and map related scripts
  • Work breakdown structure (WBS)
  • Access the WBS as a related list
  • Teamspaces
  • Activate teamspaces
  • Installed with teamspaces
  • Configure teamspace settings
  • Project workbench
  • Access the project workbench
  • Components of project workbench
  • Project calculation
  • Project workbench actions
  • Open a project in the project workbench
  • Create a project task in the project workbench
  • Manage project stories in the project workbench
  • Create a story in the project workbench
  • Create a test case in the project workbench
  • Investment Portal
  • Viewing all your investment boards in one location
  • Create an investment board
  • Track your key investments
  • Configure your investment metrics as widgets
  • Multicurrency in Project Management
  • Enable project currency view in project-related forms
  • Multicurrency fields in project-related forms
  • Project currency in cost and benefit plans
  • Updates in cost plan and recalculation of cost in project currency
  • Track project budget in project currency
  • Cost rollup in project currency
  • Quick start tests for PPM Standard Multicurrency
  • Upgrade existing projects on activating multicurrency plugin
  • Project import and export
  • Calendars and schedules- Limitations
  • Project field mapping
  • Create custom field mapping for Microsoft Project file import
  • Project import from Microsoft Project
  • Import a Microsoft Project file with the Import module
  • Update a project using a Microsoft Project file
  • Import project tasks for multiple projects
  • Project export to Microsoft Project
  • Export project data
  • Export project tasks
  • Project reporting
  • Close a project
  • View actual project costs
  • Actual project costs
  • Project and project task states
  • View default project and project task state categories
  • Customize a state for project or project task
  • Project Management costing add-on
  • Activate project task email notifications
  • Set up project notifications with the workflow tool
  • Project Status app
  • Activate Mobile Project Status
  • Get started with Project Status app
  • View project details on the mobile app
  • View project status report
  • Create RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) records
  • Collaborate with project stakeholders
  • PPM Collaboration
  • Install PPM Collaboration
  • Components installed with PPM Collaboration
  • Setting up PPM collaboration for Microsoft Teams
  • Setting up PPM collaboration for Slack
  • Flows designed to synchronize projects with your collaboration tool
  • Create a Microsoft team for your project
  • Create a Slack channel for your project
  • Notifications for project updates in your collaboration tool
  • Archiving your project collaboration channel or team
  • Virtual Agent for PPM
  • Install Virtual Agent for PPM
  • Enable Virtual Agent for PPM
  • PPM Virtual Agent conversation flows
  • Reusable PPM Virtual Agent topic blocks
  • Planning attributes
  • Create or edit planning attributes
  • Predictive Intelligence
  • Find similar projects
  • Train the similarity solution to find similar projects
  • Project Workspace
  • Explore
  • Project planning in Project Workspace
  • Project task checklist items
  • Resource planning in Project Workspace
  • Financials in Project Workspace
  • Status reporting in Project Workspace
  • Configure
  • Configuring projects with Project Workspace
  • Install Project Workspace
  • Configuring resources with Project Workspace
  • Configure financials for Project Workspace
  • Enable monetary benefit plans for projects
  • Enable financial budget allocation for projects in Project Workspace
  • Configure financial budget type
  • Enable expense type on resource assignments
  • Customize the left pane view for financials
  • Customise cost plan form
  • Activate a scheduled job to migrate budget of your projects
  • Configuring security for a project in Project Workspace
  • Activate the Project Advanced Security plugin
  • Manage Projects
  • Access the new Project Workspace
  • Create a project from Project Workspace
  • Update the project details from Project Workspace
  • Analyze project analytics from Project Workspace
  • Widgets and reports for project analytics
  • Personalize the planning page view in Project Workspace
  • Add new columns to the planning page
  • Create and assign project tasks from Project Workspace
  • Update a project task from the Project Workspace
  • Create checklist items for a project task
  • Add internal project task dependencies from Project Workspace
  • Update the dependency details for tasks from Project Workspace
  • Add external dependencies between projects from Project Workspace
  • Create and compare project baselines in Project Workspace
  • Create a status report template in Project Workspace
