Configuring Project Workspace

---
title: Configuring Project Workspace
description: Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/configure-pw.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Configuring Project Workspace

Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources.

-   **[Configure AI Admin Hub](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configuring-na-spm.md)**  
Use the AI Admin Hub console to activate the various AI applications and skills that you’re entitled to.
-   **[Configuring projects with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configure-projects-pw.md)**  
Set up the Project Workspace application and start planning on your project.
-   **[Configuring resources with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configure-resource-mgmt-prj-wksp.md)**  
Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.
-   **[Configure financials for Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/config-fin-pws.md)**  
Customize financials view, planning attributes, and activate scheduled jobs to work on the financial planning for your projects.
-   **[Configuring security for a project in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configuring-security-for-a-project-in-pw.md)**  
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.
-   **[Configuring project types in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configuring-project-types-pw.md)**  
Configure project types so that each type of project in Project Workspace has its own custom fields, form view, and visible modules.
-   **[Configure the default AI status report template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/config-default-ai-status-report-template.md)**  
Configure which template ServiceNow Otto should use by default when it generates an AI status report.
-   **[Configure standard note for a skipped status report section](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/config-skipped-section-note.md)**  
Configure a standard note that ServiceNow Otto appends to an AI status report section when it skips that section.

**Parent Topic:**[Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/project-workspace-landing-page.md)

**Related topics**  


[Managing projects with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/use-projects-pw.md)

[Managing financials for your projects](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/using-financials-prj-wrkspc.md)

[Resource planning with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/use-resource-mgmt-prj-wksp.md)

[Project Workspace reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/project-workspace-reference.md)