Project workspace classic - Legacy
Summarize
Summary of Project workspace classic - Legacy
The Classic Project Workspace in ServiceNow provides a centralized environment to define, plan, track, and monitor projects efficiently. It consolidates project information, status reports, and KPIs to support timely decision-making and project management. However, this classic interface is being phased out in favor of the new Project Workspace with an enhanced user interface. Although it will no longer be available for installation, it will continue to be supported for existing users.
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Key Features
- My Projects Space: Displays up to 200 recently updated projects as configurable cards, giving project managers a quick overview and easy access to projects.
- Banner Icons: Includes navigation aids such as Home to return to project cards, a project choice list filtered by user criteria, and a checklist to track project activities.
- Workspace Tabs:
- Analytics: Offers insights into open risks, issues, and delayed milestones.
- Details: Enables defining critical project attributes like duration, cost, and organizational value.
- Planning: Provides access to the planning console for scheduling, resource assignments, baselining, and critical path visualization.
- Resources: Allows resource managers to find availability and create/manage resource plans (restricted to project managers).
- Financials: Displays cost breakdowns, budget allocations, planned and actual returns, supports baseline comparisons, and tracks financial changes during project execution.
- Status Report: Shows comprehensive project status reports for ongoing monitoring.
Practical Usage for ServiceNow Customers
- Access all projects in one place through the classic Project Workspace to streamline project management activities.
- Customize project cards to display relevant summary metrics, allowing quick assessment of project health and status.
- Use analytics to monitor project risks, issues, and milestones to proactively address challenges.
- Define project parameters clearly to ensure accurate planning and alignment with business goals.
- Leverage the planning console and project workbench to create schedules, assign resources, and track progress effectively.
- Manage resource plans to optimize utilization and availability for project tasks.
- Track financials comprehensively, including costs, budgets, and benefits, supporting financial governance and control.
- Submit and monitor fund requests and actual expenditures to maintain budget adherence.
- Generate and review status reports to keep stakeholders informed and support decision-making.
Important Considerations
Given that Classic Project Workspace is being prepared for deprecation, ServiceNow customers are encouraged to transition to the new Project Workspace with enhanced UI for improved project management capabilities and future support.
Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.
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.
The components of the workspace are:
Banner icons
The following banner icons are available in project workspace:
- Home
- The 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 (
) 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.