Project Management

Approve or reject the changes in a notification for an external soft dependency.

Activate the MobilenProject Status application from ServiceNow Store, earlier known as PPM Mobile (com.sn_ppm_mobile), if you have an admin role. Installing this application also activates related plugins if they are not already active.

Install Virtual Agent for PPM from the ServiceNow store.

Actual project costs come after you create expense lines for cost plans or after human resources use time cards to create expense lines.

Add actions that are required for resolving an issue or risk for a project. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

As a project manager, develop a plan to manage risks and issues proactively with solutions. Add the solution for a risk or issue to a project in the form of a decision. You can also convert a risk or an issue to a decision or a decision to an action or a request change.

Add diagnostic scripts to scan the data in your application for any corruption. You can also attach fix scripts to rectify the corrupt or invalid data identified by the diagnostic script.

Create and add diagnostic features, which consist of single or multiple diagnostic scans that execute mapped scripts to detect data corruption or invalid data.

Define the columns that you want to make available in the project planning console, portfolio workbench, program workbench, and the release management Gantt chart.

Add an issue to a project to escalate a risk or track an unexpected problem. Unresolved issues can cause conflicts, delays, or project failure.

Add a risk to a project to identify, analyze, prioritize, plan, and track a risk during any phase of the project life cycle. Assess potential problems and the severity of their impact to take informed decisions about the project.

Allocate budget to a project and enter amounts for capital expense budget (Capex) and operating expense (Opex) budget in project currency. The sum of the Capex and Opex budgets are calculated as total budget in project currency.

Set the budget of a project according to the fiscal years.

Apply one or multiple project templates to an existing project from the project form or Planning Console.

Understand how your project Slack channel or Microsoft team is archived when your project is moved to a closed state.

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans.

Learn about the fields of benefit plan form.

Some calendar elements from Microsoft Project are not imported into the Project Management application.

Large-scale changes approved by your change approval board (CAB) require new or existing projects to be implemented.

Plan, create, and manage projects using the Waterfall methodology.

A Gantt chart on the planning console is a visual representation of a project timeline that shows start and end dates of tasks, and the dependencies between tasks.

Date changes, stage changes, and value calculations roll up from child tasks to parent tasks.

A project task checklist gives you the ability to track activities that must be completed on a task.

Specify the amount of money that projects and portfolios are allowed to have.

The ServiceNow Project Management application is a suite of tools that aids in managing projects, tasks, and resources. You can create and manage small projects with a few tasks to large portfolios that contain complex tasks with various relationships and dependencies.

If you are using Microsoft Project to manage project activities, you can export a project to Microsoft Project (mpp) file, an XML file, or a CSV file.

You can manage projects using both Microsoft Project and the ServiceNow Project Management application.

The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects.

Get an at-a-glance view of projects with reports, the portfolio dashboard, and project views. You can see information such as projects with slipped milestones, graphs of resources by project, and projects listed by percentage complete.

Learn about the basic terms used in Project Management.

The Project Template Configuration list defines the items that are included in a template.

A project template defines the basic structure of a project.

The project workbench provides a central location for creating and managing projects.

When creating a project, the project manager can select the type of calculation to use: manual or automatic (default).

Resources are the individuals or groups assigned to perform tasks and subtasks in Project Management.

A teamspace appears as an application in the instance application navigator. The teamspace includes module links that come from the Project Portfolio Management applications, such as the Project, Idea, Demand, Program and Portfolio applications.

The planning console is a centralized interface for the Project Management application.

The project workbench allows project managers to manage all aspects of a project.

The work breakdown structure (WBS) is a hierarchical representation of all the tasks in your project.

If the unit cost, quantity, or fiscal period of a cost plan are updated, then all the related amount fields in the cost plan, its breakdowns, and the project to which it is rolling up are recalculated in project currency.

Adjust the schedule of a project by changing the planned start date of a project and shifting it later or earlier than the current planned schedule.

Apply a constraint to control when an automatically scheduled task starts or finishes. Set the constraint type and the associated constraint date if required.

Build your project structure quickly on the client side (browser) without saving details to the server for each interaction. This prevents time lags after you perform actions in the planning console and improves scheduling performance.

Collaborate with the project manager and other stakeholders on a project to provide project updates, share documents, or send emails through the mobile app.

Compare baselines to review the variances in the financial data of a project and see what changed.

