Australia Strategic Portfolio Management

• Strategic Portfolio Management – Strategically align work with business goals to deliver products and services. ServiceNow Strategic Portfolio Management (SPM), enables digital transformation by helping you can plan, deliver, and track value across different methodologies and drive customer value faster.

• Organizational plugins for Strategic Portfolio Management – Strategic Portfolio Management offerings help you better manage demand, balance resources, manage agile and waterfall projects, perform budget planning, and map costs to technical and business services.

• Portfolio Planning – Enhance your traditional product and portfolio management by prioritizing work and visualizing plans with ServiceNow Portfolio Planning. Effectively plan, track, and manage work for projects and demands using a centralized workspace.

  • Explore – Prioritize, roadmap, and track the work planned for your products and portfolios using Portfolio Planning. Enhance management of your traditional project and product delivery approach.

  • Lenses in Portfolio Planning – Flexibly switch planning perspectives to prioritize, roadmap, and view the alignment of work using personalized portfolio plans. Improve enterprise planning by discovering planning insights that drive shared outcomes.

  • Portfolio plans in Portfolio Planning – Personalized portfolio plans help you align work with your company’s objectives and roadmap the right work for the right time.

    • Programs enhanced experience – Programs enhanced experience provides dedicated program planning views with zero setup. Access program-scoped planning data including Prioritization, Roadmap, and Financials views for focused program management without navigating portfolio-wide interfaces.

  • Work prioritization in Portfolio Planning – Prioritize work that is relevant for your portfolio using a centralized Workspace in Portfolio Planning. Review and determine the right work to invest in.

  • Roadmaps in Portfolio Planning – Effectively plan work for your company using visual roadmaps in Portfolio Planning Workspace.

  • Scenario planning in Portfolio Planning – Create and evaluate strategic scenarios to explore different planning approaches. Approve the optimal scenario that aligns with the organizational goals and strategic priorities.

  • Portfolio Planning with Project Portfolio Management – Facilitate execution of the work planned in Portfolio Planning in ServiceNow Project Portfolio Management (PPM) application.

  • Capacity planning in Portfolio Planning – The Capacity Planning screen provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources.

  • Financial planning for Projects and Demands – Plan, re-forecast, track the financials, and create baselines for projects and demands.

  • Dashboards in Portfolio Planning Workspace – As a product and portfolio manager, use dashboards in Portfolio Planning Workspace to monitor performance, track progress, and make informed decisions related to planning and execution. These dashboards leverage Platform Analytics to provide a trend of historical data and regular reports.

  • RIDAC in Portfolio Planning Workspace – RIDAC (Risk, Issue, Decision, Action, Change) in Portfolio Planning Workspace provides a holistic, portfolio-wide view of all risks, issues, decisions, actions, and changes across your entire organization—from individual projects to programs and portfolios.

  • Portfolio plan RIDACs – Portfolio plan RIDAC (Risks, Issues, Decision, Actions, and Change requests) provides a unified view of all risks, issues, decisions, actions, and changes for a portfolio plan. Access portfolio governance items directly without navigating to separate RIDAC records.

  • Better together with other ServiceNow applications – Integration of Portfolio Planning with other ServiceNow applications helps portfolio and product managers to optimize planning, collaboration, and release management for their products.

  • Configure – Learn about the process required to set up Portfolio Planning to enable your product and portfolio managers start aligning their work business objectives.

  • Install Portfolio Planning – You can install the Portfolio Planning application (sn_align_ws) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

  • Configuring lens in Portfolio Planning – Learn about lens structure and pre-defined lenses in Portfolio Planning so that you can configure a lens that represents your company’s planning process.

    • Modify lens structure in Portfolio Planning – Add or modify entities for your lens structure so that your planning managers can start creating their portfolio plans in Portfolio Planning.

    • Activate a lens in Portfolio Planning – Validate your lens configuration and activate it so that your planning managers can start creating portfolio plans using this lens.

  • Configuring additional columns for Prioritization page in Portfolio Planning – Configure what columns must be displayed on the Prioritization page of portfolio plans so that your planning managers can select the appropriate data points they need.

  • Configuring Prioritization and Roadmap settings in Portfolio Planning – Configure the way data is shown on the Prioritization and Roadmap pages of the workspace so that your planning managers view the information that is relevant for them.

    • Customizing highlighted fields – Customize the fields to be highlighted on the Prioritization tab of a portfolio plan according to your planning manager’s needs.

    • Modify Script Includes for Prioritization page in Portfolio Planning – Modify the Script Includes for Prioritization and Hierarchy views of the Planning page to change the columns to be highlighted in these views in the workspace.

    • Create highlighted values for Prioritization columns in Portfolio Planning – Customize the fields to be highlighted on the Prioritization page of a portfolio plan according to your planning manager’s needs.

    • Modify Script Includes for milestone icons in Portfolio Planning Workspace – Modify the Script Includes for milestone icons of the roadmap and portfolio plan to customize the icons to be shown in the Roadmap tab in the workspace.

    • Configure additional source tables for free-form roadmap in Portfolio Planning – Add new tables to roadmap preferences and configure their details so that these tables can be used as source tables while creating a free-form roadmap in Portfolio Planning.

    • Customize the planning item display preferences – Update source table configurations so that you can customize the roadmap view in Portfolio Planning according to your business priorities.

    • Update the display limit of items – Create a system property to update the display limit of the items shown in Prioritization page, Roadmap page, and the item milestones on the roadmap view in Portfolio Planning.

    • Hierarchy view configuration in Portfolio Planning – Show or hide parent records of planning items shown in the Hierarchy view for high-level and regular portfolio plans by configuring system properties.

    • Update execution URLs for planning item demands – Run this scheduled job after upgrading to update execution URLs on existing demand planning items so they redirect correctly to the Demands module.

  • Configuring roadmap in Portfolio Planning – Create custom themes to configure roadmap bar colors, ensuring they align with your organization’s standards.

    • Create a custom theme for roadmap – Customize roadmap bar colors to align with your organization’s branding guidelines and maintain visual consistency.

    • Publish a custom roadmap theme – Publish a custom roadmap theme so that you can apply it to your roadmap.

    • Apply a custom theme to roadmap – Apply your custom theme to ensure roadmap bar colors align with your organization’s style.

  • Customizing Lists in Portfolio Planning Workspace – You can add custom tables to the Lists menu in Portfolio Planning Workspace and manage access to the newly created categories and lists.

    • Enable adding custom tables to the Lists menu – Add the New action button to the APW List Menu Configuration page, so that you can add custom tables to the Lists menu in Portfolio Planning Workspace.

    • Customize Lists in Portfolio Planning Workspace – Add custom tables to the Lists menu in Portfolio Planning Workspace.

    • Define audience for lists in Portfolio Planning – Manage who can view the newly created categories and lists in the Lists page of Portfolio Planning Workspace.

  • Configure scenario planning in Portfolio Planning – Configure scenario planning in strategic planning to create and compare multiple scenarios.

    • Enable or disable scenario planning in Portfolio Planning – Enable or disable scenario planning in Portfolio Planning.

    • Configure financial widgets in compare scenario – Add or manage existing widgets to view financial insights while comparing scenarios. Define your own attribute from the cost types to view it’s details in the Compare scenario page.

  • Portfolio Planning diagnostics – Run diagnostic scans to identify and fix errors in the configuration and other common settings for Portfolio Planning before your planning managers prioritize and roadmap their projects and demands.

  • Configure capacity planning – Generate employee profiles for resources and map them with primary attributes to start capacity planning.

    • Enable planning attributes for capacity in Portfolio Planning – Enable the planning attributes Group, Skill, and Role so that your planning managers can view the resource capacity details.

    • Generate employee profiles – Generate employee profiles for the resources to map against primary attributes.

    • Map primary attributes to resources – Locate and map the primary group, primary role, and primary skill for the resources associated with existing employee profile tables.

    • Generate resource capacity – Activate the scheduled job to auto-generate the resource capacity at required cadence.

  • Configure financials for Portfolio Planning – Configure the ServiceNow Internal integrations to view the financials for planning items in Portfolio Planning.

    • Customize the left pane view for financials – Customize the left pane for financials to view custom field information.

    • Enable monetary benefit plans for planning items – Enable the benefit plans property to create and manage benefit plans for planning items.

    • Add monetary and non-monetary benefit plans related lists – Add the monetary benefit plans and non-monetary benefit plans related lists for your planning item.

    • Enable financial budget allocation for planning items in Portfolio Planning – Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning.

    • Define the budget attribute – Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Portfolio Planning.

    • Customise cost plan form – Manage the fields required on the new cost plan form according to your organization needs.

    • Change the default expense type in Portfolio Planning – Configure the default expense type to create or edit cost plans for your planning items.

    • Create custom labor costs and map them to sys_id – Create and map custom labor costs to sys_id to generate labor costs based on the relevant expenses.

    • Migrate budget of active items – Activate the Migrate budget for active demands and projects scheduled job to migrate budget of active planning items from Classic UI to Next Experience.

    • Automatically create financial baselines – Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.

    • Automatically generate labor costs – Activate a scheduler job to automatically create labor costs for attribute-based resource assignments.

  • Configure portfolio financials in Portfolio Planning – Configuration details for properties and scheduled jobs to view and manage portfolio financials in Portfolio Planning

    • Enable integration for internal planning item – Enable the integration for an internal planning item type to view portfolio financials.

    • Activate investment entities for planning items – Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.

    • Rollup costs at project level – Activate project cost rollup property to view the rolled up costs of top projects in portfolio financials.

    • Generate data to view portfolio financials – Activate and define Data generation for financials in SPW/PPW scheduled job to migrate budget from old data model to new data model and view portfolio financials.

  • Configuring Portfolio Planning with PPM – Understand the process required to set up Portfolio Planning to work with ServiceNow Project Portfolio Management.

    • Create an alignment integration – Internal alignment integration synchronizes internal processes and data to support Strategic Portfolio Management, confirming that planning and execution are aligned with business objectives through real-time bi-directional synchronization with applications such as Project Portfolio Management, Agile Development 2.0, and Scaled Agile Framework (SAFe).

    • Generate default mapping configurations – Generate default mapping configurations to automatically create table maps, field maps, and choice maps for projects and demands, or customize mappings for specific integration needs.

    • Create custom mapping configurations – Create mapping configurations for planning items that are not created by default such as features, stories, etc.

    • Create a table map – Create a table map to define the mapping between tables in Portfolio Planning with the tables in Project Portfolio Management (PPM).

      • Create a business rule for a custom table map configuration – Create a business rule to enable import for your new custom table map configuration from and Project Portfolio Management (PPM) application.

    • Create a field map – Map the fields for each table map from Portfolio Planning to Project Portfolio Management and vice-versa.

    • Create a choice map – Map the choice list for each field map for fields with a list of values from Portfolio Planning to Project Portfolio Management and vice-versa.

    • Configure bulk import – This system property enables you to update the bulk import functionality in Portfolio Planning with PPM.

  • Configuring RIDAC in Portfolio Planning Workspace – Run the scheduled job to populate the planning item field on RIDAC records that were created before the Portfolio Planning Workspace was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports.

    • Populate planning item details on RIDAC records – Run the scheduled job to populate the planning item field on RIDAC records that were created before the Portfolio Planning was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports.

  • Manage portfolio plans – Create personalized portfolio plans in Portfolio Planning Workspace and enable focused planning of work in the desired perspective (lens) to align with business objectives.

  • Create a high-level portfolio plan – Build a portfolio plan for high-level items (programs) in the Portfolio Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these programs.

  • Create a portfolio plan – Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planning perspective of your choice.

  • Duplicate a portfolio plan – Create a portfolio plan with the data of an existing portfolio plan. If the portfolio plan you want to create is similar to an existing portfolio plan, duplicating the existing portfolio plan saves your time. You can also copy portfolio plans that were shared with you either with view or edit access.

  • Modify a portfolio plan – Update the details of a portfolio plan in Portfolio Planning Workspace or delete it, to reflect the changes in your planning priorities.

  • Show or hide the features – As a portfolio manager, show or hide the features (for example, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.

  • Share a portfolio plan – Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan’s progress and start collaborating.

  • Collaborate on a portfolio plan – Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.

  • Prioritize portfolio plan work – Use the Prioritization feature of the Portfolio Planning Workspace to add, update, and rank planning items so that you can prioritize the right work for the right time.

  • Add planning items – Add new planning items to your portfolio plan’s work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current.

  • Duplicate a planning item – Create a copy of an existing planning item to add it to your portfolio plan’s work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current. If the planning item you want to create is similar to an existing planning item, duplicating the existing planning item saves your time.

  • Update planing item details – Update the details of your planning items or delete them so that the Prioritization page in Portfolio Planning Workspace reflects the latest work pipeline.

  • Rank planning items – Rank the planning items that are added to the pipeline of your portfolio plan and decide on their priority so that you can start planning your portfolio roadmap.

  • Prioritize work – Review and prioritize the items of your portfolio plan pipeline to add them to the plan’s roadmap so that your teams can start working on them.

  • Categorize planning items – Categorize your planning items based on your requirement by adding tags.

  • Create RIDAC item – Create RIDAC items (Risks, Issues, Decisions, Actions, Changes) for a planning item to track and manage governance across the planning lifecycle.

  • Personalizing views for prioritization – Personalize how the Prioritization and Hierarchy tabs on the Planning page are displayed in Portfolio Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.

    • Personalize Prioritization view – Personalize the Prioritization tab view in the Planning page in the workspace so that you can view the information that is most relevant to you and your stakeholders.

    • Personalize Hierarchy view – Personalize the Hierarchy view in the Planning page of Portfolio Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.

  • Export data of portfolio plan items – Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

  • Access execution records from Portfolio Plans – After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.

  • Plan roadmaps – Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in a centralized workspace. Facilitate collaboration among stakeholders and adjust plans on the go.

  • Create a free-form roadmap – Create a standalone visual roadmap to start high-level planning of work from different units of the company.

    • Update details of free-form roadmap – Update the details of a free-form roadmap to reflect the changes in priorities or the timeline of the roadmap.

    • Share a free-form roadmap – Add people from your organization who are the stakeholders for the work involved in your roadmap plan so that they have visibility into the roadmap’s progress.

    • Collaborate on a free-form roadmap – Add comments and attachments to a free-form roadmap for other users of your organization can review and share their feedback. Collaborate and ensure that your roadmap aligns with your company’s priorities.

    • Managing free-form roadmap views – Portfolio managers can create customized views for their free-form roadmap by applying personalization settings such as grouping, milestones selection, dependencies selection, and tracking mode. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the free-form roadmaps.

    • Create a free-form roadmap view – Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    • Edit a free-form roadmap view – Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    • Delete a free-form roadmap view – Delete a customized free-form roadmap view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

  • Duplicate a free-form roadmap – Create a roadmap with the data of an existing roadmap. If the roadmap you want to create is similar to an existing roadmap, duplicating the existing roadmap saves your time.

  • Create planning items – Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.

    • Modify planning items – Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.

  • Plan unscheduled items – Add items without start or end dates yet to your portfolio plan or free-form roadmap.

  • Reschedule roadmap items – Update the planned dates of your roadmap items to account for any changes in your scheduling priorities.

  • Add milestones for roadmap – Track key dates of your plan’s timeline by creating milestones and displaying them on the roadmap.

    • Update a roadmap milestone – Update or delete the milestones that you added to your portfolio plan or free-form roadmap so that they reflect any change of plans.

  • Add milestones for roadmap items – Track key outcomes of your planning items (such as demands and projects) by creating milestones for them, directly from the roadmap view.

    • Update roadmap item milestones – Update or delete the milestones that you added to your planning items (such as demands, scrum epics, or programs) so that they reflect any change of plans.

  • Add dependencies for roadmap items – Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling.

    • Update roadmap item dependencies – Update or delete the dependencies for the planning items on your roadmap so that they reflect any change of plans.

  • Personalize roadmap view – Customize the way that your roadmap is displayed. Group the roadmap items, color them by a category, add numerical data points, and display milestones and dependencies to analyze your roadmap efficiently and take informed decisions.

    • Customizing milestone display on roadmap – Easily track the milestones of your roadmap timeline or its planning items by choosing how the milestones are displayed on the roadmap view.

    • Customizing roadmap item dependency display – Improve the efficiency of identifying the relationships between your planning items by choosing how the dependencies are displayed on the roadmap view.

  • Track the progress of roadmap items – Visually track the completion of a work item on your portfolio plan roadmap or free-form roadmap using the tracking mode.

  • Apply quick filters – Quickly apply filters for data in the Prioritization or Roadmap tabs to help you seamlessly plan using a consistent data set across all views of the tab.

  • Optimize planning with scenario planning – As a portfolio manager, optimize your portfolio planning by comparing potential outcomes, assessing their alignment with strategic goals, and approving the best scenario as your live plan.

  • Create a scenario – Create a scenario from a live plan or another scenario in a simulated environment to compare the scenario with the live plan and other scenarios.

  • Compare scenarios – Compare scenarios side by side to evaluate comprehensive planning, optimize resource usage, confirm feasibility, and financial information.

  • Approve a scenario – Approve a scenario that aligns with your organizational goals and offers the best business outcomes to make the scenario your current plan.

  • Manage scenarios – Use the Manage scenarios option to view a list of all scenarios, rename scenarios, or delete scenarios.

  • Use Capacity Planning – Assess the resource capacity and review existing allocations, which help you to make informed decisions while working on assigning resources.

  • Generate resource capacity – Generate and view the total capacity of the resources with primary attributes. Capacity details helps Portfolio Managers to plan and manage planning items depending on the resource availability.

  • Use Capacity Planning in Portfolio Planning – View and analyze the resource capacity for your portfolio to plan and re-forecast the resource assignments.

  • Manage financials for planning items – 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 planning items at required cadence in Portfolio Planning Workspace.

  • How to configure multicurrency – Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.

  • Add, edit, or delete cost plans – Create a cost plan for a required duration to track your planned and actual expenses. Edit cost plans to adjust your planned expenses and delete any de-scoped forecasts.

  • Manage budget of your planning items in Portfolio Planning – Allocate, manage, and approve budget for your projects. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a planning item.

  • Add or edit expense lines – Create or edit expense lines to capture the actual costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.

  • Generate labor costs – Generate labor costs in the Financials view for attribute-based resource assignments based on the financial attributes configured in the planning attributes page.

  • Create and compare financial baselines – Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs against the actual expenses.

  • Create monetary benefit plans for your planning items in Portfolio Planning – Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

    • Edit monetary benefit plan – Edit a planned monetary benefit plan to revise the benefits, dates, offset, and so on, to maintain the updated financial records as your work progresses.

    • Capture actual monetary benefits – Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

  • Manage non-monetary benefit plans – Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

  • Export financials as Excel or CSV file – Export the costs or baseline comparison data of your planning items to easily share them with your stakeholders.

  • Manage portfolio financials – View the financial breakdown of estimates, approved costs, benefits, and actuals and so on for portfolio financials.

  • Docs for planning items – Store and manage all kinds of documentation for planning items from a centralized location of Portfolio Planning Workspace.

  • Create and manage pages and subpages – Flexibly organize information for your planning items by creating, duplicating, and deleting pages and subpages in Strategic Planning.

  • Manage portfolio plan views – Portfolio managers can create customized views for their portfolio plans by applying personalization settings such as column selection, grouping, and filtering. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the portfolio plans.

  • Create a portfolio plan view – Create a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

  • Edit a portfolio plan view – Edit a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

  • Delete a portfolio plan view – Delete a customized portfolio plan view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

  • Use dashboards – Using the Platform Analytics dashboards in Portfolio Planning Workspace, you can monitor performance, track progress, and make informed decisions related to planning and execution.

  • Execution Dashboard – The Execution Dashboard helps portfolio and product managers gain real-time visibility into delivery progress across work items, enabling portfolio leads to detect delays, course-correct early, and keep the strategy on track.

  • View a dashboard in Portfolio Planning Workspace – View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to planning and execution.

  • Create a dashboard – In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.

    • Edit a dashboard – Customize or edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

  • Duplicate a dashboard – If the dashboard you want to create is similar to an existing one, duplicating the existing dashboard saves your time. After duplicating the dashboard, you can customize the tabs and widgets as required.

  • Share a dashboard – Share a dashboard with stakeholders, planning managers, portfolio managers, or product managers to provide visibility into work progress and foster collaboration. You can grant either view-only rights or both view and edit rights to a shared dashboard.

  • Add a Platform Analytics dashboard – If you have existing dashboards created using Platform Analytics, you can add them to the Portfolio Planning Workspace to access them directly from a single location.

  • Export the portfolio plan status or roadmap – Export the status of work items, roadmap, and key metrics of your portfolio plan and free-form roadmap into a Microsoft PowerPoint file so that you can keep your business stakeholders updated on the progress. Save time by avoiding copying data into reports and drive shared outcomes by enabling collaboration even with stakeholders who cannot access your ServiceNow instance.

  • Execute work in PPM – Facilitate execution of the work planned in Portfolio Planning in ServiceNow Project Portfolio Management application.

  • Import records – Import records from Project Portfolio Management, after the relevant table maps, fields maps, and choice maps are configured.

  • View error logs – View error logs to understand the cause of any issues that might have occurred during the integration process.

  • Using RIDAC in Portfolio Planning Workspace – Access and filter risks, issues, decisions, actions, and changes from a centralized RIDAC home page. Use multiple filtering levels organized by planning scope to focus on the RIDAC items most relevant to your role.

  • View RIDAC records – Access and view risks, issues, decisions, actions, and changes from the RIDAC home page. Filter RIDAC records by planning scope and type to focus on the items relevant to your needs.

  • Create RIDAC for a planning item – Create a Risk, Issue, Decision, Action, or Change item and associate it with a planning item in the Portfolio Planning Workspace.

  • Export RIDAC details – Export a filtered list of RIDAC records to Excel, PDF, CSV, or JSON format. You can download the file directly or send it via email to share RIDAC information with stakeholders.

  • Reference – Reference information to provide additional details about Portfolio Planning such as user roles, tables, and domain separation information.

  • Components installed with Portfolio Planning – Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles.

  • Domain separation and Portfolio Planning – If any conrefs are broken, re-add them from the doc/source/reuse/domain-separation/domain-separation-overview.dita file. In the short description, edit the first sentence to state whether domain separation is supported or not and add the application name. Keep the conref at the end that describes domain separation.Domain separation is supported for Portfolio Planning. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

  • Planning item reorder errors in Portfolio Planning – Review the scenarios when the reordering of items can fail in the List view of Prioritization in Portfolio Planning Workspace.

  • Item milestone errors in Portfolio Planning Workspace – Learn about the scenarios when the planning item milestones on the portfolio plan roadmap or free-form roadmap can be in an error state in the Portfolio Planning Workspace.

  • Item dependency errors in Portfolio Planning Workspace – Learn about the scenarios when the planning item dependencies on the portfolio plan roadmap or free-form roadmap in Portfolio Planning Workspace can be in an error state.

  • Managing Portfolio Planning with PPM – Ensure that Portfolio Planning is integrated properly with Project Portfolio Management (PPM) following these guidelines.

  • Form field information for Portfolio Planning – Field information for forms used in the Portfolio Planning application.

    • Action Assignment form – Learn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.

    • Choice map form – Understand the fields of the choice map form. This form is used to create choice maps.

    • Create cost plan form – Use this form to create cost plans for your planning items.

    • Create expense line form – Use this form to create expense lines for your actual expense.

    • Dependency form – Learn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Portfolio Planning .

    • Field map form – Understand the fields of the field map form. This form is used to create mappings for a corresponding table map.

    • Demand planning item form – Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning.

    • Highlighted Value Condition form – Learn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Portfolio Planning workspace.

    • Highlighted Value form – Learn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Portfolio Planning workspace.

    • Lens Form – Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.

    • Lens structure form – Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application.

    • List Applicability form – Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Portfolio Planning workspace.

    • Planning item milestone form – Learn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Portfolio Planning.

    • Project planning item form – Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Portfolio Planning.

    • RIDAC Action form – Use the RIDAC Action form to create and track action items related to your demand or project planning items. Manage action item ownership, status, and completion.

    • RIDAC Change Request form – Use the RIDAC Change Request form to document and track proposed changes to your demand or project planning items. Manage change requests and monitor implementation status.

    • RIDAC Decision form – Use the RIDAC Decision form to document and track critical planning decisions related to your demand or project planning items. Manage decision rationale and implementation status.

    • RIDAC Issue form – Use the RIDAC Issue form to create and manage issues that affect your demand or project planning items. Track planning challenges, obstacles, and problems that need resolution.

    • RIDAC Risk form – Use the RIDAC Risk form to identify and track potential risks that could impact your demand or project planning items. Manage risk mitigation strategies and monitor risk exposure.

    • Roadmap configuration form – Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Portfolio Planning.

    • Table map form – Understand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM.

    • Roadmap milestone form – Learn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Portfolio Planning.

    • Script entries for labor costs scheduled job – Use the Scheduled Script Execution form to enable Generate Labor Costs scheduler job for projects and demands.

    • UX List Category form – Learn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Portfolio Planning workspaces.

    • UX List form – Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces.

  • Next Experience for Demand Management in Portfolio Planning – Next Experience for Demand Management enables you to create, evaluate, and prioritize demands throughout the demand life cycle.

  • Explore – Next Experience for Demand Management enables you to create, evaluate, and prioritize demands, throughout the demand life cycle.

    • Demand workflow – The demand workflow defines the stages a demand moves through, from initial intake to assessment, approval, and execution. At each stage, you can evaluate the demand, align it with business objectives, and set up the right processes before resources are assigned.

    • Playbooks in Next Experience for Demand Management – Playbooks in Next Experience for Demand Management provide a guided, structured approach to managing a demand from initiation to completion. Playbooks focus specifically on helping demand teams follow the standard demand life cycle, verifying every demand progresses consistently and no critical steps are missed.

    • Demand tasks – Demand tasks are units of work within a demand. Use them to plan and organize initial activities before converting the demand into a work entity such as a product, feature, or enhancement.

    • Actual cost and effort calculation – Actual cost and effort represent the realized cost and time spent on demands and demand tasks. Values are calculated from approved time cards and hourly rates.

    • AI skills for Next Experience for Demand Management – ServiceNow Otto for Strategic Portfolio Management provides AI-powered skills for demand records that help you quickly understand demand details and refine records. These skills improve planning efficiency and support informed decision-making.

    • EWD for demands – Enterprise-Wide Deployment (EWD) partitions demand data by criteria such as department. Demand experiences extends that by controlling each demand’s fields, modules, and layout.

  • Configure – Next Experience for Demand Management settings control how demands are evaluated and promoted to projects, enhancements, changes, defects, or Enterprise Agile Planning (EAP) entities.

    • Populate the stakeholder registry for demands – Add users to the stakeholder registry so Next Experience for Demand Management can automatically populate the stakeholder list when someone creates a demand.

    • Configure a custom risk rank and risk value – Configure custom risk ranks and value scores to rate the impact and probability factors of risks. These values determine the degree of the risks associated with a demand.

    • Customize the demand record form – Customize the demand form in Next Experience for Demand Management to configure which fields appear when users create a demand.

    • Configure the landing page for created demand records – Configure a system property that controls which tab opens when a demand record is created. Set this property to match your team’s workflow.

    • Enable smart assessments – Enable the sn_align_ws.enable_smart_assessments property so demands use smart assessments instead of the classic assessment workflow, when they are moved to screening.

    • Use a custom smart assessment template for demands – Point the automatic demand to smart assessment trigger at a custom template by overriding the predefined DemandSmartAssessmentUtils script include provided for this customization.

    • Configure financials for demands – Financial planning settings for demands include the financials view, planning attributes, and scheduled jobs.

    • Multicurrency in demands – Manage and track demand financials in your corporate currency, regional currency, or project currency using the multicurrency feature.

      • Select currency preference – Set your currency preference for managing and tracking demand financials from the functional currency, regional currency, or local currency.

      • Quick start tests for Multicurrency – Quick tests enable you to validate that the multicurrency feature in Next Experience for Demand Management works correctly after configuration changes such as applying an upgrade or developing an application.

      • Upgrade existing demands – Execute scheduled jobs to upgrade your existing active and inactive demands.

    • Enable financial budget allocation for demands – Enable allocation property after migrating to Next Experience to work on budget allocation for your demands.

      • Configure financial budget type – Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your demands.

    • Enable monetary benefit plans for demands – Enable the benefit plans property to create and manage benefit plans for demands.

    • Configure the demand AI skills – Configure the generative AI skills for demands by defining their triggers, display locations, and access settings to make it available to users.

    • Copy and customize the demand summarization skill – Copy the base demand summarization skill and customize it with your own fields, related entities, and prompt to summarize demands.

    • Configure the questions for conversational demand creation – Add or modify an existing question for creating a demand through Agent assist in Virtual Agent using the conversational experience.

    • Demand experiences – A demand experience defines a governance process and controls which form view, modules, and dynamic attributes appear on a demand.

    • Create a demand experience – Create a demand experience to control the form view, demand modules, and dynamic attributes that appear on demands to support configuration independence across different types of demands.

    • Create a dynamic category – Create a dynamic category to define the custom fields that appear on demand records of a specific demand experience.

    • Configure capacity for demands – Generate employee profiles for resources and map them with primary attributes to start capacity planning.

    • Enable planning attributes for capacity in demands – Enable the planning attributes Group, Skill, and Role to view resource capacity details in demands.

    • Generate employee profiles for resources – Generate employee profiles for the resources to map against primary attributes.

    • Map primary attributes to resources – Locate and map the primary group, primary role, and primary skill for the resources associated with existing employee profile tables.

    • Activate a scheduled job to generate resource capacity – Activate the scheduled job to automatically generate the resource capacity at the required cadence.

  • Use – Next Experience for Demand Management enables end-to-end planning and management of demands.

    • Manage demands – Next Experience for Demand Management is a workspace for creating, tracking, prioritizing, and approving demands.

    • Create a demand – Create demands to capture the strategic and operational requirements and centralize information for stakeholder assessment and prioritization.

      • Create demands by using the conversational experience – Use the conversational experience of ServiceNow Otto for Virtual Agent to create a demand from any application that supports Virtual Agent.

    • Identify similar demands using AI – Use the identify similar records skill to find demand records with similar names, descriptions, or business case content.

    • Use Playbooks – Use the default playbook or configure a custom one to capture required information for a demand and support governance processes.

    • Update demand details – Update the details of a demand record in Next Experience for Demand Management to reflect any changes in scope, priority, or capacity.

    • Add dynamic attributes to a demand – Provide values for the dynamic attributes available on a demand through its Additional Information tab. This approach captures governance-process-specific information without affecting demands using other experiences.

    • Create demand tasks – Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the time and effort spent performing the specified activities.

      • Submit a time card for a demand task – Record and submit the time spent on a demand task to calculate actual cost and effort. The reported hours are used to track work performed and support demand planning.

    • Add stakeholders to a demand – Delegate assignments and track demand progress by managing the stakeholders associated with a demand.

    • Add goal and target relationships for demands – Track and manage the relationship between demands and organizational goals or targets directly from the Next Experience for Demand Management. Linking demands to goals or targets supports alignment with strategic priorities and shows how each demand contributes to broader organizational objectives.

    • Add requirements for a demand – Define and manage requirements for a demand to capture its functional and technical specifications. Demand managers can associate planned tasks with the requirement, and assign an owner responsible for verifying that requirements are met.

    • Improve data quality using the refine records skill – Use the refine records skill to shorten or elaborate text in demand records, helping demand managers and users improve clarity and completeness before saving.

    • Add risks to a demand – Add a risk to a demand to identify, analyze, prioritize, plan, and track potential problems during any phase of the demand life cycle.

    • Add issues to a demand – Add an issue to a demand to escalate a risk or to track an unexpected problem. If the issue remains unresolved, unnecessary conflicts, delays, or even a failure can occur.

    • Add decisions to a demand – Add a decision to a demand to record the solution or plan for a risk or issue.

    • Add actions for a demand – Add actions required to resolve an issue or risk for a demand based on your analysis of the risk or issue.

    • Add change requests for a demand – Add a change request as the outcome of an action taken to resolve an issue or mitigate a risk. The change request can affect the demand’s scope, resource requirements, cost, or schedule.

    • Submit a demand – Submit a demand record after the required details are complete to progress the demand from the Draft state to the next states of its life cycle.

    • Create resource assignments for demands – Create and manage resource assignments for demands directly from Next Experience for Demand Management.

    • Approve demands – Approve qualified demands in Next Experience for Demand Management. Approving a demand moves it to the Approved state, where the demand manager can convert it into a work item such as a project or enhancement.

    • Create an entity from a demand – Create an entity, such as a work item, from a demand so that you can track work on the demand.

    • Reset a demand to draft state – Reset a demand to the Draft state when it has been moved past that state unintentionally or when changes to it are required. A demand can be reset to Draft until an entity is created from it or it has reached the Qualified state.

    • Defer demands – Defer demands in Next Experience for Demand Management to move them to the backlog when they aren’t feasible to act on currently, such as when resources aren’t available. After deferral, demands can be reviewed and moved to any other demand state.

    • Delete demands – Delete demands to remove them from Next Experience for Demand Management. Demands can be deleted only while in the Pending state.

    • Export demands – Share data with stakeholders or perform further analysis outside the platform by exporting demand records from Next Experience for Demand Management.

    • Create AI systems – Create AI systems from directly within the demand workflow and associate them with your demands.

    • Summarize demands using AI – Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.

    • Manage financials for demands – Financials in Next Experience for Demand Management covers budget, cost plans, expense lines, labor costs, and financial baselines.

    • Enable the demand currency view – Enable the demand currency view to track the planned costs of a demand in the selected demand currency.

    • Create cost plans for a demand – Create a cost plan for a specified duration to track planned and actual expenses. Edit cost plans to adjust planned expenses and delete descoped forecasts.

    • Create and compare financial baselines for a demand – Create and compare financial baselines to get a snapshot of the demand expenses and compare the planned costs.

    • Manage demand budgets – Allocate, manage, and approve budget for your demands. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a demand.

    • Create expense lines for a demand – Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset, for a demand.

    • Generate labor costs for a demand – Generate labor costs to view the expenses of resources using resource assignments and cost plans for a demand.

    • Create monetary benefit plans – Create and manage monetary benefit plans to track potential monetary benefits during demand execution.

      • Edit monetary benefit plans for a demand – Edit a planned monetary benefit plan to revise the benefits, dates, and offset to keep financial records current.

      • Capture actual monetary benefits for a demand – Capture actual benefits from planned benefits to measure revenue and calculate profits.

    • Create non-monetary benefit plans – Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.

    • Associate monetary and non-monetary benefit plans – Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.

    • Export demand financials as an Excel or CSV file – Export the costs or baseline comparison data for a demand to share with stakeholders.

    • Manage resources for demands – Plan resources for a demand from the Resources tab in Next Experience for Demand Management to confirm resource availability before converting the demand to a project.

    • Create resource assignments for demands – Create and manage resource assignments for demands directly from Next Experience for Demand Management to efficiently manage the work on demands.

    • Copy a resource assignment for demands – Copy a resource assignment to create one with inherited values, then adjust the fields before submitting. This reduces repetitive data entry when similar assignments recur across plans.

    • Assign unassigned work for demands using Resource finder – Assign a resource for unassigned work for a demand using the suggestions which match the skill-set and primary attributes requirements.

    • Assign and approve unassigned work – Filter the unassigned work to view priority requests and assign them to resources. Get additional insights and approve the assigned work using the inline editing feature.

    • Extend or reduce duration of an assignment – Extend or reduce the duration of an assignment from the grid view in Resources when the work duration shifts. When you extend or reduce the assignment duration, the assignment dates update and the allocated effort recalculates across the new date range based on the effort redistribution property.

    • End a resource assignment – End a resource assignment at a specific date to release a resource from a task before the planned end date. Future effort is removed and the heatmap updates to reflect the resource’s availability.

    • Edit allocated efforts for tasks with actual hours – Edit allocated efforts for tasks which have partial actual efforts logged directly from the grid view. This keeps reported time accurate without rolling back time entries through other channels.

    • Move a resource assignment – Move a resource assignment to different start and end dates depending on the availability of the resource.

    • Reassign or unassign work using Resources grid – Reassign or unassign assigned work from the Resources grid of a demand. You can group the resource board by primary attributes to identify the resources with same primary attributes.

    • Split resource assignments using Resources grid – Splitting a resource assignment at a specific date creates a resource assignment for the same user.

    • Realign resource assignment dates for demands – Adjust the resource assignment dates to match the latest dates of your demands when priorities or timelines change.

    • Recalculate costs of resource assignments – Recalculate the costs of active resource assignments of a demand when hourly rates change in the associated rate model.

    • Collaborate with Docs – Docs supports real-time collaboration on documentation such as meeting notes, demand requirements, and technical specifications.

    • Create pages and subpages in demand Docs – Store information related to your tasks, reference users and task records using pages and subpages in Docs. You can also collaborate on editing documents in real time.

    • Use templates with demand Doc pages – Apply a template to demand Doc pages to standardize content structure across demands or save a configured page as a reusable template for your team.

    • Add images in demand Docs or download them – Add images to demand Docs by uploading a file or embedding a URL. You can also download images from a Doc page to use outside Docs.

    • Add dynamic data to demand Docs – Add references to application records or fields in demand Docs to keep documentation current without manual updates. You can add references from any table on your ServiceNow instance you have access to.

    • Export a demand Doc as a PDF – Export demand Docs as PDF files to use them offline or share with stakeholders outside Next Experience for Demand Management.

    • Assess demands with smart assessments – Smart assessments automatically gather structured, weighted feedback from a demand’s stakeholders and scores the demand. Demand managers can qualify demands offhand and track every assessment from a single place.

