Project Workspace

Learn how to navigate to the new Project Workspace and open a project in the planning page.

Open the project workspace to display all your projects at a single location.

Learn about the fields on the Action form of the Project Workspace. Use this form to add an action to your projects.

Activate the Project Advanced Security plugin to enable project security settings on a project.

Add dynamic content to a status report or a Project Docs template in Project Workspace. The dynamic content gets updated automatically as a change is made to the underlying record.

Set up a dependency between tasks of different projects using the new Project Workspace.

Add columns to the planning page so that project managers can view custom fields for project tasks.

Add a Risk, Issue, Decision, Action, or Request Change (RIDAC) record to your project in All RIDAC page. Adding RIDAC records enable you to keep a track of risks or issues during the project life cycle and help in analyzing the outcome of a project.

Use AI skills to transform Project Workspace into a continuous value engine. Embed intelligence across every stage to optimize resources and investments.

View the summary of a project in Analytics tab of Project Workspace.

Status reports in Project Workspace use Draft and Published status to help project managers track where a report is in their own process. These visibility labels for your project team don't send, share, or restrict the report.

Apply a saved project template to a project in Project Workspace to reuse a planned set of tasks and sub-projects.

Use Ask Otto to open an AI panel and get real-time answers about your projects and sub-projects using the Project Answers agent.

View, assign and authorize resources directly from Project Workspace without navigating to Resource Management Workspace.

Use AI resource finder to identify and assign a resource to an unassigned resource assignment.

Link existing RIDAC records to one another for your project in Project Workspace. A RIDAC record stands for Risks, Issues, Actions, Decisions, and Request Changes. Keep a record of risks or issues and their outcome for analysis at project closure and planning.

After you configure a widget, associate it with the Project table to show the financial data of a project.

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.

End the project when all tasks are completed. When you close a project, all project tasks, sub-projects, and resource assignments associated with the project are closed automatically.

Add comments and attachments to the project or a project task and share them with other users of your organization. Collaborate and verify that your project is in line with your organizational priorities.

Collaborate with team members, save notes, create project charters, and project briefs using Docs.

ServiceNow Otto extracts project and project task details from uploaded documents (for example, excel workbooks). Recognized data is mapped to pm_project and pm_project_task columns. Columns not present in the document are initialized with valid defaults internally.

Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace.

Configure which template ServiceNow Otto should use by default when it generates an AI status report.

Modify the prefix to customize the name of the baselines for your projects.

Configure the default expense type to create or edit cost plans for your projects.

Customize financials view, planning attributes, and activate scheduled jobs to work on the financial planning for your projects.

Enable and associate a widget to view financial summary of your projects at high-level.

Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your projects.

Configure a standard note that ServiceNow Otto appends to an AI status report section when it skips that section.

Monitor project tasks autonomously by configuring the AI agent in the AI Agent Studio.

Configure the Project Data Quality Analysis AI skill to enable it for your projects.

Configure the triggers, settings, and display locations for AI skills to enable generative AI capabilities.

Configure playbooks to organize project workflows, maintain consistency, and keep projects on track.

Configure the parameters that are displayed on a project card in My Projects Space page of classic Project Workspace. A card shows the project summary so that project managers can quickly gauge project status and health by looking at the card.

Define the triggers, inputs, and display location for project insights generation skill.

Configure the project status generation AI skill to enable.

Define custom fields, a unique form layout, and the visible modules to support configuration independence across different types of projects.

Set up the Project Workspace application and start planning on your project.

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

Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.

Configure a widget to view and track the financial metrics of a project on the Financials tab of the Project Workspace page.

Use the AI Admin Hub console to activate the various AI applications and skills that you’re entitled to.

Configure project types so that each type of project in Project Workspace has its own custom fields, form view, and visible modules.

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.

Understand how the connected Collaborative Work Management (CWM) tasks are displayed on your project's planning page.

Convert one RIDAC (Risk, Issue, Decision, Action, and Request Change) record to another for a project in the Project Workspace. Keep a record of risks or issues and their outcome for analysis at project closure and planning. Track the risks and issues throughout the project life cycle.

Copy a resource assignment record directly from the resource pane in Project Workspace.

Add new tasks for your projects and assign them to your team directly from the new Project Workspace.

Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.

Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.

Create a new asset project request directly from Project Workspace and associate it to a project for tracking and reporting purpose.

Create an attribute-based resource assignment in Project Workspace. You can pre-define attributes based on your requirement.

Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs with the actual expenses.

Use this form to create cost plans for your planning items.

Create a cost plan for a required duration to track your planned and actual expenses. Edit cost plans to adjust your planned expenses and delete any de-scoped forecasts.