Compare baselines to review variance between tasks and identify which task has variance from the current planned end date and the baseline end date. The baseline variance column displays the amount of variance between the two date comparisons.

Roles and tables are installed with activation of the PPM Collaboration application.

The project workbench displays project information in two distinct areas. The top pane displays the project visualization, and the bottom pane displays phase details in a list view or visual task board. There is also a header above the workbench that includes several buttons and controls.

Create or edit planning attributes to plan and forecast your resources and financials for a project.

Learn about the process required to set up and configure Project Management to enable your project managers initiate and plan projects.

Convert one RIDAC record (risk, issue, action, decision, and request changes) to another to retain the record information and track the issue.

Learn and update the enabled fields of cost plan breakdown form.

A cost plan breakdown captures the estimated cost and actual cost for every fiscal period. Cost plan, project, demand, program, and portfolio are the breakdowns types that are available.

Learn about the fields of cost plan form.

Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.

Learn about the fields of project form. Use this form to create a project.

Create a Slack channel for your project to start collaborating with your team and receive timely updates of the project.

Create a Microsoft team for your project to start collaborating with your team and receive timely updates of the project.

Once you have created diagnostic features and scripts, map them to a diagnostic scan to check the health of data in your application. Use fix scripts to rectify any corrupt or invalid data that the diagnostic scan identifies.

Add an external dependency between two projects on the planning console. Use the work breakdown structure (WBS) column of the planning console to create a dependency between the different projects tasks.

Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.

As a project manager, you might create a request change as the outcome of the action taken to resolve an issue or mitigate a risk. The request change might result in changing the project's scope, resource requirement, cost, or schedule to minimize the impact of a risk or issue.

You can create Risk, Issues, Decisions, Actions, and Request Changes records for your project through the mobile app.

In addition to the regular columns that are provided in the base system, as the PPS admin, you can configure which columns appear in the planning console.

Add or modify a state of project or project task using dictionary override.

Learn about the fields of diagnostic scripts form.

Learn about the fields of diagnostics feature form.

Learn about the fields of diagnostic form.

Enable client side planning in planning console to enable project scheduling at the client side.

Switch over to the project currency view to track the planned costs of a project in the selected project currency.

Learn about the fields of expense line form.

Create, view, and manage projects using Project Management (PM) application.

As a project manager, you can use an external dependency to set up a dependency from a task in one project to a task in another project.

The Project management application supports two types of external dependencies - hard and soft.

Migrate the project budget to Next Experience to manage the financials using Project Workspace.

Field information for forms used in the Project Management.

Generate labor costs based on the planning attributes configured for financials in the planning attributes page for the resource assignments in a project.

Activate and trigger a scheduled job to generate attribute-based labor costs for all the projects and demands at a required cadence.

Access project status and status reports on the Project Status mobile app to review your project status and collaborate with stakeholders regardless of your location.

Import project data, from a Microsoft Project file, into an existing project in your ServiceNow instance using the Project form or Planning Console.

Import project tasks for multiple projects from an external file system or data source using import sets and transform maps.

Install the PPM Collaboration (sn_ppm_collab) application from ServiceNow Store.

Learn about the fields of investment board form.

Map custom fields from Microsoft Project to ServiceNow fields before importing a project.

Migrate the financial baselines of your project to Next Experience to manage the financial using Project Workspace.

The Project Status mobile app enables you to track the status of your projects, collaborate with stakeholders to resolve exceptions, and take timely actions regardless of your location.

Learn about the fields of monetary benefit plans form.

When you enable the Project Currency view in Project, Cost Plan, and Cost Plan Breakdown forms, you can observe multicurrency fields in the Financials section of the forms.

Use the multicurrency feature to execute a project or part of a project in a different geographic location that has a different local currency.

Learn about the fields of non-monetary benefit plans form.

Learn about the fields of planned task relationship form.

Use the Planning attribute form fields to modify a planning attribute.

Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.

A composite field combines information from two fields in a table to form a single field.

Learn about the fields of portal board widget form.

Understand the flows designed for the PPM Collaboration application so that you can edit the configurations as required.

Collaborate with your project team on a common enterprise messaging platform such as Slack or Microsoft Teams using the PPM Collaboration application. Facilitate active and timely communication about the project among the project's team members, be involved in critical discussions on your project, and receive real-time updates on the project's status.