    • Fill out a smart assessment for a demand – Answer your assessment questions so your input counts toward the demand’s score, helping it move through qualification without waiting on a manual review.

    • Monitor and track demands – The Demands Dashboard provides a visual summary of demand data directly in the Next Experience for Demand Management. The dashboard and demand list views are available from the same workspace, with filters that apply across all widgets.

    • Explore – The Demands dashboard in Next Experience for Demand Management help demand users and managers monitor performance, track progress, and make informed decisions related to demands.

      • Overview tab – The Overview tab of the demand dashboard summarizes demand volume, activity, and risk across all demands.

      • Financials tab – The Financials tab of the demand dashboard summarizes planned cost, financial benefit, and return on investment (ROI) across demands.

      • Data Quality tab – The Data Quality tab quantifies the demand, demand tasks, and assessment records that have missing information in key fields.

    • Use – The Demands Dashboard provides a centralized view of demand data, metrics, and visualizations.

      • View the Demands Dashboard – Use the Demands Dashboard to monitor performance, track progress, and make informed decisions about demands.

      • Create or manage a dashboard – In the Platform Analytics experience, you can create, duplicate, share, and export dashboards with data visualizations, filters, and other elements.

      • Edit a dashboard – Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

    • Work with demands in Employee Slate – The My Demands widget and conversational experience in Employee Slate brings demand creation and tracking into a single, conversation-first workspace. Requesters can create demands through the conversational experience and track them using widgets.

    • Edit a draft demand in Employee Slate – Update the details of a draft demand in Employee Slate before submitting it for a demand manager’s review.

    • Configure the demand details fields in Employee Slate – Configure the fields that appear in the demand details ticket page in Employee Slate.

  • Reference – Reference information to provide additional details about Next Experience for Demand Management such as the fields, user roles, tables, and multicurrency.

    • Data migrated from demands to created entities – Data fields that are migrated from a demand to an entity when the selected entity is created from the demand.

    • Data migrated from a demand to a created project – Data fields are migrated from a demand to a project when the project is created from the demand.

    • Data migrated from demand to EAP entities – Data fields are migrated from a demand to an EAP entity when the entity is created from the demand.

    • Multicurrency reference – The multicurrency features in Next Experience for Demand Management enable you to manage and track demand financials in multiple currencies. This section provides field references and explains how cost and benefit plan updates recalculate values in demand currency.

    • Multicurrency fields in demand-related forms – When you enable the Demand Currency view in Demand, Cost Plan, and Cost Plan Breakdown forms, multicurrency fields appear in the Financials section of these forms.

    • Cost plan updates and cost recalculation – Updating the unit cost, quantity, or fiscal period of a cost plan updates all related amount fields in the cost plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in the demand currency.

    • Benefit plan updates and recalculation – Updating the entered currency, entered benefit, offset type, or fiscal period of a benefit plan updates all related amount fields in the benefit plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in demand currency.

    • Inputs for AI skills – Learn about the inputs of each skill for the ServiceNow Otto for Strategic Portfolio Management application. By configuring the inputs for a skill, you can determine how and when a skill is used.

    • Forms – Field information for forms used in Next Experience for Demand Management.

    • Action form – The action form enables you to create an action for a demand.

    • Cost plan form – The cost plan form enables you to create a cost plan for a demand.

    • Decision form – The decision form enables you to create a decision or plan for a demand to resolve or mitigate a risk or issue.

    • Demand experience form – The demand experience form information is used to create or update a demand experience.

    • Demand form – The demand form information is used to create a demand.

    • Demand stakeholder form – The Demand stakeholder form enables you to create a stakeholder record for a demand.

    • Demand task form – The Demand Task form enables you to create or modify a demand task.

    • Expense line form – The expense line form enables you to create an expense line for the actual expenses for your demand.

    • Issue form – The issue form enables you to create an issue for a demand.

    • Goal/target relationship form – The goal/target relationship form enables you to define how a goal relates to a demand.

    • Monetary benefit plan form – The benefit plan form enables you to create monetary benefit plans for a demand.

    • Non-monetary benefit plan form – The non-monetary benefit plan form enables you to create non-monetary benefit plans for a demand.

    • Request change form – The request change form enables you to request for a change in the demand.

    • Requirement form – The requirement form enables you to create or modify requirements for a demand.

    • Resource assignment form – The resource assignment form enables you to create a resource assignment record for a demand.

    • Risk form – The risk form enables you to define a risk for a demand.

    • Risk value lookup form – The risk value lookup form information is used to rate the impact and probability of a risk.

    • Stakeholder register form – The stakeholder register form information is used to add users to the stakeholder registry.

    • Next Experience for Demand Management key terms – Important terms in Next Experience for Demand Management are listed in the table.

• ServiceNow Otto for Setup (SPM) – ServiceNow Otto for Setup (SPM) centralizes administration of your Strategic Portfolio Management applications in one workspace. The console brings together setup items for Common configuration, Financials, Project and Demand Management, Strategic Planning and Portfolio Planning, and Enterprise-Wide Deployment.

  • Explore – The ServiceNow Otto for Setup (SPM) consolidates setup processes for SPM applications into a single workspace, giving administrators a unified view of their configuration state.

  • Access – Use Open ServiceNow Otto for Setup from the Admin Home page to start setting up Strategic Portfolio Management (SPM) applications for your organization.

  • Configuration modules – Module-by-module listing of the setup items that ServiceNow Otto for Setup (SPM) surfaces, with cross-references to the per-application configuration topic each item launches.

• Strategic Planning – Strategic Planning Workspace (SPW) enables you to manage enterprise strategy and goals, product feedback, portfolio planning, and enterprise agile planning for your organization. Evaluate product performance, align work with strategy, and scale your Agile framework from a single workspace.

  • Strategy and Goals – Strategy and Goals in Strategic Planning Workspace enables your organization to create boards and manage your strategic plans, priorities, goals, and targets to drive business outcomes.

  • Explore – Use Strategy and Goals in Strategic Planning Workspace to create boards that organize your organization’s strategic plans, strategic priorities, goals, and targets in a single, focused view.

    • Enterprise strategy example – In Strategy and Goals, you start by creating a strategic plan that captures your organization’s mission, vision, and values. You then define strategic priorities that align with your mission and vision of your organization, and create goals under each priority to establish what your organization wants to achieve. For each goal, you can set targets to track and measure progress toward achieving it.

  • Configure – Strategy and Goals in Strategic Planning Workspace requires no mandatory configuration to get started.

    • Configure reminders for target actuals – Configure reminders to notify target owners and contributors to update actuals for their targets by a specified date.

    • Goal insights generation job – The Goal insights generation scheduled job automatically generates AI-driven insights for a defined set of goals at a scheduled frequency.

    • Configure the goals set for goal insights generation – Configure the filter criteria for the Goal insights generation scheduled job to define the set of goals for which insights are automatically generated.

    • Activate Goal insights generation job – Activate the Goal insights generation scheduled job to automatically generate AI-driven insights for a predefined set of goals at a scheduled frequency.

  • Manage boards – Using boards in Strategy and Goals within Strategic Planning Workspace, you can organize strategic plans, priorities, goals, and targets in a single, focused view.

    • Create a board – Create boards that bring strategic priorities, goals, and targets together in one focused view, helping your organization stay aligned and drive measurable business outcomes.

    • Modify a board – Update the details of a board, including its name, description, and configuration settings, to reflect changes in your strategic direction or organizational needs as they evolve.

    • Share a board – Share your board with stakeholders and planning managers to provide visibility into goal and target progress, and enable collaboration across your organization.

  • Manage enterprise goals – After creating a board, you can create strategic plans, priorities, goals, and targets that align with your strategic priorities to drive business outcomes.

    • Create a strategic plan – Create and manage strategic plans to define your organization’s purpose, strategic priorities, and associated goals.

    • Create a strategic priority – Create a strategic priority to define and focus your organization’s strategic direction, and align it with the goals you want to achieve.

    • Create a goal – Create a goal and set targets to measure progress and align with your organization’s strategic priorities.

    • Add a target for goal – Create SMART targets for goals to track and measure the progress of your goals.

    • Update the progress of a manual target – Update the progress of a target when its status is changed.

    • Update the progress of an automated target – Update the progress of a target using the Update Actual value related link on the Target form.

    • Duplicate a goal or target – Create a copy of an existing goal or target to align goals with your organizational strategic priorities. If the goal or target you want to create is similar to an existing one, duplicating the existing record saves your time.

    • Target actuals automation – Automate the actual value for your targets using the target automation feature.

    • Target breakdowns – Breaking down a target into smaller periods (for example, Monthly) helps you set a target value for each month and focus on that specific monthly target. The target breakdowns are automatically created based on the Check-in frequency and Target value distribution set for the target.

    • Update the actual value of a target breakdown – Update the actual value of a target breakdown when its status is changed.

    • Align work with a goal or target – Create a goal or target relationship with a planning item or any other item to identify and associate your current or future work and achieve your goals and targets.

    • Associate or update primary goal or target – Associate a primary goal or target for the planning items where the items contribute to achieving the goal or target.

    • Generate insights for a goal – Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.

    • Send a reminder for target actuals check in – Send reminders to the target owner and contributors to ensure target check-ins are completed before the due date.

  • Reference – Reference information to provide additional details about Strategy and Goals such as the fields, user roles, tables, and system properties information.

    • Components installed with Strategy and Goals – Several types of components are installed with installation of the Strategic Planning application, such as user roles, tables, scheduled jobs, system properties, and custom scripts.

    • Strategic Plan form – Use the Strategic Plan form to define the purpose of your organization, its strategic priorities, and the associated goals.

    • Strategic Priority form – Use the Strategic Priority form to orient your organization strategic plan toward your goal.

  • Feedback in Strategic Planning – Build a customer-centric feedback management system and optimize the process of creating and associating feedback and product ideas with Feedback application.

  • Explore – Learn how to manage feedback and product ideas and make informed decisions in the Feedback application.

    • AI Skills in Feedback application in Strategic Planning – Use AI skills and agents to transform Strategic Portfolio Management into a continuous value engine. Embed intelligence across every stage to optimize resources and investments.

  • Configure – Configure Feedback application with other applications to submit your feedback.

    • Install ServiceNow Add-in for Microsoft Outlook – Configure user roles and download the office add-in manifest file to use the ServiceNow add-in for Microsoft Outlook.

    • Create feedback from Microsoft Outlook – Create or submit feedback from Microsoft Outlook directly. By configuring feedback creation and submission within Microsoft Outlook, project managers can easily provide feedback without having to switch between different applications.

    • Configure email for feedback submission – Configure email settings in your instance and send an email to this id to create feedback.

    • Integrate the Idea portal with Feedback application – Integrate the Idea portal with Feedback application to enable collaboration of product ideas with feedback.

    • Configure non-planning items for feedback or product ideas – Configure non-planning items to link your feedback or product idea records to navigate quickly between related items.

    • Configure the filters for feedback or product idea page – Configure the filters for the feedback or product idea overview page to display information based on the preferences of your users. Use filters to find and engage with feedback and product ideas that are the most relevant to their interests.

  • Use – Use Feedback application in Strategic Planning and create Feedback and product ideas to take data driven decisions during product development. Associate the feedback with a product idea or with a planning or non-planning item that can be tracked, prioritized, and implemented.

    • Create feedback filters in Strategic Planning – Create and organize feedback using feedback filters and reduce the need to manually apply filters each time to find specific feedback.

    • Update feedback filters in Strategic Planning – Edit the details of a feedback filters and make real-time updates on your feedback filter.

    • Create Feedback in Strategic Planning – Create feedback using the Feedback application and make informed decisions on your product.

    • Update Feedback or Product idea records from the list page – Edit the details of a feedback or product idea record and make real-time updates using the list page of feedback or product ideas.

    • Associate feedback with a product idea – Link a feedback record with one or multiple product ideas that can be planned, prioritized, and executed.

    • Associate a feedback or product idea with a planning item – Link a feedback or product idea record with a planning item. By doing this association, you can address customer concerns promptly in a central location and ensure that every input is considered when making decisions.

    • Create a product idea in Strategic Planning – Create a product idea using the Feedback application and prioritize which ideas are important to users. Incorporate product ideas into feedback to enhance your product.

    • Associate a product idea with feedback – Link a product idea with one or multiple feedback records that can be analyzed, prioritized, and implemented.

    • Associate a feedback or product idea with a non-planning item – Link a feedback record or product idea record with a non-planning item. By doing this association, you can address customer concerns promptly in a central location and ensure that every input is considered when making decisions.

    • Associate a product idea with a goal – Create a goal relationship by associating one or more product ideas with goals. Focus and target on product ideas by defining specific goals.

    • Manage documentation in Feedback application – Capture documents, files, or resources associated with a product idea in the Doc tab.

    • Summarize the feedback with multi feedback summarization skill – Generate a summary from the name and description of feedback records. This helps you analyze a large volume of feedback quickly without reading each record manually.

    • Summarize content with planning item doc summarization skill – Quickly learn the details of the documents from the summary that is generated by AI in Strategic Planning.

    • Improve efficiency with refine records skillSkill name is changed to Refine records – Improve record quality using AI-assisted text refinement. The skill applies to text fields in Product idea, Demands, Epic, Projects, Capability, Features, Stories, Project tasks, Risks, Strategic priorities, Goals, Targets, Initiatives, Feedback, Milestones, and Story forms.

  • Reference – Reference information to provide additional details about Feedback such as the fields, user roles, tables, and system properties information.

    • Components installed with Feedback application – Learn about several types of components installed with Feedback application in Strategic Planning such as user roles, tables, and, system properties.

    • Form field information for Feedback application – Field information for forms used in the Feedback application.

    • Product idea form – Learn about the fields of the Product idea form. Use this form to create or edit the details of a product idea in Strategic Planning.

    • Feedback form – Learn about the fields of the feedback form. Use this form to create or edit the details of a feedback record in Feedback.

  • Portfolio Planning in Strategic Planning Workspace – Portfolio Planning in Strategic Planning Workspace helps product and portfolio managers align work with strategy across the organization, while facilitating Agile transformation by combining traditional and agile work streams.

  • Explore – Learn about the features, functionality, and the business value that Strategic Planning provides.

    • Lenses in Strategic Planning – Lenses represent planning perspectives, which would be different for planning managers at different levels in an organization. Lenses enable you to create personalized portfolio plans through which you prioritize and align work with high-level initiatives and goals.

    • Portfolio plans in Strategic Planning – Personalized portfolio plans help you align work with your company’s objectives and roadmap the right work for the right time. Drive shared strategy using planning insights from portfolio plans and improve enterprise planning.

    • Programs enhanced experience – Programs enhanced experience provides dedicated program planning views with zero setup. Access program-scoped planning data including Prioritization, Roadmap, Kanban, and Financials views for focused program management without navigating portfolio-wide interfaces.

    • Scoring in Strategic Planning – Scoring enables you to prioritize items, such as epics, projects, demands, initiatives, strategic programs, and other planning items, based on a defined quantitative metric.

    • Goals in Strategic Planning – Create goals for your portfolio plan, set targets for them, and evaluate the progress of these goals and targets to accomplish your organizational plans and drive business outcomes.

    • Automatic status calculation for targets – Automatically determine status for targets consequently rolling up to goals based on achievement percentages. Status is calculated when you enter actual values and achievement of actuals compared to the planned target against predefined thresholds (Green, Yellow, Red).

    • Status calculation specifications and examples – Detailed specifications for status calculation across different target types, calculation formulas for targets with and without breakdowns, and worked examples demonstrating status assignment and rollup mechanics.

    • Prioritization in Strategic Planning – Prioritize work that is relevant for your portfolio using a centralized workspace in Strategic Planning. Review and determine the right work to invest in.

    • Roadmaps in Strategic Planning – Strategically plan work for your company using visual roadmaps in Strategic Planning Workspace.

    • Scenario planning in Strategic Planning – Create and evaluate strategic scenarios to explore different planning approaches. Approve the optimal scenario that aligns with the organizational goals and strategic priorities.

    • Capacity in Strategic Planning – The Capacity tab provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources.

    • Financial planning for planning items – Plan, re-forecast, track the financials, and create baselines for all of your planning items.

    • Financial widgets in Strategic Planning – Financial widgets provide at-a-glance visibility into the portfolio’s financial health. These widgets aggregate cost, budget, and benefit data to help you monitor spending, track variances, and measure return on investment.

    • Strategic Planning with PPM, Agile 2.0, and SAFe – Facilitate execution of the work planned in Strategic Planning in ServiceNow applications such as Project Portfolio Management (PPM), Agile Development 2.0, or Scaled Agile Framework.

    • Portfolio plan RIDACs – Portfolio plan RIDAC (Risks, Issues, Decision, Actions, and Change requests) provides a unified view of all risks, issues, decisions, actions, and changes for a portfolio plan. Access portfolio governance items directly without navigating to separate RIDAC records.

    • ServiceNow Otto skills – Use ServiceNow Otto skills to generate portfolio insights, generate goals insights, and targets for goals.

    • Better together with other ServiceNow applications – The integration of Strategic Planning with other ServiceNow applications helps portfolio and product managers to optimize planning, collaboration, and release management for their products.

  • Configure – Learn about the process required to set up Strategic Planning to enable your product and portfolio managers start aligning their work with business goals and strategy.

    • Install Strategic Planning – Install the Strategic Planning application from ServiceNow Store if you have the admin role.

    • Planning item configuration for lenses and portfolio plans – Learn about the types of default and custom planning items that planning managers can work with in Strategic Planning Workspace.

    • Review existing planning item types in Strategic Planning – Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company’s planning needs.

    • Define a planning item type in Strategic Planning – Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.

      • Create form views for planning item tables in Strategic Planning – For every planning item table that you create, you must create the necessary form views. You can also customize the views for existing planning items.

      • Create list views for planning item tables in Strategic Planning – For every new planning item table that you create, you must create the necessary list views. You can also customize the views for existing planning items.

      • Create related list views for planning item types in Strategic Planning – For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.

      • Create workspace view rules for planning item forms in Strategic Planning – Define workspace view rules for the form views of new planning item types in Strategic Planning.

    • Enable custom item types in Strategic Planning – Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.

    • Lens configuration in Strategic Planning – Learn how to configure settings for planning items and add additional configuration for a lens in Strategic Planning so that you can set up lenses for your planning manager.

    • Create or modify a lens in Strategic Planning – Start defining your company’s planning perspectives in Strategic Planning by creating a lens.

    • Add or modify lens structure in Strategic Planning – Add entities to your lens and build its structure so that your planning managers can start creating their portfolio plans in Strategic Planning.

    • Activate a lens in Strategic Planning – Validate your lens configuration and activate it so that your planning managers can start creating portfolio plans using this lens.

    • High-level planning configuration in Strategic Planning – If your planning managers need high-level planning enabled for items other than the default ones, you need to update the configuration for lens entities and portfolio plans.

    • Create global rank column for high-level planning – Create a global rank column for planning item types that do not extend the Planning Item [sn_align_planning_item] table so that you can enable high-level planning for these items in Strategic Planning Workspace.

    • Create rank configuration for high-level planning – To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a rank configuration for the global rank column of the table.

    • Create portfolio plan configuration for high-level planning – To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create portfolio plan configuration for the table.

    • Enable high-level planning for a lens entity – To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.

    • Populate global rank for high-level planning items – To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, populate global rank for existing records of this table.

    • Create a business rule for high-level planning – To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a business rule to allow assigning a rank value for all future records of this table.

    • Custom scoring frameworks in Strategic Planning – Learn how to create a custom scoring framework and associate it with a portfolio plan, so you can prioritize your planning items based on a defined score.

    • Create a custom scoring framework – Start scoring your planning items based on your preferences by creating a custom scoring framework.

    • Create your scoring framework attributes – Add attributes within your scoring framework, so that you can build a formula and start scoring your planning items within your portfolio plan.

    • Create a final score attribute – Learn how to create an attribute to calculate the final score of your Scoring Framework.

    • Configuring goals in Strategic Planning – To define and manage goals in Strategic Planning, you must perform some initial administrative tasks for the workspace to be fully functional. The data displayed in the goals view in Strategic Planning is stored in the Goal Framework tables.

    • Import goals and targets data from a spreadsheet – With the admin role, you can import your existing goals and targets data from a spreadsheet to the Goal Framework tables.

    • Migrate existing goals data to Goal Framework tables – If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the Goal Framework tables by running the scheduled job.

    • Configure goal preferences – Configure goal preferences to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

    • Customize label for Goal and Target tables – Customize the label for Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables according to your organization’s requirement.

    • Configure a table for an assigned entity – Configure a table for an assigned entity type, so that the goal user can associate goals with the required assigned entity.

    • Create goals demo data with target breakdowns – Run the Create Goals Demo Data with Target Breakdowns schedule job to create goals demo data with target breakdowns, so that you can view the target breakdowns section on the Goals page.

    • Modify target actuals automation schedule – Use the Goal Framework for SPM application to modify the run time for the scheduled job according to your preference to auto-update the actual value of the targets for which a target source has been configured.

    • Set display limit for goals and targets in Strategic Planning – Update system property value to set the display limit for goals on the Goals page in Strategic Planning.

    • Migrate target breakdowns – After upgrading to Strategic Planning v4.3.2 or later, run the Migrate BreakdownInterval To Checkinfrequency scheduled job to migrate the existing values from the Review frequency field to the Check-in frequency field in the target records.

      • Target breakdowns migration – As an administrator, when you run the Migrate BreakdownInterval To Checkinfrequency scheduled job, the existing values in the Review frequency and Breakdown interval fields are migrated to the Check-in frequency field in the target records.

    • Migrate goal relationships for assigned entities – Migrate the existing goal relationship data from the Goal Relationship [sn_gf_goal_m2m_relationship] table by running the scheduled job.

    • Configuring target source for target automation – Configure target sources for target automation so that the goal user can define a target source when setting a target for the goal. Defining a target source for a target updates the actual value of the target automatically.

      • Context variable in target source – The context variable is an additional configuration for the target source that can be used on the Target form to fetch the required data and auto-update the Actual value field on the Target form. A context variable is required for target source types Assessment/Survey and PA Indicator.

      • Create a target source – Create a target source so that the goal user can configure it for the targets to automate the Actual value of the targets.

      • Create a context variable for a target source – Create a context variable manually if you want to configure more context variables for a target source.

      • Create context variable for PA Indicator – Create a context variable manually for the target source type PA Indicator if the breakdown is of Choice list type.

    • Defining a custom unit of measure – Defining a custom unit of measure helps the goal users to set the unit of measure for targets as per their choice. Unit of measures are two types, quantitative and qualitative.

    • Configure automatic status calculation – Configure system-wide automatic status calculation settings to determine target and goal status automatically based on achievement percentages. Enable or disable automatic calculation and customize Green, Yellow, and Red threshold values to align with your organizational governance policies.

    • Prioritization display settings in Strategic Planning – Configure the way data is shown on the Prioritization tab of the workspace so that your planning managers view the information that is relevant for them.

    • Configuring additional columns for Prioritization in Strategic Planning – Customize the default column configuration for the Prioritization page of your portfolio plan so that your planning managers can select the appropriate data points they need.

    • Customizing highlighted fields – Customize the fields to be highlighted on the Prioritization page of a portfolio plan according to your planning manager’s needs.

      • Modify Script Includes for Prioritization page in Strategic Planning – Modify the Script Includes for List and Hierarchy views of the Prioritization page to change the columns to be highlighted in these views in the workspace.

      • Customize highlighted values for Prioritization columns – Customize the fields to be highlighted on the Prioritization page of a portfolio plan according to your planning manager’s needs.

    • Modify Script Includes for milestone icons in Strategic Planning – Modify the Script Includes for milestone icons in the roadmap and portfolio plan to customize the icons displayed in the Roadmap tab in the workspace.

    • Update the display limit of items – Create a system property to update the display limit of the items shown in Prioritization and Roadmap views in Strategic Planning Workspace.

    • Configure additional source tables for a free-form roadmap – Add new tables to roadmap preferences and configure their details so that these tables can be used as source tables while creating a free-form roadmap in Strategic Planning.

    • Customize the planning item display preferences – Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.

    • Hierarchy tab display configuration in Strategic Planning – Show or hide parent records of planning items shown in the Hierarchy tab for high-level and regular portfolio plans by configuring system properties.

    • Update execution URLs for planning item demands – Run this scheduled job after upgrading to update execution URLs on existing demand planning items so they redirect correctly to the Demands module.

    • Configuring roadmap in Strategic Planning – Create custom themes to configure roadmap bar colors, ensuring they align with your organization’s standards.

    • Create a custom theme for roadmap – Customize roadmap bar colors to align with your organization’s branding guidelines and maintain visual consistency.

    • Publish a custom roadmap theme – Publish a custom roadmap theme so that you can apply it to your roadmap.

    • Apply a custom theme to roadmap – Apply your custom theme to ensure roadmap bar colors align with your organization’s style.

    • Configuring scenario planning in Strategic Planning – Configure scenario planning in strategic planning to create and compare multiple scenarios.

    • Enable or disable scenario planning in Strategic Planning – Enable or disable scenario planning in Strategic Planning.

    • Configure financial widgets in compare scenario – Add or manage existing widgets to view financial insights while comparing scenarios. Define your own attribute from the cost types to view it’s details in the Compare scenario page.

    • Capacity configuration in Strategic Planning – Generate employee profiles for resources and map them with primary attributes to start capacity planning.

    • Enable planning attributes for Capacity in Strategic Planning – Enable the planning attributes Group, Skill, and Role so that your planning managers can view the resource capacity details.

    • Generate employee profiles for resources – Generate employee profiles for the resources to map against primary attributes.

    • Map primary attributes to resources – Locate and map the primary group, primary role, and primary skill for the resources associated with existing employee profile tables.

    • Activate a scheduled job to generate resource capacity – Activate the scheduled job to auto-generate the resource capacity at required cadence.

    • Configure financials for planning items Strategic Planning – Configure the ServiceNow Internal integrations to view the financials for planning items in Strategic Planning.

    • Enable financials for planning items in Strategic Planning – EActivate financials for all the planning items to work on the financial estimates.

    • Enable financial budget allocation for planning items in Strategic Planning – Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Strategic Planning.

      • Configure financial budget type – Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Strategic Planning.

      • Enable negative budgets for planning items in Strategic Planning – Track budget overruns and deficits by enabling negative budget values for planning items in Strategic Planning.

    • Enable monetary benefit plans for planning items – Enable the benefit plans property to create and manage benefit plans for planning items.

    • Add monetary and non-monetary benefit plans related lists – Enable the monetary benefit plans and non-monetary benefit plans related lists for your planning item types such as Epics, Features, and Capabilities.

    • Configure a widget and associate it with project – Enable and associate a widget to view financial summary of work items at a high-level.

    • Customize the left pane view for financials – Customize the left pane for financials to view custom field information.

    • Customise cost plan form – Manage the fields required on the new cost plan form as per your organization needs.

    • Change the default expense type for your planning items – Configure the default expense type to create or edit cost plans for your planning items.

    • Create a custom prefix for baseline – Modify the prefix to customize the name of the baselines for your planning items.

    • Create custom labor costs and map them to sys_id – Create and map custom labor costs to sys_id to generate labor costs based on the relevant expenses.

    • Scheduled job to migrate budget – Activate the Migrate budget for active demands and projects scheduled job to migrate budget of active planning items from Classic UI to Next Experience.

    • Schedule financial baselines creation – Activate and define a scheduled job to automatically create financial baselines for your planning items at a required cadence.

    • Scheduled job to generate labor costs – Activate scheduled jobs to automatically generate labor costs for attribute-based resource assignments.

    • Activate scheduled job to populate to multicurrency fields – Activate and execute the scheduled job to map your costs and work with multicurrency.

    • Configure portfolio financials in Strategic Planning – Configuration details for properties and scheduled jobs to view and manage portfolio financials in Strategic Planning

    • Activate investment entities for planning items – Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.

    • Activate financial rollup property – Activate project cost rollup property to view the rolled up costs of top projects in portfolio financials.

    • Migrate data model for portfolio financials – Activate and define Data generation for financials in SPW/PPW scheduled job to migrate budget from old data model to new data model and view portfolio financials.

    • Customizing Lists in Strategic Planning – You can add custom tables to the Lists menu in Strategic Planning Workspace and manage access to the newly created categories and lists.

    • Enable adding custom tables to the Lists menu – Add the New action button to the APW List Menu Configuration page, so that you can add custom tables to the Lists menu in Strategic Planning Workspace.

    • Customize Lists in Strategic Planning Workspace – Add custom tables to the Lists menu in Strategic Planning Workspace.

    • Define audience for lists in Strategic Planning – Manage who can view the newly created categories and lists in the Lists page of Strategic Planning Workspace.

    • Strategic Planning diagnostics – Run diagnostic scans to identify and fix errors in the configuration and other common settings for Strategic Planning before your planning managers prioritize and roadmap work for their portfolio plans.

    • Update severity scoring configuration – Configure the severity thresholds and scoring factors that determine how planning items are classified as critical, medium, or low risk, so that Portfolio insights generates recommendations based on your organization’s risk criteria.

    • Configuring Strategic Planning with PPM, Agile 2.0, and SAFe – Understand the process required to set up Strategic Planning to work with Agile Development 2.0, Scaled Agile Framework, Next Experience for Demand Management, and Project Portfolio Management.

    • Create an alignment integration – Once you have Strategic Planning installed, the ServiceNow Internal Alignment integration is created by default. In case the alignment integration is not available, you can create your alignment integration type.

    • Generate default mapping configurations – Generate default mapping configurations to create table maps for the available applications.

    • Create custom mapping configurations – Create mapping configurations for planning items that are not created by default such as features, stories, etc.

      • Create a table map – Create a table map to define the mapping between tables in Strategic Planning with the tables in Agile Development 2.0, SAFe, and PPM.

      • Create a business rule for custom table map configuration – Create a business rule to enable import for your new custom table map configuration from Agile Development 2.0, SAFe, and PPM applications.

      • Create a field map – Map the fields for each table map from Strategic Planning to Agile Development 2.0, SAFe, Project Portfolio Management and vice-versa.

      • Create a choice map – Map the choice list for each field map for fields with a list of values from Strategic Planning to Agile Development 2.0, SAFe, Project Portfolio Management and vice-versa.

    • Configure bulk import – This system property enables you to update the bulk import functionality in Strategic Planning with PPM, Agile 2.0, and SAFe.

    • Working with Teamspaces – Strategic Planning can be integrated with Project Portfolio Management’s Teamspaces to access and manage relevant projects and demands with the corresponding planning item records.

  • Manage portfolio plans – Create personalized portfolio plans in Strategic Planning Workspace and enable focused planning of work in the desired perspective (lens) to drive alignment.

    • Create a high-level portfolio plan – Build a portfolio plan for high-level strategic items in the Strategic Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these strategic items.

    • Create a portfolio plan – Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.

    • Duplicate a portfolio plan – Create a portfolio plan with the data of an existing portfolio plan. If the portfolio plan you want to create is similar to an existing portfolio plan, duplicating the existing portfolio plan saves your time. You can also duplicate portfolio plans that were shared with you either with view or edit access.

    • Modify a portfolio plan – Update the details of a portfolio plan in Strategic Planning Workspace or delete it, to reflect the changes in your planning priorities.

    • Show or hide the features – As a portfolio manager, show or hide the features (for example, Goals, Scoring, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.

    • Share a portfolio plan – Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan’s progress and start collaborating.

    • Collaborate on a portfolio plan – Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.

    • View insights for a portfolio plan – View AI-generated insights for a portfolio plan in Strategic Planning Workspace or Portfolio Planning Workspace to identify planning items at risk of schedule delays, monitor active projects showing early risk indicators, analyze root causes, and review recommended actions.

  • Score planning items – Evaluate the work in your portfolio plans using scoring frameworks in Strategic Planning Workspace. Determine the priority and feasibility of planning items using the scores assigned to them so that you can make informed decisions about resource and finance allocations.

    • Score items in a portfolio plan – Score your items using the Scoring framework attributes that generate a score, that helps in prioritizing and ranking the items in your portfolio plan.

    • Rank items in a portfolio plan – Assign ranks to the items based on the planning item attributes and scoring framework attributes such as Planned Cost, Moscow, Priority, Score, and so on.

    • Export planning items data – Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

  • Manage portfolio plan goals – Create goals for your portfolio plans, set targets for them, and evaluate the progress of the goals and targets in Strategic Planning Workspace to accomplish your organizational plans and drive business outcomes.

    • Goals examples and recommendations – Business goals are an important part of establishing up priorities and setting a company for success. Understanding how to set achievable goals can greatly increase the ability to stay on track both in the short term and the long term for a company.

    • Create a goal in Strategic Planning – Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.

    • Add targets for a goal in Strategic Planning – Create SMART targets for goals to track and measure the progress of your goals.

    • Update the progress of a manual target – Update the progress of a target when its status is changed.

    • Update the progress of an automated target – Update the progress of a target using the Update Actual value related link on the Target form.

    • Duplicate a goal or target – Create a copy of an existing goal or target to align goals with your organizational strategic priorities. If the goal or target you want to create is similar to an existing one, duplicating the existing record saves your time.

    • Target actuals automation in Strategic Planning – Automate the actual value for your targets using the target automation feature.

    • Target breakdowns in Strategic Planning – Breaking down a target into smaller periods (for example, Monthly) helps you set a target value for each month and focus on that specific monthly target. The target breakdowns are automatically created based on the Check-in frequency and Target value distribution set for the target.

    • Update the actual value of a target breakdown – Update the actual value of a target breakdown when its status is changed.

    • Align a planning item with goals or targets – Create a goal or target relationship with a planning item or any other item to identify and associate your current or future work and achieve your goals and targets.

    • Associate or update the primary goal or target – Associate a primary goal or target for the planning items where the items contribute to achieving the goal or target.

    • Create RIDAC item – Create RIDAC items (Risks, Issues, Decisions, Actions, Changes) for a goal to track and manage governance across the goal lifecycle.

    • Generate insights for a goal – Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.

    • Generate targets for a goal – Generate measurable targets for your goals in Strategic Planning Workspace using ServiceNow Otto for SPM.

    • Export goals and targets data to Excel or CSV – Export the data of goals and targets from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

  • Prioritize portfolio plan work – Review the work pipeline for your portfolio in Strategic Planning Workspace. Add, update, and rank planning items so that you can prioritize the right work for the right time.

    • Add planning items to Prioritization – All references to “Backlog” are changed to “Prioritization” following the change of the feature name in the app.Add new planning items to your portfolio plan’s work backlog in Strategic Planning Workspace and ensure that the work pipeline is current.

    • Duplicate a planning item – Create a copy of an existing planning item to add it to your portfolio plan’s work backlog in Strategic Planning Workspace and ensure that the work pipeline is current. If the planning item you want to create is similar to an existing planning item, duplicating the existing planning item saves your time.

    • Update planning item details – All references to “Backlog” are changed to “Prioritization” following the change of the feature name in the app.Update the details of your planning items or delete them so that your Strategic Planning Prioritization tab reflects the latest work pipeline.

    • Rank planning items – Rank the planning items that are added to the pipeline of your portfolio plan to decide on their priority so that you can start prioritizing work for your portfolio.

    • Prioritize work – Review and prioritize the items of your portfolio plan pipeline to add them to the plan’s roadmap so that your teams can start working on them.

    • Categorize work items – Categorize your planning items based on your requirement by adding tags.

    • Create RIDAC item – Create RIDAC items (Risks, Issues, Decisions, Actions, Changes) for a planning item to track and manage governance across the planning lifecycle.

    • Personalizing views for prioritization – Personalize how the Prioritization, Kanban, and Hierarchy tabs on the Planning page are displayed so that you can view the planning item information that is most relevant to you and your stakeholders.

    • Personalize Prioritization view – All references to “Backlog” are changed to “Prioritization” following the change of the feature name in the app.Personalize the List view in the Prioritization page by grouping, sorting, and hiding columns so that you can view the information that is most relevant for planning.

    • Personalize Kanban view – Personalize the Kanban tab view in your portfolio plan’s Planning page as displayed in Strategic Planning, so you can view information that is most relevant to you and your stakeholders.

    • Personalize Hierarchy view – Personalize the Hierarchy tab view in the Planning page of Strategic Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.

    • Export data of portfolio plan items – Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

    • Access execution records from Portfolio Plans – After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.

  • Plan roadmaps – Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in Strategic Planning Workspace. Facilitate collaboration among stakeholders and adjust plans on the go.

    • Create a free-form roadmap – Create a standalone visual roadmap to start high-level planning of work from different units of the company.

    • Update details of a free-form roadmap – Update the details of a free-form roadmap to reflect the changes in priorities or the timeline of the roadmap.

    • Share a free-form roadmap – Add people from your organization who are the stakeholders for the work involved in your roadmap plan so that they have visibility into the roadmap’s progress.

    • Collaborate on a free-form roadmap – Add comments and attachments to a free-form roadmap for other users of your organization can review and share their feedback. Collaborate and ensure that your roadmap aligns with your company’s priorities.

    • Managing free-form roadmap views – Portfolio managers can create customized views for their free-form roadmap by applying personalization settings such as grouping, milestones selection, dependencies selection, and tracking mode. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the free-form roadmaps.

      • Create a free-form roadmap view – Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

      • Edit a free-form roadmap view – Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

      • Delete a free-form roadmap view – Delete a customized free-form roadmap view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

    • Duplicate a free-form roadmap – Create a roadmap with the data of an existing roadmap. If the roadmap you want to create is similar to an existing roadmap, duplicating the existing roadmap saves your time.

    • Create planning items – Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.

    • Modify planning items – Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.

