Exploring Project Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace.

    Project Workspace overview

    Project Workspace is a project management application that optimizes different workflows and enables planning and managing of projects or tasks, resources, and financials in one place. This application centralizes access to Projects, subprojects, project tasks, resources, and financials, reducing the need to navigate through various applications.

    The Project Workspace provides Project Managers with a comprehensive overview of the all projects and project-related information. This project management application enables better project planning by providing ways to define project scope, dependencies, and time lines.

    Project Workspace benefits

    Benefit Feature
    Initiate a project and start planning your project tasks. Create a project and initiate project planning
    Add project tasks to your project and assign tasks directly to your team for successful project implementation. Create project tasks and add them to your project
    Add project task dependencies to establish a structured workflow within the project. Create internal dependencies for your project
    Add a dependency between tasks of different projects to align timelines between interrelated projects. Connect tasks in different projects through external dependencies
    Create and compare baselines for your project to capture the project's progress over time. Set up a baseline for your project
    Create a status report to monitor project health, metrics, risks, issues, and milestones. Create a status report in Project Workspace
    Tag stakeholders for their feedback or notes and add comments to collaborate on your project. Collaborate with Stakeholders for your project
    Generate a summary of selected text in Docs using Now Assist. Generate the summary for selected or complete content with Project doc summarization skill in Project Workspace
    Generate and schedule project summary emails for your projects. Schedule the project summary emails with Email project summary skill
    Add Risk, Issue, Decision, Action, or Change request to your project to track and manage the RIDAC records throughout project development. Add a RIDAC record to your project
    Export your project as a PowerPoint file directly from the workspace without copying the project information in to slides. Export a project to Microsoft PowerPoint
    Generate and customize status reports to provide an up-to-date overview of a project's progress, including key metrics such as health, schedule, and resource usage, using either a new report or an existing template. Create a status report in Project Workspace
    Create and track resource assignments at project or task level to optimize resource allocation throughout the project. Create resource assignments and initiate resources planning
    Create a cost plan for the required duration to monitor your projected and actual expenses. Create a cost plan for your project
    Add an expense line into project cost plans to establish a comprehensive and detailed financial framework for your project. Add an expense line for a cost plan
    Generate labor costs for attribute-based resource assignments to track expenses for your project. Generate labor costs for your project
    Collaborate with team members, save notes, generate project charters, and create project briefs using Docs. Collaborate on projects using Docs