Strategic Portfolio Management

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.

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.

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.

Assign a partition role to users or user groups to grant them access to records within a specific partition.

Grant users or user groups access to partitioned records in Enterprise-Wide Deployment by assigning the appropriate EWD PMO role.

Business units are parts of your organization that are in charge of certain operations, such as Finance, HR, IT.

Several types of components are installed with installation of the Enterprise-Wide Deployment application, such as user roles, tables, and scheduled jobs.

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.

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.

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.

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.

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.

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.

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 partition to control record visibility for users within a specific function, such as a department or business unit.

Enable additional ACL enforcement for partitioned tables to strengthen access control validation. Select the tables where you want to apply enhanced security.

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.

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.

SPM Enterprise-Wide Deployment (EWD) partitions SPM tables data so that you can restrict record access by department, business unit, or other function.

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.

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.

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.

You can install the SPM Enterprise-Wide Deployment application (sn_spm_ewd) if you have the admin role.

You can install the Extended Security for Enterprise-Wide Deployment application (sn_spm_ewd_sec) if you have the admin role.

You can install the MCP for Strategic Portfolio Management application (com.sn.spm.mcp) if you have the admin role.

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.

Reference information to provide additional details about MCP for Strategic Portfolio Management such as the fields, user roles, and tables.

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.

Add work notes, attachments, or edit the customer project tasks details using the My Retail Project Tasks widget on your Employee Slate.

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.

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.

Playbooks in Retail Strategic Portfolio Management Suite provide a guided, structured approach to managing store life cycle projects from initiation to completion, helping project teams follow a consistent process across every store scenario.

Field descriptions for the Project Type Fields form. Use this reference when entering key project dates for a retail store project.

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.

Reference information to provide additional details about MCP for Strategic Portfolio Management reference such as the fields, user roles, tables, and tools information.

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.

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

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.

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.

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 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.

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.

Retail Strategic Portfolio Management Suite (SPM Retail) helps retail organizations plan, manage, and track strategic initiatives across their operations.

Set up a retail project from a template to plan and track store operations, including store openings, relocations, refurbishments, technology refreshes, and closures.

Define the key dates to categorize and manage retail projects using the Retail Strategic Portfolio Management Suite.

Roles, tables, and properties installed with Retail Strategic Portfolio Management Suite and the access each role grants for managing retail store life cycle projects.

The My Retail Project Tasks widget shows employees a quick view of the customer project tasks assigned to them on the Employee Slate.

Several tables are supported for partition using Enterprise-Wide Deployment, including direct and indirect related tables for each entity.

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.

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.

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.

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.

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.

Verify that partitions are configured correctly by impersonating users with different partition roles and checking that record visibility is enforced across all workspaces.