    • Plan unscheduled items – Add items without start or end dates yet to your portfolio plan or free-form roadmap.

    • Reschedule roadmap items – Update the planned dates of your roadmap items to account for any changes in your scheduling priorities.

    • Add milestones for a roadmap – Track key dates of your plan’s timeline by creating milestones and displaying them on the roadmap.

    • Update a roadmap milestone – Update or delete the milestones that you added to your portfolio plan or free-form roadmap so that they reflect any change of plans.

    • Add milestones for roadmap items – Track key outcomes of your planning items (such as demands, epics, or programs) by creating milestones for them, directly from the roadmap view.

    • Update roadmap item milestones – Update or delete the milestones that you added to your planning items (such as demands, epics, or programs) so that they reflect any change of plans.

    • Add dependencies for roadmap items – Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling.

    • Update roadmap item dependencies – Update or delete the dependencies for the planning items on your roadmap so that they reflect any change of plans.

    • Personalize roadmap Timeline view – Customize the way that your roadmap is displayed in the Timeline view. Group the roadmap items, color them by a category, add numerical data points, and display milestones and dependencies to analyze your roadmap efficiently and take informed decisions.

    • Personalize roadmap Kanban view – Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards.

    • Track the progress of roadmap items – Visually track the completion of a work item on your portfolio plan roadmap or free-form roadmap using the tracking mode.

  • Optimize planning with scenario planning – As a portfolio manager, optimize your portfolio planning by comparing potential outcomes, assessing their alignment with strategic goals, and approving the best scenario as your live plan.

    • Create a scenario – Create a scenario from a live plan or another scenario in a simulated environment to compare the scenario with the live plan and other scenarios.

    • Compare scenarios – Compare scenarios side by side to confirm alignment with primary goals, evaluate comprehensive planning, optimize resource usage, confirm feasibility, and financial information.

    • Approve a scenario – Approve a scenario that aligns with your organizational goals and offers the best business outcomes to make the scenario your current plan.

    • Manage scenarios – Use the Manage scenarios option to view a list of all scenarios, rename scenarios, or delete scenarios.

  • Use Capacity Planning – Assess the resource capacity and review existing allocations, which help you to make informed decisions while working on assigning resources in Strategic Planning.

    • Generate resource capacity – Generate and view the total capacity of the resources with primary attributes. Capacity details helps Portfolio Managers to plan and manage planning items depending on the resource availability.

    • Using Capacity in Strategic Planning Workspace – View and analyze the resource capacity for your portfolio to plan and re-forecast the resource assignments.

  • Manage financials for planning items – Manage budgets, cost plans, expense lines, and labor costs for planning items in Strategic Planning Workspace. View, analyze, and compare financial performance at the required cadence.

    • How to configure multicurrency – Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.

    • Add, edit, or delete cost plans – Create a cost plan for a required duration to track your planned and actual expenses. Edit cost plans to adjust your planned expenses and delete any de-scoped forecasts.

    • Generate labor costs – Generate labor costs for projects and sub-projects based on the attribute-based resource assignments and the financial attributes configured in the planning attributes page.

    • Manage budget of your planning items in Strategic Planning – Allocate, manage, and approve budget for your projects. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a planning item.

    • Add or edit expense lines – Create or edit expense lines to capture the actual costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.

    • Create and compare financial baselines – Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs with the actual expenses.

    • Create monetary benefit plans – Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

    • Edit monetary benefit plan – Edit a planned monetary benefit plan to revise the benefits, dates, offset, and so on, to maintain the updated financial records as your work progresses.

    • Capture actual monetary benefits – Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

    • Manage non-monetary benefit plans – Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

    • Export financials as Excel or CSV file – Export the costs or baseline comparison data of your planning items to easily share them with your stakeholders.

  • Manage portfolio financials – View the financial breakdown of estimates, approved costs, benefits, and actuals and so on for portfolio financials.

  • Docs for planning items – Store and manage all kinds of documentation for planning items from a centralized location of Strategic Planning Workspace.

    • Create and manage pages and subpages – Flexibly organize information for your planning items by creating, duplicating, and deleting pages and subpages in Strategic Planning Workspace.

  • Manage portfolio plan views – Portfolio managers can create customized views for their portfolio plans by applying personalization settings such as column selection, grouping, and filtering. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the portfolio plans.

    • Create a portfolio plan view – Create a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    • Edit a portfolio plan view – Edit a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    • Delete a portfolio plan view – Delete a customized portfolio plan view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

  • Execute work in PPM, Agile 2.0, and SAFe – Facilitate execution of the work planned in Strategic Planning in ServiceNow applications such as Project Portfolio Management (PPM), Agile Development 2.0, or Scaled Agile Framework (SAFe).

    • Import records – Import records from Agile Development 2.0, after the relevant table maps, fields maps, and choice maps are configured.

    • View error logs – View error logs to understand the cause of any issues that might have occurred during the integration process.

  • Export portfolio plan status or roadmap – Export the status of goals, work items, roadmap, and key metrics of your portfolio plan and free-form roadmap into a Microsoft PowerPoint file so that you can keep your business stakeholders updated on the progress. Save time by avoiding copying data into reports and drive shared outcomes by enabling collaboration even with stakeholders who can’t access your ServiceNow instance.

  • Reference – Reference information to provide additional details about Strategic Planning such as the fields, user roles, tables, guidelines, and domain separation information.

    • Customizing milestones display on roadmap in Strategic Planning Workspace – Easily track the milestones of your roadmap timeline or its planning items by choosing how the milestones are displayed on the roadmap view.

    • Dependencies display on the roadmap in Strategic Planning Workspace – Improve the efficiency of identifying the relationships between your planning items by choosing how the dependencies are displayed on the roadmap view.

    • Components installed with Strategic Planning Workspace – Several types of components are installed with installation of the Strategic Planning application, such as user roles, tables, scheduled jobs, system properties, and custom scripts.

    • Domain separation and Strategic Planning – If any conrefs are broken, re-add them from the doc/source/reuse/domain-separation/domain-separation-overview.dita file. In the short description, edit the first sentence to state whether domain separation is supported or not and add the application name. Keep the conref at the end that describes domain separation.Domain separation is supported for Strategic Planning. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

    • Planning item reorder errors in Strategic Planning Workspace – Review the scenarios when the reordering of items can fail in the List view of Prioritization in Strategic Planning Workspace.

    • Item milestone errors in Strategic Planning Workspace – Learn about the scenarios when the planning item milestones on the portfolio plan roadmap or free-form roadmap can be in an error state in Strategic Planning Workspace.

    • Item dependency errors in Strategic Planning Workspace – Learn about the scenarios when the planning item dependencies on the portfolio plan roadmap or free-form roadmap in Strategic Planning and Portfolio Planning can be in an error state.

    • Managing Strategic Planning with Project Portfolio Management, Agile Development 2.0, and SAFe – Ensure that Strategic Planning is integrated properly with PPM, Agile Development 2.0, and SAFe with these guidelines.

    • Form field information for Strategic Planning – Field information for forms used in the Strategic Planning application.

    • Action Assignment form – Learn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.

    • Choice map form – Understand the fields of the choice map form. This form is used to create choice maps.

    • Context Variable form – Use the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values.

    • Create cost plan form – Use this form to create cost plans for your planning items.

    • Create expense line form – Use this form to create expense lines for your actual expense.

    • Dependency form – Learn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Strategic Planning workspace.

    • Field map form – Understand the fields of the field map form. This form is used to create mappings for a corresponding table map.

    • Goal Assigned Entity Configuration form – Use the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.

    • Goal form – Use the Goal form to create goals for your organizational strategic priorities.

    • Goal Preferences form – Use the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

    • Goal/Target Relationship form – Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.

    • Highlighted Value form – Learn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Strategic Planning workspace.

    • Highlighted Value Condition form – Learn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Strategic Planning workspace.

    • Initiative form – Learn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning.

    • Lens form – Learn about the fields of the Lens form. Use this form to create a lens in Strategic Planning.

    • Lens structure form – Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in Strategic Planning.

    • List Applicability form – Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Strategic Planning workspace.

    • Planning item type form – Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.

    • Planning item form – Learn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items.

      • Epic planning item form – Learn about the fields of the epic form. Use this form to create or edit the details of a planning item of the type Epic in Strategic Planning.

      • Demand planning item form – Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Strategic Planning.

      • Project planning item form – Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace.

    • Planning item milestone form – Learn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Strategic Planning workspace.

    • Portfolio plan configuration form – Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.

    • Product Enhancement form – Learn about the fields of the product enhancement form. Use this form to create or edit the details of a product enhancement in Strategic Planning.

    • Progress value calculation – The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.

    • Roadmap milestone form – Learn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Strategic Planning workspace.

    • Roadmap configuration form – Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Strategic Planning.

    • Scheduled Script Execution form – Scheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.

    • Scheduled Script Execution form to generate labor costs – Use the Scheduled Script Execution form to enable Generate Labor Costs and Generate Labor Costs For Epic scheduler jobs for your planning items.

    • Strategic program form – Learn about the fields of the Strategic program form. Use this form to create or edit the details of a Strategic Program in Strategic Planning.

    • Table map form – Understand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM.

    • Target automation script for benefit plans – Use the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items.

    • Target Breakdown form – Use the Target Breakdown form to track and measure the progress of the target breakdown and its goal.

    • Target form – Use the Target form to track and measure the progress of the goals.

    • Target Source form – Use the Target Source form to create and configure a source for your targets so that the actual value of the target is auto-updated.

    • UX List Category form – Learn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Strategic Planning workspaces.

    • UX List form – Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Strategic Planning workspaces.

    • View rule form – Learn about the fields of the view rule form. Use this form to define workspace view rules for the form views of new planning item types in Strategic Planning.

    • Widget association form – Use these form fields to associate a widget with project table and view it on financials.

    • Widget New Record form – Use these form fields to create widget for your project administration.

  • Enterprise Agile Planning – ServiceNow Enterprise Agile Planning helps streamline communication and collaboration between teams, and drive coordination with diverse teams. Using an intuitive workspace, scale your Agile framework across the organization with flexible work and team structure configurations.

  • Explore – Learn more about Enterprise Agile Planning (EAP) and review the benefits it can provide for your organization.

    • AI agentic workflow to create stories – Use the Create stories agent to generate high-quality stories for planning items in Enterprise Agile Planning (EAP).

    • ServiceNow Otto skills – Use ServiceNow Otto skills to accelerate epic and story creation, refine acceptance criteria, and monitor epic health in Enterprise Agile Planning (EAP).

  • Configure – Activate a configuration, add teams to your Agile structure, and define your planning calendars. Your team can then get started with Backlog management and PI planning in EAP.

    • Agile configurations in EAP – Learn about the different SAFe configurations available in Enterprise Agile Planning (EAP) so that you can work with your admin to update the configuration according to your team’s needs.

    • Scrum and Kanban teams in an ART in EAP – Run Scrum and Kanban teams side by side in one Agile Release Train (ART) in Enterprise Agile Planning by setting the planning methodology for each Agile Team.

    • Create or update a configuration in EAP – Define your own Agile configuration or update an existing configuration in Enterprise Agile Planning (EAP).

    • Define agile structure in EAP – Add organizational entities and teams to an Enterprise Agile Planning (EAP) configuration so that users can plan work for them in the EAP Backlog and Planning Board.

    • Switch an Agile Team to Kanban in EAP – Change the planning methodology of an Agile Team from Scrum to Kanban in Enterprise Agile Planning so that the team works from a continuous backlog instead of Sprints.

    • Activate an EAP configuration – Activate a new or existing configuration in Enterprise Agile Planning (EAP) so that your users can start planning work for their teams.

    • Update epic methodology for an EAP configuration – Change the epic methodology of your Enterprise Agile Planning configuration to SAFe or Scrum based on your Agile workflow.

    • Configure display of other work item types in EAP – Enable viewing different work item types in the Backlog and Planning board pages for EAP teams such as Portfolio, Solution Train, Agile Release Train, or Agile Team.

    • Configure the display limit of iterations in EAP Backlog – Create a system property to modify the limit on the number of iterations displayed for an EAP Team in its Backlog in Enterprise Agile Planning (EAP).

    • Enable Hierarchy tab in EAP – Run a fix script to enable the Hierarchy tab in the Enterprise Agile Planning (EAP) workspace.

    • Modify display limit in Hierarchy tab of EAP – Configure an initial load limit system property to control how many work items the Hierarchy tab displays at each portfolio level in the Enterprise Agile Planning (EAP) workspace.

    • Create a planning calendar in EAP – Create any additional planning calendars that you use in your organization, such as Release, so that you can plan and track work in the calendar of your choice.

    • Override planning calendar in EAP – Flexibly change the planning calendar for your Agile Release Train (ART) or Agile Team by overriding the default calendar that is set during configuration of Enterprise Agile Planning.

    • Create calendar entries for iterations in EAP – Define timelines for planning calendars so that the teams can create their own iterations in the Backlog and Planning Board of Enterprise Agile Planning.

    • Create a custom team type in EAP – Create a custom team type to include in the Agile configurations for Enterprise Agile Planning.

    • Create a custom work item type in EAP – Create a custom work item type to include in the Agile configurations for Enterprise Agile Planning.

    • Configure state bucket mapping for custom story states in EAP – Map custom story state choices to state buckets in the dictionary to keep story cards visible and correctly placed on the Planning board in Enterprise Agile Planning.

    • Create or update form views for EAP work items – Create or update form views for work item types so that the fields displayed in the Backlog and Planning board pages of Enterprise Agile Planning suit your team requirements.

    • Create or update list view for EAP work items – Create or update EAP List View for work item types so that the columns displayed in the Backlog page of Enterprise Agile Planning suit your team requirements.

    • Configuring custom dashboards in EAP – Associate a custom dashboard to your Enterprise Agile Planning configurations to track and measure key metrics for your teams.

    • Create a dashboard in EAP – Create a dashboard to track key metrics for your custom Agile configuration by creating a dashboard or duplicating and editing a default EAP dashboard.

    • Add a tag to the EAP dashboard – Add the EAP dashboards tag to identify your dashboard. The dashboards with tag appear in the reference qualified definition list, which helps you to add the dashboard to your configuration detail.

    • Associate the EAP read-only role to the dashboard – Associate the EAP read-only (sn_apw_advanced.eap_read_only) role to the dashboard. The users with this role can view and edit the dashboard for the teams in their Agile configuration.

    • Add EAP dashboards to an Agile configuration – Add dashboards to your Agile configuration so that product managers or scrum team members can access them from the Home tab of their Agile teams in Enterprise Agile Planning workspace.

    • Create implementation of a Scripted Extension Point in EAP – Update the default Scripted Extension Point or create a scripted extension point using the default one as a template to filter the data displayed on the EAP dashboard.

    • Updating dashboards for planning calendar changes in EAP – Update the EAP dashboard configuration whenever there are changes to the planning calendar for any currently active configurations in Enterprise Agile Planning.

    • Configure Create stories agentic workflow – Using the AI Agent Studio, you can review and edit the configuration of the Create stories agentic workflow to modify the workflow description, steps, and agents included.

  • Migrate from SAFe – Learn about the process required For a successful migration of data from Scaled Agile Framework applications to Enterprise Agile Planning.

    • Verify EAP configuration for migration from SAFe – Ensure that the right EAP configuration which suits your current SAFe configuration is active and that the required work types are selected.

    • Verify table, field, and choice mapping between SAFe and EAP – Before starting the migration from SAFe, verify that the default mapping of tables, fields, and column choices between Scaled Agile Framework applications and Enterprise Agile Planning is according to your requirements.

    • Modify columns to migrate from SAFe story tables to EAP – For the SAFe Story and SAFe Scrum task tables, ensure that only the data from the necessary columns is migrated to Enterprise Agile Planning. By updating a Script Include, include or exclude any columns according to your requirements.

    • Start migration of SAFe data to EAP – Submit a SAFe-EAP migration request and start the migration of data between the tables of Scaled Agile Framework and Enterprise Agile Planning.

    • Add Agile Team type to SAFe groups for EAP migration – Add Agile Team in the Type field of existing SAFe groups to so that these teams are visible for your EAP users in the workspace.

  • Use – Manage your team backlog, plan for sprints and iterations, add dependencies, and collaborate using team-level and work item level Docs using Enterprise Agile Planning in the Strategic Planning Workspace.

    • Manage team backlog – Using the Backlog page of Enterprise Agile Planning, create, update, and prioritize work items. Additionally, schedule work items into iterations such as Planning Intervals (PI) or Sprints.

    • Creating iterations for teams in EAP – Create Planning Intervals (PIs) and Sprints directly from the Backlog by entering start and end dates, without setting up planning calendar entries first.

    • Create a Planning Interval or Sprint from EAP Backlog – Create iterations of Planning Intervals (PI) and Sprints so that teams can start prioritizing and scheduling their work from the Backlog in Enterprise Agile Planning (EAP).

    • Update iteration details in EAP – Edit details of a PI or a Sprint to update details such as name, team capacity, committed points.

    • Create work items for teams in EAP Backlog – Create stories, features, epics, or capabilities for teams to add work to their backlog in Enterprise Agile Planning.

    • Breakdown work from parent work item into child items in EAP – Streamline breaking down work by creating child work items directly from the parent record page in Enterprise Agile Planning workspace.

    • Create stories for work items in EAP – Create stories directly from a work item’s form. Create them manually or save time by generating them using Now Assist in the Enterprise Agile Planning (EAP) workspace.

    • Assess epic health status using AI – Use the Epic status assessment skill to evaluate epic health across six risk dimensions in Enterprise Agile Planning (EAP). ServiceNow Otto returns a red, yellow, or green health status with plain-English reasoning, giving portfolio managers a consolidated view of epic risks.

    • AI quick story generation – Generate a complete user story directly from an epic using Quick story generation feature in EAP. Provide brief context, and ServiceNow Otto generates a story title, description, and acceptance criteria that you can review and edit before saving.

    • Generate multiple stories using AI – Breakdown epics and features into stories using the ServiceNow Otto panel in the Enterprise Agile Planning (EAP) workspace. Based on the work item details, ServiceNow Otto generates stories.

    • Generate acceptance criteria using AI – Create clear, comprehensive, and testable acceptance criteria for user stories without writing them manually in Enterprise Agile Planning (EAP). Review and refine suggested options to ensure they meet your requirements.

    • Create a copy of work items in EAP Backlog – For creating work items with details similar to an existing item, save time and effort by creating a copy of the existing item.

    • Schedule work items into iterations in EAP Backlog – Perform backlog grooming and schedule work from the team’s backlog for the upcoming iteration Enterprise Agile Planning.

    • Start or complete iterations in EAP – Start an iteration of a Sprint or PI so that your team can start working and tracking progress of work. After your team finishes the assigned work, mark this iteration as complete, directly from the Backlog in Enterprise Agile Planning.

    • Add or remove teams from Favorites in EAP – Add the EAP teams that you frequently work with to Favorites so that you can save time navigating to them in the workspace without searching for them.

    • Personalize and filter data in EAP Backlog – View the information that is most relevant to you and your team on the Backlog tab by choosing the columns to be displayed. You can also apply filters to narrow down the data on the page.

    • Perform PI planning – Using the Planning board of Enterprise Agile Planning, plan work for multiple teams across iterations (for example, Big Room Planning). Track the progress of work, create and visualize dependencies between work items, and reschedule work to react quickly to changes while confirming alignment with business priorities.

    • Plan work for an ART in EAP – Plan work across all teams in an ART for multiple Planning Intervals. Coordinate with different teams to manage dependencies and resolve blockers in real-time using the Planning board in Enterprise Agile Planning.

    • Work item dependencies in EAP – Learn about work item dependencies and how they’re shown on the Planning board for a team in Enterprise Agile Planning.

      • Create and manage dependencies between work items in EAP – Draw work item dependencies in real-time across teams and iterations and visually analyze them while you collaborate using the Planning board in Enterprise Agile Planning.

    • Personalize the EAP Planning board – Choose metrics and indicators to be shown on cards so that key information is available at a glance on the Planning board in Enterprise Agile Planning workspace.

    • View iteration records in EAP – View all Planning Intervals, Sprints, and other iterations across your teams in a single list, and see the child iterations that belong to a selected iteration in Enterprise Agile Planning.

    • Review work Hierarchy – View and manage the complete work item hierarchy across your portfolio configurations directly from the Hierarchy tab in the Enterprise Agile Planning (EAP) workspace.

    • Personalize column layout of Hierarchy in EAP – Customize the column layout of the Hierarchy grid in the Enterprise Agile Planning (EAP) workspace by selecting which columns to display, reordering them, or adjusting their widths.

    • Collaborate using Docs – Store and manage all kinds of documentation for Agile teams and their planning items (Epics, Capabilities, and Features) from a centralized location of Enterprise Agile Planning workspace.

    • Create a Doc in EAP – Store information related to your work, iterations, and teams, and collaborate in real-time using Docs in Enterprise Agile Planning workspace.

    • Summarize and refine EAP Docs – Use ServiceNow Otto capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document in Enterprise Agile Planning (EAP).

    • Manage pages and subpages within a Doc in EAP – Flexibly organize information for your teams and work items by creating, duplicating, and deleting pages and subpages within a Doc in Enterprise Agile Planning workspace.

    • Iteration goals and work item goals in EAP – Within Enterprise Agile Planning, define PI-level or sprint level objectives or associate work items with enterprise goals.

    • Create iteration goals for a PI or sprint in EAP – Create iteration goals for your Agile teams to highlight the overall objectives to be accomplished for a planning interval or sprint.

  • Connect with CWM – Enhance visibility and streamline planning for your Agile teams by connecting Enterprise Agile Planning (EAP) with Collaborative Work Management (CWM).

    • Connect an EAP team with CWM – Establish a connection to CWM by setting your EAP team’s Agile tool to Collaborative Work Management.

  • Reports and dashboards – Use the EAP dashboards to visualize metrics, identify blockers, and analyze performance trends for your Agile teams.

    • EAP Portfolio dashboard – The Portfolio dashboard provides a high-level view of all the active work items in your portfolio.

    • Kanban Portfolio dashboard in EAP – The Kanban Portfolio dashboard in Enterprise Agile Planning (EAP) provides progress metrics and work item status for your EAP portfolios of the Kanban configuration.

    • EAP Solution Train dashboard – The Solution Train dashboard provides a snapshot of teams’ work assignment status such as capabilities, work items, and team performance.

    • EAP ART dashboard – The ART dashboard provides a snapshot of the overall progress of your Planning Interval (PI).

    • EAP Agile Team dashboard – The Agile Team dashboard provides you with sprint progress and team performance details for an Agile team in the Enterprise Agile Planning (EAP) workspace.

    • Kanban Team dashboard in EAP – The Kanban Team Dashboard in EAP provides the work item status and progress metrics for the Agile teams following the Kanban configuration in the Enterprise Agile Planning (EAP) workspace.

  • Reference – Reference topics provide additional information about the lists, forms, roles, tables, and other components that you use to configure and use Enterprise Agile Planning (EAP).

    • Components installed with Enterprise Agile Planning – Several types of components are installed with Enterprise Agile Planning when you install the Strategic Planning applications, including tables and user roles.

    • Properties installed with Enterprise Agile Planning – System properties that you can configure to modify the way your product manager or scrum team members view their work in the Enterprise Agile Planning (EAP) workspace.

    • Integration between EAP and Agile Development 2.0 – While setting up a configuration in Enterprise Agile Planning, you can establish an integration with Agile Development 2.0. Learn more about the tables connected and the way you access the information.

    • Team type form – Learn about the fields of the new table form that are required to add a new team type in Enterprise Agile Planning.

    • Work item type form – Learn about the fields of the new table form that are required to add a new work item type in Enterprise Agile Planning.

    • SAFe-EAP migration request form – Learn about the fields of SAFe-EAP migration form. Use this form to submit a request to migrate Scaled Agile Framework data to Enterprise Agile Planning.

    • Enterprise Agile Planning Indicators – Indicators included in the EAP dashboard.

    • Work item reorder errors in EAP Backlog – Review the scenarios when the reordering of work items can fail in the Backlog of Enterprise Agile Planning workspace.

  • SPW Jira Integrations – Improve visibility from strategy to execution with Jira Integration. This integration enables bi-directional syncing of Epics, Features, Capabilities, and Stories. While sprints are created in Enterprise Agile Planning (EAP) and synced to Jira, sprint status updates flow back from Jira to EAP.

  • Explore – Learn more about integrating Strategic Planning Workspace with Jira and review the benefits it can provide for different users in your organization.

  • Configure – Configure the set up and implementation of SPW Jira Integrations. You can either follow the tasks listed in the configuration or use Guided Setup.

    • Install SPW Jira Integrations – You can install the SPW Jira Integrations application (sn_spw_jira_int) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application installs related ServiceNow Store applications and plugins if they are not already installed.

    • Set up a Jira instance – Establish a connection between Strategic Planning Workspace (SPW) and Jira using a Jira instance record.

    • Create a child alias for Jira Spoke alias – Create a child connection & credential alias that will be used to connect to Jira later, to enable integration between Strategic Planning and Jira.

    • Create PAT for Jira Server/Data Center – Create a Personal Access Token (PAT) for your Jira Server/Data Center instance, which is later used to create a connection between Strategic Planning and Jira.

    • Create connection and credentials – Using your Jira instance details, create a connection and credential for the child alias. This alias is used to enable the two-way sync of work item updates between Strategic Planning Workspace and Jira.

    • Create Jira instance – Create a Jira instance record which is later used to connect Strategic Planning Workspace and Jira.

    • Connect SPW to Jira – Connect Strategic Planning Workspace to Jira to enable the integration between the applications.

    • Import Jira projects to SPW – Discover and import all available Jira projects and boards into Strategic Planning Workspace to start using the integration between the two applications.

    • Configure Jira project settings – Configure integration settings for each Jira project before importing issues to ensure accurate and consistent visibility of work in both Strategic Planning Workspace and Jira. These settings such as team association and data mappings define how work items sync between both applications.

    • Associate Jira projects with EAP teams – Ensure work items from Jira are mapped to the right teams in Enterprise Agile Planning (EAP) by associating Jira projects with EAP teams.

    • Review default mapping configurations – Verify that the default mapping configuration between work items in Strategic Planning Workspace (SPW) and Jira aligns with your team’s processes.

    • Create custom mapping configurations – Learn about creating custom mapping configurations to map Jira issue types, fields, and choices with SPW entities, to match your team’s processes.

      • Create custom table mapping – Learn about creating custom mapping configurations to map Jira issue types, fields, and choices with SPW entities, to match your team’s processes.

      • Create custom field mapping – Learn about creating custom mapping configurations to map Jira issue types, fields, and choices with SPW entities, to match your team’s processes.

      • Create custom choice mapping – Learn about creating custom mapping configurations to map Jira issue types, fields, and choices with SPW entities, to match your team’s processes.

    • Enable bidirectional sync – Enable import and export for a Jira project to ensure data is consistent across for all stakeholders using Strategic Planning Workspace and Jira.

    • Import issues from Jira – Import work items such as epics, features, capabilities, and stories from Jira to Strategic Planning Workspace (SPW) to enable end-to-end visibility in SPW.

    • Activate Jira configuration in EAP – Activate the Jira configuration so that EAP teams integrated with Jira projects can be shown in the Enterprise Agile Planning workspace.

    • Define team structure in EAP – Set up Agile team structures in Enterprise Agile Planning (EAP) for teams associated with Jira projects so that imported work items and updates from Jira display correctly in EAP.

  • Use – After configuration is complete for SPW Jira Integrations, use Enterprise Agile Planning (EAP) to bridge strategy and execution. Plan and schedule work in EAP, let teams deliver in Jira, and see progress and performance flow back to EAP for accurate, real‑time visibility.

  • Reference – Reference topics provide additional information about the lists and forms that you use to configure SPW Jira Integrations.

    • Components installed with SPW Jira Integrations – Learn about the roles and tables installed with the SPW Jira Integrations application.

    • Default mapping configuration – Learn about the default mapping configuration of Epic, Story, and Sprint work types between Strategic Planning and Jira.

    • Team Integration Settings form – Learn about the fields of Team Integration Settings form that is used to create an association between Jira projects and EAP teams.

    • Table Map form – Learn about the fields of the Table Map form, which are used while creating a custom table mapping configuration for SPW Jira Integrations.

    • Field Map form – Learn about the fields of the Field Map form, which are used while creating a custom field mapping configuration for SPW Jira Integrations.

    • Choice Map form – Learn about the fields of the Choice Map form, which are used while creating a custom choice mapping configuration for SPW Jira Integrations.

    • Create Connection & Credential form – Learn about the fields of the Create Connection & Credential form, which is used while setting up SPW Jira Integrations.

    • Jira Instance form – Learn about the fields of the Jira Instance form, used to connect Strategic Planning to Jira.

  • Dashboards – Dashboards in Strategic Planning Workspace help product and portfolio managers monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.

  • Explore – As a product and portfolio manager, use dashboards in Strategic Planning Workspace to monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution. These dashboards leverage Platform Analytics to provide a trend of historical data and regular reports.

    • Feedback Dashboard – The Feedback Dashboard helps product managers track feedback volume and stakeholder trends to surface recurring pain points, inform prioritization decisions, and demonstrate responsiveness.

    • Product Idea Dashboard – The Product Idea Dashboard helps product managers understand the health, flow, and maturity of submitted ideas, helping innovations progress and helping prevent backlog bottlenecks.

    • Execution Dashboard – The Execution Dashboard helps portfolio and product managers gain real-time visibility into delivery progress across work items, enabling portfolio leads to detect delays, course-correct early, and keep the strategy on track.

    • Strategy Execution Dashboard – The Strategy Execution Dashboard helps portfolio managers monitor the alignment between strategy and business outcomes, and quickly assess goal progress to ensure high-impact delivery.

  • Use – Using the Platform Analytics dashboards in Strategic Planning Workspace, you can monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.

    • View a dashboard – View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.

    • Create a dashboard – In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.

    • Edit a dashboard – Customize or edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

    • Duplicate a dashboard – If the dashboard you want to create is similar to an existing one, duplicating the existing dashboard saves your time. After duplicating the dashboard, you can customize the tabs and widgets as required.

    • Share a dashboard – Share a dashboard with stakeholders, planning managers, portfolio managers, or product managers to provide visibility into work progress and foster collaboration. You can grant either view-only rights or both view and edit rights to a shared dashboard.

    • Add a Platform Analytics dashboard – If you have existing dashboards created using Platform Analytics, you can add them to the Strategic Planning Workspace to access them directly from a single location.

  • Next Experience for Demand Management in Strategic Planning – Next Experience for Demand Management enables you to create, evaluate, and prioritize demands throughout the demand life cycle.

  • Explore – Next Experience for Demand Management enables you to create, evaluate, and prioritize demands, throughout the demand life cycle.

    • Demand workflow – The demand workflow defines the stages a demand moves through, from initial intake to assessment, approval, and execution. At each stage, you can evaluate the demand, align it with business objectives, and set up the right processes before resources are assigned.

    • Playbooks in Next Experience for Demand Management – Playbooks in Next Experience for Demand Management provide a guided, structured approach to managing a demand from initiation to completion. Playbooks focus specifically on helping demand teams follow the standard demand life cycle, verifying every demand progresses consistently and no critical steps are missed.

    • Demand tasks – Demand tasks are units of work within a demand. Use them to plan and organize initial activities before converting the demand into a work entity such as a product, feature, or enhancement.

    • Actual cost and effort calculation – Actual cost and effort represent the realized cost and time spent on demands and demand tasks. Values are calculated from approved time cards and hourly rates.

    • AI skills for Next Experience for Demand Management – ServiceNow Otto for Strategic Portfolio Management provides AI-powered skills for demand records that help you quickly understand demand details and refine records. These skills improve planning efficiency and support informed decision-making.

    • EWD for demands – Enterprise-Wide Deployment (EWD) partitions demand data by criteria such as department. Demand experiences extends that by controlling each demand’s fields, modules, and layout.

  • Configure – Next Experience for Demand Management settings control how demands are evaluated and promoted to projects, enhancements, changes, defects, or Enterprise Agile Planning (EAP) entities.

    • Populate the stakeholder registry for demands – Add users to the stakeholder registry so Next Experience for Demand Management can automatically populate the stakeholder list when someone creates a demand.

    • Configure a custom risk rank and risk value – Configure custom risk ranks and value scores to rate the impact and probability factors of risks. These values determine the degree of the risks associated with a demand.

    • Customize the demand record form – Customize the demand form in Next Experience for Demand Management to configure which fields appear when users create a demand.

    • Configure the landing page for created demand records – Configure a system property that controls which tab opens when a demand record is created. Set this property to match your team’s workflow.

    • Enable smart assessments – Enable the sn_align_ws.enable_smart_assessments property so demands use smart assessments instead of the classic assessment workflow, when they are moved to screening.

    • Use a custom smart assessment template for demands – Point the automatic demand to smart assessment trigger at a custom template by overriding the predefined DemandSmartAssessmentUtils script include provided for this customization.

    • Demand experiences – A demand experience defines a governance process and controls which form view, modules, and dynamic attributes appear on a demand.

    • Create a demand experience – Create a demand experience to control the form view, demand modules, and dynamic attributes that appear on demands to support configuration independence across different types of demands.

    • Create a dynamic category – Create a dynamic category to define the custom fields that appear on demand records of a specific demand experience.

    • Configure financials for demands – Financial planning settings for demands include the financials view, planning attributes, and scheduled jobs.

    • Multicurrency in demands – Manage and track demand financials in your corporate currency, regional currency, or project currency using the multicurrency feature.

      • Select currency preference – Set your currency preference for managing and tracking demand financials from the functional currency, regional currency, or local currency.

      • Quick start tests for multicurrency – Quick tests enable you to validate that the multicurrency feature in Next Experience for Demand Management works correctly after configuration changes such as applying an upgrade or developing an application.

      • Upgrade existing demands – Execute scheduled jobs to upgrade your existing active and inactive demands.

    • Enable financial budget allocation for demands – Enable allocation property after migrating to Next Experience to work on budget allocation for your demands.

      • Configure financial budget type – Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your demands.

    • Enable monetary benefit plans for demands – Enable the benefit plans property to create and manage benefit plans for demands.

    • Configure the demand AI skills – Configure the generative AI skills for demands by defining their triggers, display locations, and access settings to make it available to users.

    • Copy and customize the demand summarization skill – Copy the base demand summarization skill and customize it with your own fields, related entities, and prompt to summarize demands.

    • Configure the questions for conversational demand creation – Add or modify an existing question for creating a demand through Agent assist in Virtual Agent using the conversational experience.

    • Configure capacity for demands – Generate employee profiles for resources and map them with primary attributes to start capacity planning.

    • Enable planning attributes for capacity in demands – Enable the planning attributes Group, Skill, and Role to view resource capacity details in demands.

    • Generate employee profiles for resources – Generate employee profiles for the resources to map against primary attributes.

    • Map primary attributes to resources – Locate and map the primary group, primary role, and primary skill for the resources associated with existing employee profile tables.

    • Activate a scheduled job to generate resource capacity – Activate the scheduled job to automatically generate the resource capacity at the required cadence.

  • Use – Next Experience for Demand Management enables end-to-end planning and management of demands.

    • Manage demands – Next Experience for Demand Management is a workspace for creating, tracking, prioritizing, and approving demands.

    • Create a demand – Create demands to capture the strategic and operational requirements and centralize information for stakeholder assessment and prioritization.

      • Create demands using Virtual Agent – Use the conversational experience of ServiceNow Otto for Virtual Agent to create a demand from any application that supports Virtual Agent.

    • Identify similar demands using AI – Use the identify similar records skill to find demand records with similar names, descriptions, or business case content.

    • Use Playbooks – Use the default playbook or configure a custom one to capture required information for a demand and support governance processes.

    • Update demand details – Update the details of a demand record in Next Experience for Demand Management to reflect any changes in scope, priority, or capacity.

    • Add dynamic attributes to a demand – Provide values for the dynamic attributes available on a demand through its Additional Information tab. This approach captures governance-process-specific information without affecting demands using other experiences.

    • Create demand tasks – Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the time and effort spent performing the specified activities.

      • Submit a time card for a demand task – Record and submit the time spent on a demand task to calculate actual cost and effort. The reported hours are used to track work performed and support demand planning.

    • Add stakeholders to a demand – Delegate assignments and track demand progress by managing the stakeholders associated with a demand.

    • Add goal and target relationships for demands – Track and manage the relationship between demands and organizational goals or targets directly from the Next Experience for Demand Management. Linking demands to goals or targets supports alignment with strategic priorities and shows how each demand contributes to broader organizational objectives.

    • Add requirements for a demand – Define and manage requirements for a demand to capture its functional and technical specifications. Demand managers can associate planned tasks with the requirement, and assign an owner responsible for verifying that requirements are met.

    • Improve data quality using the refine records skill – Use the refine records skill to shorten or elaborate text in demand records, helping demand managers and users improve clarity and completeness before saving.

    • Add risks to a demand – Add a risk to a demand to identify, analyze, prioritize, plan, and track potential problems during any phase of the demand life cycle.

    • Add issues to a demand – Add an issue to a demand to escalate a risk or to track an unexpected problem. If the issue remains unresolved, unnecessary conflicts, delays, or even a failure can occur.

    • Add decisions to a demand – Add a decision to a demand to record the solution or plan for a risk or issue.

    • Add actions for a demand – Add actions required to resolve an issue or risk for a demand based on your analysis of the risk or issue.

    • Add change requests for a demand – Add a change request as the outcome of an action taken to resolve an issue or mitigate a risk. The change request can affect the demand’s scope, resource requirements, cost, or schedule.

