Access ServiceNow Otto for Setup \(SPM\)

task australia Updated Sep 10, 2026 1 min read spm-config-console-access.md
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Use Open ServiceNow Otto for Setup from the Admin Home page to start setting up Strategic Portfolio Management (SPM) applications for your organization.

Before you begin

Install ServiceNow Otto for Setup from ServiceNow store or from the prompt on the Admin Home page.

Role required: admin

Procedure

  1. Navigate to All > Admin Center > Admin Home.

  2. On the Admin Home page, locate and select the Strategic Portfolio Management card to open the ServiceNow Otto for Setup workspace for SPM.

    The card appears only when your organization has at least one Strategic Portfolio Management (SPM) application licensed. The modules and items inside the console are filtered to match your specific entitlements.

  3. Install the required SPM apps from the Apps and plugins section.

  4. Select Configure to open the configuration console for SPM.

  5. Complete the tasks for each module in the setup.

    For a complete listing of modules and the per-application setup task each item links to, see Modules in ServiceNow Otto for Setup (SPM).

Keywords Strategic Portfolio ManagementSPMNow Assist for SetupAdmin HomeAdmin Centerconfiguration consolesetup consoleportfolio management setup
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