Ppm Collaboration

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.

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.

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.

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.

The support for use of multiple currencies provides conversions for budget items in different currencies.

An overview of the tasks involved in creating an agile project.

ServiceNow Project Portfolio Management (PPM) provides a simplified, team-oriented approach to managing projects, portfolios, their resources and financials by combining several individual applications.

The ServiceNow PPM Standard, earlier known as Project Portfolio Suite with Financials, application integrates Financial Management and Project Portfolio Management.

Project Portfolio Management leverages the Agile Development 2.0 application to combine the Scrum methodology with project-based IT development.

Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page.

View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define.

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.

Learn more about Project Portfolio Management (PPM) with a sample workflow and review the benefits it can provide for different users in your organization.

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.

Several types of components are installed with activation of Strategic Spend Tracking for PPM, including tables and scheduled jobs.

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.

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.

Display all your important investment boards in a single location using the My Investment views page.

Streamline your sprint planning and completion activities using the Sprint Planning tab.

Multiple plugins are installed with activation of PPM Standard plugin, if they are not already active.

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.

The Strategic Spend Tracking for PPM dashboard helps business planners track planned costs, actual costs, and benefits for projects aligned to organizational goals. Use it to understand how financial performance trends over time.

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.

Platform Analytics Solutions contain preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.

Reference topics provide information about domain separation, quick start tests, business stakeholder role access, and others related to 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.

Several components are installed with the activation of the PPM Standard plugin.

PPM Standard adds several related lists to both the Project and Portfolio forms.

Test Management 2.0 integration with Project Portfolio Management enables you to carry out testing activities on projects.

Roles are added with activation of PPM Standard plugin.

Activate the PPM Standard plugin (com.snc.financial_planning_pmo) if you have the admin role. This plugin installs the Project Portfolio Management applications.

Assign a group to a project so that the group later works on the tasks of the assigned project.

Create an agile assignment group to later assign the work of an agile project.

Create stories and associate them to a project or add existing stories to your project.

Track the progress of an agile phase from the Project Workbench timeline.

Tables are added with activation of PPM Standard plugin.

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.

Track and analyze the cost, schedule, and scope of your investments in one place using Investment Portal.