    • Submit a demand – Submit a demand record after the required details are complete to progress the demand from the Draft state to the next states of its life cycle.

    • Approve demands – Approve qualified demands in Next Experience for Demand Management. Approving a demand moves it to the Approved state, where the demand manager can convert it into a work item such as a project or enhancement.

    • Create an entity from a demand – Create an entity, such as a work item, from a demand so that you can track work on the demand.

    • Reset a demand to draft state – Reset a demand to the Draft state when it has been moved past that state unintentionally or when changes to it are required. A demand can be reset to Draft until an entity is created from it or it has reached the Qualified state.

    • Defer demands – Defer demands in Next Experience for Demand Management to move them to the backlog when they aren’t feasible to act on currently, such as when resources aren’t available. After deferral, demands can be reviewed and moved to any other demand state.

    • Delete demands – Delete demands to remove them from Next Experience for Demand Management. Demands can be deleted only while in the Pending state.

    • Export demands – Share data with stakeholders or perform further analysis outside the platform by exporting demand records from Next Experience for Demand Management.

    • Create AI systems – Create AI systems from directly within the demand workflow and associate them with your demands.

    • Summarize demands using AI – Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.

    • Manage financials for demands – Financials in Next Experience for Demand Management covers budget, cost plans, expense lines, labor costs, and financial baselines.

    • Enable the demand currency view – Enable the demand currency view to track the planned costs of a demand in the selected demand currency.

    • Create cost plans for a demand – Create a cost plan for a specified duration to track planned and actual expenses. Edit cost plans to adjust planned expenses and delete descoped forecasts.

    • Create and compare financial baselines for a demand – Create and compare financial baselines to get a snapshot of the demand expenses and compare the planned costs.

    • Manage demand budgets – Allocate, manage, and approve budget for your demands. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a demand.

    • Create expense lines for a demand – Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset, for a demand.

    • Generate labor costs for a demand – Generate labor costs to view the expenses of resources using resource assignments and cost plans for a demand.

    • Create monetary benefit plans – Create and manage monetary benefit plans to track potential monetary benefits during demand execution.

      • Edit monetary benefit plans for a demand – Edit a planned monetary benefit plan to revise the benefits, dates, and offset to keep financial records current.

      • Capture actual monetary benefits for a demand – Capture actual benefits from planned benefits to measure revenue and calculate profits.

    • Create non-monetary benefit plans – Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.

    • Associate monetary and non-monetary benefit plans – Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.

    • Export demand financials as an Excel or CSV file – Export the costs or baseline comparison data for a demand to share with stakeholders.

    • Manage resources for demands – Plan resources for a demand from the Resources tab in Next Experience for Demand Management to confirm resource availability before converting the demand to a project.

    • Create resource assignments for demands – Create and manage resource assignments for demands directly from Next Experience for Demand Management to efficiently manage the work on demands.

    • Copy a resource assignment for demands – Copy a resource assignment to create one with inherited values, then adjust the fields before submitting. This reduces repetitive data entry when similar assignments recur across plans.

    • Assign unassigned work for demands using Resource finder – Assign a resource for unassigned work for a demand using the suggestions which match the skill-set and primary attributes requirements.

    • Assign and approve unassigned work – Filter the unassigned work to view priority requests and assign them to resources. Get additional insights and approve the assigned work using the inline editing feature.

    • Extend or reduce duration of an assignment – Extend or reduce the duration of an assignment from the grid view in Resources when the work duration shifts. When you extend or reduce the assignment duration, the assignment dates update and the allocated effort recalculates across the new date range based on the effort redistribution property.

    • End a resource assignment – End a resource assignment at a specific date to release a resource from a task before the planned end date. Future effort is removed and the heatmap updates to reflect the resource’s availability.

    • Edit allocated efforts for tasks with actual hours – Edit allocated efforts for tasks which have partial actual efforts logged directly from the grid view. This keeps reported time accurate without rolling back time entries through other channels.

    • Move a resource assignment – Move a resource assignment to different start and end dates depending on the availability of the resource.

    • Reassign or unassign work using Resources grid – Reassign or unassign assigned work from the Resources grid of a demand. You can group the resource board by primary attributes to identify the resources with same primary attributes.

    • Split resource assignments using Resources grid – Splitting a resource assignment at a specific date creates a resource assignment for the same user.

    • Realign resource assignment dates for demands – Adjust the resource assignment dates to match the latest dates of your demands when priorities or timelines change.

    • Recalculate costs of resource assignments – Recalculate the costs of active resource assignments of a demand when hourly rates change in the associated rate model.

    • Collaborate with Docs – Docs supports real-time collaboration on documentation such as meeting notes, demand requirements, and technical specifications.

    • Create pages and subpages in demand Docs – Store information related to your tasks, reference users and task records using pages and subpages in Docs. You can also collaborate on editing documents in real time.

    • Use templates with demand Doc pages – Apply a template to demand Doc pages to standardize content structure across demands or save a configured page as a reusable template for your team.

    • Add images in demand Docs or download them – Add images to demand Docs by uploading a file or embedding a URL. You can also download images from a Doc page to use outside Docs.

    • Add dynamic data to demand Docs – Add references to application records or fields in demand Docs to keep documentation current without manual updates. You can add references from any table on your ServiceNow instance you have access to.

    • Export a demand Doc as a PDF – Export demand Docs as PDF files to use them offline or share with stakeholders outside Next Experience for Demand Management.

    • Assess demands with smart assessments – Smart assessments automatically gather structured, weighted feedback from a demand’s stakeholders and scores the demand. Demand managers can qualify demands offhand and track every assessment from a single place.

    • Fill out a smart assessment for a demand – Answer your assessment questions so your input counts toward the demand’s score, helping it move through qualification without waiting on a manual review.

    • Monitor and track demands – The Demands Dashboard provides a visual summary of demand data directly in the Next Experience for Demand Management. The dashboard and demand list views are available from the same workspace, with filters that apply across all widgets.

    • Explore – The Demands dashboard in Next Experience for Demand Management help demand users and managers monitor performance, track progress, and make informed decisions related to demands.

      • Overview tab – The Overview tab of the demand dashboard summarizes demand volume, activity, and risk across all demands.

      • Financials tab – The Financials tab of the demand dashboard summarizes planned cost, financial benefit, and return on investment (ROI) across demands.

      • Data Quality tab – The Data Quality tab quantifies the demand, demand tasks, and assessment records that have missing information in key fields.

    • Use – The Demands Dashboard provides a centralized view of demand data, metrics, and visualizations.

      • View the Demands Dashboard – Use the Demands Dashboard to monitor performance, track progress, and make informed decisions about demands.

      • Create or manage a dashboard – In the Platform Analytics experience, you can create, duplicate, share, and export dashboards with data visualizations, filters, and other elements.

      • Edit a dashboard – Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

    • Work with demands in Employee Slate – The My Demands widget and conversational experience in Employee Slate brings demand creation and tracking into a single, conversation-first workspace. Requesters can create demands through the conversational experience and track them using widgets.

    • Edit a draft demand in Employee Slate – Update the details of a draft demand in Employee Slate before submitting it for a demand manager’s review.

    • Configure the demand details fields in Employee Slate – Configure the fields that appear in the demand details ticket page in Employee Slate.

  • Reference – Reference information to provide additional details about Next Experience for Demand Management such as the fields, user roles, tables, and multicurrency.

    • Data migrated from demands to created entities – Data fields that are migrated from a demand to an entity when the selected entity is created from the demand.

    • Data migrated from a demand to a created project – Data fields are migrated from a demand to a project when the project is created from the demand.

    • Data migrated from demand to EAP entities – Data fields are migrated from a demand to an EAP entity when the entity is created from the demand.

    • Multicurrency reference – The multicurrency features in Next Experience for Demand Management enable you to manage and track demand financials in multiple currencies. This section provides field references and explains how cost and benefit plan updates recalculate values in demand currency.

    • Multicurrency fields in demand forms – Multicurrency fields are available in the demand forms when the demand currency view is enabled.

    • Cost plan updates and cost recalculation – Updating the unit cost, quantity, or fiscal period of a cost plan updates all related amount fields in the cost plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in the demand currency.

    • Benefit plan updates and recalculation – Updating the entered currency, entered benefit, offset type, or fiscal period of a benefit plan updates all related amount fields in the benefit plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in demand currency.

    • Inputs for AI skills – Learn about the inputs of each skill for the ServiceNow Otto for Strategic Portfolio Management application. By configuring the inputs for a skill, you can determine how and when a skill is used.

    • Forms – Field information for forms used in Next Experience for Demand Management.

    • Action form – The action form enables you to create an action for a demand.

    • Cost plan form – The cost plan form enables you to create a cost plan for a demand.

    • Decision form – The decision form enables you to create a decision or plan for a demand to resolve or mitigate a risk or issue.

    • Demand experience form – The demand experience form information is used to create or update a demand experience.

    • Demand details form – The demand form information is used to update the Details tab of a demand.

    • Demand stakeholder form – The Demand stakeholder form enables you to create a stakeholder record for a demand.

    • Demand task form – The Demand Task form enables you to create or modify a demand task.

    • Expense line form – The expense line form enables you to create an expense line for the actual expenses for your demand.

    • Issue form – The issue form enables you to create an issue for a demand.

    • Goal/target relationship form – The goal/target relationship form enables you to define how a goal relates to a demand.

    • Monetary benefit plan form – The benefit plan form enables you to create monetary benefit plans for a demand.

    • Non-monetary benefit plan form – The non-monetary benefit plan form enables you to create non-monetary benefit plans for a demand.

    • Request change form – The request change form enables you to request for a change in the demand.

    • Requirement form – The requirement form enables you to create or modify requirements for a demand.

    • Resource assignment form – The resource assignment form enables you to create a resource assignment record for a demand.

    • Risk form – The risk form enables you to define a risk for a demand.

    • Risk value lookup form – The risk value lookup form information is used to rate the impact and probability of a risk.

    • Stakeholder register form – The stakeholder register form information is used to add users to the stakeholder registry.

    • Next Experience for Demand Management key terms – Important terms in Next Experience for Demand Management are listed in the table.

  • RIDAC – RIDAC (Risk, Issue, Decision, Action, Change) in Strategic Planning Workspace gives you complete control over planning uncertainties across your entire organization. Create, track, and manage risks, issues, decisions, actions, and changes—from individual planning items and strategic goals to agile teams and portfolios. Get a unified view across your entire planning hierarchy, stay aligned with organizational strategy, and make informed decisions at every level.

  • Explore – RIDAC (Risk, Issue, Decision, Action, Change) in Strategic Planning Workspace provides a holistic, portfolio-wide view of all risks, issues, decisions, actions, and changes across your entire organization—from individual projects to programs and portfolios.

  • Configure – Run the scheduled job to populate the planning item field on RIDAC records that were created before the Strategic Planning was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports.

    • Populate planning item details on RIDAC records – Run the scheduled job to populate the planning item field on RIDAC records that were created before the Strategic Planning was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports.

  • Use – Access and filter risks, issues, decisions, actions, and changes from a centralized RIDAC home page. Use multiple filtering levels organized by planning scope to focus on the RIDAC items most relevant to your role.

    • View RIDAC records – Access and view risks, issues, decisions, actions, and changes from the RIDAC home page. Filter RIDAC records by planning scope and type to focus on the items relevant to your needs.

    • Create RIDAC for a planning item – Create a Risk, Issue, Decision, Action, or Change item and associate it with a planning item in the Strategic Planning Workspace.

    • Create RIDAC for a goal – Create a Risk, Issue, Decision, Action, or Change item and associate it with a portfolio plan goal or a goal that is part of a board (Strategy and Goals).

    • Create RIDAC for an EAP iteration – Create a Risk, Issue, Decision, Action, or Change item and associate it with an Enterprise Agile Planning (EAP) iteration.

    • Export RIDAC details – Export a filtered list of RIDAC records to Excel, PDF, CSV, or JSON format. You can download the file directly or send it via email to share RIDAC information with stakeholders.

  • Reference – Reference information to provide additional details about RIDAC such as the fields, user roles, tables, and system properties information.

    • Components installed with RIDAC – A complete reference of RIDAC record fields, including data type, requirements, default values, and behavior notes for Strategic Planning Workspace.

    • RIDAC Action form – Use the RIDAC Action form to create and track action items related to your strategic planning items, goals, or EAP iterations. Manage action item ownership, status, and completion.

    • RIDAC Change Request form – Use the RIDAC Change Request form to document and track proposed changes to your strategic planning items, goals, or EAP iterations. Manage change requests and monitor implementation status.

    • RIDAC Decision form – Use the RIDAC Decision form to document and track critical planning decisions related to your strategic planning items, goals, or EAP iterations. Manage decision rationale and implementation status.

    • RIDAC Issue form – Use the RIDAC Issue form to create and manage issues that affect your strategic planning items, goals, or EAP iterations. Track planning challenges, obstacles, and problems that need resolution.

    • RIDAC Risk form – Use the RIDAC Risk form to identify and track potential risks that could impact your strategic planning items, goals, or EAP iterations. Manage risk mitigation strategies and monitor risk exposure.

• ServiceNow Otto for Strategic Portfolio Management – Use the ServiceNow Otto for Strategic Portfolio Management application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights for projects, and generate stories from epics. Product, project, and demand managers can use the ServiceNow Otto skills and AI agents to streamline their projects and workflows.

• Collaborative Work Management – ServiceNow Collaborative Work Management (CWM) provides a central hub to plan, visualize, manage, and collaborate on work with your teams. Save time and improve the efficiency of your team by avoiding switching between multiple tools to manage the progress of work and goals.

  • Explore – Collaborative Work Management (CWM) is a work management tool that centralizes tasks, documentation, and planning in a single workspace. It helps knowledge workers, project managers, and agile teams manage work without switching between applications.

  • ServiceNow Otto skills for CWM – Learn more about the generative AI capabilities of ServiceNow Otto for CWM. These capabilities can help you save time and improve efficiency for the actions your team performs within the CWM workspace.

  • Configure – Plan and configure how your team can implement Collaborative Work Management.

  • Install – You can install the Collaborative Work Management (CWM) application (sn_cwm) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

  • Configure ServiceNow Otto – If you have the admin role, you can configure the implementation for the ServiceNow Otto for CWM application. This lets your team members utilize generative AI skills in the CWM workspace.

  • Connect to Strategic Planning or Portfolio Planning – Configure Strategic Planning or Portfolio Planning to include CWM Boards so that you can plan, roadmap, and associate goals to Boards in a portfolio plan.

    • Add Boards to lens configuration – Configure Strategic Planning or Portfolio Planning to include CWM Boards so that you can plan, roadmap, and associate goals to Boards in a portfolio plan.

    • Configure CWM Board form layout – Configure Strategic Planning or Portfolio Planning to include CWM Boards so that you can plan, roadmap, and associate goals to Boards in a portfolio plan.

    • Associate Boards with portfolio plan entities – Configure Strategic Planning or Portfolio Planning to include CWM Boards so that you can plan, roadmap, and associate goals to Boards in a portfolio plan.

  • Configure form view for CWM tasks and connected work items – Configure which fields appear when you open a CWM task or connected work item by customizing the default form view for the relevant table.

  • Configure columns available for personalization – Configure which columns are available in the column personalization panel in CWM by updating the default list layout for the relevant table.

  • Activate the sprint data job for burnup and burndown widgets – Activate the CWM Daily Sprint Data Collection scheduled job to populate data in the predefined burnup and burndown charts in the Team sprint progress dashboard.

  • Use – Use the different features of Collaborative Work Management (CWM) to collaborative with teams across your organizations and manage work in the way your teams want.

  • Collaborate with Spaces – Create collaborative Spaces for teams to work together on projects, goals, or assignments.

    • Create a Space in CWM – Create Spaces in Collaborative Work Management to enable cross-functional teams to come together and manage work tasks and documentation.

    • Share a Space in CWM and manage sharing permissions – Invite cross-team members to Collaborative Work Management Spaces to collaborate on tasks or projects. You can also manage permissions for users with existing access to your Space.

    • Create a folder in CWM – Organize Boards and Docs of a Space into folders in Collaborative Work Management Workspace.

  • Manage work using Boards – Use Boards in Collaborative Work Management to define and organize tasks. With views such as Dashboard, List, Kanban, and Gantt, configure your workspace based on the way you and your team work.

    • Create a Board in CWM – Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.

    • Duplicate a Board in CWM – Save time by duplicating an existing Board to copy all the task and collaborator details without having to copy the information manually in the Collaborative Work Management workspace.

    • Import tasks using ServiceNow Otto – Save time and effort by importing tasks or stories from a spreadsheet or document into a Collaborative Work Management Board. ServiceNow Otto proposes column mapping so you can bring existing work onto a Board without manually recreating each row.

    • Import existing tasks into a CWM Board – Bring existing work from a spreadsheet or document into a CWM Board. Column mapping is generated automatically. Review the mapping, preview the result, and confirm the import.

    • Add tasks to a CWM Board – Add tasks to a CWM Board and assign them to team members to plan and track work in a Collaborative Work Management workspace.

    • Create CWM tasks or stories from files or open prompts – Generate tasks or stories for a Board by describing the work in a natural language prompt or by uploading a document. AI analyzes the input to propose a list of actionable tasks or stories for you to review and select, saving time and manual effort.

    • Generate tasks from Docs – Use the generative AI capabilities of ServiceNow Otto to create tasks from the content of your Docs and help you add them to the required Board in CWM workspace.

    • Generate child tasks for CWM tasks – Use AI to create child tasks for a large and complex CWM task in the List view. Child tasks are generated from the task’s short description and description, reducing manual work breakdown effort.

    • Create and manage custom work item types in CWM – Create custom item types for Boards in Collaborative Work Management, so that you can organize and manage multiple types of tasks from a single location, regardless of the workflow.

    • Add custom columns for tasks in a CWM Board – Create custom fields in a Board so that you can organize all details of tasks at a single location. This improves task management and saves time by reducing dependency on system admin.

    • Add a formula column – Gain deeper insights into your work by adding formula columns to your List view in CWM Boards. Create calculations that automatically compute values for your tasks, such as summing hours, calculating date differences, or deriving metrics from existing fields.

    • Generate a formula – Use ServiceNow Otto to automatically generate formulas to compute values such as summing hours, calculating date differences, or deriving metrics from existing fields.

    • Add a goal to CWM Board – Associate a goal to your Board so that you can plan and track all the tasks and activities that contribute to this goal directly from the Collaborative Work Management workspace.

    • Board views in CWM – Create, customize, and switch seamlessly between Board display preferences such as column display, sorting, and filtering based on the audience and purpose in Collaborative Work Management (CWM).

    • Dashboard, List, Gantt, and Kanban views – Switch between Dashboard, List, Gantt, and Kanban views to manage and visualize work on a CWM Board in the way that best fits your team’s workflow.

      • Personalize List, Gantt and Kanban display for CWM Boards – Show, hide, or rearrange columns and apply sorting or filters to personalize the way data is displayed in Collaborative Work Management Boards based on your workflow.

    • Create a custom view for CWM Boards – Modify Board display preferences and save them as custom personal or shared views that suit the working preferences for you and your team members in Collaborative Work Management (CWM).

    • Update a CWM Board view – Modify the display preferences of your Collaborative Work Management (CWM)Boards and update the existing personal or shared views.

    • Delete a custom CWM Board view – Delete the custom personal or shared views for your CWM Boards and keep your Board views current for your workflow.

    • Monitor and track work using dashboards in CWM – The Dashboard view displays a collection of widgets that visualize CWM Board data, giving teams an at-a-glance summary of task progress, priorities, and assignments.

    • Team progress dashboard in Collaborative Work Management – The Team progress dashboard supports waterfall use cases and includes widgets that visualize task completion and workload for the whole Board.

    • Team sprint tracker dashboard in Collaborative Work Management – The Team sprint tracker dashboard supports agile use cases with widgets that visualize sprint progress, workload, and trend data for agile teams.

    • Create a dashboard for a CWM Board in Collaborative Work Management – Create a dashboard for a CWM Board to visualize work data using predefined or custom widgets. Track progress and spot issues without reviewing individual tasks or stories.

    • Add widgets to a dashboard in Collaborative Work Management – Add predefined or custom widgets to an empty state or existing dashboard on a CWM Board to visualize task and sprint data.

    • Rename a dashboard in Collaborative Work Management – Rename a dashboard in a CWM Board so your team can easily identify it among shared dashboards for any specific requirement.

    • Duplicate a dashboard in Collaborative Work Management – Duplicate a dashboard in a CWM Board to reuse an existing set of widgets in a new dashboard. This avoids rebuilding the same layout from scratch.

    • Remove widgets from a dashboard in Collaborative Work Management – Remove widgets from a dashboard in a CWM Board to keep the dashboard focused on the metrics that still matter.

    • Delete a dashboard in Collaborative Work Management – Delete a dashboard in a CWM Board when your team no longer needs it.

    • CWM Board preferences – Reduce cognitive load and focus on the most relevant and actionable tasks by filtering work items on Boards in Collaborative Work Management (CWM).

    • Export a CWM Board to CSV or Microsoft Excel – Export the list view of Collaborative Work Management (CWM) Boards to CSV or Microsoft Excel. Use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

  • Work item automations in CWM – Boost team efficiency by automating monotonous actions such as sending notifications and emails, monitoring key dates, or reassigning tasks based on the conditions that suit the team’s workflow.

    • Create automations in CWM – Add conditions to build task automations for CWM Boards and help your team save time from manual task updates.

    • Manage or delete automations in CWM – Edit, disable, or delete automations for your Boards in Collaborative Work Management based on the changing conditions of your team’s workflow.

  • Connect work – Streamline task management for teams by bringing in various work items from across ServiceNow applications into Boards in Collaborative Work Management.

    • Connect work from other ServiceNow apps to CWM Boards – Enable a consolidated view of all relevant work by connecting work items from different ServiceNow applications to a Board in Collaborative Work Management.

    • Manage connected work item types in CWM – Enable, disable, refresh data, or delete the connected work item types on your CWM Board to keep the work items up to date based on changing requirements.

    • Update filter conditions for connected work in CWM – Update the filter conditions for connected work item types in Collaborative Work Management Boards so that the work items displayed in the Board reflect your team’s current workload.

    • Update details of connected work items in CWM Boards – Learn how to update the status, assigned to, and other details for the work items that are brought into your Collaborative Work Management Board through Connected work.

  • Agile in CWM – Run your agile workflow in Collaborative Work Management (CWM), from building and refining a backlog to planning sprints, executing work as stories and scrum tasks, and collaborating with your team.

    • Plan sprints – Plan, track, and manage work for your teams in the Agile methodology using Sprint planning in Collaborative Work Management.

    • Add work items to Sprint planning Backlog in CWM – Create and add new work items to the Backlog directly from the Sprint planning view of Collaborative Work Management.

    • Create a sprint in CWM – Create a sprint with custom duration and capacity to enable your team to plan and execute their work in an Agile methodology in Collaborative Work Management.

    • Update sprint details in CWM – Modify the duration, capacity, and dates for a sprint in Collaborative Work Management.

    • Delete a sprint in CWM – Delete individual sprints from Sprint planning in Collaborative Work Management so that your Board reflects the changes in your planning priorities.

    • Create work items for sprints in CWM – Create and add new work items to a sprint directly from the Sprint planning view of Collaborative Work Management.

    • Generate acceptance criteria for CWM stories – Create clear, comprehensive, and testable acceptance criteria for user stories without writing them manually in Collaborative Work Management (CWM). Review and refine suggested options to ensure they meet your requirements.

    • Plan work items into sprints in CWM – Schedule stories and other CWM tasks from the backlog into sprints or move work across sprints in Collaborative Work Management.

    • Start or complete a sprint in CWM – Start a sprint so that your team can start work on the planned items. After your team finishes the assigned work, you can mark this sprint complete, all directly from the Sprint planning view in Collaborative Work Management.

    • Create a retrospective board for a sprint in CWM – When marking a sprint complete, choose to create a sprint retrospective board for your team to collaborate and reflect on the recent sprint in Collaborative Work Management.

    • Scrum tasks for stories – Extend your agile workflow in CWM by breaking user stories into scrum tasks. This gives your team the granularity needed to estimate effort, distribute work, and track daily progress through a sprint.

    • Add scrum tasks to stories – Break down a user story into scrum tasks in Collaborative Work Management (CWM) to distribute work across team members and track daily progress during a sprint.

    • Generate scrum tasks for CWM stories – Use ServiceNow Otto to automatically generate scrum tasks for a story in Collaborative Work Management (CWM) based on the story’s description and context, saving time on manual task breakdown.

    • Task dependencies and relationships – Increase visibility into how work is connected by linking work items directly in Collaborative Work Management (CWM), eliminating the need to track dependencies in spreadsheets or notes fields.

    • Add a dependency to a work item – Link a work item to another in Collaborative Work Management (CWM) to show how they relate, whether one is a prerequisite for another or they are generally connected.

    • Remove a dependency from a work item – Unlink a relationship between work items in Collaborative Work Management (CWM) when it is no longer relevant or was added incorrectly.

  • Connect EAP and CWM – Enhance visibility and streamline planning for your Agile teams by connecting Enterprise Agile Planning (EAP) with Collaborative Work Management (CWM).

  • Integration with Project Workspace – View and manage project tasks alongside CWM work without switching applications. Team members can see assigned project tasks, break down work, and manage connections while project managers track execution in Project Workspace.

    • Hierarchy and permissions – Learn how assignee, hierarchy, and item-type conditions determine which project tasks accept CWM children and who can add or move them on a Board.

    • Show the Project and Project task columns in a CWM Board – Display the Project and Project task columns on a CWM Board List view so that team members can see which project task each work item supports.

    • View project tasks assigned to you in CWM My Work – Track project tasks alongside your other CWM work from a single view in My Work. Project tasks show up when you’re assigned to them directly or through a group.

    • Create a CWM task or story under a project task – Break down a project task by creating child CWM tasks or stories under it on a Board. New child items are automatically linked to the parent project task and to its project.

    • Change or remove the project task connection for a CWM item – Reassign a CWM task or story to a different project task, or break the connection to a project task entirely, from the List view of the CWM Board.

  • My Work in CWM – Manage your work from all ServiceNow applications from a centralized view in the Collaborative Work Management workspace.

  • Manage lists in CWM – Access predefined lists and your own custom lists of records from any table, without leaving Collaborative Work Management (CWM).

    • Create a custom list in My lists – Create a custom list of records from any table in your ServiceNow AI Platform instance to access a saved, filtered view of records from the Lists panel in Collaborative Work Management (CWM).

    • Add a record to a list in CWM – Use CWM Lists to add a record to the source table of a predefined or custom list, without leaving the CWM workspace.

    • Edit a record from a list in CWM – Edit a record in a default or custom list without leaving the list view in CWM.

    • Export a list in CWM – Export the records in a default or custom list in Collaborative Work Management to Excel, CSV, JSON, or PDF, either as a direct download or delivered by email.

  • Manage SPM work from CWM – 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.

    • Team member role permissions – 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.

  • Collaborate with Docs – Manage all kinds of documentation for work such as meeting notes, project requirements, or technical specifications using rich text Docs with real-time collaboration.

    • Create a Doc in CWM – Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.

    • Manage pages and subpages in CWM Docs – Flexibly organize information for your teams and work items by creating, duplicating, and deleting pages and subpages within a Doc in Collaborative Work Management (CWM) workspace.

    • Summarize and refine content – Gain insights into the page content by summarizing it or improve content quality by refining it in CWM Docs.

    • Generate and improve content – Use ServiceNow Otto within your Docs to generate new content, summarize or expand sections, and refine drafts. Avoid starting Docs from scratch, save time, and keep your content relevant. Use ServiceNow Otto within your Docs to generate new content, summarize or expand sections, and refine drafts. Avoid starting Docs from scratch, save time, and keep your content relevant.

    • Add comments to Docs – Add a comment to specific text in a Doc to share feedback or start a discussion without modifying the Doc content.

    • Manage comments in Docs – Edit, reply to, or delete comments in Docs to maintain relevant discussions and keep your documentation organized.

    • Hide or show comment highlights in Docs – Toggle comment highlight visibility in Docs to switch between a clean reading view and a markup view.

    • Disable comment notifications in Docs – Turn off email notifications for comment activities in Docs to manage which comment events you’re notified about.

    • Duplicate a Doc in CWM – Save time by duplicate an existing Doc to copy all its pages and content without having to copy the information manually in the Collaborative Work Management workspace.

    • Export a Doc in CWM to a PDF file – Use the Docs offline, and share with teams or stakeholders outside Collaborative Work Management (CWM) by exporting Docs as PDF.

  • Use templates for Boards and Docs – By enabling creation of Boards and Docs from predefined or custom templates, Collaborative Work Management (CWM) helps improve efficiency, save time, and reduce inconsistencies in format.

    • Create a Board or Doc from a template in CWM – Create Boards or Docs using predefined or custom templates from the Template Center.

    • Apply a template to existing Board or Doc in CWM – Apply predefined or custom templates to existing Boards or Docs in Collaborative Work Management workspace so that you can avoid inconsistencies in structure and format across your processes.

    • Save a CWM Board or Doc as a template – Save a Board or Doc, which you created or personalized, as a template. This lets you reuse the same structure and format for other Boards and Docs in the future.

    • Update a template in CWM – Update sharing permissions for a Board template or edit the format of a Doc template using the Template Center in Collaborative Work Management (CWM).

    • Delete a Board or Doc template in CWM – Delete any custom templates that are no longer necessary for your workflows using the Template Center in Collaborative Work Management (CWM).

  • Reference – Reference topics provide details on the roles, tables, and properties installed with Collaborative Work Management (CWM).

  • Components installed – Several types of components are installed with activation of the Collaborative Work Management application, including tables and user roles.

  • Properties installed – System properties that you can configure to include other ServiceNow AI Platform records in CWM Docs and modify the way non-CWM users request access to the workspace.

  • Skill inputs – Learn about the inputs of each skill of ServiceNow Otto for CWM. By configuring inputs for a skill, you can determine how and when a skill is used within the CWM workspace.

  • Task grouping for My Work – Learn how various tasks assigned to you are grouped based on their State and Priority in My Work reports of Collaborative Work Management (CWM).

  • Access from project and CWM permissions – Learn how project users and CWM users can access project tasks and CWM tasks within the Collaborative Work Management workspace.

• SPM Enterprise-Wide Deployment – SPM Enterprise-Wide Deployment (EWD) provides data partitioning capabilities for Strategic Portfolio Management (SPM) tables that enable organizations to separate and control record visibility across functions such as departments and business units.

  • Explore – SPM Enterprise-Wide Deployment (EWD) partitions SPM tables data so that you can restrict record access by department, business unit, or other function.

  • Additional security – Additional security is an ACL (Access Control List) enforcement feature available with Extended Security for Enterprise-Wide Deployment that applies partition-based access control to four partitioned tables: Project, Demand, Program, and Portfolio.

  • Configure – Configuring Enterprise-Wide Deployment (EWD) involves creating partitions, defining partition criteria for supported tables, and assigning partition roles to users or user groups to enforce function-level data separation.

  • Install SPM Enterprise-Wide Deployment – You can install the SPM Enterprise-Wide Deployment application (sn_spm_ewd) if you have the admin role.

  • Install Extended Security for Enterprise-Wide Deployment – You can install the Extended Security for Enterprise-Wide Deployment application (sn_spm_ewd_sec) if you have the admin role.

  • Configure administrator access to all partitions – Enable or disable the system property to control whether system administrators can access all partitioned data across your enterprise deployment, or only their assigned partitions.

  • Enable additional security for partitions – Enable additional ACL enforcement for partitioned tables to strengthen access control validation. Select the tables where you want to apply enhanced security.

  • Create and configure a partition – Create a partition to control record visibility for users within a specific function, such as a department or business unit.

  • Map a dashboard to a partition – Give a partition its own dashboard for an experience, such as Demand Management, so that users who select the partition see the dashboard mapped to it.

  • Assign partition role to users – Assign a partition role to users or user groups to grant them access to records within a specific partition.

  • Assign PMO role for visibility across all partitions – Grant users or user groups access to partitioned records in Enterprise-Wide Deployment by assigning the appropriate EWD PMO role.

  • Verify partition configuration – Verify that partitions are configured correctly by impersonating users with different partition roles and checking that record visibility is enforced across all workspaces.

  • Update partition details for existing records – Update existing records in the project, demand, programs, portfolios, and planning item tables with partition details by running the Update existing records with partition details scheduled job.

  • Reference – Reference information to provide additional details about Enterprise-Wide Deployment and Extended Security for Enterprise-Wide Deployment such as the fields, user roles, tables, scheduled jobs, and system properties information.

  • Components installed with Enterprise-Wide Deployment – Several types of components are installed with installation of the Enterprise-Wide Deployment application, such as user roles, tables, and scheduled jobs.

  • Supported tables for partition – Several tables are supported for partition using Enterprise-Wide Deployment, including direct and indirect related tables for each entity.

• ServiceNow Otto for CWM – The ServiceNow Otto for CWM application uses generative AI skills to improve time to value for the tasks you perform in the CWM workspace.

• Retail Strategic Portfolio Management Suite – Retail Strategic Portfolio Management Suite (SPM Retail) helps retail organizations plan, manage, and track strategic initiatives across their operations.

  • Explore – The Retail Strategic Portfolio Management Suite (SPM Retail) is a purpose-built extension of the Project Workspace offering from ServiceNow that gives retail organizations a structured, repeatable way to manage store lifecycle projects. Playbooks for these projects give retail project managers a ready-made, step-by-step roadmap for every store scenario. As a result, they execute consistently and never have to invent the sequence or approvals.

  • Explore retail projects – Retail Strategic Portfolio Management Suite enables retail organizations to plan, execute, and track store life cycle projects such as new store openings, closures, refurbishments, relocations, and technology refreshes.

  • Explore playbooks for retail projects – Playbooks in Retail Strategic Portfolio Management Suite provide a guided, structured approach to managing store life cycle projects from initiation to completion. This helps project teams follow a consistent process across every store scenario.

  • Configure – Configure Retail Strategic Portfolio Management Suite (SPM Retail) to manage store life cycle projects such as new store openings, closures, refurbishments, relocations, and technology refreshes. Follow the configuration overview or use guided setup to get started.

  • Install Retail Strategic Portfolio Management Suite – Install Retail Strategic Portfolio Management Suite from the ServiceNow to add retail workforce management capabilities to your instance. You need the admin role to complete this task.

  • Add members to HQ group to complete playbook – Add approvers to the Retail HQ Governance group so the system can send playbook stage approval requests when all sections are marked complete or skipped.

  • Use – ServiceNow Retail Strategic Portfolio Management Suite (SPM Retail) is a retail-focused extension to the Strategic Portfolio Management’s workspace facilitating customers to manage the retail stores.

  • Create a retail project – Set up a retail project from a template to plan and track store operations, including store openings, relocations, refurbishments, technology refreshes, and closures.

  • Enter project type fields – Define the key dates to categorize and manage retail projects using the Retail Strategic Portfolio Management Suite.

  • Use playbooks – Use a playbook to guide a retail store project through each stage of its life cycle, from initiation to go-live or closure. Playbooks provide step-by-step activities within each stage, confirming that required information is captured and governance processes are followed.

  • Work with retail project tasks in Employee Slate – The My Retail Project Tasks widget shows employees a quick view of the customer project tasks assigned to them on the Employee Slate.

    • Manage a customer project task in Employee Slate – Add work notes, attachments, or edit the customer project tasks details using the My Retail Project Tasks widget on your Employee Slate.

  • Reference – Reference material for Retail Strategic Portfolio Management Suite, including field descriptions, configuration values, and lookup data to consult when setting up or managing the application.

  • Roles, tables, and properties – Roles, tables, and properties installed with Retail Strategic Portfolio Management Suite and the access each role grants for managing retail store life cycle projects.

  • Project Type Fields form – Field descriptions for the Project Type Fields form. Use this reference when entering key project dates for a retail store project.

• Goal Framework and Goal Framework for SPM – Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework.

  • Explore – The Goal Framework application helps you create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes.

  • Enterprise strategy example – For defining an enterprise strategy, you can start by creating a strategic plan that captures your organization’s mission, vision, and values. You then define strategic priorities that align with your mission and vision of your organization, and create goals under each priority to establish what your organization wants to achieve. For each goal, you can set targets to track and measure progress toward achieving it.

  • Automatic status calculation for targets – Automatically determine status for targets consequently rolling up to goals based on achievement percentages. Status is calculated when you enter actual values and achievement of actuals compared to the planned target against predefined thresholds (Green, Yellow, Red).

  • Status calculation specifications and examples – Detailed specifications for status calculation across different target types, calculation formulas for targets with and without breakdowns, and worked examples demonstrating status assignment and rollup mechanics.

  • Better together with other ServiceNow applications – The integration of Goal Framework or Goal Framework for SPM with other ServiceNow applications helps portfolio, product, and program managers to optimize planning and track goals for their products.

  • Configure – As an administrator, use this section to set up the Goal Framework and Goal Framework for SPM applications.

  • Install Goal Framework and Goal Framework for SPM – You can install the Goal Framework (sn_gf) and Goal Framework for SPM (sn_gfa) applications if you have the admin role.

  • Migrate existing goals data to Goal Framework tables – If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the Goal Framework tables by running the scheduled job.

  • Configure goal preferences – Configure goal preferences to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

  • Configure a table for an assigned entity – Configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.

  • Import goals and targets data from a spreadsheet – With the admin role, you can import your existing goals and targets data from a spreadsheet to the Goal Framework tables.

  • Modify target actuals automation schedule – Use the Goal Framework for SPM application to modify the run time for the scheduled job according to your preference to auto-update the actual value of the targets for which a target source has been configured.