  • Create a status report in Project Workspace
  • Analyze the status report in Project Workspace
  • Update the status report in Project Workspace
  • Duplicate a status report in Project Workspace
  • Import old project status report to Project Workspace
  • Add dynamic content to status report in Project Workspace
  • Collaborate with stakeholders from Project Workspace
  • Collaborate on projects using Docs
  • Summarize content with Project doc summarization skill
  • Schedule the project summary emails with Email project summary skill
  • Project financials and Source-to-Pay Operations integration
  • Add a RIDAC record to a project in Project Workspace
  • Associate existing RIDAC records for a project in Project Workspace
  • Convert one RIDAC record to another for a project in Project Workspace
  • Export a project status report to Microsoft PowerPoint from Project Workspace
  • Export a project from Project Workspace
  • Closing a project in Project Workspace
  • Manage financials
  • How to configure multicurrency
  • Add, edit, or delete cost plans
  • Manage budget of your projects using Project Workspace
  • Add or edit expense lines
  • Generate labor costs
  • Create and compare financial baselines for your projects
  • Create monetary benefit plans for your projects in Project Workspace
  • Edit monetary benefit plan
  • Capture actual monetary benefits
  • Manage non-monetary benefit plans
  • Export financials as Excel or CSV file
  • Plan resources
  • Resource assignments in Project Workspace
  • Create resource assignments using Project Workspace
  • Create a resource assignment for a user in Project Workspace
  • Create a resource assignment for a group in Project Workspace
  • Create an attribute-based resource assignment
  • Update a resource assignment from Project Workspace
  • Extend a resource assignment
  • Move a resource assignment in Project Workspace
  • Delete a resource assignment from Project Workspace
  • Manage resources using resource board
  • Update the resource allocation in a heatmap
  • Realign resource assignment to project task
  • Reference
  • Form field information for Project Workspace
  • Action form of Project Workspace
  • Decision form on Project Workspace
  • Export status report form on Project Workspace
  • Issue form on Project Workspace
  • Project form of Project Workspace
  • Request change form on Project Workspace
  • Risk form of Project Workspace
  • Resource assignment form
  • Create cost plan form
  • Create expense line form
  • Create status report form
  • Create new document template form
  • Project workspace classic - Legacy
  • Access the classic Project Workspace
  • Configure parameters displayed on project cards in classic Project Workspace
  • View project analytics in classic Project Workspace
  • Project analytics widgets and reports
  • Define a project in classic Project Workspace
  • Plan a project using planning console in classic Project Workspace
  • Track a project using project workbench in classic Project Workspace
  • Create and manage resource plans for a project in classic Project Workspace
  • View forecasts and manage financial plans for a project in classic Project Workspace
  • Configure a widget for project financial metrics
  • Associate a widget to the Project table
  • Request funds for a project in classic Project Workspace
  • Enter actuals spent in a project in classic Project Workspace
  • View a project status report in classic Project Workspace
  • Resource Management Workspace
  • Explore
  • Configure
  • Install Resource Management Workspace
  • Define custom statuses for resource assignments
  • Use
  • Using Resource Management Workspace
  • Create a resource card
  • Create resource assignments and operation resource assignments in Resource Management Workspace
  • View, assign, and approve unassigned work using Resource Management Workspace
  • Move a resource assignment
  • Reassign or unassign work using Resource Management Workspace
  • Split resource assignments using Resource Management Workspace
  • Manage resource allocations in Resource Management Workspace
  • Export resource portfolio view to Excel or CSV format
  • Managing resource assignments from Project Workspace
  • Create resource assignments using Project Workspace
  • Update resource assignment using Project Workspace
  • Delete a resource assignment using Project Workspace
  • Update resource assignments using Project Workspace
  • Realign resource assignment to project task using Project Workspace
  • Reference
  • New Resource Assignment form
  • New Operational Assignment form
  • Resource Management classic
  • Resource management process
  • Resource plans
  • Create a resource plan
  • Use Resource Finder to analyze resource availability
  • Create an operational resource plan