Virtual Agent for PPM provides several predefined topic conversations to enable project managers to gather information on their business-related tasks.

ServiceNow Virtual Agent for PPM enables project managers to get quick answers to business-related queries by interacting with a virtual agent through various messaging services.

Create and reuse topics blocks to simplify the topic authoring and maintenance process. Topic blocks enable you to reuse standard procedures across conversation topics.

Move the planned start date of a task before the planned start date of a project. Adding a pre-dated task allows you to accommodate tasks which need to start before the planned start date of a project.

The Predictive Intelligence for Project Management capability uses machine-learning algorithms to search and display similar projects while defining a new project using the project form. You can also search for existing projects and compare similar projects for project planning.

In the base system, the states in project and project task inherit the states in Task table.

Cost rollup calculation in projects and sub-projects with different currencies varies with the budget reference rate. The rate at which the amount is converted depends on the conversion rate.

The currency fields in cost and benefit plans defaults to the project currency of the project.

Project Diagnostics enables you to detect corrupt data in a project such as task validity, dependencies, and relationships using diagnostic scans that execute diagnostic scripts. You can also fix corrupt data using fix scripts.

Project Diagnostics uses the Application Diagnostics Tool to detect corrupt project data. Examples include tasks with invalid parents, tasks without top tasks, and invalid or cyclic relations.

Import Microsoft project files into the ServiceNow Project Management application.

Reference information to provide additional details about Project Management such as the fields, user roles, tables, and properties.

Define how tasks are sequenced, timed, and connected to determine when a project starts and finishes with Project scheduling.

Project status reports provide the most recent, at-a-glance progress of a project displayed in several categories.

Learn about the fields of project task form. The fields appear when the Project Portfolio Management is active and the Project form is in the Basic view. Configure the form to display the fields.

Learn about the fields of project template form.

Validate that PPM Standard Multicurrency still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

Use the Gantt chart to quickly change task attributes, such as start and end time, rather than opening every Task form and modifying field values one by one.

There are several Project properties that you can configure.

The tables and roles that are installed with project teamspaces are prefixed with an abbreviation based on the name of teamspace.

You can perform several tasks on the planning console that you can perform on lists and forms, such as creating project tasks and copying projects. You can also perform several tasks unique to the console.

During an import, values from Microsoft Project overwrite fields in project records.

In the WBS section of the planning console, you can create dependencies between tasks by specifying a series of values.

Link existing RIDAC records (risks, issues, actions, decisions, and request changes) to one another for your project. Associating RIDAC records with each other enables you to keep a record of risks or issues and their outcome for analysis at project closure and planning. It also helps to track the risks and issues throughout the project life cycle.

Recalculate resource costs for all resource plans in a project when hourly rates change in the associated rate model.

Create a risk record for your project that you can convert to other records during the project life cycle. Track issues and avoid copying relevant details in the related records.

Learn about the fields of the RIDAC form.

Configure custom risk rank and value scores (such as High-Medium, Medium-Low, or Absolute-Low) to rate the impact and probability factors for a risk.

Learn about the fields of risk value matcher form.

Schedule a project from a start date and plan tasks and milestones based on your project requirements.

Use the scheduled script execution form to define a scheduled job.

Scheduling conflict helps you to identify project tasks that are not honoring dependencies. A scheduling conflict occurs when one project task prevents other task from starting on the specified date because of dependencies or constraint types.

Integrate your ServiceNow instance with your organization's Slack to enable collaboration of your projects in Slack.

Integrate your ServiceNow instance with your organization's Microsoft Teams to enable collaboration of your projects in Microsoft Teams.

Enable Virtual Agent for PPM to start chatting with the Virtual Agent.

Learn about the fields on the status report form.

Receive updates related to your project on your Slack channel or Microsoft team. Analyze the delayed and overdue tasks, follow closure of milestones, and monitor changes to risk, issue, decision, action, and change request (RIDAC) items of your project.

Access the project workbench from the Project form or from the application navigator.

You can view the WBS as a related list on both the Project and Project Task forms.

The following email notifications for the Project Management application are available by default, but are inactive. You must activate them manually.

You can activate one or all teamspace plugins to use the teamspaces feature.

Attach a file to a project template just as you can attach a file to a project or task.

Add a project template configuration item to include in a template.