  • Configuring target source for target automation – Configure target sources for target automation so that the goal user can define a target source when setting a target for the goal. Defining a target source for a target updates the actual value of the target automatically.

    • Context variable in target source – The context variable is an additional configuration for the target source that can be used on the Target form to fetch the required data and auto-update the Actual value field on the Target form. A context variable is required for target source types Assessment/Survey and PA Indicator.

    • Create a target source – Create a target source so that the goal user can configure it for the targets to automate the Actual value of the targets.

    • Create context variable for a target source – Create a context variable manually if you want to configure more context variables for a target source.

    • Create context variable for PA Indicator – Create a context variable manually for the target source type PA Indicator if the breakdown is of Choice list type.

  • Migrate target breakdowns – After upgrading to Goal Framework for SPM v2.3.0 or later, run the Migrate BreakdownInterval To Checkinfrequency scheduled job to migrate the existing values from the Review frequency field to the Check-in frequency field in the target records.

    • Target breakdowns migration – As an administrator, when you run the Migrate BreakdownInterval To Checkinfrequency scheduled job, the existing values in the Review frequency and Breakdown interval fields are migrated to the Check-in frequency field in the target records.

  • Defining a custom unit of measure – Defining a custom unit of measure helps the goal users to set the unit of measure for targets as per their choice. Unit of measures are two types, quantitative and qualitative.

  • Configure automatic status calculation – Configure system-wide automatic status calculation settings to determine target and goal status automatically based on achievement percentages. Enable or disable automatic calculation and customize Green, Yellow, and Red threshold values to align with your organizational governance policies.

  • Manage goals – Understand the process required to define goals using Goal Framework.

  • Create a strategic plan – As a strategy planner, you can create and manage strategic plans for your organization. Create a strategic plan to define the purpose of your organization, its strategic priorities, and the associated goals.

  • Create a strategic priority – As a strategy planner, you can create and manage the strategic priorities for the strategic plans for your organization. Create a strategic priority to orient your organization strategic plan toward your goal.

  • Create a goal – Create goals and set targets to measure overall goal progress and evaluate them to align with the organizational strategic priorities.

  • Create targets for a goal – Create SMART targets for goals to track and measure the progress of the goals.

    • Update the progress of a manual target – Update the progress of a target when its status is changed.

    • Update the progress of a target using Goal Framework for SPM – Update the progress of a target using the Update Actual value related link on the Target form.

  • Target breakdowns – Breaking down a target into smaller periods (for example, Monthly) helps you set a target value for each month and focus on that specific monthly target. The target breakdowns are automatically created based on the Check-in frequency and Target value distribution set for the target.

    • Update the actual value of a target breakdown – Update the actual value of a target breakdown when its status is changed. Updating the actual value of a target breakdown automatically updates the actual value of its target. After the Actual field of the target is updated, the progress value for the target and its goal is auto-updated.

  • Associate a work or planning item – Create a goal or target relationship with a work, planning, strategic, or any other item to identify and associate your current or future work and achieve your goals and targets.

  • Associating the primary goal or target – You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items.

  • Reference – Reference information to provide additional details about Goal Framework and Goal Framework for SPM such as the fields, user roles, and tables.

  • Components installed with Goal Framework and Goal Framework for SPM – Several types of components are installed with the installation of the Goal Framework and Goal Framework for Strategic Portfolio Management (SPM) applications, including user roles, scheduled jobs, tables, and scripts.

  • Context Variable form – Use the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values.

  • Goal Assigned Entity Configuration form – Use the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.

  • Goal form – Use the Goal form to create goals for your organizational strategic priorities.

  • Goal/Target Relationship form – Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.

  • Goal Preferences form – Use the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

  • Progress value calculation – The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.

  • Scheduled Script Execution form – Scheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.

  • Strategic Plan form – Use the Strategic Plan form to define the purpose of your organization, its strategic priorities, and the associated goals.

  • Strategic Priority form – Use the Strategic Priority form to orient your organization strategic plan toward your goal.

  • Target automation script for benefit plans – Use the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items.

  • Target Breakdown form – Use the Target Breakdown form to track and measure the progress of the target and its goal.

  • Target form – Use the Target form to track and measure the progress of the goals.

  • Target Source form – Use the Target Source form to create and configure a source for your targets so that the actual value of the target is auto-updated.

  • Domain separation and Goal Framework – Domain separation is supported for Goal Framework and Goal Framework for SPM. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

• MCP for Strategic Portfolio Management – MCP for Strategic Portfolio Management (SPM) connects any MCP-compatible AI assistant to your ServiceNow instance, giving strategy and PMO leaders, portfolio managers, and project managers direct access to live SPM data through natural language prompts. Instead of navigating multiple workspace views, users can ask for at-risk goals, portfolio plan insights, project insights, and project risks — and get results instantly, from whichever AI client they already work in.

  • Explore – With MCP for Strategic Portfolio Management, strategy/PMO leaders, portfolio managers, and project managers can access goal insights, portfolio insights, project insights, status reports, and risk in projects directly in their AI client and planning workflows — without opening the ServiceNow instance.

  • Configure – Configure the SPM MCP server to authenticate and connect your ServiceNow instance to an MCP-compatible AI assistant. Set up OAuth credentials and specify the instance URL and server path to enable natural language access to SPM data.

  • Install MCP for Strategic Portfolio Management – You can install the MCP for Strategic Portfolio Management application (com.sn.spm.mcp) if you have the admin role.

  • Connect the SPM MCP server to an AI assistant – Connect the SPM MCP server to an AI assistant so that the assistant can query goals, portfolio plans, and project insights directly from your ServiceNow instance.

  • Use – MCP for Strategic Portfolio Management connects any MCP-compatible AI assistant to your ServiceNow instance, giving PMO leaders, portfolio managers, and project managers direct access to live SPM data through natural language.

  • Access Strategic Portfolio Management data using MCP tools – Use MCP tools to query live Strategic Portfolio Management data — including at-risk goals, portfolio plan insights, project insights, and project risks — from any MCP-compatible AI assistant.

  • Reference – Reference information to provide additional details about MCP for Strategic Portfolio Management reference such as the fields, user roles, tables, and tools information.

  • Components installed with MCP for Strategic Portfolio Management – Reference information to provide additional details about MCP for Strategic Portfolio Management such as the fields, user roles, and tables.

• Project Portfolio Management – ServiceNow Project Portfolio Management (PPM) provides a simplified, team-oriented approach to managing projects, portfolios, their resources and financials by combining several individual applications.

  • Explore Project Portfolio Management – Learn more about Project Portfolio Management (PPM) with a sample workflow and review the benefits it can provide for different users in your organization.

  • PPM Standard (Project Portfolio Management) – The ServiceNow PPM Standard, earlier known as Project Portfolio Suite with Financials, application integrates Financial Management and Project Portfolio Management.

    • Activate Investment Funding for projects and demands – Activate the Investment Funding (com.snc.investment_funding) plugin if you have the admin role. This plugin includes demo data and activates related plugins if they aren’t already active.

    • Currencies and budget reference rates – The support for use of multiple currencies provides conversions for budget items in different currencies.

  • Test Management 2.0 integration with Project Portfolio Management – Test Management 2.0 integration with Project Portfolio Management enables you to carry out testing activities on projects.

  • Agile Development 2.0 integration with Project Portfolio Management – Project Portfolio Management leverages the Agile Development 2.0 application to combine the Scrum methodology with project-based IT development.

    • Create and manage agile projects – An overview of the tasks involved in creating an agile project.

    • Define an Agile group – Create an agile assignment group to later assign the work of an agile project.

    • Add group members – Create an agile assignment group to later assign the work of an agile project.

    • Decide the capacity of a group – Create an agile assignment group to later assign the work of an agile project.

    • Convert a release team to an agile group – Create an agile assignment group to later assign the work of an agile project.

    • Create a sprint – Create an agile assignment group to later assign the work of an agile project.

    • Create multiple sprints – Create an agile assignment group to later assign the work of an agile project.

    • Assign a group to a project – Assign a group to a project so that the group later works on the tasks of the assigned project.

    • Add stories to a project – Create stories and associate them to a project or add existing stories to your project.

    • Plan sprints – Streamline your sprint planning and completion activities using the Sprint Planning tab.

    • Track progress – Track the progress of an agile phase from the Project Workbench timeline.

  • Activate PPM Standard (Project Portfolio Management) – Activate the PPM Standard plugin (com.snc.financial_planning_pmo) if you have the admin role. This plugin installs the Project Portfolio Management applications.

  • Innovation Management – The Innovation Management enables you to gather and evaluate ideas efficiently, and to quickly identify and process the ideas with the greatest potential for implementation.

  • Exploring Innovation Management – The Innovation Management application is a central repository to gather and evaluate ideas to determine which ideas are most likely to be implemented.

    • Predictive Intelligence – The Predictive Intelligence for Innovation Management capability uses machine-learning algorithms to search and display similar ideas while submitting a new idea.

  • Configuring Innovation Management – Configure Innovation Management application to analyze, track, and promote ideas to a task, demand, or project. This application is available with Strategic Portfolio Management.

    • Install Idea Manager dashboard – You can install the Idea Manager dashboard application from ServiceNow Store if you have the admin role. This application includes demo data and installs the related plugins if they are not already installed.

    • Configure idea categories – Map an idea category table with an Idea module to specify the category options listed on the Idea Portal and the create an idea form.

    • Configure idea categories – Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea.

    • Migrating from the legacy Ideas application to Idea Portal – If you are upgrading to the Australia release, complete the migration tasks after the upgrade to start using the new Idea Portal.

  • Managing ideas using Innovation Management – Use the features and capabilities of Innovation Management to capture, analyze, and manage your ideas. As an idea manager, manage submitted ideas by reviewing them, making modifications, or deleting outdated ones, identifying duplicates, and updating and tracking their state.

    • Submit an idea – Submit an idea for a product, feature, enhancement, or change in the Idea Portal for others to vote on. Select categories relevant to the idea and, if useful, attach files to add details.

    • View, filter, and sort ideas – View ideas submitted by you or all submitted ideas. Filter and sort the ideas based on idea state, category, or date.

    • Collaborate on ideas – Use the comment option to discuss ideas and exchange information about ideas. Up-vote or down-vote an idea to register your level of interest and support for an idea. Subscribe to an idea to track its progress.

    • Manage ideas – As an idea manager, manage submitted ideas by reviewing them, making modifications, or deleting outdated ones, identifying duplicates, and updating and tracking their state.

    • Evaluate an idea – Review submitted ideas and then accept or reject them.

    • Create a task for an idea – Create a task for planning and developing an accepted idea.

    • Train the similarity solution to find similar ideas – Train the Similar Ideas solution definition included within the Predictive Intelligence for Ideation capability to find related ideas when submitting an idea or viewing ideas in the Idea Portal.

    • Find similar ideas – Use a guided template that walks you through training the Similar Ideas solution definition for finding similar ideas.

  • Manage Idea Portal – The Idea Portal is your central location to collect, curate, and promote ideas into demand, project, epic, or story. It enables integration of key feedback and requests into your product planning and development process.

    • Idea Portal administration – Idea Portal enables end users to view, submit, filter, sort, comment, and vote on ideas. Idea managers use the Idea Portal to review, evaluate, collaborate on, and manage ideas. An idea admin configures an Idea module, maps idea categories to the Idea module, and adds navigation for the Idea Portal page.

    • Idea Portal navigation – Configure the Idea Portal URL to enable access to the Idea Portal from the application navigator.

    • Create an Idea module – An Idea module defines the ideas and categories that are displayed in the Idea Portal. Create an Idea module to store and group ideas, and define categories based on product, department, or business unit.

    • Define idea categories – Create idea categories that a user can select to associate with a submitted idea. You can also add custom idea categories.

    • Adding Idea Portal to Employee Center – Improve engagement experience for your employees by enabling navigation to Idea Portal from Employee Center.

  • Analyzing idea metrics using Idea Manager dashboard – Review, analyze, and manage your ideas effectively by using the Idea Dashboard manager.

  • Integrating Innovation Management with Universal Request – Integration of Innovation Management with Universal Request extends the capabilities of Universal Request and enables your employees and agents to create an idea from a universal request.

    • Create an Idea from Universal Request – Create an idea from a universal request after initial evaluation for a new product, feature, enhancement, or change.

    • Idea state mapping – Map your idea states to the Universal Request states to provide a better user experience during the idea state transition and to track the progress of the idea.

    • Transfer an Idea to another department – Transfer an idea to another department with or without resolution if the idea is rejected or cannot be implemented.

  • Innovation Management reference – Reference information to provide additional details about Innovation Management such as the fields, user roles, tables, and guidelines.

    • Form field information for Innovation Management – Field information for forms used in the Innovation Management.

    • Create an Idea form – Learn about the fields of the Idea form. Use this form to create or edit the details of an idea in Innovation Management.

    • Idea Category Configuration form – Learn about the fields of the idea category configuration form. Use this form to create or edit the details of an idea category configuration in Innovation Management.

    • Idea category form – Learn about the fields of the Idea category form. Use this form to create or edit the details of an idea category in Innovation Management.

    • Collaborate on idea – Learn about the actions of the collaborate on an idea form. Review the idea details and then choose which action to perform on the idea. Collaborate on an idea with other submitters and stakeholders. Add comments or reply to comments to request more information or answer questions. Vote for the ideas you would like to see developed.

    • Manage ideas – Learn about the actions of the manage ideas form. Review the idea details and then choose which action to perform on the idea.

    • Evaluate ideas – Learn about the actions of the evaluate ideas form. Review the submitted ideas and then choose which action to perform on the idea. You can analyze the submitted ideas and then accept or reject them.

    • Idea module form – Learn about the fields of the Idea module form. Use this form to create or edit the details of an idea in Innovation Management.

  • Demand Management – The Demand Management application consists of tools for capturing, centralizing, and assessing strategic and operational demands. It also provides a single location for managing all the demand information.

  • Explore – Learn more about Demand Management and its process flow, and reviewing its benefits to your organization.

    • Process flow – The Demand Management process flow consists of the following tasks.

    • Demand workbench – The demand workbench provides a central location for viewing and assessing business demands.

    • Bubble chart – The interactive bubble chart on the demand workbench is a dynamically updated graph that plots metrics for multiple demand records.

    • List view – The lower pane of the demand workbench displays a list of the demands shown in the bubble chart.

    • Predictive Intelligence – The Predictive Intelligence for Demand Management capability uses machine-learning algorithms to search and display similar demands while creating a demand in the Demand form.

    • AI skills for Demand Management – ServiceNow Otto for Strategic Portfolio Management provides AI-powered skills for demand records that help you quickly understand demand details and identify related records. These skills improve planning efficiency and support informed decision-making.

  • Configure – Configure your Demand Management application to assess and promote demands to projects, enhancements, changes, defects, or Enterprise Agile Planning (EAP) entities.

    • Multicurrency – The multicurrency feature tracks demand financials in the corporate currency, regional currency, or the project currency. Corporate policy typically governs this preference.

    • Select currency preference – Set your currency preference to use for managing and tracking the financials of your demands from the functional currency, regional currency, or local currency.

    • Enable demand currency view – Switch to the demand currency view to track the planned costs of a demand in the selected currency.

      • Multicurrency fields in demand-related forms – When you enable the Demand Currency view in a Demand, Cost Plan, and Cost Plan Breakdown forms, you can observe the multicurrency fields in the Financials section of the forms.

      • Allocate budget – Set the capital expense (Capex) and operating expense (Opex) budgets in demand or functional currency according to the fiscal years. The sum of the Capex and Opex budgets is calculated as the total budget in demand currency.

      • Cost plan updates and cost recalculation – Updating the unit cost, quantity, or fiscal period of a cost plan updates all the related amount fields in the cost plan and its breakdowns. Also, the amounts in the related fields of the demand, to which the cost plan is rolling up, are recalculated and reflected in the demand currency.

      • Benefit plan updates and recalculation – Changes to the entered currency, benefit, offset type, or fiscal period of a benefit plan update all related amount fields and breakdowns. The related demand fields are recalculated and reflected in demand currency.

    • Quick start tests for Multicurrency – Validate that the multicurrency in Demand Management still works after you make any configuration change such as applying an upgrade or developing an application. Copy and customize these quick start tests to pass when using your instance-specific data.

    • Upgrade existing demands – Execute scheduled jobs to upgrade your existing active and inactive demands, respectively, after activating the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin.

    • Set up – Perform these tasks to set up Demand Management.

    • Plan – Plan the listed items before setting up Demand Management.

    • Populate the stakeholder registry – Add users to the stakeholder registry so that demand and project management can automatically populate the stakeholder list when a user creates a demand or project.

    • View an assessment metric category – View assessment metric categories that are used with assessment metric types and assessment metrics in generating the bubble charts on the Demand Workbench. The bubble charts help the demand managers to assess the demands visually.

    • Configure a widget for financial metrics – Configure a widget to view and track the financial metrics of a demand on the Demand Financials page.

      • Associate a widget to the Demand table – After you configure a widget, associate it with the Demand table to show the financial data of a demand.

    • Configure demand workbench – Update the demand workbench to configure parameters such as bubble chart.

    • Configure the demand AI skills – Configure the generative AI skills for demands by defining their triggers, display locations, and access settings to make it available to users.

    • Copy and customize the demand summarization skill – Copy the base demand summarization skill and customize it with your own fields, related entities, and prompt to summarize demands.

  • Use – Users with the demand manager role can create, view, and modify demands using the Demand Management application.

    • Assess demands – The Demand Management application comes with two demand visualization tools that can aid decision makers with demand assessment.

    • Create a demand – Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization.

    • Create a qualified demand – The demand manager can create a qualified demand from the demand workbench list view.

    • Create a demand task – Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the actual time and effort spent on performing the specified activities.

    • Submit a time card for a demand task – The resources assigned to a demand task create and submit a time card or time sheet to record the time spent on a demand task. The reported hours are used to calculate the actual cost and effort for a demand task.

    • Create an artifact from a demand – Create an artifact, such as a work item, from a demand so that you can track work on the demand.

      • Create an EAP entity from a demand – Create an Enterprise Agile Planning (EAP) entity, such as an epic, feature, or capability, from a demand so that you can start to work on these entities in Enterprise Agile Planning.

    • Create a monetary benefit plan – Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed. Create a monetary benefit plan to specify the estimated benefit in a category for a fiscal period.

      • Update a monetary benefit plan breakdown – Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Create a non-monetary benefit plan – Create a non-monetary benefit plan to specify the estimated benefit in a category for a fiscal period. Demand benefit plans capture the potential non-financial benefits accrued by the demand when the demand is executed.

      • Update a non-monetary benefit plan breakdown – Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Associate monetary and non-monetary benefit plans – Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.

    • Create a demand cost plan – Demand cost plans capture the costs of demands. Create a cost plan to specify the unit cost of a cost type for a fiscal period.

    • View financial summary of cost and monetary benefit plans – View a breakdown of the cost and benefit components of a demand to track the financials of your demands. The financial summary enables you to assess the progress of the demand and track financial changes and their impact on the demand over a period.

    • Create an expense line – A demand expense line is the cost associated with a specific source, such as a user or a fixed asset. Expense lines are part of demand cost plans.

    • Create and manage resource assignments – As a resource requester, find the availability of the resources, and create and manage the resource assignments for a demand.

      • Recalculate costs – Recalculate the costs of all active resource assignments of a demand after hourly rates change in the associated rate model. Recalculating keeps plan costs up to date.

    • Generate labor costs – Generate labor costs to view the expenses of resources using resource assignments and cost plans.

    • Migrate budget of active demands to Next Experience – Migrate your demand budget to Next Experience to manage the financials using Project Workspace.

    • Migrate financial baselines of demands to Next Experience – Migrate the financial baselines of demands to Next Experience to manage the financial using Project Workspace.

    • Allocate budget to a demand – Set the budget of a demand according to the fiscal years.

    • Enable lean budgeting for demands – Enable the Investment Budget option to allocate budgeting for demands at fiscal period.

      • Manage lean budgeting for demand – Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.

    • Create a baseline of a demand – Create a financial baseline of a demand to capture a snapshot of cost plan, benefit plan, and demand-level financial metrics at a specific point in time.

      • Compare financial baselines – You can compare baselines to review the variances in the financial data of a demand and see what changed.

    • Realign resource assignments with demand – Planning and execution of your roadmap involves change in priority or timelines of your work. In such cases, you can adjust the resource assignment dates to match with the latest dates of your demands.

    • Identify similar demands using AI – Use the identify similar records skill to find demand records with similar names, descriptions, or business case content.

    • Summarize demands with the demand summarization skill – Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.

    • View demands – You can view existing demands at any time.

    • View an artifact created from a demand – As the demand manager, you can view an artifact created from a demand.

    • View a demand summary – Hover over a bubble in the demand workbench bubble chart to display a summary of the demand information.

    • Add details to demands – The demand manager typically works with a business relationship manager to identify stakeholders and elicit requirements, risks, and other important information.

    • RIDAC (Risk, Issue, Decision, Action, and Request Changes) records – RIDAC is an acronym for Risk, Issue, Decision, Action, and Request Changes records. Create a risk for your demand that you can convert to other records during the demand life cycle. Track issues and avoid manual copying of relevant details in related records.

    • Add risks for a demand – Add a risk to a demand to identify, analyze, prioritize, plan, and track a risk during any phase of the demand life cycle. Assess potential problems and the severity of their impact to take informed decisions about the demand.

      • Configure a custom Risk rank and Risk value – Configure custom risk rank and value scores (such as High-Medium, Medium-Low, or Absolute-Low) to rate the impact and probability factors for a risk.

    • Add issues for a demand – Add an issue to a demand to escalate a risk or to track an unexpected problem. For example, a technical malfunction or resource unavailability that occurs during any phase of the demand life cycle. If the issue remains unresolved, unnecessary conflicts, delays, or even a failure can occur.

    • Add decisions for a demand – As a demand manager, develop a plan to manage risks and issues proactively with solutions. Add the solution for a risk or issue to a demand in the form of a decision. You can also convert a risk or an issue to a decision or a decision to an action or a request change.

    • Add actions for a demand – Add actions that are required for resolving an issue or risk for a demand. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

    • Add Request Changes to a demand – As a demand manager, you might create a request change as the outcome of the action taken to resolve an issue or mitigate a risk. The request change might result in changing the demand’s scope, resource requirement, cost, or schedule to minimize the impact of a risk or issue.

    • Convert one record to another – Convert one RIDAC record to another to retain record information and track issues without creating a record manually.

    • Associate existing records – Link existing RIDAC records (risks, issues, actions, decisions, and request changes) to one another for your demand. Associating RIDAC records with each other enables you to keep a record of risks or issues and their outcome for analysis at demand closure and planning. It also helps to track the risks and issues throughout the demand life cycle.

    • Reset a demand to Draft state – A demand can be moved back to the Draft state, if necessary.

    • Delete demands – Demands can be deleted only while in the Pending state.

    • Move and resize a demand – As the demand manager, you can move and resize bubbles in the bubble chart.

    • Train the similarity solution to find similar demands – Train the Similar Demands solution definition is included within the Predictive Intelligence for PPM capability to find related demands when creating a demand.

    • Find similar demands – Use a guided template that walks you through training the Similar Demands solution definition for finding similar demands.

    • Associate AI systems with demands – Add and manage AI system associations directly from the AI Associations tab in Demand Management.

    • Work with demands in Employee Slate – The My Demands widget and conversational experience in Employee Slate brings demand creation and tracking into a single, conversation-first workspace. Requesters can create demands through the conversational experience and track them using widgets.

    • Edit a draft demand in Employee Slate – Update the details of a draft demand in Employee Slate before submitting it for a demand manager’s review.

    • Configure the demand details fields in Employee Slate – Configure the fields that appear in the demand details ticket page in Employee Slate.

  • Reference – Reference information to provide additional details about Demand Management such as the fields, user roles, tables, guidelines, and domain separation information.

    • Demand tasks – A demand task is a unit of work created within a demand. Use demand tasks to break down planning activities before converting the demand into a project, change, enhancement, or defect.

    • Actual cost and effort calculation – The actual cost and effort are realized cost incurred and time spent for the work performed on a demand and demand task during a specific time period. Calculations are based on approved time cards and the hourly rate for each resource. The hourly rate determines how actual cost and effort vary.

    • Demand Management key terms – Important terms in Demand Management are listed in the table.

    • Inputs for AI skills – Learn about the inputs of each skill for the ServiceNow Otto for Strategic Portfolio Management application. By configuring the inputs for a skill, you can determine how and when a skill is used.

    • Stage fields – The Stage field on the Ideas list displays the current state of an idea as it moves through the demand life cycle. The current state includes from an idea to a demand and then to the resulting project, enhancement, change, or defect.

    • Composite Fields – A composite field combines information from two fields in a table to form a single field.

    • Domain separation and Demand Management – Domain separation is supported in Demand Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

    • Data migrated from demands to artifacts – Data fields that are migrated from a demand to an artifact when the artifact is created from the demand.

    • Data migrated from a demand to a created project – Data fields are migrated from a demand to a project when the project is created from the demand.

    • Data migrated from demand to EAP entities – Data fields are migrated from a demand to an EAP entity when the entity is created from the demand.

    • Demand Management forms – Field information for forms used in the Demand Management application.

    • Action form – Use an action form to add an action to a demand.

    • Cost plan form – Use the cost plan form to capture the costs of demands.

    • Decision form – Use a decision form to add a decision to a demand.

    • Demand Budget form – Use the Demand Budget form to allocate a budget to your demand.

    • Demand form – The demand form information is used to create a demand.

    • Demand task form – Use the demand task form to create tasks for a demand.

    • Expense line form – Use the expense line form to associate specific costs to a demand.

    • Investment Budget form – Use the Investment Budget form to allocate budget for a demand for each fiscal period.

    • Issue form – Use the issue form to add an issue to a demand.

    • Monetary Benefit Breakdown form – Use the Monetary Benefit Breakdown form to update the estimated and actual financial benefits for a specific fiscal year.

    • Monetary Benefit Plan form – Use the Monetary Benefit Plan form to specify the estimated benefit accrued by a demand for a fiscal period.

    • Non-monetary Benefit Plan Breakdown form – Use the Non-monetary Benefit Breakdown form to update the estimated and actual non-financial benefits for a specific fiscal year.

    • Non-monetary Benefit Plan form – Use the Non-monetary Benefit Plan form to specify the potential non-financial benefits accrued by the demand, when it’s executed.

    • Recalculate resource costs form – Use the recalculate resource costs form to make sure that the resource assignment costs are up to date.

    • Request change form – Use the request change form to change the metrics of a demand, such as demand scope, resource requirement, cost, or schedule.

    • Requirement form – Use the requirement form to add a new requirement to a demand.

    • Risk form – Use the risk form to add a risk to a demand.

    • Risk value matcher form – Use the risk value matcher form to rate the impact and probability of a risk.

    • Stakeholder Register Form – Use the Stakeholder Register form to add users to the Stakeholder Registry.

    • Widget Association form – Use the Widget Association form to associate your widget to a demand.

    • Widget form – Use the widget form to configure a new widget.

  • Project Management – The ServiceNow Project Management application is a suite of tools that aids in managing projects, tasks, and resources. You can create and manage small projects with a few tasks to large portfolios that contain complex tasks with various relationships and dependencies.

  • Exploring Project Management – Create, view, and manage projects using Project Management (PM) application.

    • Basics of Project Management – Learn about the basic terms used in Project Management.

    • Parent-child rollup task calculations – Date changes, stage changes, and value calculations roll up from child tasks to parent tasks.

    • Project tasks – Create project tasks in several ways, even from other applications in the instance.

    • Schedule conflicts between project tasks – Scheduling conflict helps you to identify project tasks that are not honoring dependencies. A scheduling conflict occurs when one project task prevents other task from starting on the specified date because of dependencies or constraint types.

    • Change requests and project tasks – Large-scale changes approved by your change approval board (CAB) require new or existing projects to be implemented.

    • Project task checklists – A project task checklist gives you the ability to track activities that must be completed on a task.

    • Task resources – Resources are the individuals or groups assigned to perform tasks and subtasks in Project Management.

    • Project and project task states – In the base system, the states in project and project task inherit the states in Task table.

    • Composite Fields – A composite field combines information from two fields in a table to form a single field.

    • Cost plan breakdown – A cost plan breakdown captures the estimated cost and actual cost for every fiscal period. Cost plan, project, demand, program, and portfolio are the breakdowns types that are available.

      • System-generated cost plans – A cost plan breakdown captures the estimated cost and actual cost for every fiscal period. Cost plan, project, demand, program, and portfolio are the breakdowns types that are available.

    • Actual project costs – Actual project costs come after you create expense lines for cost plans or after human resources use time cards to create expense lines.

    • Types of external dependencies – The Project management application supports two types of external dependencies - hard and soft.

    • Project and portfolio funding – Specify the amount of money that projects and portfolios are allowed to have.

    • Project scheduling in Project Management – Define how tasks are sequenced, timed, and connected to determine when a project starts and finishes with Project scheduling. Project scheduling calculates task start and finish dates based on the project start date, task dependencies, constraints, and task duration in forward scheduling mode.

    • Multicurrency in Project Management – Use the multicurrency feature to execute a project or part of a project in a different geographic location that has a different local currency.

    • Recalculation of cost in project currency – If the unit cost, quantity, or fiscal period of a cost plan are updated, then all the related amount fields in the cost plan, its breakdowns, and the project to which it is rolling up are recalculated in project currency.

    • Predictive Intelligence – The Predictive Intelligence for Project Management capability uses machine-learning algorithms to search and display similar projects while defining a new project using the project form. You can also search for existing projects and compare similar projects for project planning.

  • Configuring Project Management – Learn about the process required to set up and configure Project Management to enable your project managers initiate and plan projects.

    • Upgrade existing projects on activating multicurrency plugin – Execute the PM upgrade project currency for active projects and PM upgrade project currency for inactive projects scheduled jobs to upgrade your active and inactive projects, respectively, after you activate the multicurrency plugin. Select the scheduled jobs and run them on demand to upgrade your projects in project currency only when necessary.

  • Using Project Management – Use Project Management to plan, manage, and track projects effectively.

    • Starting a project – Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your organization to efficiently track the project’s progress.

    • Create a project task from a project – Create tasks from the project form to break down project objectives into manageable units of work.

      • Create a task from an incident, problem, or change request – You can create a new project task from the Project Task related list on the Incident, Problem, and Change Request forms. The tasks you create from these forms makes the project task a child of the incident, problem, or change, rather than a project.

      • Create tasks from project task creator – Use the project task creator to create multiple tasks at once.

      • Insert a row into the project tasks list – You can create a new project task from the Project Task related list on the Project form. Administrators must enable this task-creation feature.

      • Copy an existing task or project – Save time when building a project by copying tasks from other projects.

      • Change default values of copied fields – Change the default values of in the new partial project.

      • Create a task from a project task template – You can save a project task as a template and reuse it when creating a task.

      • View default project and project task state categories – View category information for the default project and project task states. In the base system, the states in project and project task inherit the states in Task table.

      • Customize a state for project or project task – Add or modify a state of project or project task using dictionary override.

      • Link change requests to a project task – Link change requests to tasks on the Project Task form. You can link change requests only to project tasks that have no child tasks.

      • Accept or reject project task notifications – Approve or reject the changes in a notification for an external soft dependency.

      • Use a project task checklist – You can create a checklist in a project task to track items that must be completed in the task.

      • Save a checklist as a template – After you create a checklist on a project task, you can save it as a template and reuse it on other tasks.

    • Create a parent-child relationship on the Project Task form – Create a child task from any project task form.

    • Create a monetary benefit plan for a project – Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.

      • Update a monetary benefit plan breakdown for a project – Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Create a non-monetary benefit plan for a project – Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.

      • Update a non-monetary benefit plan breakdown for a project – Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Associate monetary and non-monetary benefit plans – Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans.

    • Create a project cost plan – Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.

      • Update a cost plan breakdown – Update a cost plan breakdown record that specifies the estimated and actual cost, at a granular level, for specific fiscal periods.

      • Enable cost rollup calculations – Enable rollup calculations from the project properties.

      • View actual project costs – When you are using Project Portfolio Management with Financials, you can view actual project costs on cost plans and projects.

    • Recalculating costs of all resource plans in a project – Recalculate resource costs for all resource plans in a project when hourly rates change in the associated rate model.

    • Create an expense line – A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.

    • Create and manage waterfall projects – Plan, create, and manage projects using the Waterfall methodology.

    • Update a project – Update the project and make adjustments in fields to handle scope, cost, and schedule. While a project is underway, keep actual values as current as possible. Continue to measure actual values, analyze the impact of any potential project risks.

      • Track project comments and collaborate with stakeholders – When a project is in progress, you can take advantage of two platform features that help project participants interact and collaborate: journal fields and live feed. Two useful journal fields are Comments and Work notes.

    • Copy a project – Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.

      • Change default values of copied project – Reset or change the default values for copied fields in the new copied partial or complete project.

    • Assign a project schedule – Assign a schedule to a project so that task durations and dates reflect real working days and hours.

    • Create baseline of a project – Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.

      • Compare financial baselines of a project – Compare baselines to review the variances in the financial data of a project and see what changed.

      • Compare schedule baselines of a project – Compare baselines to review variance between tasks and identify which task has variance from the current planned end date and the baseline end date. The baseline variance column displays the amount of variance between the two date comparisons.

    • Create a milestone – A milestone is a project task with a duration of zero (0). Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. Milestones are treated like any other project task and you can create dependencies between tasks and milestones.

    • Activate project task email notifications – The following email notifications for the Project Management application are available by default, but are inactive. You must activate them manually.

      • Set up project notifications with the workflow tool – Use the workflow tool, for example, to set up a workflow that sends an email notification when the state of a project task becomes Work in Progress.

    • Change the planned start date of a project – Adjust the schedule of a project by changing the planned start date of a project and shifting it later or earlier than the current planned schedule.

      • Pre-date a project task – Move the planned start date of a task before the planned start date of a project. Adding a pre-dated task allows you to accommodate tasks which need to start before the planned start date of a project.

    • Create a cost type definition – Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.

    • Costing add-on in Project Management – The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects.

    • Generate labor costs – Generate labor costs based on the planning attributes configured for financials in the planning attributes page for the resource assignments in a project.

      • Activate a scheduled job to generate labor costs – Activate and trigger a scheduled job to generate attribute-based labor costs for all the projects and demands at a required cadence.

    • Create a project status report – Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.

      • View project status reports – Project status reports provide the most recent, at-a-glance progress of a project displayed in several categories.

    • Allocate budget to a project – Set the budget of a project according to the fiscal years.

    • Migrate budget of active projects to Next Experience – Migrate the project budget to Next Experience to manage the financials using Project Workspace.

    • Migrate financial baselines of projects to Next Experience – Migrate the financial baselines of your project to Next Experience to manage the financial using Project Workspace.

    • Adding external dependencies for projects – As a project manager, you can use an external dependency to set up a dependency from a task in one project to a task in another project.

    • Adding RIDAC records for a project – Create a risk record for your project that you can convert to other records during the project life cycle. Track issues and avoid copying relevant details in the related records.

    • Add risks for a project – Add a risk to a project to identify, analyze, prioritize, plan, and track a risk during any phase of the project life cycle. Assess potential problems and the severity of their impact to take informed decisions about the project.

      • Configure custom Risk rank and Risk value for a project – Configure custom risk rank and value scores (such as High-Medium, Medium-Low, or Absolute-Low) to rate the impact and probability factors for a risk.

    • Add issues for a project – Add an issue to a project to escalate a risk or track an unexpected problem. Unresolved issues can cause conflicts, delays, or project failure.

    • Add decisions for a project – As a project manager, develop a plan to manage risks and issues proactively with solutions. Add the solution for a risk or issue to a project in the form of a decision. You can also convert a risk or an issue to a decision or a decision to an action or a request change.

    • Add actions for a project – Add actions that are required for resolving an issue or risk for a project. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

    • Create a request change – As a project manager, you might create a request change as the outcome of the action taken to resolve an issue or mitigate a risk. The request change might result in changing the project’s scope, resource requirement, cost, or schedule to minimize the impact of a risk or issue.

    • Convert one RIDAC (Risk, Issue, Decision, Action, and Request Changes) record to another for a project – Convert one RIDAC record (risk, issue, action, decision, and request changes) to another to retain the record information and track the issue.

    • Associate existing RIDAC for a project – Link existing RIDAC records (risks, issues, actions, decisions, and request changes) to one another for your project. Associating RIDAC records with each other enables you to keep a record of risks or issues and their outcome for analysis at project closure and planning. It also helps to track the risks and issues throughout the project life cycle.

    • Applying templates to projects – A project template defines the basic structure of a project.

    • Create a project template – Create a template from an existing template or a project.

    • Add an attachment to a project template – Attach a file to a project template just as you can attach a file to a project or task.

    • Apply a template on the Project form – While creating a project using the Project form, you can apply a project template to include project tasks and subtasks, attachments, checklists, and other project information. You can apply a project template to a new project or an existing project.

    • Apply template to an existing project – Apply one or multiple project templates to an existing project from the project form or Planning Console.

    • Apply template to a blank project in project workspace – When you create a new project in the project workspace, you can apply a template.

    • Project template configuration – The Project Template Configuration list defines the items that are included in a template.

      • Add a project template configuration item – Add a project template configuration item to include in a template.

      • Modify a project template configuration item – Modify a project template configuration item included in a template.

    • Importing and exporting projects – You can manage projects using both Microsoft Project and the ServiceNow Project Management application.

    • Project field mapping – During an import, values from Microsoft Project overwrite fields in project records.