  • Request resources
  • Confirm a resource plan
  • Confirm and allocate a resource plan
  • Request a change to a resource plan
  • Recalculate costs of a resource plan of a project or demand
  • Update cost plan related to a resource plan
  • Complete a resource plan
  • Complete a resource plan from a project, planning console, or demand record
  • Cancel a resource plan
  • Cancel a resource plan from a project, planning console, or demand record
  • Delete a resource plan
  • Extend a resource plan
  • Request extension of an allocated resource plan
  • Allocate resources for the extended period
  • Reduce the duration of a resource plan
  • Time zones in resource plans
  • Associate a time card with a resource plan
  • Migration of resource plans, operational resource plans, and cost plans
  • Migrate resource plans and cost plans for projects and demands
  • Enable attribute-based resource assignments
  • Create resource assignments
  • Migrate operational resource plans
  • Create operational resource assignments
  • Activate a scheduled job to migrate resource plans and cost plans
  • Create requested allocations for a resource plan
  • Resource allocation
  • Create a resource role
  • User resources and group resources
  • Update the resource capacity
  • Update the resource aggregates
  • Create allocations
  • Reject a resource plan from the Resource Plan form
  • Capacity planning overview
  • Review capacity of the resources
  • Allocation workbench
  • Create or update an allocation board
  • Manage resources by using the allocation workbench
  • Confirm or allocate resources from the Allocation Workbench
  • Replace a user in a resource plan
  • Move a resource plan
  • Shift allocations of a user
  • Manage operational resource plans from the allocation workbench
  • Resource schedules
  • Resource events
  • Resource events and schedules
  • Resource event modifications
  • Modify a resource event that is part of a resource plan
  • Modify a self-created resource event
  • Change the resource event color
  • Resource Management reports
  • View availability, utilization, and allocation reports
  • Edit a resource management report
  • My Calendar
  • Add events to your calendar
  • Create repeatable events
  • View a user calendar
  • Add events to a user calendar
  • Delete events
  • Use Resource Diagnostics to detect corrupt resource data
  • Add diagnostic features for resource
  • Add diagnostics and fix scripts for resource
  • Create diagnostic scan and map scripts for resource
  • Resource Management reference
  • Resource Management properties
  • Resource Plan form
  • Resource Plan form tabs
  • Resource assignment form
  • Resource Plan related links and lists
  • Resource form
  • Extend resource plan form
  • Request Extension form
  • Requested Allocation form
  • Resource Role form
  • Resource Allocation form
  • Create New form
  • Resource Event form
  • Resource Reports form
  • New event form
  • Diagnostics Feature form
  • Diagnostics Inputs form
  • Diagnostics Scripts form
  • Diagnostics form
  • Portfolio Management
  • Create a portfolio
  • Open a portfolio status list
  • Scenario Planning for PPM
  • Install Scenario Planning for PPM
  • Components installed with Scenario Planning for PPM
  • Annual and multi-year resource capacity-based planning
  • Configure the scenario planning type and scope
  • Impact of modifying the scenario planning type and scope
  • Set target budget for a fiscal year
  • Create planning scenarios
  • Select demands and projects for portfolio planning
  • Review external dependencies between projects
  • Rank demands and projects
  • Compare planning scenarios
  • Confirm a planning scenario
  • Track the progress of a portfolio
  • Portfolio Dashboard
  • Access the Portfolio Dashboard
  • Program Management
  • Create a program to manage projects and demands
  • Create a program task
  • Allocate budget to a program
  • Create a program status report
  • View program status reports
  • Program workbench
  • Access the program workbench
  • Program Dashboard
  • Access the Program Dashboard
  • Rate Models
  • Create or modify a rate model
  • Define criteria of a rate model
  • Create a rate line
  • Export rate lines to a file
  • Import rate lines into a rate model
  • Time Card management
  • Activate Time Card Management
  • Time sheet policies
  • Create a time sheet policy
  • Set a time sheet policy as default policy
  • Assign a time sheet policy to a user
  • Create a project time category
  • Create a rate type
  • Time Sheet Portal
  • Add columns to the logged time card list
  • Create time cards and log time through Time Sheet Portal
  • Submit time sheet through Time Sheet Portal
  • Approve or reject a time sheet through Time Sheet Portal
  • Log time and submit time sheets of your resources
