---
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


---

# Configure

# Configuring Project Workspace {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources.
* **[Configure AI Admin Hub](https://www.servicenow.com/docs/KIUyRF9xizAHX4CPnVGylA)**   
  Use the AI Admin Hub console to activate the various AI applications and skills that you're entitled to.
* **[Configuring projects with Project Workspace](https://www.servicenow.com/docs/R48GUDrfYKBgotnJitrhig)**   
  Set up the Project Workspace application and start planning on your project.
* **[Configuring resources with Project Workspace](https://www.servicenow.com/docs/tCXkn5gOtanYICTmUvboXQ)**   
  Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.
* **[Configure financials for Project Workspace](https://www.servicenow.com/docs/EeyRbCGlWyT9VK8udrvtLQ)**   
  Customize financials view, planning attributes, and activate scheduled jobs to work on the financial planning for your projects.
* **[Configuring security for a project in Project Workspace](https://www.servicenow.com/docs/jzKRwcDBsLEd_5HzshMx~Q)**   
  Configure security in a project to make the project confidential to ensure that only the authorized users can access the project and its sub projects and related entities.
* **[Configure project type fields and layouts](https://www.servicenow.com/docs/UWJc9rnkL4BbjCiVlQSz0A)**   
  Define custom fields and a unique form layout to support configuration independence across different types of projects.

**Related concepts**   

* [Managing projects with Project Workspace](https://www.servicenow.com/docs/V1uxXbZDp6AhOStpZon~EQ "Use the features of Project Workspace to plan and manage your project.")
* [Managing financials for your projects](https://www.servicenow.com/docs/12ReEP1ATxp9NW8i5mKEqA "Manage budget, cost plans as forecasts, actual expenses as expense lines, and 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/_Qt3B_ymblCIT5a5pJtPSQ "Use the Resource Management application to allocate and manage your resources in the Project Workspace.")
* [Project Workspace reference](https://www.servicenow.com/docs/BkWIjIQg8CuLK7OESDdg2g "Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.")