Create dependencies between project tasks using the interactive UI of Project Workspace.

Create a dynamic category to define the custom fields that appear on project records of a specific project type in Project Workspace.

Use this form to create expense lines for your actual expense.

Create or edit expense lines to capture the actual costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.

Use Project Workspace to create a group and associate it to your resource assignment. You can associate a set of users who share a common purpose to a group.

Learn about the fields on the Create New Document Template form of the Project Workspace. Use this form to create a status report or docs template according to your requirement.

Create a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.

Use Project Workspace to create a project and start planning for your project tasks.

Create checklist items for a project task to track items to be completed in the task.

Create an attribute-based resource assignment in the Project Workspace application for any project or project task.

Create and manage RIDAC records organized by type in Project Workspace.

Learn about the fields on the Create status report form of the Project Workspace. Use this form to create a new status report according to your requirement. The following are the heads in a report created using the Default status report template. A report created using the One-page status report template has fewer information heads.

Use Project Workspace to create a user-based Resource assignment. User records store information about individuals who access your instance or application. These records can be assigned to groups and roles to determine what records and actions can be accessed by individuals.

Manage the fields required on the new cost plan form according to your organization needs.

Customize the left pane for financials to view custom field information.

Track team execution alongside your project plan by displaying Collaborative Work Management (CWM) tasks and stories linked to your project tasks directly on the planning page. Team members continue working in CWM, while you keep visibility in Project Workspace.

Learn about the fields on the Decision form of the Project Workspace. Use this form to add decisions to your projects.

Define important aspects of the selected project such as duration, estimated cost, and the net value to the organization in classic Project Workspace.

Delete a resource assignment from Project Workspace. Deleting an assignment also deletes all associated resource allocations.

When you create a project from a demand, resource assignments keep their start dates, and the offset is recalculated in working days based on the project schedule.

Save time by duplicating an existing status report to copy all the project details without having to copy the information manually in the Project Workspace.

View the additional information about project insights generation skill such as column restrictions, date criteria, and so on.

Schedule the project insights email to prioritize and track the most important changes in the project in Project Workspace.

Enable the benefit plans property to create and manage benefit plans for planning items.

Enable allocation property after migrating to Next Experience to work on budget allocation for your projects using Project Workspace.

Enable security in a project to make the project confidential to ensure that only authorized users can access the project and its related sub projects and entities.

Enter actual spends in your project to track the fund utilization.

Resource assignments have the same expense type as the project or demand for which they’re created. Enabling expense type on resource assignments helps you to accurately expense different type of expenses for your work.

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

Export the costs or baseline comparison data of your projects to share them with your stakeholders.

Generate a status report of your project and export it as a Microsoft PowerPoint file from Project Workspace. You can use this file to present the project status to stakeholders or to collaborate with them over risks and next steps. Save time by generating a Microsoft PowerPoint file with the latest information and avoid copying information into slides.

Export your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.

Export your RIDAC data as a file from All RIDAC page. Use this file to provide RIDAC updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.

Learn about the fields on the export status report form on the Project Workspace. Use this form to export status of your projects.

Extend the date of an allocated resource assignment and allocate resources for the extended period.

Edit a planned monetary benefit plan to revise the benefits, dates, offset, and so on, to maintain the updated financial records as your work progresses.

Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

Allocate, manage, and approve budget for your projects. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a planning item.

Create and manage monetary benefit plans to capture the potential benefits while executing your projects.

Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

Activate the Migrate budget for active demands and projects scheduled job to migrate budget of active projects from Classic UI to Next Experience.

Recalculate cost plans, benefit plans, and their rolled-up investment-level values when labor rates or budget reference rates change.

Plan, re-forecast, track the financials, and create baselines for projects and demands.

Field information for forms used in the Project Workspace application.

Generate labor costs for projects and sub-projects based on the attribute-based resource assignments and the financial attributes configured in the planning attributes page.

Generate and monitor project insights directly from AI insights page in Project Workspace.

Generate an AI‑assisted project status report with predicted health indicators. AI pre-populates project health, an executive summary, and supporting rationale based on weekly project data.

Use generative AI to identify, generate, and manage potential risks in your project based on insights, resources, financials, milestones, and work notes.

Generate content with ServiceNow Otto for SPM directly in your Docs using custom prompts. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity.

Migrate your old status reports from the classic Project Workspace to the new Project Workspace and optimize reporting process of your projects.

Install AI plugins to enable generative AI on your instance.

You can install the Project Workspace application (sn_pw) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:

Learn about the fields on the Issue form of the Project Workspace. Use this form to add an issue to your projects.