  • Time Sheets
  • Create a time sheet
  • Submit a time sheet
  • Approve or reject time sheet
  • Recall a processed time sheet
  • Delegate time sheet approvals to another user
  • Time cards
  • Create a time card
  • Copy time cards from a previous time sheet
  • Auto-generate time cards
  • Submit time card
  • Approve or reject a time card
  • Recall a processed time card
  • Map a time card category with operational work types
  • Record time worked
  • Manage costs
  • Analytics Project manager
  • Use the Analytics Project manager
  • Analytics User manager
  • Performance Analytics dashboard for Time Card Management
  • Domain separation and Time Card
  • Mobile Time Sheets
  • Install Mobile Time Sheets
  • Enabling the mobile experience for Mobile Time Sheets
  • Use Mobile Time Sheets in Now Mobile
  • Create a time sheet from your mobile device
  • Search for a time sheet from time sheet lists
  • Add a time card and log time through the Mobile Time Sheets application
  • Update time card hours for a task
  • Manage your time cards
  • Submit a time card from your mobile device
  • Submit a time sheet from your mobile device
  • Approve or reject a time sheet or time card from your mobile device
  • Track your time sheets
  • Recall a processed time sheet or time card from your mobile device
  • Financial Management
  • Installed with Financial Management
  • Tables installed with Financial Management
  • User roles installed with Financial Management
  • Read-only roles for Financial Management
  • Domain separation and Financial Management
  • Financial Management for licensed APM users
  • Configure business application costing cost model
  • Financial Management for licensed SPM users
  • Configure service offering costing cost model
  • Allocate expenses using service offering allocation map
  • Financial Modeling
  • Financial data import
  • General ledger
  • View expenses in the general ledger
  • Financial data sources and field maps
  • Create a financial data source
  • Create a data source field map
  • Segments
  • Create a segment definition
  • IT shared services
  • Create IT shared services
  • Create a service type
  • Financial Management workbench
  • The Data Definition stage
  • Choose a working set
  • Clone a cost model in the workbench
  • Expense summary
  • The Data Cleansing stage
  • Review expenses before cleansing
  • Merge expense rows by segment
  • Map segment records to expense rows
  • Cleanse data
  • The Bucketing stage
  • View account details
  • Create and modify buckets
  • Create bucket filter conditions
  • Create groomed lines for cost models with no data source
  • Put expenses into buckets
  • Review bucket assignments and run bucketing
  • Allocation Setup stage
  • View bucket contents
  • Split buckets
  • Rollups for allocations
  • View accounts that roll up to an account
  • Create rollups from one account to another account
  • Create rollups from one segment to another
  • Edit rollup records
  • Bucket assignments
  • Assign a bucket to a segment or an account
  • Review assigned expenses
  • Verify the total amount allocated
  • Preview an allocation from a bucket
  • Revert bucket assignments
  • The Allocation Review stage
  • Allocate expenses with the workbench
  • The Cost Models tab
  • Prescriptive cost models for shared services and business applications
  • Prescriptive cost models for business services and business capabilities
  • View settings for each cost model
  • Delete a cost model
  • Compare cost models
  • Clone a cost model
  • Create breakdown relationship
  • The Configuration tab
  • Configure general settings
  • Configure main report settings
  • Delete allocation lines
  • Missing money logs factoring tips
  • Cost models
  • Create a cost model from Cost Model form
  • Generating controlled cost lines
  • Generate unit costs
  • Define a sibling rollup relationship
  • Prerequisites to modify data source of a cost model
  • Choose a cost model
  • Cost model hierarchy
  • Allocations
  • Account buckets
  • Create an account bucket
  • Grooming and cleansing conditions
  • Modify advanced query conditions
  • Expense allocation
  • View allocation lines
  • Financial Management example allocations
  • Metric weight maps
  • Use cost analysis to view the allocation of amount
  • Allocation metrics
  • View, modify, and validate fiscal periods
  • Create weighted allocation metrics
  • Preview weight map
  • Create scripted allocation metrics
  • Financial Charging
  • Financial charging application setup
  • Determine the statement item type
  • Define a consumption statement item
  • Create consumption breakdowns
  • Define a cost model statement item
  • Create cost model breakdowns
  • Define a service catalog statement item
  • Create service catalog breakdowns
