Project workspace classic - Legacy

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Project workspace classic - Legacy

    The Classic Project Workspace in ServiceNow provides a centralized location to define, plan, track, and monitor projects. It offers project status reports and key performance indicators (KPIs) to enable timely actions. While this legacy workspace continues to be supported, it is being prepared for future deprecation and will no longer be available for new installations. Customers are encouraged to transition to the new Project Workspace with an enhanced user interface for improved project management efficiency.

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    Key Features

    • My Projects Space: Displays up to 200 recently updated projects as configurable cards, allowing quick access to project summaries and statuses.
    • Banner Icons: Includes Home for navigation back to project cards, Project choice list for selecting projects based on filters, and Project checklist to manage essential project activities.
    • Tabs in Project Workspace:
      • Analytics: Provides insights on open risks, issues, and delayed milestones.
      • Details: Allows defining key project attributes like duration, estimated costs, and organizational value.
      • Planning: Supports creating project schedules, resource assignments, baselines, and viewing critical paths within the planning console and Project Workbench.
      • Resources: Enables project managers to find resource availability and manage resource plans for projects and tasks.
      • Financials: Displays and manages cost components, budgets, baselines, and benefit plans, facilitating tracking of financial changes during project execution.
      • Status Report: Shows comprehensive project status reports for ongoing monitoring.

    Practical Use for ServiceNow Customers

    • Access and Configure: Use the classic workspace to view and customize project cards that summarize project health and progress.
    • Plan and Track Projects: Utilize the planning console and Project Workbench to schedule, assign resources, and monitor project progress effectively.
    • Manage Resources: Identify resource availability and create detailed resource plans to optimize project staffing.
    • Financial Oversight: Monitor and control project finances by capturing costs, benefits, and actual expenditures, and request necessary funding to meet business objectives.
    • Status Monitoring: Generate and review status reports to keep stakeholders informed and support informed decision-making.

    Although still supported, customers should plan to transition to the new Project Workspace for enhanced features and future-proof project management capabilities.

    Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.

    Important:

    Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

    Projects in the My Projects Space page

    The project workspace overview page — My Projects Space — displays projects as cards based on filter criteria. A maximum of the 200 most recently updated projects appear on the page. Clicking a card opens the project in the project workspace. You can configure the information that is displayed on a card.

    Figure 1. Project cards on the My Projects Space page
    Screenshot for project cards on the My Projects Space page

    The components of the workspace are:

    Banner icons

    The following banner icons are available in project workspace:

    Home
    The home icon (Home icon.) enables you to return to the list of project cards on My Projects Space page.
    Project choice list
    The choice list displays the projects that you can select to open in project workspace. The projects in the choice list appear based on the filter criteria applied in My Projects Space page.
    Project checklist
    The checklist icon (Checklist icon.) helps you to build the checklist of activities that must be completed in a project.

    Tabs in the project workspace

    The project workspace comprises of the following tabs described at a high level:

    Analytics
    The Analytics tab provides analytics on project aspects such as open risks, open issues, and delayed milestones.
    Details
    The Details tab opens the project form and enables you to define important aspects of the project.
    Planning
    The Planning tab opens the project in the planning console. The tab also enables you to navigate to Project workbench and track your project in the workbench.
    Resources
    The Resources tab enables you to find resources, and create and manage the resources plans for the project and project tasks. The tab is available only to a project manager.
    Financials
    The Financials tab displays breakdowns of cost components of a project: planned cost, estimated returns, allocated budget, cost plans, and benefit plans. You can create baselines and compare baselines from this tab to track changes occurring during execution of project or demand.
    Status Report
    The Status Report tab displays the project status reports.
    Figure 2. Project workspace example
    Project workspace example