    • Create custom fields – Map custom fields from Microsoft Project to ServiceNow fields before importing a project.

    • Project import from Microsoft Project – Import Microsoft project files into the ServiceNow Project Management application.

      • Import a Microsoft Project file with the Import module – Use the Import module to import a Microsoft project file as a new project into the Project Management application.

      • Update a project using a Microsoft Project file – Import project data, from a Microsoft Project file, into an existing project in your ServiceNow instance using the Project form or Planning Console.

    • Import project tasks for multiple projects – Import project tasks for multiple projects from an external file system or data source using import sets and transform maps.

    • Project export to Microsoft Project – If you are using Microsoft Project to manage project activities, you can export a project to Microsoft Project (mpp) file, an XML file, or a CSV file.

      • Export project data – Export the project data using the Export module, Project form, or Planning Console. Save the export file to a folder on your system in the Microsoft Project (MPP), XML, or CSV format.

      • Export project tasks – The task being exported must be associated with a project that uses either the Project Management Schedule or the Default MS Project schedule.

    • Calendars and schedules- Limitations – Some calendar elements from Microsoft Project are not imported into the Project Management application.

    • Manage status of your projects using Project Status application – The Project Status mobile app enables you to track the status of your projects, collaborate with stakeholders to resolve exceptions, and take timely actions regardless of your location.

    • Activate Mobile Project Status – Activate the MobilenProject Status application from ServiceNow Store, earlier known as PPM Mobile (com.sn_ppm_mobile), if you have an admin role. Installing this application also activates related plugins if they are not already active.

    • Get started with Project Status app – Access project status and status reports on the Project Status mobile app to review your project status and collaborate with stakeholders regardless of your location.

    • View project details on the mobile app – You can view the status of a project and other project details such as financial data, status reports, risks, and decisions through the mobile app.

    • View project status report – You can view the status of a project such as overall progress, executive summary, financial data, and RIDAC records through the mobile app.

    • Create RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) – You can create Risk, Issues, Decisions, Actions, and Request Changes records for your project through the mobile app.

    • Collaborate with project stakeholders – Collaborate with the project manager and other stakeholders on a project to provide project updates, share documents, or send emails through the mobile app.

    • Using the Planning attributes – Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.

    • Create or edit planning attributes – Create or edit planning attributes to plan and forecast your resources and financials for a project.

    • Using Teamspaces in Project Management – A teamspace appears as an application in the instance application navigator. The teamspace includes module links that come from the Project Portfolio Management applications, such as the Project, Idea, Demand, Program and Portfolio applications.

    • Activate teamspaces – You can activate one or all teamspace plugins to use the teamspaces feature.

    • Installed with teamspaces – The tables and roles that are installed with project teamspaces are prefixed with an abbreviation based on the name of teamspace.

    • Configure teamspace settings – Configure teamspace settings after you activate a teamspace plugin.

    • Project reporting – Get an at-a-glance view of projects with reports, the portfolio dashboard, and project views. You can see information such as projects with slipped milestones, graphs of resources by project, and projects listed by percentage complete.

    • Enable project currency view in project-related forms – Switch over to the project currency view to track the planned costs of a project in the selected project currency.

    • Track project budget in project currency – Allocate budget to a project and enter amounts for capital expense budget (Capex) and operating expense (Opex) budget in project currency. The sum of the Capex and Opex budgets are calculated as total budget in project currency.

    • Closing a project – Closing the project involves more than just changing the project state to closed.

    • Project Diagnostics – Project Diagnostics enables you to detect corrupt data in a project such as task validity, dependencies, and relationships using diagnostic scans that execute diagnostic scripts. You can also fix corrupt data using fix scripts.

    • Use Project Diagnostics to detect corrupt project data – Project Diagnostics uses the Application Diagnostics Tool to detect corrupt project data. Examples include tasks with invalid parents, tasks without top tasks, and invalid or cyclic relations.

    • Create and add diagnostic features – Create and add diagnostic features, which consist of single or multiple diagnostic scans that execute mapped scripts to detect data corruption or invalid data.

    • Add diagnostic and fix scripts – Add diagnostic scripts to scan the data in your application for any corruption. You can also attach fix scripts to rectify the corrupt or invalid data identified by the diagnostic script.

    • Create Diagnostic scans and map related scripts – Once you have created diagnostic features and scripts, map them to a diagnostic scan to check the health of data in your application. Use fix scripts to rectify any corrupt or invalid data that the diagnostic scan identifies.

    • Using Work breakdown structure (WBS) - Legacy – The work breakdown structure (WBS) is a hierarchical representation of all the tasks in your project.

    • Access the WBS as a related list – You can view the WBS as a related list on both the Project and Project Task forms.

    • Using Project workbench - Legacy – The project workbench provides a central location for creating and managing projects.

    • Access the project workbench – Access the project workbench from the Project form or from the application navigator.

    • Components of project workbench – The project workbench displays project information in two distinct areas. The top pane displays the project visualization, and the bottom pane displays phase details in a list view or visual task board. There is also a header above the workbench that includes several buttons and controls.

    • Project calculation – When creating a project, the project manager can select the type of calculation to use: manual or automatic (default).

    • Managing Project workbench – The project workbench allows project managers to manage all aspects of a project.

      • Open a project in the project workbench – The project manager can open an existing project in the project workbench.

      • Create a project task in the project workbench – Create a project task for a waterfall phase.

      • Manage project stories in the project workbench – If Project Portfolio Management and Agile Development 2.0 are activated, the project manager can manage the stories in a project from the project workbench.

      • Create a story in the project workbench – Create a story for an agile phase.

      • Create a test case in the project workbench – Specifying a test plan is optional when creating a test phase. However, before you add test cases to a test phase, you must specify a test plan.

    • Using Planning console - Legacy – The planning console is a centralized interface for the Project Management application.

    • Open the project planning console – Access the planning console to perform the planning for the project.

    • Planning console tasks – You can perform several tasks on the planning console that you can perform on lists and forms, such as creating project tasks and copying projects. You can also perform several tasks unique to the console.

    • Client side planning console – Build your project structure quickly on the client side (browser) without saving details to the server for each interaction. This prevents time lags after you perform actions in the planning console and improves scheduling performance.

      • Enable client side planning – Enable client side planning in planning console to enable project scheduling at the client side.

    • Gantt chart – A Gantt chart on the planning console is a visual representation of a project timeline that shows start and end dates of tasks, and the dependencies between tasks.

      • Gantt chart options – Use the Gantt chart to quickly change task attributes, such as start and end time, rather than opening every Task form and modifying field values one by one.

    • Create a parent-child relationship on the planning console – The WBS section of the planning console allows you to create parent-child relationships for new tasks or move around existing tasks in a new parent-child relationship. The position of a task in the hierarchy and the level of indentation determine the parent-child relationship it has with the tasks above or below it.

    • Predecessor dependencies in the planning console – In the WBS section of the planning console, you can create dependencies between tasks by specifying a series of values.

    • Custom columns in the planning console – In addition to the regular columns that are provided in the base system, as the PPS admin, you can configure which columns appear in the planning console.

      • Add a custom column to the planning console – Define the columns that you want to make available in the project planning console, portfolio workbench, program workbench, and the release management Gantt chart.

    • Create a dependency from the planning console – Create a dependency between two tasks on the planning console.

      • Add an external dependency on planning console – Add an external dependency between two projects on the planning console. Use the work breakdown structure (WBS) column of the planning console to create a dependency between the different projects tasks.

      • Modify a project task dependency – Modify a dependency when editing the tasks that are linked in the dependency, the dependency type, or the lag time.

      • Remove a dependency – Use the planning console to remove a dependency that is no longer necessary.

    • Train the similarity solution to find similar projects – Train the Similar Projects solution definition included within the Predictive Intelligence for PPM capability to find related projects when defining a project.

    • PPM Collaboration for project teams – Collaborate with your project team on a common enterprise messaging platform such as Slack or Microsoft Teams using the PPM Collaboration application. Facilitate active and timely communication about the project among the project’s team members, be involved in critical discussions on your project, and receive real-time updates on the project’s status.

    • Install PPM Collaboration – Install the PPM Collaboration (sn_ppm_collab) application from ServiceNow Store.

      • Components installed with PPM Collaboration – Roles and tables are installed with activation of the PPM Collaboration application.

    • Setting up PPM collaboration for Microsoft Teams – Integrate your ServiceNow instance with your organization’s Microsoft Teams to enable collaboration of your projects in Microsoft Teams.

    • Setting up PPM collaboration for Slack – Integrate your ServiceNow instance with your organization’s Slack to enable collaboration of your projects in Slack.

    • Flows for project synchronization with collaboration tools – Understand the flows designed for the PPM Collaboration application so that you can edit the configurations as required.

    • Create a Microsoft team for your project – Create a Microsoft team for your project to start collaborating with your team and receive timely updates of the project.

    • Create a Slack channel for your project – Create a Slack channel for your project to start collaborating with your team and receive timely updates of the project.

    • Notifications for project updates in your collaboration tool – Receive updates related to your project on your Slack channel or Microsoft team. Analyze the delayed and overdue tasks, follow closure of milestones, and monitor changes to risk, issue, decision, action, and change request (RIDAC) items of your project.

    • Archiving your project collaboration channel or team – Understand how your project Slack channel or Microsoft team is archived when your project is moved to a closed state.

    • Virtual Agent for PPM – ServiceNow Virtual Agent for PPM enables project managers to get quick answers to business-related queries by interacting with a virtual agent through various messaging services.

    • Install Virtual Agent for PPM – Install Virtual Agent for PPM from the ServiceNow store.

    • Enable Virtual Agent for PPM – Enable Virtual Agent for PPM to start chatting with the Virtual Agent.

    • PPM Virtual Agent conversation flows – Virtual Agent for PPM provides several predefined topic conversations to enable project managers to gather information on their business-related tasks.

    • Reusable PPM Virtual Agent topic blocks – Create and reuse topics blocks to simplify the topic authoring and maintenance process. Topic blocks enable you to reuse standard procedures across conversation topics.

  • Project Management reference – Reference information to provide additional details about Project Management such as the fields, user roles, tables, and properties.

    • Properties installed with Project Management – There are several Project properties that you can configure.

    • Quick start tests for PPM Standard Multicurrency – Validate that PPM Standard Multicurrency still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

    • Form field information for Project Management – Field information for forms used in the Project Management.

    • Benefit Plan form – Learn about the fields of benefit plan form.

    • Cost Plan form – Learn about the fields of cost plan form.

    • Cost plan breakdown form – Learn and update the enabled fields of cost plan breakdown form.

    • Diagnostics form – Learn about the fields of diagnostic form.

    • Diagnostics Feature form – Learn about the fields of diagnostics feature form.

    • Diagnostic Scripts form – Learn about the fields of diagnostic scripts form.

    • Expense line form – Learn about the fields of expense line form.

    • Investment board form – Learn about the fields of investment board form.

    • Monetary Benefit Plan Breakdown form – Learn about the fields of monetary benefit plans form.

    • Non-monetary benefit plans form – Learn about the fields of non-monetary benefit plans form.

    • Project form – Learn about the fields of project form. Use this form to create a project.

    • Project task form – Learn about the fields of project task form. The fields appear when the Project Portfolio Management is active and the Project form is in the Basic view. Configure the form to display the fields.

    • Project Template Form – Learn about the fields of project template form.

    • Planning attribute form – Use the Planning attribute form fields to modify a planning attribute.

    • Planned Task Relationship form – Learn about the fields of planned task relationship form.

    • Portal board widget form – Learn about the fields of portal board widget form.

    • RIDAC form fields – Learn about the fields of the RIDAC form.

    • Risk value matcher form – Learn about the fields of risk value matcher form.

    • Scheduled Script Execution Form – Use the scheduled script execution form to define a scheduled job.

    • Status report form – Learn about the fields on the status report form.

    • Task link types – Task links define the dependency relationship between tasks. Linking tasks creates dependencies that affect task start and finish dates and determine the critical path. The following table describes the four supported link types.

    • Multicurrency fields in project-related forms – When you enable the Project Currency view in Project, Cost Plan, and Cost Plan Breakdown forms, you can observe multicurrency fields in the Financials section of the forms.

    • Cost rollup in project currency – Cost rollup calculation in projects and sub-projects with different currencies varies with the budget reference rate. The rate at which the amount is converted depends on the conversion rate.

    • Project currency in cost and benefit plans – The currency fields in cost and benefit plans defaults to the project currency of the project.

  • Project Workspace – ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.

  • Explore – The ServiceNow Project Workspace application helps you to manage projects, resources, and financials in a single workspace.

    • AI skills in Project Workspace – Use AI skills to transform Project Workspace into a continuous value engine. Embed intelligence across every stage to optimize resources and investments.

    • Supporting information for ServiceNow Otto for Strategic Portfolio Management – Get a quick overview of the important information that is related to the ServiceNow Otto for Strategic Portfolio Management application.

    • Project planning in Project Workspace – Plan your projects with an intuitive Project Workspace application to achieve successful project outcomes.

    • Project task checklist items – Track the activities that must be completed on a task using the project task checklist items.

    • Playbooks in Project Workspace – Organize and guide project teams with Playbooks to maintain consistency, streamline projects, and keep work on track.

    • Resource planning in Project Workspace – Plan and allocate resources using the Project Workspace application to enable optimal resource utilization and execution.

    • Financials in Project Workspace – Plan, re-forecast, track the financials, and create baselines for projects and demands.

    • Status reporting in Project Workspace – A status report in Project Workspace provides a snapshot of your project health across key areas such as cost, resources, milestones, and schedule.

    • Project types in Project Workspace – Administrators can define custom fields, a form view, and visible modules for each project type in Project Workspace without affecting default settings or other project types.

    • Better together with other ServiceNow applications – Integrate Hardware Asset Management (HAM) with Project Workspace to track which HAM requests or refreshes belong to an SPM project. Provide portfolio and project managers visibility into request status without leaving Project Workspace.

  • Configure – Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources.

    • Configure AI Admin features – Use the AI Admin Hub console to activate the various AI applications and skills that you’re entitled to.

    • Install AI plugins – Install AI plugins to enable generative AI on your instance.

    • Skill inputs for ServiceNow Otto for Strategic Portfolio Management – Learn about the inputs of each skill for the ServiceNow Otto for Strategic Portfolio Management application. Configuring the inputs for a skill helps you to determine how and when a skill is used.

    • Update the project summary header and footer – Use the script include to modifying the email template for project summary.

    • Configure the Monitor project tasks AI agent in AI Agent Studio – Monitor project tasks autonomously by configuring the AI agent in the AI Agent Studio.

    • Configure the Project Data Quality Analysis skill – Configure the Project Data Quality Analysis AI skill to enable it for your projects.

    • Configuring projects with Project Workspace – Set up the Project Workspace application and start planning on your project.

    • Install Project Workspace – You can install the Project Workspace application (sn_pw) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:

    • Playbooks configuration – Configure playbooks to organize project workflows, maintain consistency, and keep projects on track.

    • Configuring resources with Project Workspace – Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.

    • Configure financials for Project Workspace – Customize financials view, planning attributes, and activate scheduled jobs to work on the financial planning for your projects.

    • Enable monetary benefit plans for projects – Enable the benefit plans property to create and manage benefit plans for planning items.

    • Enable financial budget allocation for projects in Project Workspace – Enable allocation property after migrating to Next Experience to work on budget allocation for your projects using Project Workspace.

      • Configure financial budget type – Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace.

    • Enable expense type on resource assignments – Resource assignments have the same expense type as the project or demand for which they’re created. Enabling expense type on resource assignments helps you to accurately expense different type of expenses for your work.

    • Configure a widget and associate it with project – Enable and associate a widget to view financial summary of your projects at high-level.

    • Customize the left pane view for financials – Customize the left pane for financials to view custom field information.

    • Customise cost plan form – Manage the fields required on the new cost plan form according to your organization needs.

    • Change the default expense type for your projects – Configure the default expense type to create or edit cost plans for your projects.

    • Create a custom prefix for baseline – Modify the prefix to customize the name of the baselines for your projects.

    • Scheduled job to generate labor costs – Activate the Migrate budget for active demands and projects scheduled job to migrate budget of active projects from Classic UI to Next Experience.

    • Configuring security for a project in Project Workspace – 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.

    • Activate the Project Advanced Security plugin – Activate the Project Advanced Security plugin to enable project security settings on a project.

    • Enable security for a project in Project Workspace – Enable security in a project to make the project confidential to ensure that only authorized users can access the project and its related sub projects and entities.

    • Create a project type – Define custom fields, a unique form layout, and the visible modules to support configuration independence across different types of projects.

  • Use AI Admin Hub – Use AI Admin Hub to explore the various ServiceNow Otto plugins, skills and associated Generative AI application features you’re entitled to.

    • Activate a AI skill – Configure the triggers, settings, and display locations for AI skills to enable generative AI capabilities.

    • Configure project insights generation skill in the AI Admin Hub console – Define the triggers, inputs, and display location for project insights generation skill.

    • Configure project status generation skill in the AI Admin Hub console – Configure the project status generation AI skill to enable.

  • Use AI agent or agentic workflows – Use the AI agents for SPM to monitor project tasks autonomously.

    • Monitoring tasks agentic workflow for SPM – Use the Monitor project tasks agentic workflow to autonomously generate a project insights email by using AI agents. AI agents help project managers to manage risks, resolve issues, or take actionable decision on the projects.

  • Manage projects – Use the features of Project Workspace to plan and manage your project.

    • Access the Project Workspace – Learn how to navigate to the new Project Workspace and open a project in the planning page.

    • Create a project from Project Workspace – Use Project Workspace to create a project and start planning for your project tasks.

    • Resource assignment offsets in demand-based projects – When you create a project from a demand, resource assignments keep their start dates, and the offset is recalculated in working days based on the project schedule.

    • Update the project details from Project Workspace – Update the details of a project to reflect the updates or changed priorities using the details page from Project Workspace.

    • Work with project tasks in Employee Slate – The Project Tasks widget shows employees a quick view of the customer project tasks assigned to them on the Employee Slate.

    • Manage project tasks in Employee Slate – Add work notes, attachments, or edit the project tasks details using the Project Tasks widget on your Employee Slate.

    • Ask project questions using the Project Answers agent – Use Ask Otto to open an AI panel and get real-time answers about your projects and sub-projects using the Project Answers agent.

    • Generate and track project details from AI insights page – Generate and monitor project insights directly from AI insights page in Project Workspace.

    • Generate a project plan using project plan generation skill – Use Project plan generation skill to generate a project plan from natural language input, uploaded files, or both.

    • Generate tasks using project plan generation skill – Use project plan generation skill to populate an empty project with tasks by providing text input, uploading files, or both.

    • Generate and improve content – Generate content with ServiceNow Otto for SPM directly in your Docs using custom prompts. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity.

    • Create an Asset Project Request from Project Workspace – Create a new asset project request directly from Project Workspace and associate it to a project for tracking and reporting purpose.

    • View asset project requests for a project – Analyze asset project requests associated with a project from Project Workspace, so you can track hardware requests and refresh activities linked to the project plan.

    • Use Playbooks in Project Workspace – Plan your project stages and assign specific actions to each stage using Playbooks.

    • Analyze project analytics from Project Workspace – View the summary of a project in Analytics tab of Project Workspace.

    • Widgets and reports for project analytics – Widgets and reports that provide information for the project summary in the Analytics page of the project workspace for Agile, Waterfall, and Hybrid projects.

    • Personalize the planning page view in Project Workspace – Customize the display of the planning page. Choose the data you want to see on the data grid and the timeline.

    • Add columns to the planning page – Add columns to the planning page so that project managers can view custom fields for project tasks.

    • Create and assign project tasks from Project Workspace – Add new tasks for your projects and assign them to your team directly from the new Project Workspace.

    • Update a project task from the Project Workspace – Update the details of existing tasks from the planning page of the Project Workspace.

    • Create checklist items for a project task – Create checklist items for a project task to track items to be completed in the task.

    • Add internal project task dependencies from Project Workspace – Create dependencies between project tasks using the interactive UI of Project Workspace.

    • Update the task dependency – Update the details of the dependency including its type and lag time from Project Workspace.

    • Add external dependencies between projects from Project Workspace – Set up a dependency between tasks of different projects using the new Project Workspace.

    • Create and compare project baselines in Project Workspace – Create a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project’s progress at the particular moment of time.

    • Create a status report or docs template in Project Workspace – Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.

    • Generate a project status report using AI – Generate an AI‑assisted project status report with predicted health indicators. AI pre-populates project health, an executive summary, and supporting rationale based on weekly project data.

    • Create a status report in Project Workspace – Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.

    • Analyze the status report in Project Workspace – Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.

    • Draft and Published status for status reports – Status reports in Project Workspace use Draft and Published status to help project managers track where a report is in their own process. These visibility labels for your project team don’t send, share, or restrict the report.

    • Update status report in Project Workspace – Modify a status report in Project Workspace for your project to update project health, metrics, risks, issues, and milestones.

    • Duplicate a status report in Project Workspace – Save time by duplicating an existing status report to copy all the project details without having to copy the information manually in the Project Workspace.

    • Import old project status report to Project Workspace – Migrate your old status reports from the classic Project Workspace to the new Project Workspace and optimize reporting process of your projects.

    • Add dynamic content to a status report or docs template – Add dynamic content to a status report or a Project Docs template in Project Workspace. The dynamic content gets updated automatically as a change is made to the underlying record.

    • Collaborate with stakeholders from Project Workspace – Add comments and attachments to the project or a project task and share them with other users of your organization. Collaborate and verify that your project is in line with your organizational priorities.

    • Collaborate on projects using Docs – Collaborate with team members, save notes, create project charters, and project briefs using Docs.

    • Summarize content with project doc generation and insights skill – Quickly learn the details of the documents from the summary that is generated by AI in Strategic Planning.

    • Schedule the project insights email using project insights generation skill – Schedule the project insights email to prioritize and track the most important changes in the project in Project Workspace.

    • Project financials and Source-to-Pay Operations integration – Request, track, and manage procurement requests of assets for your projects.

    • Export a project status report to Microsoft PowerPoint from Project Workspace – Generate a status report of your project and export it as a Microsoft PowerPoint file from Project Workspace. You can use this file to present the project status to stakeholders or to collaborate with them over risks and next steps. Save time by generating a Microsoft PowerPoint file with the latest information and avoid copying information into slides.

    • Export a project from Project Workspace – Export your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.

    • Closing a project in Project Workspace – End the project when all tasks are completed. When you close a project, all project tasks, sub-projects, and resource assignments associated with the project are closed automatically.

  • Manage RIDAC – Use RIDAC to identify, track, and manage risks, issues, decisions, actions, and change requests in Project Workspace.

    • Generate, accept, and reject risks – Use generative AI to identify, generate, and manage potential risks in your project based on insights, resources, financials, milestones, and work notes.

    • Create RIDAC records from RIDAC by Type page – Create and manage RIDAC records organized by type in Project Workspace.

    • Add RIDAC records to projects from All RIDAC page – Add a Risk, Issue, Decision, Action, or Request Change (RIDAC) record to your project in All RIDAC page. Adding RIDAC records enable you to keep a track of risks or issues during the project life cycle and help in analyzing the outcome of a project.

    • Export RIDAC data from All RIDAC page – Export your RIDAC data as a file from All RIDAC page. Use this file to provide RIDAC updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.

    • Associate existing RIDAC records for a project in Project Workspace – Link existing RIDAC records to one another for your project in Project Workspace. A RIDAC record stands for Risks, Issues, Actions, Decisions, and Request Changes. Keep a record of risks or issues and their outcome for analysis at project closure and planning.

    • Convert one RIDAC record to another for a project in Project Workspace – Convert one RIDAC (Risk, Issue, Decision, Action, and Request Change) record to another for a project in the Project Workspace. Keep a record of risks or issues and their outcome for analysis at project closure and planning. Track the risks and issues throughout the project life cycle.

  • Manage financials – 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.

    • How to configure multicurrency – Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your projects.

    • Add, edit, or delete cost plans – Create a cost plan for a required duration to track your planned and actual expenses. Edit cost plans to adjust your planned expenses and delete any de-scoped forecasts.

    • Manage budget of your projects using Project Workspace – Allocate, manage, and approve budget for your projects. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a planning item.

    • Add or edit expense lines – Create or edit expense lines to capture the actual costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.

    • Generate labor costs – Generate labor costs for projects and sub-projects based on the attribute-based resource assignments and the financial attributes configured in the planning attributes page.

    • Recalculate planned costs for projects – Recalculate cost plans, benefit plans, and their rolled-up investment-level values when labor rates or budget reference rates change.

    • Create and compare financial baselines – Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs with the actual expenses.

    • Create monetary benefit plans for your projects in Project Workspace – Create and manage monetary benefit plans to capture the potential benefits while executing your projects.

    • Edit monetary benefit plan – Edit a planned monetary benefit plan to revise the benefits, dates, offset, and so on, to maintain the updated financial records as your work progresses.

    • Capture actual monetary benefits – Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

    • Manage non-monetary benefit plans – Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

    • Export financials as Excel or CSV file – Export the costs or baseline comparison data of your projects to share them with your stakeholders.

  • Manage resources – Use the Resource Management application to allocate and manage your resources in the Project Workspace.

    • Resource assignments in Project Workspace – Optimize project execution by assigning resources to tasks within the Project Workspace. You can create resource assignments for any project or project task, specifying the tasks to be performed and the resources to be allocated.

    • Create resource assignments using Project Workspace – Create an attribute-based resource assignment in the Project Workspace application for any project or project task.

      • Create resource assignments – Use Project Workspace to create a user-based Resource assignment. User records store information about individuals who access your instance or application. These records can be assigned to groups and roles to determine what records and actions can be accessed by individuals.

      • Create resource assignments for groups – Use Project Workspace to create a group and associate it to your resource assignment. You can associate a set of users who share a common purpose to a group.

      • Create an attribute-based resource assignment – Create an attribute-based resource assignment in Project Workspace. You can pre-define attributes based on your requirement.

    • Open a resource assignment from Project Workspace – Open a resource assignment record directly from the resource pane in Project Workspace to view additional details about the assignment without leaving the project.

    • Update resource assignment from Project Workspace – Update a resource assignment that is associated with a project or project task.

    • Copy a resource assignment from Project Workspace – Copy a resource assignment record directly from the resource pane in Project Workspace.

    • Assign a resource using AI resource finder – Use AI resource finder to identify and assign a resource to an unassigned resource assignment.

    • Manage resources from resource page in Project Workspace – View and manage all the resource assignments without navigating through individual tasks using the resource page in Project Workspace. Resources page shows all project-associated resources and their assignments to support forecasting and visualization of resource demands.

    • Access, assign, and approve unassigned work in Project Workspace – View, assign and authorize resources directly from Project Workspace without navigating to Resource Management Workspace.

    • Move a resource assignment in Project Workspace – Move the resource assignment to a new start and end dates to accommodate changes in task scheduling or resource allocation. Shift assignments to balance workloads across resources and avoid over-allocation.

    • Extend a resource assignment – Extend the date of an allocated resource assignment and allocate resources for the extended period.

    • Delete a resource assignment from Project Workspace – Delete a resource assignment from Project Workspace. Deleting an assignment also deletes all associated resource allocations.

    • Update the resource allocation in a heatmap – Use the allocation heatmap capability in Project Workspace to view and update the resource allocation.

    • Realign resource assignments with project dates – Realign or synchronize the resource assignment dates with the project task dates. This synchronization helps to schedule and align the resource assignments with the timeline of project task.

  • Integration with CWM – Track team execution alongside your project plan by displaying Collaborative Work Management (CWM) tasks and stories linked to your project tasks directly on the planning page. Team members continue working in CWM, while you keep visibility in Project Workspace.

    • Connected CWM work – Understand how the connected Collaborative Work Management (CWM) tasks are displayed on your project’s planning page.

    • Show or hide connected tasks – Enable or disable the display of connected Collaborative Work Management (CWM) tasks and stories on the Project planning page.

  • Project Workspace reference – Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.

    • Supported columns for project and task generation – AI extracts project and project task details from uploaded documents (e.g., excel workbooks). Recognized data is mapped to pm_project and pm_project_task columns. Columns not present in the document are initialized with valid defaults internally.

    • Additional information on Project insights generation skill – View the additional information about project insights generation skill such as column restrictions, date criteria, and so on.

    • Form field information for Project Workspace – Field information for forms used in the Project Workspace application.

    • Action form of Project Workspace – Learn about the fields on the Action form of the Project Workspace. Use this form to add an action to your projects.

    • Create cost plan form – Use this form to create cost plans for your planning items.

    • Create expense line form – Use this form to create expense lines for your actual expense.

    • Create status report form – Learn about the fields on the Create status report form of the Project Workspace. Use this form to create a new status report according to your requirement. The following are the heads in a report created using the Default status report template. A report created using the One-page status report template has fewer information heads.

    • Create document template form – Learn about the fields on the Create New Document Template form of the Project Workspace. Use this form to create a status report or docs template according to your requirement.

    • Decision form on Project Workspace – Learn about the fields on the Decision form of the Project Workspace. Use this form to add decisions to your projects.

    • Export status report form on Project Workspace – Learn about the fields on the export status report form on the Project Workspace. Use this form to export status of your projects.

    • Issue form on Project Workspace – Learn about the fields on the Issue form of the Project Workspace. Use this form to add an issue to your projects.

    • Project form in Project Workspace – Learn about the fields on the project form of the Project Workspace. Use this form to create a project.

    • Project type form – Fields on the Project type form and their descriptions . Use this form to create a project type for your projects.

    • Request change form on Project Workspace – Learn about the fields on the Request change form of the Project Workspace. Use this form to add a change request to your projects.

    • Risk form of Project Workspace – Learn about the fields on the Risk form of the Project Workspace. Use this form to add risk to your projects.

    • Resource assignment form – Use this form to create resource assignments from Project Workspace.

  • Project workspace classic - Legacy – Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.

  • Access the classic Project Workspace – Open the project workspace to display all your projects at a single location.

  • Configure parameters displayed on project cards – Configure the parameters that are displayed on a project card in My Projects Space page of classic Project Workspace. A card shows the project summary so that project managers can quickly gauge project status and health by looking at the card.

  • View project analytics in classic Project Workspace – View the summary of a project in Analytics tab of classic Project Workspace.

    • Project analytics widgets and reports – Widgets and reports that provide information for the project summary in the Analytics tab of the project workspace for Agile, Waterfall, and Hybrid projects.

  • Define a project in classic Project Workspace – Define important aspects of the selected project such as duration, estimated cost, and the net value to the organization in classic Project Workspace.

  • Plan a project using planning console – Perform the project planning such as create project schedule, make resource assignments, create baselines, and view critical path, using planning console in the classic Project Workspace.

  • Track a project using project workbench – As a project manager, track and manage a project in Project Workbench.

  • Create and manage resource plans – As a resource requester, find the availability of the resources, and create and manage the resource plans for the project and project tasks in the project workspace.

  • View forecasts and manage financial plans for a project – Use the Financials tab in Project Workspace to capture the costs and benefits of a project.

    • Configure a widget for project financial metrics – Configure a widget to view and track the financial metrics of a project on the Financials tab of the Project Workspace page.

    • Associate a widget to the Project table – After you configure a widget, associate it with the Project table to show the financial data of a project.

  • Request funds for a project in classic Project Workspace – Request funds for your project investment to work on project activities and meet the business goals.

  • Capture actual expense – Enter actual spends in your project to track the fund utilization.

  • View a project status report in classic Project Workspace – As a project manager, view the project status reports for a project using Status Report tab in classic Project Workspace.

  • Investment Portal – Completing projects and demands on time within budget is a challenge. Investment Portal gives you a comprehensive view of project and demand financials, deadlines, and other important metrics. The intuitive interface makes project and demand management more efficient.

  • View all your investment boards in one location – Display all your important investment boards in a single location using the My Investment views page.

  • Create an investment board – View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.

  • Track your key investments – Track and analyze the cost, schedule, and scope of your investments in one place using Investment Portal.

  • Configure your investment metrics as widgets – Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.

  • Resource Management Workspace – The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.

  • Explore – Learn about the features, functionalities, and business value that the Resource Management Workspace provides.

  • Configure – Install and configure Resource Management Workspace to manage efforts and allocations of your resources.

    • Install Resource Management Workspace – Install the Resource Management Workspace application from the ServiceNow Store.

    • Define custom statuses for resource assignments – Define and assign custom statuses for resource assignments to mark the assignments based on your organization requirements.

    • Configure resource profiling score – Configure the resource profiling score to adjust how the AI Resource Finder ranks candidates by modifying attribute weights in the CandidateProfileScoringConfigSNC script include.

    • Configure progressive disclosure for the resource board – Configure whether the resource board in the Resource Management Workspace uses progressive disclosure to load users incrementally or loads all 200 users at once.

    • Scheduled job to handle resource effort termination – Activate and define a scheduled job to automatically terminate requested or allocated efforts based on the last working day of the resource.

  • Use – The Resource Management Workspace is presented as a new approach to assigning resources to outcomes. Resource Management Workspace integrates with Project Workspace, Strategic Planning, and Portfolio Planning enabling the portfolio stakeholders to create resource assignments for their work.

    • Using Resource Management Workspace – Create custom resource board views of persistent portfolios to view the current resource allocation and resource requests for all of your resources and work.

    • Create a resource card – Create a custom resource card to view resources and unassigned tasks, and work on resource mapping for your persistent and focused portfolios.

    • Create resource assignments – Create and assign resource assignments and operation resource assignments from Resource Management Workspace.

    • Copy a resource assignment – Copy an existing resource assignment to create one with inherited values, then adjust the fields before submitting. This reduces repetitive data entry when similar assignments recur across plans.

    • View unassigned tasks using Resource Management Workspace – Filter unassigned tasks to view custom requests to match with your organization’s priorities and planning, and assign them to resources.

    • Assign unassigned work using Resource finder – Assign resource using the AI suggestions which match the skill-set and primary attributes requirements.

    • Assign and approve unassigned work – Filter the unassigned work to view priority requests and assign them to resources. Quickly connect with the requester via Microsoft Teams to get additional insights and approve the assigned work using the inline editing feature.

    • Extend or reduce duration of an assignment – Extend or reduce the duration of an assignment from the grid view in the Resource Management Workspace when the work duration shifts. The system updates the assignment dates and recalculates the allocated effort across the new date range based on the effort redistribution property.

    • End a resource assignment – End a resource assignment at a specific date to release a resource from a task before the planned end date. Future effort is removed and the heatmap updates to reflect the resource’s availability.

    • Edit allocated efforts for tasks with actual hours – Edit allocated efforts for tasks which have partial actual efforts logged directly from the grid view. This keeps reported time accurate without rolling back time entries through other channels.

    • Move a resource assignment – Move a resource assignment to a different start and end dates depending on the availability of the resource.

    • Reassign or unassign work using Resource Management Workspace – Reassign or unassign any assigned work from the Resource Management Workspace. You can group the resource board by primary attributes to identify the resources with same primary attributes.

    • Split resource assignments using Resource Management Workspace – Splitting a resource assignment at a specific date creates a resource assignment for the same user.

    • Manage resource allocations in Resource Management Workspace – Manage resource allocations to change efforts, start and end dates, extend and so on to adjust resources based on their availability and the priority of the tasks.

    • Export resource portfolio view to Excel or CSV format – Export your resource portfolio view in Resource Management Workspace as Microsoft Excel or CSV format to review or share the resource status with stakeholders. This works even if they don’t have access to your instance.

    • Manage resource assignments from Project Workspace – Optimize project execution by assigning resources to tasks within the Project Workspace. You can create resource assignments for any project or project task, specifying the tasks to be performed and the resources to be allocated. Use the Resource Management application to allocate and manage your resources in the Project Workspace.

    • Create resource assignments using Project Workspace – Create an attribute-based resource assignment in the Project Workspace application for any project or project task.

    • Update resource assignment from Project Workspace – Update a resource assignment that is associated with a project or project task.

    • Delete a resource assignment using Project Workspace – Delete a resource assignment from Project Workspace. Deleting an assignment also deletes all associated resource allocations.

    • Update resource assignments using Project Workspace – Use the allocation heatmap capability in Project Workspace to view and update the resource allocation.

    • Realign resource assignment to project task using Project Workspace – Realign or synchronize the resource assignment dates with the project task dates. This synchronization helps to schedule and align the resource assignments with the timeline of project task.

    • Resource dashboard widget details – Descriptions of dashboard widgets available in Resource Management Workspace for tracking resource allocation, utilization, and assignment status.

  • Reference – Reference fields and form details for Resource Management Workspace.

    • New Resource Assignment form – Fill in the following fields to create a resource assignment using Resource Management Workspace.

    • New Operational Assignment form – Fill in the following fields to create a operational assignment using Resource Management Workspace.

  • Resource Management classic – The ServiceNow Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans, request resources, and analyze resource availability and utilization.

  • Resource management process – The resource plan is the key to understanding how resource management works.

  • Resource plans – Resource plans are the key element in resource management.

    • Create a resource plan – You can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval.

    • Use Resource Finder to analyze resource availability – Search and analyze resource availability using the Resource Finder, so that you can create resource plans for a project or demand.

    • Create an operational resource plan – Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.

    • Request resources – After you create a resource plan, request resources from the resource manager.

    • Confirm a resource plan – As a resource manager, you can confirm or block the resources after a resource plan is requested. The resource plan must be in the Requested state to be confirmed.

    • Confirm and allocate a resource plan – After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.

    • Request a change to a resource plan – Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.

    • Recalculate costs of a resource plan – Recalculate the resource costs of an individual resource plan for a project or demand whenever the hourly rates change in the associated rate model.