  • Drill down within a statement item
  • Define, generate, and publish a showback statement
  • Service charging
  • Monitor service charges in the service pricing console
  • Create ratecards to fix price for your business service
  • Showback statements
  • View all showback statements
  • Add statement expense line
  • Add statement expense line details
  • Generate showback statements for upcoming fiscal period
  • View my showback statements as a showback user
  • Raise a dispute
  • View my statement items as a service owner
  • Financial analyst showback dashboard
  • Business unit owner showback dashboard
  • Quick start test for Financial Management
  • Financial Management Platform Analytics Solutions
  • Financial Management Application TCO dashboard
  • Financial Management Business Application Costing dashboard
  • Financial Management CIO dashboard for Business Applications
  • Financial Management Level 1 Costing – Shared Services dashboard
  • Financial Management Level 2 Costing – Business Applications dashboard
  • Financial Management Level 2 Costing – Business Services dashboard
  • Financial Management Level 3 Costing – Business Capabilities dashboard
  • Monetary and non-monetary benefit plans
  • Strategic spend tracking
  • Install Strategic Spend Tracking for PPM
  • Components installed with Strategic Spend Tracking for PPM
  • Allocate or modify the strategy and goal percentage for a project
  • Allocate or modify the strategy and goal percentage for a demand
  • Strategic Spend Tracking for PPM dashboard
  • Analytics and reporting
  • PMO dashboard
  • Analytics Time sheet
  • Reference
  • Components installed with Project Portfolio Management (PPM) Standard
  • Plugins installed with PPM Standard (Project Portfolio Management)
  • Tables installed with PPM Standard (Project Portfolio Management)
  • Roles installed with PPM Standard (Project Portfolio Management)
  • Business stakeholder role for PPM
  • Domain separation and Project Portfolio Management
  • Quick start tests for Project Portfolio Management
  • Related lists added for financials
  • SPM Benchmarks
  • Exploring SPM Benchmarks
  • SPM Benchmarks dashboard
  • Benefits of SPM Benchmarks
  • Configuring SPM Benchmarks
  • Install SPM Benchmarks
  • Enable SPM Benchmarks
  • Customize the SPM Benchmarks KPIs
  • Choose your KPIs
  • Change a KPI formula
  • SPM Benchmarks reference
  • Components installed with SPM Benchmarking
  • SPM Benchmarks KPIs
  • Investment Funding
  • Install Investment Funding
  • Components installed with Investment Funding
  • Upgrading legacy Investment Funding to Store application
  • Migrate data from legacy Investment Funding to Store application
  • Update references from legacy Investment Funding tables to Store tables
  • Investment Funding administration
  • Fiscal calendar setup for Investment Funding
  • Set Investment Funding preferences
  • Create an investment entity
  • Enable synchronization of investment and investment entity owners
  • Access investments directly from an investment target
  • Create a top-level investment
  • Fund a top-level investment
  • Create an investment
  • Add a business case for an investment
  • Co-owners for an investment
  • Manage co-owners for an investment
  • Request funds for an investment
  • Plan fund allocations for investments
  • Allocate funds to an investment
  • Enter actual spends for an investment
  • Reject a fund request
  • Review the use of your funds
  • View past funding details
  • Domain separation and Investment Funding
  • Export to PowerPoint for Strategic Portfolio Management
  • Explore
  • Configure
  • Install Export to PowerPoint for Strategic Portfolio Management
  • Manage Related Tables and Scripted Elements forms
  • Download the manifest file
  • Configure the Export to PowerPoint add-in for Microsoft PowerPoint
  • Use
  • Create a Microsoft PowerPoint template
  • Upload your Microsoft PowerPoint template
  • Download a project status report
  • Reference
  • Components installed with Export to PowerPoint for Strategic Portfolio Management
  • Related Tables form
  • Scripted Elements form
  • Agile Development 2.0
  • Explore
  • Basics of Agile Development
  • Agile Development process flow
  • Agile Development use cases
  • Release-based development use case in Agile Development
  • Project-based development use case in Agile Development
  • Standalone project development use case in Agile Development
  • Agile board in Agile Development 2.0
  • Reporting defects in Agile Development 2.0
  • Enhancement requests in Agile Development 2.0
  • Agile Development — Unified Backlog
  • Configure
  • Activate Agile Development 2.0
  • Migration from Agile Development 1.0 to Agile Development 2.0
  • Manage customizations before upgrading to Agile Development 2.0
  • Delete customizations before upgrading to Agile Development 2.0
