Exploring Project Workspace

The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace.

Project Workspace overview

Project Workspace is a project management application that optimizes different workflows and enables planning and managing of projects or tasks, resources, and financials in one place. This application centralizes access to Projects, subprojects, project tasks, resources, and financials, reducing the need to navigate through various applications.

The Project Workspace provides Project Managers with a comprehensive overview of the all projects and project-related information. This project management application enables better project planning by providing ways to define project scope, dependencies, and time lines.

Project Workspace benefits

Benefit	Feature
Initiate a project and start planning your project tasks.	Create a project and initiate project planning
Add project tasks to your project and assign tasks directly to your team for successful project implementation.	Create project tasks and add them to your project
Add project task dependencies to establish a structured workflow within the project.	Create internal dependencies for your project
Add a dependency between tasks of different projects to align timelines between interrelated projects.	Connect tasks in different projects through external dependencies
Create and compare baselines for your project to capture the project's progress over time.	Set up a baseline for your project
Create a status report to monitor project health, metrics, risks, issues, and milestones.	Create a status report in Project Workspace
Tag stakeholders for their feedback or notes and add comments to collaborate on your project.	Collaborate with Stakeholders for your project
Generate a summary of selected text in Docs using ServiceNow Otto.	Summarize content with project doc generation skill
Generate and schedule project summary emails for your projects.	Schedule the project insights email
Add Risk, Issue, Decision, Action, or Change request to your project to track and manage the RIDAC records throughout project development.	Add a RIDAC record to your project
Export your project as a PowerPoint file directly from the workspace without copying the project information in to slides.	Export a project to Microsoft PowerPoint
Create and track resource assignments at project or task level to optimize resource allocation throughout the project.	Create resource assignments and initiate resources planning
Create a cost plan for the required duration to monitor your projected and actual expenses.	Create a cost plan for your project
Add an expense line into project cost plans to establish a comprehensive and detailed financial framework for your project.	Add an expense line for a cost plan
Generate labor costs for attribute-based resource assignments to track expenses for your project.	Generate labor costs for your project
Collaborate with team members, save notes, generate project charters, and create project briefs using Docs.	Collaborate on projects using Docs
Secure a project to ensure only authorized users can access the project.	Enable security for a project in Project Workspace
Configure and use playbooks in Project Workspace to guide project teams through standard project stages and activities.	Use Playbooks in Project 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.
Project planning in Project Workspace
Plan your projects with an intuitive Project Workspace application to achieve successful project outcomes.
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.

Parent Topic:Project Workspace

Managing financials for your projects

Resource planning with Project Workspace

Status reporting in Project Workspace

Project workspace classic - Legacy

title	Exploring Project Workspace
description	The ServiceNow Project Workspace application helps you to manage projects, resources, and financials in a single workspace.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/exploring-project-workspace.html
release	australia
product	Project Workspace
classification	project-workspace
topic_type	concept
last_updated	2026-09-10
reading_time_minutes	6
breadcrumb	Project WorkspaceProject Portfolio ManagementStrategic Portfolio Management