    • Update cost plan related to a resource plan – If a resource plan is associated to a project, project task, or demand and has a related cost plan. Then, a requester or a resource manager can update the related cost plan after updating the resource plan.

    • Complete an allocated resource plan – After all associated tasks and projects are complete or canceled, a resource manager can move the resource plan to the Complete state, which closes it.

    • Complete a resource plan – If a project or a project task is marked Closed, the project manager can complete the associated Allocated resource plans. Similarly, the demand manager can complete the resource plans for a Closed or Deferred demand.

    • Cancel a resource plan – If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.

    • Cancel a resource plan – If a project or a project task is marked Closed, the project manager can cancel the associated future resource plans. Similarly, the demand manager can cancel the future resource plans for a Closed or Deferred demand.

    • Delete a resource plan – Deleting a plan also deletes all associated resource allocations.

    • Extend a resource plan – You can extend the date of an allocated resource plan and allocate resources for the extended period.

    • Request extension of an allocated resource plan – As a project manager, you can request the extension of an allocated resource plan.

    • Allocate resources for the extended period – As a resource manager, you can allocate resources for the extended period.

    • Reduce the duration of a resource plan – Reduce the duration of an allocated or confirmed resource plan and deallocate resources in one action without having to do it individually for each resource.

    • Time zones in resource plans – Time zones are important in resource management when the users and groups doing the resource tasks are located in different locations.

    • Associate a time card with a resource plan – If one resource is allocated to identically named tasks in two resource plans. Use the following procedure to specify the resource plan the time card should be allocated to.

  • Migration of resource plans and cost plans – Migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.

    • Migrate resource plans and cost plans – Migrate resource plans and cost plans of your projects or demands to resource assignments and attribute-based cost plans. Then, work on the resource allocations and project financials using Project Workspace.

    • Enable attribute-based resource assignments – Enable the property to work on attribute-based resource assignments to request efforts for your planning items.

    • Create resource assignments – Create resource assignments to request a portion of team or resource capacity for project or demand.

    • Migrate operational resource plans – Migrate the required Operational resource plans to attribute-based Operational resource assignments.

    • Create operational resource assignments – Create operational resource assignments to allocate a portion of team or resource capacity for operational work such as administration work, meetings, trainings, and so on.

    • Scheduled job to migrate resource plans – Activate the Migrate Resource Plans scheduled job to migrate resource plans, operational resource plans, and cost plans of your projects and demands. This job converts them to resource assignments and attribute-based cost plans.

  • Create requested allocations for a resource plan – Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, the resource requester can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.

  • Resource allocation – After resource requesters create a resource plan, resource managers can confirm the resources to move the plan to the Confirmed state. Resource managers can then allocate resources to the plan and move it to the Allocated state.

    • Create a resource role – Define project-specific roles for team members based on their skills and competencies.

    • User resources and group resources – When allocating resources, a resource manager might need to work with an administrator to add users to a group with pps_resource role.

    • Update the resource capacity – From the Resource Manager view, update the capacity of a user for a specific duration. Based on the schedule of the user and the specified duration, the capacity of the user is accordingly populated in all resource aggregate tables.

    • Update the resource aggregates – From the Resource Manager view, you can update the resource aggregates for a specific time frame.

    • Create allocations – Resource managers can create allocations using the Resource Allocations related list.

    • Reject a resource plan from the Resource Plan form – Resource managers can reject plans from the Resource Plan form or from the Resource Workbench.

  • Resource schedules – Understand the default schedules used in Resource Management and learn how to create your own custom schedules.

    • Custom schedules for resources – Understand the default schedules used in Resource Management and learn how to create your own custom schedules.

    • Specify the default resource management schedule – Understand the default schedules used in Resource Management and learn how to create your own custom schedules.

  • Resource events – A resource event is a block of time that a resource spends on a task.

    • Resource events and schedules – Schedules classify time as work time and non-work time and can be associated with resources and with projects.

    • Resource event modifications – Resource events that aren’t part of a resource plan can be modified.

    • Modify a resource event in a resource plan – You can modify a resource event that is part of a resource plan.

    • Modify a self-created resource event – You can modify a resource event that you created.

    • Change the resource event color – Each event type is represented with a color. PPS admin can change the colors at any time.

  • Resource Management reports – Resource Management reports provide the resource requester and resource managers with resource allocations, availability, and utilization.

    • View availability, utilization, and allocation reports – You can view resource reports that focus on resource availability, utilization, and allocations.

    • Edit a resource management report – Resource management reports show resource allocation details in different formats for different time periods. Configure and use these reports according to your business requirements.

  • My Calendar – Any user with the resource_user role can open My Calendar to view, add, and modify their planned work, actual work, operational work, administrative tasks, and personal activities.

    • Add events to your calendar – Add tasks, events, and appointments to your calendar.

    • Create repeatable events – Events can be set to repeat on a regular schedule, such as every day, week, or month.

    • View a user calendar – View the calendar of a user to check availability.

    • Add events to a user calendar – Resource managers can add events to user calendars.

    • Delete events – You can delete events you created at any time.

  • Use Resource Diagnostics to detect corrupt resource data – The Resource Diagnostics feature uses the Application Diagnostics Tool to detect corrupt data for a resource, such as duplicate aggregates for users, or dailies without a top task.

    • Add diagnostic features for resource – Create diagnostic features to evaluate an application feature and organize various diagnostic scans for an application. The diagnostic features appear in the target application and list all the diagnostic scans associated with the diagnostic feature for that application.

    • Add diagnostics and fix scripts for resource – Add existing or new diagnostic scripts to scan the data in your application for any corruption. You can also attach fix scripts to rectify the corrupt or invalid data identified by the diagnostic script.

    • Create diagnostic scan and map scripts for resource – Create a diagnostics scan and map diagnostic feature with diagnostic and fix scripts. You can create a diagnostic scan to execute diagnostic scripts to check the health of data in your application. Use the fix scripts to rectify any corrupt or invalid data that the diagnostic scan identifies.

  • Resource Management reference – Reference information to provide additional details about Resource Management such as the fields, user roles, tables, and guidelines.

    • Resource Management properties – The Resource Management application provides several properties to control allocations, schedules, and other settings.

    • Resource Plan form – Field descriptions for the resource plan form fields.

    • Resource Plan form tabs – Use the resource plan form tabs to create a resource plan.

    • Resource assignment form – Description for the resource assignment form fields.

    • Resource Plan related links and lists – Use the resource plan related links and list to clone the resource plan details. You can also view resource workbench, update cost plans, recalculate resource costs, or modify the request allocations.

    • Resource form – Use the resource form to create an operational resource plans.

    • Extend resource plan form – Use the Extend resource plan fields to extent a resource plan for a project.

    • Request Extension form – Use the Request Extension form to request extension of an allocated resource plan.

    • Requested Allocation form – Use Requested Allocation form to create a request for resource plans in Planning or Rejected state.

    • Resource Role form – Use the Resource Role form to create roles for project team members.

    • Resource Allocation form – Use the Resource Allocation form to resource allocations.

    • Create New form – Use the Create New form to create allocation boards.

    • Resource Event form – Use the Resource Event form to update resource even which is part of resource plan.

    • Resource Reports form – Use the Resource Reports form to generate the resource reports.

    • New event form – use the New event form to add tasks, events, and appointments to your calendar.

    • Diagnostics Feature form – Use the diagnostics Feature form to create a new diagnostic feature for a resource.

    • Diagnostics Inputs form – Use the Diagnostics Inputs form fields to specify a filter condition for a user.

    • Diagnostics Scripts form – Use the Diagnostic Scripts form to scan the data in your application for any corruption.

    • Diagnostics form – Use the Diagnostic form to create a diagnostics scan and map diagnostic feature with diagnostic and fix scripts.

  • Portfolio Management – With the ServiceNow Portfolio Management application, you can create portfolios which are collections of related programs, projects, and demands. You can then perform financial planning and monitor the status and progress of these portfolios.

  • Create a portfolio – Create a portfolio to manage related programs, projects, and demands.

  • Open a portfolio status list – Open the status list of a portfolio to see the projects that are included in it.

  • Scenario Planning for PPM – The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources.

    • Install Scenario Planning for PPM – Install the Scenario Planning for PPM application from ServiceNow Store applications. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    • Components installed with Scenario Planning for PPM – Several types of components are installed with the installation of the Scenario Planning for PPM application, including tables and demo data.

    • Annual and multi-year resource capacity-based planning – Plan your portfolios using scenarios for a single fiscal year or multiple years after analyzing utilization of resources against available capacity. Include demands and projects in all portfolios or a single portfolio to evaluate, prioritize, and select demands and projects that match your business objectives.

    • Configure the scenario planning type and scope – Configure the scenario planning type and select the scope of portfolios to determine the way you want to plan and work on your portfolios. You can also specify using Investment Funding for funding demands and projects in your portfolios.

    • Impact of modifying the scenario planning type and scope – Modifying the planning type and scope impacts the demands and project selection in your planning scenarios and portfolio planning. You can change the planning type and scope at any time during portfolio planning.

    • Set target budget for a fiscal year – When planning for a portfolio or all portfolios, start by selecting the fiscal period for the demands and projects that you want to work with. You then set the target amounts for both operating and capital expenses of portfolios when Scenario Planning is not integrated with Investment Funding.

    • Create planning scenarios – Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year.

    • Select demands and projects for portfolio planning – After you create a planning scenario, select the demands and projects to include in budget planning. You can view all the demands and projects for the selected fiscal year or planning window with their planned cost and priorities to finalize them for execution.

    • Review external dependencies between projects – Review the external dependencies between projects in a portfolio to track projects that are dependant on each other more closely.

    • Rank demands and projects – Rank demands and projects to prioritize demands and projects for their approval and execution within a portfolio.

    • Compare planning scenarios – Compare various planning scenarios with your current or default plan to assess different combinations of projects and demands in your portfolio for execution. You can perform a what-if analysis and determine the planning scenario that optimally achieves the target budget and uses your resources.

    • Confirm a planning scenario – Select and confirm a scenario to allocate budget and resources for executing the selected demands and projects in a fiscal year.

    • Track the progress of a portfolio – After confirming a scenario to complete planning of your portfolio, track the progress of the portfolio. You can also monitor the status of cost, resource, schedule, and scope for the selected fiscal period or planning window for the portfolio.

  • Portfolio Dashboard – Portfolio Dashboard provides a central location to a portfolio manager to generate different graphical reports of the portfolios.

    • Access the Portfolio Dashboard – View different graphical reports on the PMO Dashboard.

  • Program Management – A program helps you to logically group related projects or demands under a single entity. The ServiceNow Program Management application helps you to manage related projects and demands in coordinated way which is not possible when projects and demands are managed independently.

  • Create a program to manage projects and demands – Create a program to manage related projects and demands. Define the duration, estimated cost, benefits, and ROI to the organization.

    • Create a program task – You can create program tasks from the Program form related lists.

    • Allocate budget to a program – Set the budget of a program according to the fiscal years.

    • Create a program status report – Create a program status report periodically to view a status rollup of the projects in the program. When you create a status report, the status for different aspects of the program is rolled up from the project status reports of all projects.

    • View program status reports – Program status reports provide the up-to-date at-a-glance progress of all the projects in the program in several categories.

  • Program workbench – The program workbench is a central location for viewing details of a program and the projects and demands that are part of the program.

    • Access the program workbench – When you access the program workbench, it displays a list of all the programs.

  • Program Dashboard – The PMO dashboard provides a central location to a program manager to generate different graphical reports.

    • Access the Program Dashboard – View different graphical reports for your programs on the PMO Dashboard.

  • Rate Models – Use a rate model to derive date-effective, criteria-driven hourly rates for calculating planned and actual resource costs for a project or demand.

  • Create or modify a rate model – Create or modify a rate model that can be linked to a project or demand to determine planned costs and actuals for their resource. The rate model provides date-effective, criteria-driven hourly rates for these investments.

  • Define criteria of a rate model – Set the criteria of a rate model by adding attributes from a set of predefined entities to derive resource hourly rates based on the criteria.

  • Create a rate line – In a rate model, create a rate line to define an hourly rate based on a set of criteria for a given date range.

  • Export rate lines to a file – Export rate lines to a Microsoft Excel or CSV file to quickly update or add new rate lines and import them back into the rate model.

  • Import rate lines into a rate model – Use the import rate lines function to quickly add multiple rate lines from an export file into a rate model.

  • Time Card management – The Time Card Management feature enables time card users such as task assignees to report and track their time for the assigned tasks.

  • Activate the plugin – Administrators can activate the Time Card Management plugin (com.snc.time_card). The plugin also activates the Performance Analytics - Content Pack - Project Portfolio Suite Dashboards plugin (com.snc.pa.time_card). However, you need a Performance Analytics license to use the dashboards.

  • Time sheet policies – Time sheet policies contain the policies to which a time sheet, or a time card must adhere.

    • Create a policy – As a time card administrator, you can create a time sheet policy to define the requirements for time card users to record their time worked. The time card approvers must review and process time sheets under the applicable time sheet policy.

    • Set a default policy – As a time card administrator, you can set a time sheet policy as the default policy. The default policy is a global time sheet policy which applies to all the users who are not assigned to any other time sheet policy.

    • Assign a policy – As a time card administrator, you can assign a time sheet policy to a user.

  • Create a project time category – A time card admin or a project manager can create subcategories to define specific activities in the projects. The time card users can use these project subcategories to report time for a specific activity in a project.

  • Create rate type – You can create rate types using the Rate Types feature.

  • Time Sheet Portal – Time Sheet Portal categorizes and displays all your assigned tasks in a single view for a given week. The portal enables you to record time spent on tasks on a day-to-day basis and submit the time sheet in a single action.

    • Add columns to the logged time card list – Add columns in the logged time card list on the Time Sheet Portal to show additional information that you might require to log your time cards.

    • Create time cards and log time – After you create time cards in Time Sheet Portal, log time in the time cards.

    • Submit a time sheet – Once you update the time sheet with time worked for a given week, submit it for approval.

    • Approve or reject a time sheet through Time Sheet Portal – Review, approve, or reject a time sheet submitted by a time card user that you manage.

    • Log time for resources – As a user manager, you can log time and submit the time sheet of your resources.

  • Time Sheets – A time sheet groups all the time cards for a user for the given week.

    • Create time sheet – As a time card user, you can create a time sheet to group all your time cards for the given week and submit them in a single step.

    • Submit time sheet – Once the time sheet is updated with time worked, you can submit the time sheet for the week to submit all the time cards for the week together.

    • Approve or reject time sheet – View, approve, or reject time sheet or time cards for your user, for the given week, in a single step.

    • Recall a processed time sheet – You can recall an incorrect time sheet in the Approved or Processed state to return it to the submitter. The submitter can then make the necessary changes and resubmit the time sheet.

    • Delegate time sheet approvals to another user – You can delegate the responsibilities to process the time sheets of your resources to another user when you might not have time or will be unavailable.

  • Time cards – Time cards are used to record the time worked on a task by a task assignee.

    • Create time card – You can create time cards to log time against the work you have done.

    • Copy time cards from previous time sheet – Another option for creating time cards is to copy them from an existing timesheet, which copies all the time cards (for project as well as non-project tasks) from a selected time sheet.

    • Auto-generate time cards – As an admin, you can configure a scheduled job to generate time cards automatically for project tasks assigned to time card users.

    • Submit time card – As a time card user, once a time card for the week is updated with the time worked, you can submit the time card individually.

    • Approve or reject time card – As a time card approver, you can view and approve or reject a submitted time card.

    • Recall a processed time card – You can recall an incorrect time card in the Approved or Processed state to return it to the submitter. The submitter can then make the necessary changes and resubmit the time card.

    • Map a time card category with operational work types – Map custom time card categories with operational work types so you can select only the operational resource plans that are associated with the user for a specific time card period and category while posting time.

  • Record time worked – The time card retrieves time accrued on a project or spent working on any record in the Task table from the Time worked field.

  • Manage costs – When the cost management feature is enabled, time cards can be used to manage the cost of labor in the Cost Management application.

  • Analytics Project manager – The Analytics Project manager provides the project managers with quick reports of time card exceptions, and category wise time reported for their projects. The dashboard displays time card reports only for the projects managed by a project manager.

    • Use the Analytics Project manager – The Analytics Project manager shows the time card reports for the selected projects.

  • Analytics User manager – The Analytics user manager provides the user managers with reports of time sheet exceptions, and category wise time reported by the users.

    • Use the Analytics User manager – The Analytics user manager provides the user managers with reports of time sheet exceptions, and category wise time reported by the users.

  • Performance Analytics dashboard for Time Card Management – This Platform Analytics Solution contains preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.

  • Domain separation – Domain separation is supported in Time Card. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

  • Mobile Time Sheets – The ServiceNow Mobile Timesheets app enables time sheet users and managers to access their time sheets from a mobile device. Mobile Time Sheets is available on the Now Mobile app and is supported on iOS and Android devices.

    • Install Mobile Time Sheets – Install the Mobile Time Sheets application from the ServiceNow Store website.

    • Enabling the mobile experience for Mobile Time Sheets – Enable the mobile experience for Mobile Time Sheets so users can fill out time sheets and user managers can approve or reject them from their mobile device.

    • Use Mobile Time Sheets in Now Mobile – You can configure your platform system to use Mobile Time Sheets in the Now Mobile application. By default, Mobile Time Sheets can be viewed in the Now Mobile application.

    • Create a time sheet from your mobile device – Create a time sheet to group all your time cards for the given week and submit them in a single step from the Now Mobile application.

    • Search for a time sheet from time sheet lists – Search for a specific time sheet from the time sheet lists by applying filters.

    • Add time card and log time in mobile – Create time cards to log time from your mobile application for the work you have done.

    • Update time card hours for a task – Update hours in a time card for a particular day.

    • Manage your time cards – View, edit, or delete your time cards from your mobile device.

    • Submit a time card from your mobile device – Once a time card for the week is updated with the time worked, you can submit the time card from your mobile application.

    • Submit a time sheet from your mobile device – Once you have updated the time sheet with the time you worked, you can submit it for the week. This submits all the time cards for the week together from your mobile application.

    • Approve or reject time card from mobile – As a user manager, you can approve or reject from your mobile device all time cards for a user in a given week. Do this in a single step by approving or rejecting a time sheet.

    • Track your time sheets – View and track the time sheets grouped according to the date of submission such as the current week, last week, or older.

    • Recall time sheets and cards from mobile – As a user manager, you can recall an incorrect time sheet or time card that is in the Approved or Processed state to return it to the submitter. The submitter can then make the necessary changes and resubmit the time sheet or time card.

  • Monetary and non-monetary benefit plans – Benefit plans capture the potential benefits accrued by the work item when the work item is executed. You can create benefit plans to specify the estimated benefits in a category for a fiscal period.

  • Strategic spend tracking – Strategic Spend Tracking for PPM enables project or demand managers to evaluate the strategic value of organization’s projects and demands. You can identify the purpose and benefits of executing demands and projects and how they contribute to achieving company’s strategies and goals.

  • Install Strategic Spend Tracking for PPM – Install the Strategic Spend Tracking for PPM application from ServiceNow Store applications. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    • Components installed with Strategic Spend Tracking for PPM – Several types of components are installed with activation of Strategic Spend Tracking for PPM, including tables and scheduled jobs.

  • Allocate or modify the strategy and goal percentage for a project – Allocate the percentage of a project’s total cost, benefit, and budget to help achieve the strategic objectives that the project fulfills. You can also view the breakdown of the project’s financial data based on the allocated percentage.

  • Allocate strategy and goal percentage for a demand – Allocate the percentage of a demand’s total cost, benefit, and budget towards achievement of strategic objectives that the demand fulfills. You can also view the breakdown of the demand’s financial data based on the allocated percentage.

  • Strategic Spend Tracking for PPM dashboard – The Strategic Spend Tracking for PPM dashboard provides comprehensive visualization to the business planners to help them understand how the planned costs, actual costs, and benefits for projects aligned to the organization’s goals and strategies trend over time. It helps you to accurately understand the financial performance of your organization.

  • Project Portfolio Management Platform Analytics Solutions – Platform Analytics Solutions contain preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.

  • PMO dashboard – The PMO dashboard provides comprehensive reports to the portfolio and program managers. The dashboard uses Platform Analytics to provide a trend of historical data as well as regular reports. It gives an overview of your investments, provides a pipeline view of upcoming intake and a calendar view of upcoming dates.

  • Analytics Time sheet – The Analytics Time sheet provides comprehensive time sheet activities and reports to the time card approvers and time card users. The dashboard uses Performance Analytics to provide a trend of historical data and regular reports. It gives an overview of the time sheet activities of resources, time sheet approval and rejection rate, over-allocated and under-allocated resource counts.

  • Project Portfolio Management reference – Reference topics provide information about domain separation, quick start tests, business stakeholder role access, and others related to Project Portfolio Management.

  • Components installed with Project Portfolio Management (PPM) Standard – Several components are installed with the activation of the PPM Standard plugin.

    • Plugins installed with PPM Standard (Project Portfolio Management) – Multiple plugins are installed with activation of PPM Standard plugin, if they are not already active.

    • Tables for PPM Standard – Tables are added with activation of PPM Standard plugin.

    • Roles installed with PPM Standard (Project Portfolio Management) – Roles are added with activation of PPM Standard plugin.

  • Business stakeholder role for PPM – For PPM users, the Business Stakeholder (com.snc.business_stakeholder) plugin contains the business stakeholder roles for Enterprise Architecture (formerly APM), ITFM, and PPM. Users with this role can read records of the tables that are used to retrieve data for reports and dashboards and can approve demands and timecards. You can assign this role to any user who is a business stakeholder.

  • Domain separation and Project Portfolio Management – Domain separation is supported in Project Portfolio Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

  • Quick start tests for Project Portfolio Management – Validate that Project Portfolio Management still works after you make any configuration change such as applying an upgrade or developing an application. Copy and customize these quick start tests to pass when using your instance-specific data.

  • Related lists added for financials – PPM Standard adds several related lists to both the Project and Portfolio forms.

• SPM Benchmarks – The ServiceNow SPM Benchmarks application provides you with an insight into the industry averages of your peers. Use your key performance indicators (KPIs) to compare your performance with global benchmarks, which contributes to improved performance for your organization.

  • Exploring SPM Benchmarks – The SPM Benchmarks application provides clear visibility into your key performance indicators (KPIs) and trends, providing comparative insights relative to the industry averages of your peers. It enables you to gain deeper insights by comparing your performance with your peers based on industry, size, or region.

  • SPM Benchmarks dashboard – View and learn about the SPM Benchmarks dashboard features.

  • Benefits of SPM Benchmarks – The SPM Benchmarks application provides you with an overall understanding of your performance compared to your peers.

  • Configuring SPM Benchmarks – Learn about the process required to set up SPM Benchmarks to view the comparative understandings on your key performance indicators (KPIs).

  • Install SPM Benchmarks – As an admin, you can install the SPM Benchmarks application (sn_spm_bm) from the ServiceNow Store.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

  • Enable SPM Benchmarks – Opt in to SPM Benchmarks to participate in SPM Benchmarks data collection for Strategic Portfolio Management KPIs.

  • Customize the SPM Benchmarks KPIs – You can customize the KPI information you would want to see in your SPM Benchmarks dashboard.

  • Choose your KPIs – Based on your requirement, you can choose the key performance indicators (KPIs) that you want to use in the SPM Benchmarks application.

  • Change a KPI formula – View and change the key performance indicators (KPIs) formula according to your requirement and analysis criteria.

  • SPM Benchmarks reference – Reference information to provide additional details about SPM Benchmarks such as the fields, user roles, and scheduled job information.

  • Components installed with SPM Benchmarking – Several types of components are installed with activation of the SPM Benchmarks plugin, including tables, user roles, and scheduled jobs.

  • SPM Benchmarks KPIs – The Strategic Portfolio Management KPIs are performance analytic indicators that collect the usage count data. Strategic, Alignment, and Execution KPIs are available by default in the SPM Benchmarks application.

• Investment Funding – ServiceNow Investment Funding enables you to plan and manage investments by allocating funds to investment entities such as Business Units, Products, Teams, and the like. Prioritize your investments based on business needs and strategic objectives of your organization.

  • Install Investment Funding – You can install the Investment Funding application (sn_invst_pln_v2) from ServiceNow Store if you have the admin role.

  • Components installed with Investment Funding – Several types of components are installed with activation of the Investment Funding (sn_invst_pln) plugin, including tables and user roles.

  • Upgrading legacy Investment Funding to Store application – If you are upgrading from the legacy Investment Funding, post installation of the Investment Funding application, you can migrate your existing data to the ServiceNow Store application tables. Also, you must update the reference tables for the Investment and Funding Entity fields to the ServiceNow Store application tables.

  • Migrate data from legacy Investment Funding to Store application – With the admin role, you can migrate your existing data from the legacy Investment Funding tables to the new ServiceNow Store application tables by running the scheduled job.

  • Update references from legacy Investment Funding tables to Store tables – Post migration of your legacy Investment Funding data, you must update the reference tables for the Investment and Funding Entity fields from the legacy Investment Funding tables to the ServiceNow Store application tables.

  • Investment Funding administration – The Investment Funding application requires you to do some initial administrative tasks for it to be fully functional.

  • Fiscal calendar setup for Investment Funding – The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.

  • Set Investment Funding preferences – As an administrator, you can set global defaults for Investment Funding preferences, which affect the funding behavior.

  • Create an investment entity – Create an entity for investments through which you can receive or allocate funds.

    • Enable sync between investment entity and entity owner – Create a business rule for an investment entity that synchronizes the investment owner with the investment entity owner. If you update the name of the investment entity owner, the owner of the corresponding investment and the Viewable by field for the investment is automatically updated.

    • Access investments directly from an investment target – Create a related link to go directly to the My Funds page from an investment target.

  • Create a top-level investment – Create a top-level investment for the investment entity record for which you want to receive and allocate funds.

  • Fund a top-level investment – Allocate funds to a top-level investment so that the investment owner can distribute funds further.

  • Create an investment – Create an investment to fund a target.

  • Add a business case for an investment – Add a business case for an investment to define its business needs and goals.

  • Co-owners for an investment – Investment co-owners manage, request, and allocate funds on your behalf to the investments that you own. The co-owner has the same rights and permissions as the owner.

  • Manage co-owners for an investment – Add co-owners to your investments to request, approve, and manage the funds on your behalf. You can remove the existing co-owners when you no longer need them to manage your investments.

  • Request funds for an investment – Request funds from a funding source for your investment.

  • Plan fund allocations for investments – Plan your fund allocations if you aren’t yet ready to finalize the allocation of your funds.

  • Allocate funds to an investment – Allocate funds to investments based on your business goals and available funds.

  • Enter actual spends for an investment – Enter actual spends for your investments to track fund utilization.

  • Reject a fund request – You can reject an incoming fund request based on your business priorities or if you don’t have sufficient funds.

  • Review the use of your funds – Review the flow of your funds from your investment to other investments to make an informed decision when you allocate or request funds.

  • View past funding details – View the past funding details of your investments.

  • Domain separation and Investment Funding – Domain separation is supported in Investment Funding. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

• Export to PowerPoint for Strategic Portfolio Management – The ServiceNow Export to PowerPoint for Strategic Portfolio Management add-in helps you to generate and download project status reports from your instance as a Microsoft PowerPoint file. You can use this file to share it across the stakeholders or teams for collaboration.

  • Explore – The Export to PowerPoint application helps you generate and download your project status report. Use this file to present your project status report to stakeholders or teams for collaboration and to identify the next steps.

  • Configure – Learn about the process and prerequisites used to install the Export to PowerPoint application in your instance and configure it in Microsoft PowerPoint.

  • Install Export to PowerPoint for Strategic Portfolio Management – You can install the Export to PowerPoint for Strategic Portfolio Management application (sn_ppt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins, if they are not already installed.

  • Manage Related Tables and Scripted Elements forms – Manage the Related Tables and Scripted Elements components that are required to create a Microsoft PowerPoint template.

  • Download the manifest file – Configure the user roles and download the add-in manifest file to use the Export to PowerPoint add-in for Microsoft PowerPoint.

  • Configure the Export to PowerPoint add-in for Microsoft PowerPoint – Configure the Export to PowerPoint add-in in your Microsoft PowerPoint to interact with your instance and fetch the data required to generate and download your project status reports.

  • Use – Use the Export to PowerPoint add-in for Microsoft PowerPoint to create a template to generate reports.

  • Create a Microsoft PowerPoint template – Configure the Export to PowerPoint add-in in your Microsoft PowerPoint to interact with your instance and fetch the data required to generate and download your status reports. Create your own custom template with the required data to generate a report, based on the reporting needs of your organization.

  • Upload your Microsoft PowerPoint template – Upload the latest template to your instance to generate and download the status report as a Microsoft PowerPoint file.

  • Download a project status report – Download your projects and project status reports as a Microsoft PowerPoint file to share it with the stakeholders.

  • Reference – Reference topics provide additional details about Export to PowerPoint such as fields, tables, roles, and some guidelines.

  • Components installed with Export to PowerPoint for Strategic Portfolio Management – Several types of components are installed with activation of the Export to PowerPoint for Strategic Portfolio Management (sn_ppt) add-in, including user roles and tables.

  • Related Tables form – Use the Related Tables form to define the child tables for the configured parent table. This Related Tables helps in fetching data to export the project status report as Microsoft PowerPoint.

  • Scripted Elements form – Use the Scripted Elements form to define the data script to fetch data for a complex report type such as line chart or bar chart.

• Agile Development – The ServiceNow Agile Development application helps you deliver software projects more efficiently by managing and tracking software development life-cycles using an iterative, incremental, and flexible approach.

  • Agile Development 2.0 – ServiceNow Agile Development 2.0 provides an agile software development environment for product-based or project-based efforts, using the Scrum framework. Implement a pure agile approach over the entire life cycle of a product, or a hybrid approach using agile methods within a traditional project structure.

  • Exploring Agile Development 2.0 – Learn about the Scrum methodology framework, typical activities, and artifacts that are used in ServiceNow Agile Development 2.0.

    • Basics of Agile Development – Scrum is one of the popular methodologies of Agile Development, which includes a fixed sprint schedule and regular requirements testing. These activities are performed by common roles such as product owner, scrum master, and group members. Learn about the basics of Agile Development process.

    • Agile Development process flow – Learn the process that is used to manage product development efforts in Agile Development 2.0, such as creating a product or tracking a sprint or release.

    • Agile Development use cases – Learn the different methods that organizations could use to plan their backlog and deliver stories.

    • Release-based development use case in Agile Development – An example of release-based development and delivery model using Agile Development.

    • Project-based development use case in Agile Development – An example of project-based development and delivery model in Agile Development.

    • Standalone project development use case in Agile Development – An example of a standalone project development and delivery model in Agile Development.

    • Agile board in Agile Development 2.0 – The Agile board is a landing page where you can perform key actions of the scrum process. These actions include managing your backlogs, planning your sprints, and tracking the sprint progress.

    • Reporting defects in Agile Development 2.0 – Create defects for the issues that are reported for your product using Agile Development 2.0. You can then create stories for these defects so that your teams can start working on resolving them.

    • Enhancement requests in Agile Development 2.0 – Create enhancement requests for different areas of your product in Agile Development 2.0. You can then create stories for these requests so that your teams can start working on developing them.

    • Agile Development — Unified Backlog – The ServiceNow Agile Development — Unified Backlog application helps you maintain a centralized backlog for records of different task types, such as defects, problems, or enhancements. Prioritize different task types from one location, and automatically create stories for these records, saving time.

  • Quick start tests for Agile Development 2.0 – Validate that Agile Development 2.0 still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

  • Managing your product development using Agile Development 2.0 – Learn how to use the features of Agile Development 2.0 to efficiently manage your product development life cycle.

    • Create a release in Agile Development 2.0 – Create a release to start associating the stories and scrum tasks of your product development to the release in Agile Development 2.0.

    • Create a theme in Agile Development 2.0 – Create a theme in Agile Development 2.0 to group stories of different products together for an abstract goal.

    • Create a product in Agile Development 2.0 – Create a product to represent a feature or functionality important to customers. A product can contain themes, epics, and stories that describe these enhancements from the perspective of a user.

    • Assignment groups in Agile Development 2.0 – Learn the requirements to create and manage your assignment groups in Agile Development 2.0.

    • Create an assignment group in Agile Development 2.0 – Create an assignment group of the type Agile Team so that you can assign these groups to a product or a release.

    • Convert a release team to a group in Agile Development 2.0 – Convert an existing release team to an assignment group of type Agile Team so that you can assign them to a product or a release.

    • Add members to an assignment group in Agile Development 2.0 – Add members who would work on the scrum stories and tasks.

    • Create an epic in Agile Development 2.0 – Define the high-level requirements of the features that you want to develop by creating epics in Agile Development 2.0.

    • Create a monetary benefit plan for an epic – Epic benefit plans capture the potential benefits accrued by the epic when the epic is executed. Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.

      • Update a monetary benefit plan breakdown for an epic – Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Create a non-monetary benefit plan for an epic – Epic benefit plans capture the potential non-financial benefits accrued by the epic when the epic is executed. Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.

      • Update a non-monetary benefit plan breakdown for an epic – Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Associate monetary and non-monetary benefit plans – Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the epic for the hybrid benefit plans.

    • Generate labor costs for epics – View the labor cost expenses based on the resource assignments for your epics.

    • Create a story in Agile Development 2.0 – Create high-level definitions of your requirements in the form of stories in Agile Development 2.0. Manage and track your stories by associating them to a product, project, or release and by assigning them to an assignment group.

    • Add dependencies for Agile Development 2.0 stories – Add prerequisite and dependent items for stories in Agile Development 2.0 so that you can visualize these dependencies on the scrum planning board and plan your sprints accordingly.

    • Create a scrum task for Agile Development 2.0 stories – Create scrum tasks in Agile Development 2.0 to break down a story into manageable pieces for your team to work on. You can create one scrum task at a time or multiple scrum tasks at once.

    • Create multiple scrum tasks for stories in Agile Development 2.0 – For your Agile Development 2.0 stories, create batches of different types of scrum tasks at a time, to save time.

    • Create a personalized backlog in Agile Development 2.0 – Create filters to define which stories appear in your backlog in Agile Development 2.0.

    • Manage your product backlog in Agile Development 2.0 – Manage your product backlog from a centralized location called the Agile board in Agile Development 2.0. Add stories to a personalized backlog and prioritize them as needed.

    • Arrange Agile Development 2.0 stories in Agile Board using the keyboard – Learn how to use the keyboard to move and rearrange Agile Development 2.0 stories in the Backlog and Sprint Planning tabs of your Agile board.

    • Plan your sprint activities in Agile Development 2.0 – Streamline your sprint activities such as creating, editing, and completing sprints, or adding stories to sprints, using the Sprint Planning tab of the Agile board.

    • Create sprints in bulk in Agile Development 2.0 – Create multiple sprints at once for one or more Agile Development 2.0 assignment groups to save time.

    • Track progress of stories for a sprint in Agile Development 2.0 – Use the Sprint Tracking tab of the Agile board in Agile Development 2.0 to track the development of the stories from your current sprint.

    • Track progress of scrum tasks for a sprint in Agile Development 2.0 – Use the Sprint Tracking tab of the Agile board in Agile Development 2.0 to track the progress of scrum tasks for the stories from your current sprint.

    • Track sprint progress in Agile Development 2.0 – Track the progress of stories, scrum tasks, and tests for the current sprint from a single consolidated view on the Agile board in Agile Development 2.0.

    • Run tests for a story in Agile Development 2.0 – For a story whose tests are marked ready to be run, run those tests and execute all the test steps. Do this using the Sprint Tracking tab of the Agile board in Agile Development 2.0.

    • View the test results for a story in Agile Development 2.0 – Analyze results of the tests that you run on Agile Development 2.0 stories. Troubleshoot failures so that the story can be moved to completion.

    • Report a defect in Agile Development 2.0 – Track issues associated to your product or feature by reporting defects in Agile Development 2.0.

    • Create an enhancement request in Agile Development 2.0 – Capture enhancement ideas for your feature or product as enhancement requests in Agile Development 2.0 so that you can review and prioritize them later.

    • Set up a triage board in Agile Development 2.0 – Set up your own triage board to view and manage records that are important to your product. These records include problems, incident tasks, defects, or change requests, viewable at one place easily.

    • Triage items and add them to a backlog in Agile Development 2.0 – Review the list of items in your triage board and add them to your Agile Development 2.0 backlog. Based on their priority, you can schedule them in the upcoming sprints for your product teams to work on them.

  • Integrating Agile Development 2.0 with third-party applications – Integrate third-party applications such as Microsoft Azure DevOps or Atlassian Jira with Agile Development 2.0, so that the planned and executed work can be synchronized in both applications.

  • Agile Development 2.0 reference – Reference information to provide additional details about Agile Development 2.0 application such as the fields, related lists, user roles, tables, guidelines, and domain separation information.

    • Components installed with Agile Development 2.0 – Several types of components are installed with activation of the Agile Development 2.0 plugin, including tables, user roles, and properties.

    • Properties installed with Agile Development 2.0 – Several types of components are installed with activation of the Agile Development 2.0 plugin, including tables, user roles, and properties.

    • Writing effective stories in Agile Development 2.0 – Well-written stories are easy to understand by all developers and members of team members, such as Testing or Documentation.

    • Agile Development process data model – Learn about the relationship between tables that Agile Development 2.0 uses to manage the agile process, represent releases, and represent product backlog items to be included in a sprint.

    • Business stakeholder role for Agile Development 2.0 – Use the business stakeholder role to read and retrieve data from any table of the Agile Development 2.0 and Scrum Programs applications to generate reports.