  • Convert Agile Development 1.0 teams to Agile Development 2.0 groups
  • Complete the prerequisites for converting teams to Agile Development 2.0 groups
  • Verify the conversion of Agile Development 1.0 teams to Agile Development 2.0 groups
  • Agile Development 2.0 enhancements over Agile Development 1.0
  • Data model enhancements from Agile Development 1.0 to Agile Development 2.0
  • Functionality enhancements from Agile Development 1.0 to Agile Development 2.0
  • Usability enhancements from Agile Development 1.0 to Agile Development 2.0
  • Review a utility customization for Agile Development 2.0
  • List of platform artifacts modified after upgrading to Agile Development 2.0
  • Activate Agile Development — Unified Backlog
  • Quick start tests for Agile Development 2.0
  • Use
  • Create a release in Agile Development 2.0
  • Create a theme in Agile Development 2.0
  • Create a product in Agile Development 2.0
  • Assignment groups in Agile Development 2.0
  • Create an assignment group in Agile Development 2.0
  • Convert a release team to a group (only for existing customers having release teams)
  • Add members to an assignment group in Agile Development 2.0
  • Create an epic in Agile Development 2.0
  • Create a monetary benefit plan for an epic
  • Update a monetary benefit plan breakdown for an epic
  • Create a non-monetary benefit plan for an epic
  • Update a non-monetary benefit plan breakdown for an epic
  • Associate monetary and non-monetary benefit plans
  • Generate labor costs for epics
  • Create a story in Agile Development 2.0
  • Add dependencies for Agile Development 2.0 stories
  • Create a scrum task for Agile Development 2.0 stories
  • Create multiple scrum tasks for stories in Agile Development 2.0
  • Create a personalized backlog in Agile Development 2.0
  • Manage your product backlog in Agile Development 2.0
  • Arrange Agile Development 2.0 stories in Agile Board using the keyboard
  • Plan your sprint activities in Agile Development 2.0
  • Create sprints in bulk in Agile Development 2.0
  • Track progress of stories for a sprint in Agile Development 2.0
  • Track progress of scrum tasks for a sprint in Agile Development 2.0
  • Track sprint progress in Agile Development 2.0
  • Run tests for a story in Agile Development 2.0
  • View the test results for a story in Agile Development 2.0
  • Report a defect in Agile Development 2.0
  • Create an enhancement request in Agile Development 2.0
  • Set up a triage board in Agile Development 2.0
  • Triage items and add them to a backlog in Agile Development 2.0
  • Scrum Programs
  • Activate Scrum Programs
  • Components installed with Scrum Programs
  • Create an epic backlog
  • Manage your epic backlogs
  • Create a scrum program
  • Assign teams to a scrum program
  • Scrum program planning board
  • Plan a scrum program
  • Add sprints from the program planning board
  • Work progress status
  • Install Work Progress Status for Agile Teams
  • Reviewing progress status for Agile Development 2.0 epics
  • Performance Analytics Content Pack for Agile 2.0
  • Install Performance Analytics Content Pack for Agile 2.0
  • Enable daily data collection for Agile 2.0 dashboards
  • Upgrading the layout of Agile 2.0 dashboards
  • Agile 2.0 Epic Dashboard
  • Agile 2.0 Sprint Dashboard
  • Agile 2.0 Prior Sprint Dashboard
  • Agile 2.0 Release Dashboard
  • Agile 2.0 Prior Release Dashboard
  • Agile 2.0 Team Dashboard
  • Customizing Agile 2.0 dashboard reports
  • Customize indicators of your Agile 2.0 dashboard reports
  • Update UI scripts to use customized indicators for Agile 2.0 dashboards
  • Customize story states of your Agile Development 2.0 dashboard reports
  • Integrate
  • Atlassian Jira Integration for Agile Development
  • Install Atlassian Jira Integration for Agile Development
  • Components installed with Atlassian Jira integration for Agile Development
  • Setting up the integration between Jira and Agile Development 2.0
  • Connecting Agile Development 2.0 to Jira
  • Discover and import Jira projects and boards
  • Default mapping configuration between Agile Development 2.0 and Jira
  • Importing issues and sprints from Jira to Agile Development 2.0
  • Associate a Jira project and board with an assignment group in Agile Development 2.0
  • Import issues from a Jira project to Agile Development 2.0
  • Import sprints from Jira to Agile Development 2.0
  • Schedule a job to auto-import issues from Jira to Agile Development 2.0
  • Customizing map configuration for your Jira projects
  • Customize your table map configuration
  • Customize your field map configuration
  • Customize your workflow state configuration
  • Apply custom map configuration to multiple Jira projects
  • Create a business rule to apply a custom Agile Development 2.0 table map configuration
