SPO landing page

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of SPO landing page

    The SPO landing page is designed for procurement team fulfillers, Procurement Specialists, and Procurement Case Management (PCM) Agents to efficiently manage and prioritize their daily procurement tasks. It provides a centralized, user-specific view of all open requests, tasks, and review items, enabling better planning and collaboration.

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    Key Features

    • Work to review: Displays records needing final action, filtered by priority and work type such as purchase requisitions, sourcing requests, negotiation events, and cases. Up to five records are shown upfront with key details and more accessible via a carousel.
    • New this week: Shows new records assigned during the current week with similar filtering and display capabilities as the Work to review section.
    • Tasks: Lists open purchasing tasks assigned to the user, with filtering options by due dates. Up to four tasks are shown initially, with access to full lists available.
    • Summary - Distribution of your work: A stacked bar chart visualizing open requests by priority and work type, allowing quick insight into workload distribution and easy access to detailed records.
    • Recently updated: Displays records last updated by others to help users stay informed of progress. Includes key details and quick navigation.
    • Quick actions: Provides shortcuts to procurement dashboards filtered by the Sourcing and Procurement Operations group, supplier directory, knowledge articles, Employee Center, and ShoppingHub for streamlined navigation.

    Configuration

    The landing page can be customized using UI Builder, allowing you to define audiences, add, remove, or modify content. It is recommended to duplicate the existing landing page before making changes to preserve the original setup. For configuration guidance, refer to the UI Builder documentation on creating pages.

    Notes

    If Procurement Case Management is installed without the Source-to-Pay Common Architecture, users will only see procurement cases and tasks relevant to that configuration.

    Benefits for ServiceNow Customers

    • Centralized workspace increases efficiency by consolidating procurement tasks and requests.
    • Advanced filtering and visual workload distribution help prioritize work effectively.
    • Quick access to relevant tools and information supports faster decision-making and collaboration.
    • Customizable landing page adapts to specific team roles and preferences, enhancing user experience.

    As a fulfiller within the procurement team, you can visually launch into your day with a one-stop-shop experience where you can view work that needs your attention, and use quick actions to navigate to internal and external websites.

    As a Procurement Specialist or Procurement Case Management (PCM) Agent, you can use the Source-to-Pay Workspace landing page to view all your open requests, which include purchasing to-dos that need your attention, along with their overdue status. You can also view requests that need your review, and filter them by priority and work type, such as purchase requisitions, sourcing requests, negotiation events, and cases. You can also filter your tasks by due date for better planning. The distribution of your work by work type and priority is displayed in a stacked bar chart format. This quick glance of your work enables you to better plan and prioritize your work. You can also view the recently updated records, which enables you to keep up with the progress when collaborating with other stakeholders.

    Each record widget displays details such as the record number, short description, state, date opened, priority, business owner, and last updated. You can then select the widget to view more details pertaining to that record.
    Note:
    If you install Procurement Case Management without Source-to-Pay Common Architecture, you can see only procurement cases in the Work to review section, and procurement tasks in the Tasks section.

    Reports

    For a detailed analysis on each component, select the respective widget or chart.

    Table 1. Components of a procurement report
    Title Type Description
    Work to review
    Needs final action Widget

    View the total number of records assigned to the logged-in user that needs a final action. Select a widget to view the complete list of records.

    Up to five records are displayed upfront in this section, with their record number, short description, priority, business owner, last updated date, and opened date. Use the carousel to view more records.

    Filter by priority and work type such as purchase requisitions, sourcing requests, negotiation events, and cases, for focused results.
    New this week Widget

    View the total number of new records assigned to the logged-in user during the current week. Select a widget to view the complete list of records.

    Up to five records are displayed upfront in this section, with their record number, short description, priority, business owner, last updated date, and opened date. Use the carousel to view more records.

    Filter by priority and work type such as purchase requisitions, sourcing requests, negotiation events, and cases, for focused results.
    Tasks
    Tasks Widget

    View the total number of open purchasing tasks assigned to the logged-in user. Select a widget to view the details of that record. Select View all to view the complete list of tasks.

    You can also view up to four records in this section, with their task number, state, short description, and opened date.

    Filter by due dates for focused results.
    Summary
    Distribution of your work Stacked bar chart View the total number of requests assigned to the logged-in user that's not in a closed state, sorted by priority, and color coded by work type. Point to a bar area to view the number of work types that fall within that priority time frame. Select a bar area to view the complete list of records within that time frame. Select View all to view the complete list of records.
    Note:
    The logged-in user can view only the work that is specific to their role.
    Recently updated Widget View the list of records assigned to the logged-in user that was last updated by someone. The list displays the record number, short description, updated by, and state. Select a number to view the details of that record. Select View all to view the complete list of records.
    Quick actions
    Procurement dashboard Widget Open a new tab with the procurement dashboards, where dashboards are filtered by the Sourcing and Procurement Operations group.
    Supplier directory Widget Open the list of suppliers in the workspace.
    Knowledge articles Widget Open a new tab with the Purchase and Expense category knowledge base page.
    Open Employee Center Widget Open a new tab with the Purchase and Expense category in Employee Center.
    Open ShoppingHub Widget Open a new tab with the ShoppingHub home page.

    Configure your workspace landing page

    You can configure the landing page using UI Builder, define different audiences for the landing page, and even add, remove, or modify the different content, if you want. However, it’s recommended that you create a duplicate of the landing page before modifying it. For detailed information on how to configure using UI Builder, see Create a page in UI Builder.