--- sourceDocument: Yokohama Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Project Workspace # Project Workspace {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Project Workspace ServiceNow® Project Workspace is a centralized project management application designed to help project managers plan, organize, and execute projects efficiently. It consolidates project planning, task management, resource allocation, financial tracking, and collaboration into a single workspace. Key pages include Planning, Details, Financials, RIDAC, Analytics, Docs, Status Reports, and Resources. Show full answer Show less Project Workspace enables creation and monitoring of projects, tasks, sub-projects, dependencies, and timelines. It supports resource optimization by assigning the right individuals to appropriate tasks and facilitates financial management through budget planning, cost tracking, and expense analysis. The application supports informed decision-making by presenting relevant project information in one place. Additional capabilities include guided delivery through playbooks, generating status reports, running project analytics, and leveraging Gen AI features such as document summarization and enhancement of planning item descriptions to improve clarity and reduce rework. ## Key Features * **Project Planning and Management:** Create and monitor projects, tasks, dependencies, and timelines from a unified interface. * **Resource Allocation:** Use integrated Resource Management tools to assign and optimize personnel for tasks. * **Financial Management:** Plan budgets, manage cost forecasts and actual expenses, generate labor costs, and analyze financial performance over time. * **Collaboration and Reporting:** Use status reports and analytics to communicate progress and insights. * **Gen AI Integration:** Summarize, elaborate, or shorten content in project documents and enhance planning item descriptions to ensure clarity and reduce errors. * **Playbooks:** Deliver guided, stage-based project experiences to standardize project execution. ## Practical Use for ServiceNow Customers Project Workspace provides ServiceNow customers with an integrated environment to streamline project and resource management while maintaining tight control over financials. By configuring and using Project Workspace, customers can initiate, plan, and monitor projects with comprehensive visibility into tasks, resources, and budgets. The application's AI features improve documentation efficiency and reduce rework, helping teams stay aligned and productive. Customers can configure core settings to align with their project management processes and leverage detailed reference materials to customize the workspace as needed. For troubleshooting or additional support, customers can consult the Known Error Portal or contact ServiceNow Customer Service. ServiceNow® Project Workspace helps project managers to plan and manage projects from a central location. The new Project Workspace comes with a Planning, Details, Financials, RIDAC, Analytics, Docs, Status Reports, and Resources page. ## Project Workspace Overview {#project-workspace-landing-page__section_wgv_153_rzb} The Project Workspace enables you to collaborate, plan, organize, and execute tasks in a single workspace. This application provides the ability to create and monitor projects, tasks, sub-projects, dependencies, and timelines. Project managers can allocate and optimize resources within the Project Workspace and make sure that the right individuals are assigned to the right tasks. With Project Workspace, you can plan and track your project finances, budgets, and cost plans. This project management application helps in making informed and timely decisions by providing relevant project information in one place. Use playbooks to deliver a guided, stage-based experience within the project workspace. Create a status report for your projects and run analytics for your projects. Experience the Gen AI feature in Project Workspace. Summarize, elaborate, or shorten the selected content on Docs to quickly understand the key information in documents using Project Gen AI Docs skill. Refine planning item descriptions using write items skill to improve the clarity and completeness of your work item and reduce the rework due to missing or unclear planning item information. ## Get started {#project-workspace-landing-page__section_xgv_153_rzb} |-|-| | [ExploreLearn the features and business value of Project Workspace](https://www.servicenow.com/docs/1OZFHTOWZPCTTpan6S93AQ "The ServiceNow Project Workspace application helps you to manage projects, resources, and financials in a single workspace.") | [ConfigureSet up the core configuration](https://www.servicenow.com/docs/LUeIAXJyZkC_lnbhoPoAmQ "Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.") | | [UseManage projects with Project Workspace](https://www.servicenow.com/docs/CFEfbrRVVTlVQ9HwvXVdlg "Use the features of Project Workspace to plan and manage your project.") | [ReferenceLearn about forms and fields of Project Workspace](https://www.servicenow.com/docs/Fxj7ZJ1xseUkrP08cBuMZg "Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.") | [ ] {#project-workspace-landing-page__table_ygv_153_rzb} ## Troubleshoot and get help {#project-workspace-landing-page__section_dhv_153_rzb} * [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477) * [Contact Customer Service and Support](https://support.servicenow.com/now?draw=case) {#project-workspace-landing-page__ul_ehv_153_rzb} * **[Exploring Project Workspace](https://www.servicenow.com/docs/1OZFHTOWZPCTTpan6S93AQ)** The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace. * **[Configuring Project Workspace](https://www.servicenow.com/docs/05IQtfVuml_ffO0NYGQICg)** Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources. * **[Managing projects with Project Workspace](https://www.servicenow.com/docs/CFEfbrRVVTlVQ9HwvXVdlg)** Use the features of Project Workspace to plan and manage your project. * **[Managing financials for your projects](https://www.servicenow.com/docs/5Ui39Q3ZWa1T6mYFwEgS0A)** Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, create financial baselines, and view, analyze, and compare the financial performance of your projects at required cadence in Project Workspace. * **[Resource planning with Project Workspace](https://www.servicenow.com/docs/dbuK_YLbSrs9JbatK5F5bA)** Use the Resource Management application to allocate and manage your resources in the Project Workspace. * **[Project Workspace reference](https://www.servicenow.com/docs/Fxj7ZJ1xseUkrP08cBuMZg)** Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.