  • Allow import and export of attachments on a custom Agile Development 2.0 table
  • Populate Jira project identifier reference fields for Agile Development 2.0 custom table
  • Reset mapping configuration of Jira projects
  • Importing and exporting issues between Agile Development 2.0 and Jira
  • Troubleshooting issues of Jira integration with Agile Development 2.0
  • Enable detailed project logging in Jira Integration with Agile Development
  • Define batch size for Jira project metadata
  • Microsoft Azure DevOps Integration for Agile Development
  • Install Microsoft Azure DevOps Integration for Agile Development
  • Components installed with Microsoft Azure DevOps integration for Agile Development
  • Setting up the integration between Microsoft Azure DevOps and Agile Development 2.0
  • Connecting Agile Development 2.0 and Azure DevOps
  • Discover and import Azure DevOps projects
  • Default map configuration for Azure DevOps integration with Agile Development 2.0
  • Import areas, teams, and iterations from Azure DevOps
  • Setting up import and export between Azure DevOps and Agile Development 2.0
  • Import work items from Azure DevOps to Agile Development 2.0
  • Schedule jobs to import projects, teams, areas, and work items from Azure DevOps
  • Customizing your map configuration for Azure DevOps integration
  • Customize your table map configuration
  • Customize your field map configuration
  • Customize your state map configuration
  • Create a business rule to apply a custom table map configuration
  • Allow import and export of attachments on a custom table
  • Populate Azure DevOps identifier reference fields for a custom table
  • Configuring Azure DevOps integration with SAFe
  • Configuring Azure DevOps projects for SAFe
  • Troubleshooting issues of Azure DevOps integration with SAFe
  • Generate a default map configuration between Azure DevOps and Agile Development 2.0
  • Importing and exporting work items between Agile Development and Azure DevOps
  • Troubleshooting issues for Azure DevOps integration with Agile Development
  • Enable detailed project logging in Microsoft Azure DevOps Integration with Agile Development 2.0
  • Reference
  • Components installed with Agile Development 2.0
  • Writing effective stories in Agile Development 2.0
  • Agile Development process data model
  • Business stakeholder role for Agile Development 2.0
  • Domain separation in Agile Development 2.0
  • Related links and lists of assignment group in Agile Development 2.0
  • Related lists for a Product in Agile Development 2.0
  • Related lists for a Release in Agile Development 2.0
  • Related links and lists for a Story in Agile Development 2.0
  • Related lists for a Theme in Agile Development 2.0
  • Test version form in Agile Development 2.0
  • Related lists of a test version in Agile Development 2.0
  • Mobile experience
  • Install Agile Development v2
  • Get started with Agile Development v2 mobile app
  • Managing stories on Agile Development v2 mobile app
  • Managing scrum tasks on Agile Development v2 mobile app
  • Scaled Agile Framework (SAFe)
  • Domain separation and Scaled Agile Framework (SAFe)
  • Business stakeholder role for Essential SAFe and Portfolio SAFe
  • Essential SAFe
  • Components installed with Essential SAFe
  • Quick start tests for Essential SAFe
  • SAFe entities
  • Define an epic in SAFe
  • Create a monetary benefit plan for an epic
  • Update a monetary benefit plan breakdown for an epic
  • Create a non-monetary benefit plan for an epic
  • Update a non-monetary benefit plan breakdown for an epic
  • Associate monetary and non-monetary benefit plans
  • Generate labor costs for epics
  • Define a feature in SAFe
  • Split a SAFe feature
  • Define a story in SAFe
  • Related links and lists for a SAFe story
  • Add dependencies to your SAFe stories
  • Define an Agile Release Train
  • Define a program increment in SAFe
  • Define a SAFe team
  • SAFe PI objectives
  • Define a SAFe PI objective
  • SAFe Board — ART level
  • Track features in a board
  • Manage your ART backlog from the SAFe Board
  • Arrange a feature in the SAFe backlog page using the keyboard
  • Arrange multiple features in the SAFe Board using the keyboard
  • Schedule features for your program increments
  • SAFe PI planning board
  • Plan a SAFe program increment
  • SAFe Board — Team level
  • Manage your team backlog
  • Track your SAFe tasks from the Board view
  • Track your SAFe team work from the list view
  • Create a test for a SAFe story
  • Run a test for a SAFe story
  • Troubleshoot test failures
  • Portfolio SAFe
  • Components installed with Portfolio SAFe
  • Define a portfolio
  • SAFe Board—Portfolio level
  • Track your epics
  • Manage your portfolio backlog
  • SAFe — Unified Backlog
  • Set up a triage board in SAFe
