---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Manage SPM work from CWM

# Managing SPM work in Collaborative Work Management {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 31, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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## Summary of Managing SPM work in Collaborative Work Management

ServiceNow's Collaborative Work Management (CWM) enables team members to view and update project and demand tasks directly within CWM without requiring access to Project Workspace or Next Experience for Demand Management.
This capability allows team members to efficiently manage their assigned work and submit time cards associated with these tasks.
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## Team Member Roles and Access

CWM provides two specific roles for team members:

* **Team member read:** Allows viewing and commenting on project and demand tasks.
* **Team member read-write:** Allows viewing and editing project and demand tasks.

Assigning either role automatically grants the user the CWM user role and Time card user role, enabling access to relevant CWM features and timecard submissions.

## Working with Project and Demand Tasks

Once assigned a team member role, users can access their tasks via:

* **My Work:** A consolidated view of all project and demand tasks assigned to the user.
* **Connected Work:** Allows pulling tasks into CWM Boards with flexible filters (e.g., by assignment or group) and editing tasks directly on the board.

Administrators can apply additional access controls to restrict task visibility beyond the default broad access.

## Calendar Access

Team members with these roles can use **My Calendar** to:

* View and edit their calendar.
* Create and delete their own events.

Note that users can only see calendar events they have created.

## Important Considerations

* Team member roles do not grant access to Project Workspace or Next Experience for Demand Management directly.
* The Project Workspace and Next Experience for Demand Management applications must be installed in the ServiceNow AI Platform instance to enable team members to access work items via CWM.
* The Timecard Management application must be installed for team members to submit timecards against project and demand tasks.  
Team members can view and update project tasks and demand tasks directly in Collaborative Work Management (CWM) using team member roles, without requiring access to Project Workspace or Next Experience for Demand Management.

Collaborative Work Management application provides roles that give team members access to project tasks and demand tasks within CWM. Using these roles, team members can manage their assigned work through CWM features such as My Work and Connected Work. They can also submit time cards against the project tasks and demand tasks.

## Team member roles {#cwm-team-member-roles__team-member-roles}

The following roles are available for team members:

Team member read \[sn_stm.team_member_read\]

:   Allows users to view project tasks and demand tasks, and leave comments on them.

Team member read-write \[sn_stm.team_member_read_write\]

:   Allows users to view and edit project tasks and demand tasks.

For the full list of access permissions for each role, see [Team member role access permissions in CWM](https://www.servicenow.com/docs/Bvu9sNpwHT2Stv8JtNqOtg "Access permissions for the team member read and team member read-write roles in Collaborative Work Management (CWM), covering projects, project tasks, demands, demand tasks, ideas, and calendar events.").  
Note:  
Assigning one of these team member roles automatically grants the CWM user role \[sn_cwm.cwm_user\] and Time card user role \[timecard_user\].

## Accessing project and demand tasks in CWM {#cwm-team-member-roles__access-project-work}

After a team member role is assigned, users can view and manage project and demand tasks in CWM through the following features:

* My Work: View all project and demand tasks assigned to you in one place. For more information, see [My Work in CWM](https://www.servicenow.com/docs/Y1nQob_ZgUjZVRUoZCkcpA "Manage your work from all ServiceNow applications from a centralized view in the Collaborative Work Management workspace.").

* Connected Work: Pull project and demand tasks into CWM Boards using flexible filters, such as tasks assigned to you, your assignment group, or other criteria. You can edit and update tasks directly from the board.

  For more information, see [Connected work in CWM](https://www.servicenow.com/docs/1WGIfh8nbgGr3nIFN8YF_w "Streamline task management for teams by bringing in various work items from across ServiceNow applications into Boards in Collaborative Work Management.")

By default, team member roles provide broad access to the tasks assigned to them. Administrators can configure additional ACLs to restrict access to specific tasks.

## Accessing My Calendar {#cwm-team-member-roles__access_my_cal}

Users assigned these team member roles can access My Calendar and perform the following actions:

* View My calendar
* Edit My calendar
* Create Events on calendar
* Delete their own events
{#cwm-team-member-roles__ul_jl4_mbq_v3c}  
Note:  
Users can see only events that they created.

## Considerations {#cwm-team-member-roles__limitations}

The following limitations apply to team member roles in this release:

* Team member roles don't grant access to Project Workspace or Next Experience for Demand Management.

* The SPM applications such as Project Workspace and Next Experience for Demand Management must be present in your ServiceNow AI Platform instance for team members to be able to access those work items from CWM.

* The Timecard Management application must be installed to for team members to create timecards against their project tasks or demand tasks.
* **[Team member role access permissions in CWM](https://www.servicenow.com/docs/Bvu9sNpwHT2Stv8JtNqOtg)**   
  Access permissions for the team member read and team member read-write roles in Collaborative Work Management (CWM), covering projects, project tasks, demands, demand tasks, ideas, and calendar events.

**Related reference**   

* [Team member role access permissions in CWM](https://www.servicenow.com/docs/Bvu9sNpwHT2Stv8JtNqOtg "Access permissions for the team member read and team member read-write roles in Collaborative Work Management (CWM), covering projects, project tasks, demands, demand tasks, ideas, and calendar events.")