    • Domain separation in Agile Development 2.0 – This is an overview of domain separation and how it works with Agile Development 2.0. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

    • Related links and lists of assignment group in Agile Development 2.0 – Use the related lists in the Group form for the actions that you need to perform for your assignment group in Agile Development 2.0. These actions include adding sprints and editing group members.

    • Related lists for a Product in Agile Development 2.0 – Use the related lists in the Product form for the actions that you need to perform on your product record in Agile Development 2.0. These actions include associating releases, themes, epics, stories, or assignment groups.

    • Related lists for a Release in Agile Development 2.0 – Use the related lists in the Release form for the actions that you need to perform for your release in Agile Development 2.0. These actions include associating products, stories, or assignment groups.

    • Related links and lists for a Story in Agile Development 2.0 – Use the related links and related lists on the Story form for the actions that you need to perform on your story in Agile Development 2.0, such as adding scrum tasks, dependencies, or splitting the story.

    • Related lists for a Theme in Agile Development 2.0 – Use the related lists on the Theme form for the actions that you need to perform for your theme in Agile Development 2.0. These actions include associating stories or epics with the theme.

    • Test version form in Agile Development 2.0 – Learn about the fields of the Test version form. Use this form to create and run tests for a story in Agile Development 2.0.

    • Related lists of a test version in Agile Development 2.0 – Use the related lists in the Test version form for the actions that you need to perform on your test in Agile Development 2.0. These actions include verifying the test results, viewing other associated test versions and test sets.

  • Mobile experience for Agile Development 2.0 – Track and update the status of your stories and scrum tasks of the current sprint from your mobile device using the Agile Development v2 mobile app.

  • Get started with Agile Development v2 mobile app – Access the Agile Development mobile app to track your sprints, stories, and tasks.

  • Managing stories on Agile Development v2 mobile app – View, edit, and update the details of stories assigned for the current sprint on your mobile device.

    • Tracking stories on Agile Development v2 – View, edit, and update the details of stories assigned for the current sprint on your mobile device.

    • Update a story on Agile Development v2 – View, edit, and update the details of stories assigned for the current sprint on your mobile device.

  • Managing scrum tasks on Agile Development v2 mobile app – View, edit, and update the details of scrum tasks that were created for the stories of the current sprint on your mobile device.

    • Tracking scrum tasks on Agile Development v2 – View, edit, and update the details of scrum tasks that were created for the stories of the current sprint on your mobile device.

    • Create a scrum task on Agile Development v2 – View, edit, and update the details of scrum tasks that were created for the stories of the current sprint on your mobile device.

    • Update a scrum task on Agile Development v2 – View, edit, and update the details of scrum tasks that were created for the stories of the current sprint on your mobile device.

  • Scrum Programs for Agile Development 2.0 – Plan and track the work of multiple teams that work together, either toward a common short-term outcome or on an ongoing basis.

  • Components installed with Scrum Programs – Understand the roles, tables, business rules, and UI macros that are installed when you activate the Scrum Programs plugin.

  • Create an epic backlog – Categorize epics into epic backlogs by defining a set of filters according to your preferences. While planning your scrum program, you can use these epic backlogs to plan for only those stories that belong to the epics in this backlog.

  • Manage your epic backlogs – Create, update, and rearrange your epics by using a centralized view of epic backlogs on Agile Board.

  • Create a scrum program – Create a scrum program to plan sprints and track the progress of the multiple scrum teams that are working together.

  • Assign teams to a scrum program – Add teams to your scrum program to assign work and track the progress of the work.

  • Scrum program planning board – Use a centralized view on Agile Board to plan work for the teams that are working on your scrum program.

    • Plan a scrum program – Plan work for sprints, using a centralized view on Agile Board, of multiple scrum teams that are working together on a scrum program.

    • Add sprints from the program planning board – Add sprints to your scrum teams directly from the scrum program planning board without having to navigate to another module.

  • Performance Analytics Content Pack for Agile 2.0 – Improve your Agile processes and practices using preconfigured dashboards with data visualizations from the Platform Analytics Content Pack for Agile 2.0.

  • Enable daily data collection for Agile 2.0 dashboards – Enable scheduled data collection to begin collecting scores on new data automatically. Data collection jobs automatically collect scores for automated indicators and breakdowns.

  • Upgrading the layout of Agile 2.0 dashboards – Upgrade to the latest layout of Agile 2.0 dashboards using Solution Library.

  • Agile 2.0 Epic Dashboard – Visually analyze the progress of the stories of an epic over a given period using the Epic Dashboard.

  • Agile 2.0 Sprint Dashboard – Track the progress of your stories in the current sprint and forecast sprint completion using the Sprint Dashboard.

  • Agile 2.0 Prior Sprint Dashboard – Prior Sprint Dashboard provides data visualization on scope, actual burndown and burnup, and forecast trends of previous sprints. Analyze the data and plan the work for upcoming sprints.

  • Agile 2.0 Release Dashboard – Track the progress of your stories and analyze scope changes in the current release using Agile 2.0 Release Dashboard.

  • Agile 2.0 Prior Release Dashboard – Prior Release Dashboard provides data visualization on scope, actual burnup and burndown, and forecast trends of previous releases. Analyze the data and plan the work for upcoming releases.

  • Agile 2.0 Team Dashboard – Team Dashboard provides a visualization of the team’s progress on stories over a given period. It provides team predictability charts and helps you plan the team’s capacity for the upcoming sprints. In addition, it provides details of all the team members.

  • Customizing Agile 2.0 dashboard reports – Customize the Burnup, Burndown, and Cumulative Flow Diagram reports of your Agile 2.0 dashboards according to the custom states of your scrum stories.

    • Customize indicators of your Agile 2.0 dashboard reports – Configure indicators to reflect your customizations on the Agile 2.0 dashboards.

    • Update UI scripts for Agile 2.0 dashboards – Customize UI scripts by overriding methods in empty implementation (Impl) classes.

    • Customize story states of your Agile Development 2.0 dashboard reports – Configure story states to reflect your customizations on the Agile Development 2.0 dashboards.

  • Work Progress Status for Agile Teams – The Work Progress Status for Agile Teams application provides you with indicators such as estimated completion date and progress status (green, yellow, red) for all your Agile Development 2.0 epics.

  • Reviewing progress status for Agile Development 2.0 epics – Understand if your work would be completed by the planned end dates by reviewing progress status of your Agile Development 2.0 epics.

• Atlassian Jira Integration for Agile Development – Enable bidirectional synchronization of records between Atlassian Jira and ServiceNow Agile Development by integrating the two applications.

  • Components installed with Atlassian Jira integration for Agile Development – Several types of components are installed with activation of the Atlassian Jira integration for Agile Development application, including tables, user roles, and scheduled jobs.

  • Setting up the integration between Jira and Agile Development 2.0 – Understand the setup process of Atlassian Jira Integration for Agile Development 2.0.

  • Connecting Agile Development 2.0 to Jira – Establish a connection between Agile Development 2.0 and Jira using a Jira connection alias and a Jira instance.

    • Create a Jira connection alias for integration with Agile Development 2.0 – Establish a connection between Agile Development 2.0 and Jira using a Jira connection alias and a Jira instance.

    • Create a Jira Instance for integration with Agile Development 2.0 – Establish a connection between Agile Development 2.0 and Jira using a Jira connection alias and a Jira instance.

    • Connect Agile Development 2.0 to Jira – Establish a connection between Agile Development 2.0 and Jira using a Jira connection alias and a Jira instance.

  • Discover and import Jira projects and boards – Discover and import all available Jira projects and boards into Agile Development 2.0 to start using the integration between the two applications.

    • Default mapping configuration between Agile Development 2.0 and Jira – Understand the default field mapping configuration for work items of a project between Jira and Agile Development 2.0.

  • Importing issues and sprints from Jira to Agile Development 2.0 – Understand the process of importing existing issues and sprints from Jira to Agile Development 2.0.

    • Associate Jira projects with assignment groups in Agile Development 2.0 – Associate your Jira projects and boards with assignment groups in Agile Development 2.0 to enable import and export of all available issues between the associated project and assignment group.

    • Import issues from a Jira project to Agile Development 2.0 – Import available issues from a Jira project, with or without the team integration settings for this project, so that you can update existing records of Jira from Agile Development 2.0.

    • Import sprints from Jira to Agile Development 2.0 – Import sprints from a Jira board so that you can track progress of these sprints directly in Agile Development 2.0.

  • Schedule a job to auto-import issues from Jira to Agile Development 2.0 – Schedule a job to auto-import issues and sprints periodically from Jira into Agile Development 2.0.

  • Customizing map configuration for your Jira projects – Customize the field, table, or workflow state map configuration for your Jira projects. You can customize map configuration of a single project or multiple projects of the same project style.

    • Customize your table map configuration – Map a Agile Development 2.0 table of your preference for a Jira project.

    • Customize your field map configuration – Map a field of your preference for a Jira project.

    • Configuring a reference field in Jira – Map a field of your preference for a Jira project.

    • Customize your workflow state configuration – Create a custom workflow state map of your preference for a Jira project.

    • Apply custom map configuration to multiple Jira projects – Add a custom table or field, which is applicable to all your Jira projects of a specific type, to the map configuration template in Agile Development 2.0.

    • Apply custom table map configuration for Agile Development 2.0 and Jira – Create a business rule to enable export from your new custom Agile Development 2.0 table map configuration to your Jira projects.

    • Allow import and export of attachments on a custom Agile Development 2.0 table – Enable import and export of attachments between Jira and Agile Development 2.0 for a custom Agile 2.0 table that you added to the map configuration.

    • Populate Jira project identifier reference fields for Agile Development 2.0 custom table – Enable Jira identifier reference fields for your Agile Development 2.0 custom table that you added to the map configuration.

  • Reset mapping configuration of Jira projects – Reset the existing mapping configuration for multiple Jira projects to a default mapping configuration.

  • Importing and exporting issues between Agile Development 2.0 and Jira – Understand the workflow for the import and export of issues between Agile Development 2.0 and Jira.

  • Troubleshooting issues of Jira integration with Agile Development 2.0 – Resolve common issues that you might face while working with the integration of Jira and Agile Development 2.0.

  • Enable detailed project logging in Jira Integration with Agile Development – Understand how to enable integration project logging in Jira so that you can view details of the project logs.

  • Define batch size for Jira project metadata – Define a batch size value that is used to fetch the metadata from the Jira projects.

• Microsoft Azure DevOps Integration for Agile Development – Enable bidirectional synchronization of work items between Microsoft Azure DevOps and ServiceNow Agile Development 2.0 by integrating the two applications.

  • Components installed with Microsoft Azure DevOps integration for Agile Development – Several types of components are installed with activation of the Microsoft Azure DevOps integration for Agile Development application, including user roles, scheduled jobs, and tables.

  • Setting up the integration between Microsoft Azure DevOps and Agile Development 2.0 – Understand the setup process of Microsoft Azure DevOps Integration for Agile Development 2.0.

  • Connecting Agile Development 2.0 and Azure DevOps – Establish a connection between Agile Development 2.0 and Azure DevOps using a connection alias and an Azure DevOps instance.

    • Create an Azure DevOps connection alias – Establish a connection between Agile Development 2.0 and Azure DevOps using a connection alias and an Azure DevOps instance.

    • Create an Azure DevOps instance – Establish a connection between Agile Development 2.0 and Azure DevOps using a connection alias and an Azure DevOps instance.

    • Connect to Azure DevOps – Establish a connection between Agile Development 2.0 and Azure DevOps using a connection alias and an Azure DevOps instance.

  • Discover and import Azure DevOps projects – Discover and import all available Azure DevOps projects into Agile Development 2.0 to start using the integration between the two applications.

    • Default map configuration for Azure DevOps integration with Agile Development 2.0 – Understand the default field map configuration, of different process types, between Azure DevOps and Agile Development 2.0.

  • Import areas, teams, and iterations from Azure DevOps – Import areas, teams, and iterations of your Azure DevOps projects. These details are used to import sprint data and associate your Azure DevOps projects with assignment groups in Agile Development 2.0.

  • Setting up import and export between Azure DevOps and Agile Development 2.0 – Configure the settings for the import and export actions of work items between Agile Development 2.0 and Azure DevOps.

    • Register webhooks for an Azure DevOps project – Configure the settings for the import and export actions of work items between Agile Development 2.0 and Azure DevOps.

    • Associate Azure DevOps projects with assignment groups in Agile Development 2.0 – Configure the settings for the import and export actions of work items between Agile Development 2.0 and Azure DevOps.

  • Import work items from Azure DevOps to Agile Development 2.0 – Import work items and iterations of an Azure DevOps project into Agile Development to track and update the status of your work.

  • Schedule jobs to import data from Azure DevOps – Schedule jobs to automatically import new projects, teams, areas, work items, and sprints periodically from Azure DevOps into Agile Development 2.0.

  • Customizing your map configuration for Microsoft Azure DevOps integration – Customize the table, field, or state map configuration between Azure DevOps and Agile Development 2.0 according to your organizational preferences.

    • Customize your table map configuration – Configure table maps between tasks, iterations, and work areas of Azure DevOps and tables in Agile Development 2.0 and configure its fields for Azure DevOps projects of a process type.

    • Customize your field map configuration – Create a custom field map configuration to map a field in an Agile Development 2.0 table for Azure DevOps projects of a process type.

    • Configuring a reference field in Azure DevOps – Create a custom field map configuration to map a field in an Agile Development 2.0 table for Azure DevOps projects of a process type.

    • Customize your state map configuration – Create a custom state map for a field of an Agile Development 2.0 table to map the workflow states of your preference for Azure DevOps projects of a process type.

    • Apply a custom table map using a business rule – Create a business rule to enable export from your new custom map configuration of an Agile Development 2.0 table to your Azure DevOps projects.

    • Allow import and export of attachments on a custom table – Enable import and export of attachments between Azure DevOps and Agile Development 2.0 for a custom table that you added to the map configuration of a process type.

    • Populate Azure DevOps identifier reference fields for a custom table – Enable Azure DevOps project identifier reference fields for an Agile Development 2.0 table that you added to the map configuration of a process type.

  • Configuring Azure DevOps integration with SAFe – Understand how to set up Microsoft Azure DevOps integration with SAFe in your ServiceNow instance.

    • Configuring Azure DevOps projects for SAFe – Set up SAFe related configuration in Azure DevOps projects and understand the workflow of SAFe PI and Sprint integration with Azure DevOps.

    • Troubleshooting issues of Azure DevOps integration with SAFe – Resolve common issues that you might face while working with the integration of Azure DevOps and SAFe.

  • Generate default mapping between Azure DevOps and Agile Development 2.0 – Generate a default mapping for an Azure DevOps process type if you want to reset the existing map configuration.

  • Importing and exporting work items between Agile Development and Azure DevOps – Understand the workflow for the import and export of work items between Agile Development and Azure DevOps.

  • Sync sprint details between Agile Development 2.0 and Azure DevOps – Understand the workflow for the import and export of work items between Agile Development and Azure DevOps.

  • Troubleshooting issues for Azure DevOps integration with Agile Development – Resolve common issues that you might face while working with the integration of Azure DevOps and Agile Development 2.0.

  • Enable detailed project logging in Microsoft Azure DevOps Integration with Agile Development 2.0 – Understand how to enable the integration project logging in Microsoft Azure DevOps integration with Agile Development 2.0 so that you can view detailed project logs.

• Scaled Agile Framework (SAFe) – Apply lean and agile principles to your large enterprise enabling you to develop and deliver software products with fewer defects in the shortest viable lead time.

  • Domain separation and Scaled Agile Framework (SAFe) – Domain separation is supported in the Scaled Agile Framework (SAFe) application. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

  • Business stakeholder role for Essential SAFe and Portfolio SAFe – Use the business stakeholder role to read and retrieve data from any table of the Essential SAFe and Portfolio SAFe applications to generate reports.

  • Essential SAFe – Apply lean and agile principles to your Agile Release Trains and teams, and develop and deliver work with fewer defects in the shortest viable lead time.

  • Components installed with Essential SAFe – Several types of components are installed with activation of the Agile - Scaled Agile Framework - Essential SAFe plugin (com.snc.sdlc.safe), including tables and user roles.

  • Quick start tests for Essential SAFe – Validate that Essential SAFe still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

  • SAFe entities – Learn about the various SAFe entities that are used to successfully plan, track, and deliver your software products.

    • Define an epic in SAFe – Create an epic within SAFe. An epic is the largest unit of work that has one common objective such customer request, or business requirement. An epic is further decomposed into features for implementation and delivery by SAFe agile release trains (ARTs).

    • Create a monetary benefit plan for an epic – Epic benefit plans capture the potential benefits accrued by the epic when the epic is executed. Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.

      • Update a monetary benefit plan breakdown for an epic – Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Create a non-monetary benefit plan for an epic – Epic benefit plans capture the potential non-financial benefits accrued by the epic when the epic is executed. Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.

      • Update a non-monetary benefit plan breakdown for an epic – Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    • Associate monetary and non-monetary benefit plans – Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the epic for the hybrid benefit plans.

    • Generate labor costs for epics – View the labor cost expenses based on the resource assignments for your epics.

    • Define a feature in SAFe – Create a feature in SAFe and break it down into smaller user stories for implementation and delivery by SAFe teams.

    • Split a SAFe feature – Split a SAFe feature into two separate features so that you can track complete and incomplete stories. Move the feature with the incomplete stories to your backlog or to a future program increment (PI). This maintains accurate metrics of the previous sprints and PIs.

    • Define a story in SAFe – Create high-level definitions of your requirements in the form of stories in SAFe.

    • Related links and lists for a SAFe story – Use the related links and related lists in your SAFe story form based on the actions that you need to perform on your story.

    • Add dependencies to your SAFe stories – Set dependencies to your SAFe story by adding prerequisite and dependent stories to it. Using the SAFe Planning board, you can distinguish these dependencies between stories during your big room planning and replan the stories as required.

    • Define an Agile Release Train – From SAFe, define an Agile Release Train (ART) which is a group of agile teams working towards a single solution.

    • Define a program increment in SAFe – With SAFe, define a program increment (PI). A program increment is typically 8–12 weeks long, during which an ART delivers incremental value in the form of working, tested software and systems.

    • Define a SAFe team – From SAFe, create an agile team and associate it to an ART.

  • SAFe PI objectives – Use SAFe program increment (PI) objectives to highlight the overall goals for a team or for an agile release train (ART) in a PI.

    • Define a SAFe PI objective – Create SAFe program increment (PI) objectives so that you can summarize the goals of your team or agile release train (ART) for the upcoming PIs.

  • SAFe Board — ART level – As a product manager, you can plan and monitor activities across teams within your agile release train (ART) by accessing the ART level on the SAFe Board.

    • Track features in a board – Track the progress of features in the ART. View their transition from one state (lane) to another.

    • Manage your ART backlog from the SAFe Board – Prioritize and manage features in your agile release train (ART) backlog. The ART backlog lists only the active features that are not assigned to any program increment.

    • Arrange a feature in the SAFe backlog page using the keyboard – Use the keyboard to move and arrange SAFe features in the Backlog tab of the SAFe Board.

    • Arrange multiple features in the SAFe Board using the keyboard – Use the keyboard to move and arrange multiple SAFe features in the Backlog tab of your SAFe Board.

    • Schedule features for your program increments – Define a program increment (PI) and plan the features scheduled for completion within that PI.

    • Use the SAFe program list view – Define a program increment (PI) and plan the features scheduled for completion within that PI.

    • Use the SAFe program roadmap view – Define a program increment (PI) and plan the features scheduled for completion within that PI.

    • SAFe PI planning board – Use a centralized board to plan your program increments (PIs) for an agile release train (ART). You can create and assign stories to teams, add and view story dependencies, track stories by sprints, and re-plan these stories if required.

    • Plan a SAFe program increment – Plan your SAFe program increments (PIs) and track the progress of stories and features in an interactive planning board.

  • SAFe Board — Team level – As a team member, you can plan and monitor activities within your team by accessing the Team level on the SAFe Board.

    • Manage your team backlog – Manage, evaluate, prioritize, and sequence stories in your team backlog.

    • Perform sprint planning – Manage, evaluate, prioritize, and sequence stories in your team backlog.

    • Track your SAFe tasks from the Board view – Track the progress of your SAFe stories and scrum tasks. View their transition from one state (lane) to another in a visual task board.

    • Track your SAFe team work from the list view – Create, execute, track, and complete the scrum tasks and tests of a SAFe story from the list view.

    • Create a test for a SAFe story – Create a test, add steps to the test, and create and maintain different versions of the test. A test is a collection of conditions or steps used to determine whether a SAFe story is working correctly. A test can also include an expected result that determines whether the test passes or fails.

    • Run a test for a SAFe story – View the test scenario and execute all the steps of a test for verifying a SAFe story.

    • Troubleshoot test failures – View the history of test runs. Troubleshoot and rectify the test failures in SAFe.

  • Portfolio SAFe – With Portfolio SAFe, you can align your organizational goals and strategies with your portfolios, and apply lean and agile principles to seamlessly manage and deliver your portfolio work.

  • Components installed with Portfolio SAFe – Several types of components are installed with activation of the Agile - Scaled Agile Framework - Portfolio SAFe plugin (com.snc.sdlc.portfolio_safe), including tables and user roles.

  • Define a portfolio – From SAFe, define a portfolio which is a group of ARTs working towards a single solution.

  • SAFe Board—Portfolio level – As a portfolio manager, you can plan and monitor activities within your portfolio by accessing the Portfolio level on the SAFe Board.

    • Track your epics – Using the Board tab, track all epics of your portfolio and view their transition from one state (lane) to another.

    • Manage your portfolio backlog – Manage, evaluate, prioritize, and sequence epics in your portfolio backlog.

  • SAFe — Unified Backlog – SAFe — Unified Backlog allows you to maintain a centralized backlog containing records of different task types, such as defects, problems, incident tasks, and stories. It facilitates in prioritizing and sequencing different task type records in one location, saving you steps. It also removes the overhead of converting records to stories.

  • Set up a triage board in SAFe – Set up your own triage board by defining filter criteria, and view records that are important to your team, such as problems, incident tasks, defects, or change requests. For example, you can create one triage board for defects and another for incidents.

  • Performance Analytics Content Pack for Essential SAFe – Improve your SAFe processes and practices using the Platform Analytics Content Pack for Essential SAFe that contains preconfigured dashboards with data visualizations.

  • Enable daily data collection for Essential SAFe dashboards – Enable scheduled data collection to begin collecting scores on new data automatically for Essential SAFe dashboards. Data collection jobs automatically collect scores for automated indicators and breakdowns.

  • Using Solution Library for Essential SAFe dashboards – Upgrade to the latest layout of Essential SAFe dashboards using Solution Library.

  • SAFe Feature Dashboard – The SAFe Feature Dashboard provides a visualization of the changes in scope and the progress of the stories in the feature over a given period.

  • SAFe Epic Dashboard – The SAFe Epic Dashboard provides a visualization of how the features of an epic are progressing over a given period of time.

  • SAFe Sprint Dashboard – Track the progress of your SAFe stories in the current sprint and forecast sprint completion using the SAFe Sprint Dashboard.

  • SAFe Prior Sprint Dashboard – The SAFe Prior Sprint Dashboard provides data visualization on scope, actual burnup and burndown, and forecast trends of previous sprints. Analyze the data and plan the work for upcoming sprints.

  • SAFe PI Dashboard – The SAFe PI Dashboard allows you to track the progress of your features in the current program increment (PI).

  • SAFe Prior PI Dashboard – The SAFe Prior PI Dashboard provides data visualization on scope, actual burndown, and forecast trends of previous program increments (PI). Analyze the data and plan the work for upcoming PIs.

  • SAFe ART Dashboard – Visualize how the ART members are progressing on features and program increments (PIs) over a given period using the SAFe ART dashboard. Gain insight on the overall velocity of the ART members, historical performance of the ART on the PI objectives so that you can plan the work accordingly for the upcoming program increments.

  • SAFe Team Dashboard – Visually analyze how a team is progressing on stories over a given period. Gain insight on the overall velocity of the team and helps you plan the team’s capacity for the upcoming sprints and program increments (PIs). In addition, this dashboard provides details of all the team members.

  • Customizing Essential SAFe dashboard reports – Customize the Burnup, Burndown, and Cumulative Flow Diagram reports of your dashboards according to the custom states of your SAFe stories.

    • Customize indicators of your Essential SAFe dashboard reports – Configure indicators to reflect your customizations in Essential SAFe dashboards.

    • Update UI scripts for Essential SAFe dashboards – Customize UI scripts by overriding methods in empty implementation (Impl) classes.

    • Customize story states of your Essential SAFe dashboard reports – Configure story states to reflect your customizations on the Essential SAFe dashboards.

  • Work Progress Status for SAFe – The Work Progress Status for SAFe application provides you with indicators such as estimated completion date and progress status (green, yellow, red) for your SAFe epics and features.

  • Reviewing progress status for SAFe features and epics – Understand if your work would be completed by the planned end dates by reviewing progress status of your SAFe features and epics.

• Test Management applications – The ServiceNow Test Management application streamlines the management of testing processes to help you deliver software products more efficiently and with fewer errors.

  • Domain separation and Test Management – Domain separation is supported in Test Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

  • Test Management 1.0 – The ServiceNow Test Management 1.0 application provides a tool for manual software testing.

  • Activate Test Management – To activate the Test Management (com.snc.test_mgmt) plugin you must have an admin role.

    • Components installed with Test Management – Several types of components are installed with activation of the Test Management plugin, including tables and user roles.

  • Business stakeholder role for Test Management 1.0 – Use the business stakeholder role to read and retrieve data from any table of the Test Management 1.0 application to generate reports.

  • Test Management key terms – Key terms describe the terminology used in Test Management.

  • Test Management process flow – The tasks associated with manual software testing can be divided into several steps.

  • Setting up the manual testing process – Set up and monitor the test suites, test cases, and test plans.

    • Test suites – Use test suites to group test cases together so that you can execute your tests efficiently.

    • Create a test suite – A test suite is made up of one or more test cases that are grouped for execution purposes.

    • Create a copy of an existing test suite – Create a test suite with the details of an existing test suite.

    • Add a test case to a test suite – Create and add test case to an existing test suite.

    • Test cases – Use test cases to group related tests together so that you can add them to a test suite or a test plan.

    • Create a test case – Create a test case to group one or more related individual tests.

    • Add a test to a test case – Create and add a new test to an existing test case.

    • Delete a test case – Delete a test case and all the tests associated to it.

    • Tests – Use tests to determine if a feature or an application is working correctly.

    • Create a test – Create a test to see if your features are working correctly.

    • Create a copy of an existing test – Create a test with the details of an existing test.

    • Create a test environment – Create a test environment to define the setup to be used when conducting the tests in a test plan.

    • Test plans – Use test plans in Test Management 1.0 to plan how to test your feature or application.

    • Create a test plan – Create a test plan to detail how a product or a feature is to be tested.

      • Display test plan execution start and end dates – Create a test plan to detail how a product or a feature is to be tested.

    • Add test case to a test plan – Add new test cases to your test plans so that you can assign them to testers and start test execution.

    • Assigning testers to test cases – Assign the test cases in a test plan to users with the tester (tm_tester) role and to business users.

    • Assign testers from the Test Plan form – Use the Test Cases related list on the Test Plan form to assign testers.

    • Assign testers from the Visual Task Board – Assign the test case to a tester from the Visual Task Board (VTB).

    • Guided test execution – Notify testers about the test cases that are assigned to them through guided test execution by using the Assessments application to notify testers about assigned test cases.

    • Initiate guided test execution – Create assessments for the assigned testers of each test case in a test plan by notifying them to start testing. The test manager can initiate guided test execution from the Test Plan form.

    • Cancel guided test execution – Cancel the guided testing process after it has started so that you can restart it when appropriate.

  • Performing tests and updating the test status – Perform tests, record test results, and update the test status after test cases are assigned.

    • Perform tests using the Test Case form – Perform tests from an assigned test case and record results using the Test Case form.

    • Perform tests using the Visual Task Board – Perform tests from an assigned test case and record results using a bulletin board-type graphical interface.

    • Perform tests using guided test execution – Perform tests from an assigned test case and record results.

  • Update the status of a test case – Manually update the status of a test case. The status of the individual tests in a test case does not affect the overall status of the test case.

  • Report a defect from a failed test – Report a defect from an individual test that has failed so that you can further investigate the test failure.

  • Assign a defect to a test case – Assign an existing defect to a test case to track the relationship between defects and test cases.

  • Monitoring the progress of testing – Track the testing progress for test plans, test cases, and individual tests using the Test Plans module or the Test Management dashboard.

    • Test Management dashboard – View test plan reports on the Test Management dashboard.

  • Test plan sign-off – Record approval of the test plan by using the functionality to sign off a test plan.

    • Complete the test plan sign-off – Review and sign off the test plan so that you can record the approval of the test plan.

  • Test Management 2.0 – The ServiceNow Test Management 2.0 application streamlines the management of testing processes to help you deliver software products more efficiently and with fewer errors. You can create multiple versions of a test and integrate with Agile Development 2.0.

  • Test Management 2.0 overview – Test Management 2.0 helps you deliver software products more efficiently and with fewer defects by managing and streamlining testing processes for both testers and managers. You can create multiple versions of a test and integrate with Agile Development 2.0.

  • Activate Test Management 2.0 – Activate the Test Management 2.0 plugin (com.snc.test_management.2.0) if you’ve the admin role.

    • Installed with Test Management 2.0 – Several types of components are installed with activation of the Test Management 2.0 plugin (com.snc.sdlc.test_management), including tables, and user roles.

  • Business stakeholder role for Test Management 2.0 – Use the business stakeholder role to read and retrieve data from any table of the Test Management 2.0 applications to generate reports.

  • Quick start tests for Test Management 2.0 – Validate that Test Management 2.0 still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

  • Testing using Test Management 2.0 – You can use Test Management 2.0 for general testing such as testing a phase in a release, testing a set of features or products before their market launch. It also includes performing release readiness testing on integration and accessibility (for new software).

    • Create a test in Test Management 2.0 – Create a test specifying conditions or steps to determine whether a feature is working correctly.

    • Create a test set in Test Management 2.0 – Group related tests into a test set. Test sets help you find tests by category or tag.

    • Test Board in Test Management 2.0 – Test Board gives you a comprehensive view of your test plans and enables you to manage test plans more efficiently.

    • Create a test plan using Test Board in Test Management 2.0 – Define how to test a product or feature by creating a test plan.

    • Add and modify test cycles and test execution suites in Test Management 2.0 – Add and modify test cycles and test execution suites from a single user interface without having to switch between multiple user interfaces and forms.

    • Define a custom column in Test Board of Test Management 2.0 – Define a custom column to display information important to you in the Test plan work item hierarchy section of the Planning tab. For example, define a column to view the percentage of test plan that has been completed.

    • Create a test execution suite in Test Management 2.0 – Create a short test plan when the testing effort is minimal. You can also use it when you want to avoid the overhead of creating a test plan and a test cycle for a test execution suite.

    • Run your test assignments in Test Management 2.0 – Run your test assignments and capture the results.

  • Sprint testing – You can use Test Management 2.0 with Agile Development 2.0 to test the work of a scrum team sprint-by-sprint.

    • Create a test for a story – Create a test from the Sprint Tracking view to automatically link it to a story and track whether the story meets its acceptance criteria.

    • Run your tests from the List view – View the test scenario, execute all the steps of the test, and review the test result.

  • Migration from Test Management 1.0 to Test Management 2.0 – Migrate your test data from Test Management 1.0 to Test Management 2.0, and start using Test Management 2.0 for its enhanced testing capabilities and features.

  • Convert test suites – Convert test suites in Test Management 1.0 to test sets in Test Management 2.0. Start using Test Management 2.0 for its enhanced testing capabilities and features.

  • Appendix — Test Management 2.0 – Test Management 2.0 offers a few enhancements over Test Management 1.0.

    • Functionality enhancements in Test Management 2.0 – Test Management 2.0 offers a few functionality enhancements over Test Management 1.0.

    • Data model enhancements in Test Management 2.0 – Test Management 2.0 offers a few data model enhancements over Test Management 1.0.

    • Usability enhancements in Test Management 2.0 – Test Management 2.0 offers a few usability enhancements over Test Management 1.0.

• Business Planning Portal – A business plan includes a business goal and a plan to achieve that goal. Business planning involves various entities of a business such as goals, business units, business capabilities, capability map, enterprise strategies, and business unit strategies. As a business planner you can manage these entities from the business planning portal.

  • Business units – Business units are parts of your organization that are in charge of certain operations, such as Finance, HR, IT.

  • Create business units – Create a business unit to define your organizational functions. A business unit is also necessary to set up the top-most segment in the hierarchy to create roll up rules and have expenses roll up to these business units.

  • Create an enterprise strategy – As a business planner you can manage the business entities such as goals, business units, business enterprise strategies, and business unit strategies. Create an enterprise strategy to orient your business plan toward your goal.

  • Create a business unit strategy – Business units are segments of an enterprise that are in charge of certain operations such as Finance, HR, IT. Each of these business units can have a strategy that aligns with the enterprise or with another business unit.

• Cost Management – The ServiceNow Cost Management application tracks configuration item costs. The costs can be allocated to business units and used in reports.

  • Activate Cost Management – Activate the Cost Management plugin (com.snc.cost_management) using the admin role.

  • Components installed with Cost Management – Several components are installed with the Cost Management application.

  • Cost overview module roles – Only certain roles can customize Cost Overview modules. In addition to viewing, roles with access can refresh, add, delete, and rearrange reports.

  • Cost Management Demo Data – The demo data available with Cost Management provides samples of the data types to illustrate its use.

  • CI rate cards – A configuration item (CI) rate card is a group of recurring configuration item costs associated with multiple configuration items. Rate cards make it easier to enter and track costs that are the same across multiple configuration items.

  • Create a CI rate card – You can add a CI rate card that specifies an hourly rate and associate a rate code.

  • Add a condition to a CI rate card – If you’re adding a condition to a CI rate card, use the Update CI List related link to create the relationship between the configuration item or items and the rate card.

  • CI rate card costs – CI rate card costs generate expense lines for configuration items on the associated rate card

    • Add a CI rate card cost – CI rate card costs generate expense lines for configuration items on the associated rate card

    • Remove a rate card cost – CI rate card costs generate expense lines for configuration items on the associated rate card

    • Disable a rate card cost – CI rate card costs generate expense lines for configuration items on the associated rate card

    • Modify a rate card cost – CI rate card costs generate expense lines for configuration items on the associated rate card

  • Aggregate CI costs – Expense lines can be aggregated to apply all configuration item expenses to a parent business service or application with relationship paths.

  • Enable relationship aggregation – The Process Last Month CI Costs scheduled job processes costs of configuration items. To start aggregating expenses to parents, identify the relationships to use for aggregation. Because there are many options for CMDB relationships, using all available paths for aggregation is generally not efficient.

  • Task and labor rate cards – In Cost Management, task rate cards and labor rate cards capture operating costs by generating expense lines representing the cost of performing a task

  • Manage a labor rate card – The labor rate card associates a rate code with a labor rate.

    • Rate type in labor rate card – The rate type functionality is used to categorize different types of work. For example, Standard versus Overtime.

  • Manage a task rate card – Task rate cards are rate cards associated with records in a task table.

  • Process task rate cards – The business rule Process Task Rate Cards runs when tasks close and checks to see if any task rate cards apply. If they do, an expense line is created according to the rate card.

  • Budgets and cost centers – Understand what budgets and cost centers are and how to manage them in the Cost Management application.

  • Budgets and cost centers example – The most common business entity to associate financial information is the cost center.

  • Create or update cost centers – Define a new cost center or update the details of the existing cost centers.

  • Create or update a budget – Cost management provides budgets for you to plan expenses for a certain time period.

  • Cost centers related records – Cost centers are related to additional records, displayed as related lists on its form.

  • Associate cost centers to a budget – You create cost centers and associate budgets and expense allocations with them.

  • Using distribution costs and rules – Distribution Costs are costs which can be divided among a group of records.

  • Defining distribution rules – Define distribution rules to view distribution costs that are distributed according to the rules.

  • Use business services with expenses – Manage the relationships between business services and their expenses with allocation units and cost centers.

  • Define a cost center – Cost centers are a commonly used reference between financial systems and IT. Cost center records represent business entities, and have a related list of CI Cost Center Relationships that measure the cost center’s consumption of business services.

  • Default allocation rule – For every expense line generated for a business service, the default allocation rule Process Svc-CC Relationships will attempt to process the expense and create allocations for each cost center that is consuming the service.

  • Define an allocation unit – Allocation unit records define the capacity and usage of a business service.

  • Cost sources – There are a several ways to generate expense lines for objects in the system.

  • CI relationships – To get reports that represent the total costs for a business service, there must be some association between the service and the CIs that make up the service. This is done with CI relationships.

  • Allocating expenses – Expenses can also be allocated to a business entity that is responsible for the expense.

  • Budget related records – Budgets are related to additional records, displayed as related lists on its form.

  • Domain separation and Cost Management – Domain separation is unsupported in Cost Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

• SPM custom tables – Strategic Portfolio Management (SPM) includes several custom tables that enable you to enhance SPM according to your specific business requirements. These tables are provided without predefined business logic, allowing you to use them as fully customizable entities to suit your unique needs.

  • SPM custom tables – Strategic Portfolio Management (SPM) includes several custom tables that enable you to enhance SPM according to your specific business requirements. These tables are provided without predefined business logic, allowing you to use them as fully customizable entities to suit your unique needs.