  • Performance Analytics Content Pack for Essential SAFe
  • Enable daily data collection for Essential SAFe dashboards
  • Using Solution Library for Essential SAFe dashboards
  • SAFe Feature Dashboard
  • SAFe Epic Dashboard
  • SAFe Sprint Dashboard
  • SAFe Prior Sprint Dashboard
  • SAFe PI Dashboard
  • SAFe Prior PI Dashboard
  • SAFe ART Dashboard
  • SAFe Team Dashboard
  • Customizing Essential SAFe dashboard reports
  • Customize indicators of your Essential SAFe dashboard reports
  • Update UI scripts to use your indicators for Essential SAFe dashboards
  • Customize story states of your Essential SAFe dashboard reports
  • Work Progress Status for SAFe
  • Reviewing progress status for SAFe features and epics
  • Test Management applications
  • Domain separation and Test Management
  • Test Management 1.0
  • Activate Test Management
  • Components installed with Test Management
  • Business stakeholder role for Test Management 1.0
  • Test Management key terms
  • Test Management process flow
  • Setting up the manual testing process
  • Test suites
  • Create a test suite
  • Create a copy of an existing test suite
  • Add a test case to a test suite
  • Test cases
  • Create a test case
  • Add a test to a test case
  • Delete a test case
  • Tests
  • Create a test
  • Create a copy of an existing test
  • Create a test environment
  • Test plans
  • Create a test plan
  • Add a new test case to a test plan
  • Assigning testers to test cases
  • Assign testers from the Test Plan form
  • Assign testers from the Visual Task Board
  • Guided test execution
  • Initiate guided test execution
  • Cancel guided test execution
  • Performing tests and updating the test status
  • Perform tests using the Test Case form
  • Perform tests using the Visual Task Board
  • Perform tests using guided test execution
  • Update the status of a test case
  • Report a defect from a failed test
  • Assign a defect to a test case
  • Monitoring the progress of testing
  • Test Management dashboard
  • Test plan sign-off
  • Complete the test plan sign-off
  • Test Management 2.0
  • Test Management 2.0 overview
  • Activate Test Management 2.0
  • Installed with Test Management 2.0
  • Business stakeholder role for Test Management 2.0
  • Quick start tests for Test Management 2.0
  • Testing using Test Management 2.0
  • Create a test in Test Management 2.0
  • Create a test set in Test Management 2.0
  • Test Board in Test Management 2.0
  • Create a test plan using Test Board in Test Management 2.0
  • Add and modify test cycles and test execution suites in Test Management 2.0
  • Define a custom column in the Planning tab of Test Board in Test Management 2.0
  • Create a test execution suite in Test Management 2.0
  • Run your test assignments in Test Management 2.0
  • Sprint testing
  • Create a test for a story
  • Run your tests from the List view
  • Migration from Test Management 1.0 to Test Management 2.0
  • Convert test suites
  • Appendix — Test Management 2.0
  • Functionality enhancements in Test Management 2.0
  • Data model enhancements in Test Management 2.0
  • Usability enhancements in Test Management 2.0
  • Business Planning Portal
  • Business units
  • Create business units
  • Create an enterprise strategy
  • Create a business unit strategy
  • Cost Management
  • Activate Cost Management
  • Components installed with Cost Management
  • Cost Management Demo Data
  • Cost overview module
  • Cost overview module roles
  • CI rate cards
  • Create a CI rate card
  • Add a condition to a CI rate card
  • CI rate card costs
  • Aggregate CI costs
  • Enable relationship aggregation
  • Task and labor rate cards
  • Manage a labor rate card
  • Rate type in labor rate card
  • Manage a task rate card
  • Process task rate cards
  • Budgets and cost centers
  • Budgets and cost centers example
  • Create or update cost centers
  • Create or update a budget
  • Cost centers related records
  • Associate cost centers to a budget
  • Using distribution costs and rules
  • Defining distribution rules
  • Use business services with expenses
  • Define a cost center
  • Default allocation rule
  • Define an allocation unit
  • Cost sources
  • CI relationships
  • Allocating expenses
  • Budget related records
  • Domain separation and Cost Management

Now Assist for SPM reference

Reference information to provide additional information about tables, roles, and properties installed with Now Assist for SPM.

Related concepts
  • Exploring Now Assist for Strategic Portfolio Management (SPM)
  • Using AI agent agentic workflows in Now Assist for Strategic Portfolio Management (SPM)
  • Using Now Assist for Strategic Portfolio Management (SPM)
Related tasks
  • Configure Now Assist for Strategic Portfolio Management (SPM)
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