Add work notes, attachments, or edit the project tasks details using the My Project Tasks widget on your Employee Slate.

View and manage all the resource assignments without navigating through individual tasks using the resource page in Project Workspace. Resources page shows all project-associated resources and their assignments to support forecasting and visualization of resource demands.

As a resource requester, find the availability of the resources, and create and manage the resource plans for the project and project tasks in the project workspace.

Use RIDAC to identify, track, and manage risks, issues, decisions, actions, and change requests in Project Workspace.

Move the resource assignment to a new start and end dates to accommodate changes in task scheduling or resource allocation. Shift assignments to balance workloads across resources and avoid over-allocation.

Use the Monitor project tasks agentic workflow to autonomously generate a project insights email by using AI agents. AI agents help project managers to manage risks, resolve issues, or take actionable decision on the projects.

Open a resource assignment record directly from the resource pane in Project Workspace to view additional details about the assignment without leaving the project.

Customize the display of the planning page. Choose the data you want to see on the data grid and the timeline.

Perform the project planning such as create project schedule, make resource assignments, create baselines, and view critical path, using planning console in the classic Project Workspace.

Organize and guide project teams with Playbooks to maintain consistency, streamline projects, and keep work on track.

Widgets and reports that provide information for the project summary in the Analytics tab of the project workspace for Agile, Waterfall, and Hybrid projects.

Learn about the fields on the forms that you use to create a project in Project Workspace, either as a new project or from a project template.

Plan your projects with an intuitive Project Workspace application to achieve successful project outcomes.

Track the activities that must be completed on a task using the project task checklist items.

Learn about the fields on the Project type form of the Project Workspace. Use this form to create a project type for your projects and choose which modules the project type shows.

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.

Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.

ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.

Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.

Use this form to create resource assignments from Project Workspace.

Request, track, and manage procurement requests of assets for your projects.

The Project Tasks widget shows employees a quick view of the customer project tasks assigned to them on the Employee Slate.

Realign or synchronize the resource assignment dates with the project task dates. This synchronization helps to schedule and align the resource assignments with the timeline of project task.

Learn about the fields on the Request change form of the Project Workspace. Use this form to add a change request to your projects.

Request funds for your project investment to work on project activities and meet the business goals.

Optimize project execution by assigning resources to tasks within the Project Workspace. You can create resource assignments for any project or project task, specifying the tasks to be performed and the resources to be allocated.

Plan and allocate resources using the Project Workspace application to enable optimal resource utilization and execution.

Learn about the fields on the Risk form of the Project Workspace. Use this form to add risk to your projects.

Save the plan of an existing project as a template to reuse the tasks and sub-projects in other projects in Project Workspace.

Use the script include to modifying the email template for project summary.

Enable or disable the display of connected Collaborative Work Management (CWM) tasks and stories on the Project planning page.

Learn about the inputs of each skill for the ServiceNow Otto for Strategic Portfolio Management application. Configuring the inputs for a skill helps you to determine how and when a skill is used.

A status report in Project Workspace provides a snapshot of your project health across key areas such as cost, resources, milestones, and schedule.

Quickly learn the details of the documents from the summary that is generated by AI in Strategic Planning.

Get a quick overview of the important information that is related to the ServiceNow Otto for Strategic Portfolio Management application.

As a project manager, track and manage a project in Project Workbench.

Update the details of a project to reflect the updates or changed priorities using the details page from Project Workspace.

Update the details of existing tasks from the planning page of the Project Workspace.

Update a resource assignment that is associated with a project or project task.

Modify a status report in Project Workspace for your project to update project health, metrics, risks, issues, and milestones.

Update the details of the dependency including its type and lag time from Project Workspace.

Plan your project stages and assign specific actions to each stage using Playbooks.

Use the features of Project Workspace to plan and manage your project.

Use the Resource Management application to allocate and manage your resources in the Project Workspace.

Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, create financial baselines. View, analyze, and compare the financial performance of your projects at required cadence in Project Workspace.

Use AI Admin Hub to explore the various ServiceNow Otto plugins, skills and associated Generative AI application features you're entitled to.

Use the AI agents for SPM to monitor project tasks autonomously.

Use the allocation heatmap capability in Project Workspace to view and update the resource allocation.

Analyze asset project requests associated with a project from Project Workspace, so you can track hardware requests and refresh activities linked to the project plan.

Use the Financials tab in Project Workspace to capture the costs and benefits of a project.

As a project manager, view the project status reports for a project using Status Report tab in classic Project Workspace.

View the summary of a project in Analytics tab of classic Project Workspace.

Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.

Widgets and reports that provide information for the project summary in the Analytics page of the project workspace for Agile, Waterfall, and Hybrid projects.