While creating a project using the Project form, you can apply a project template to include project tasks and subtasks, attachments, checklists, and other project information. You can apply a project template to a new project or an existing project.

When you create a new project in the project workspace, you can apply a template.

Change the default values of in the new partial project.

Closing the project involves more than just changing the project state to closed.

Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.

Save time when building a project by copying tasks from other projects.

Create a dependency between two tasks on the planning console.

A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.

Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your organization to efficiently track the project's progress.

Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.

Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.

Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.

Create project tasks in several ways, even from other applications in the instance.

You can create a checklist in a project task to track items that must be completed in the task.

Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.

Create a story for an agile phase.

Create tasks from the project form to break down project objectives into manageable units of work.

A milestone is a project task with a duration of zero (0). Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. Milestones are treated like any other project task and you can create dependencies between tasks and milestones.

The WBS section of the planning console allows you to create parent-child relationships for new tasks or move around existing tasks in a new parent-child relationship. The position of a task in the hierarchy and the level of indentation determine the parent-child relationship it has with the tasks above or below it.

Create a child task from any project task form.

Create a project task for a waterfall phase.

You can create a new project task from the Project Task related list on the Incident, Problem, and Change Request forms. The tasks you create from these forms makes the project task a child of the incident, problem, or change, rather than a project.

Specifying a test plan is optional when creating a test phase. However, before you add test cases to a test phase, you must specify a test plan.

Configure teamspace settings after you activate a teamspace plugin.

Enable rollup calculations from the project properties.

Export the project data using the Export module, Project form, or Planning Console. Save the export file to a folder on your system in the Microsoft Project (MPP), XML, or CSV format.

The task being exported must be associated with a project that uses either the Project Management Schedule or the Default MS Project schedule.

Use the Import module to import a Microsoft project file as a new project into the Project Management application.

You can create a new project task from the Project Task related list on the Project form. Administrators must enable this task-creation feature.

Link change requests to tasks on the Project Task form. You can link change requests only to project tasks that have no child tasks.

If Project Portfolio Management and Agile Development 2.0 are activated, the project manager can manage the stories in a project from the project workbench.

Modify a project template configuration item included in a template.

Modify a dependency when editing the tasks that are linked in the dependency, the dependency type, or the lag time.

Reset or change the default values for copied fields in the new copied partial or complete project.

The project manager can open an existing project in the project workbench.

Access the planning console to perform the planning for the project.

Use the planning console to remove a dependency that is no longer necessary.

After you create a checklist on a project task, you can save it as a template and reuse it on other tasks.

Use the workflow tool, for example, to set up a workflow that sends an email notification when the state of a project task becomes Work in Progress.

When a project is in progress, you can take advantage of two platform features that help project participants interact and collaborate: journal fields and live feed. Two useful journal fields are Comments and Work notes.

Update the project and make adjustments in fields to handle scope, cost, and schedule. While a project is underway, keep actual values as current as possible. Continue to measure actual values, analyze the impact of any potential project risks.

Assign a schedule to a project so that task durations and dates reflect real working days and hours.

You can save a project task as a template and reuse it when creating a task.

Use the project task creator to create multiple tasks at once.

When you are using Project Portfolio Management with Financials, you can view actual project costs on cost plans and projects.

Create a template from an existing template or a project.

Task constraints define the earliest or latest dates a task can start or finish in an automatically scheduled project. Apply constraints to align the schedule with resource availability, contract milestones, and external deadlines.

Task links define the dependency relationship between tasks. Linking tasks creates dependencies that affect task start and finish dates and determine the critical path. The following table describes the four supported link types.

Train the Similar Projects solution definition included within the Predictive Intelligence for PPM capability to find related projects when defining a project.

Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

Update a cost plan breakdown record that specifies the estimated and actual cost, at a granular level, for specific fiscal periods.

Execute the PM upgrade project currency for active projects and PM upgrade project currency for inactive projects scheduled jobs to upgrade your active and inactive projects, respectively, after you activate the multicurrency plugin. Select the scheduled jobs and run them on demand to upgrade your projects in project currency only when necessary.

Use Project Management to plan, manage, and track projects effectively.

View category information for the default project and project task states. In the base system, the states in project and project task inherit the states in Task table.

You can view the status of a project and other project details such as financial data, status reports, risks, and decisions through the mobile app.

You can view the status of a project such as overall progress, executive summary, financial data, and RIDAC records through the mobile app.