SPM: Project Portfolio Management || Knowledge & Troubleshooting Resources
Maik Skoddow
What is Project Portfolio Management?
Project Portfolio Management is used to manage a wide range of projects, from a few small tasks to large portfolios of projects containing complex activities with various relationships and dependencies. Organize development tasks into projects, and projects into programs and portfolios. Then collaborate, report, and track your project planning with more information for better business decision‑making. Project Portfolio Management gives you full visibility from idea to execution. Project prioritization and planning is simple, and you can track planned and unplanned work in one place. With agile management, testing, and collaboration tools, you'll improve productivity and service delivery.
Entry point to the official product information pages
Entry point to the official product documentation
Summarized overview in one PDF file
What is Project Portfolio Management?
More detailed explanations
The Foundational PPM Implementation success pack enables businesses to adapt strategic and operational planning in an constantly changing landscape, as well as generate value by managing achievement of desired outcomes via scaling work, resulting in rapidly and consistent delivery.
Provides detailed guidance on the way that ServiceNow intends the process to-be, for Project Portfolio Management (PPM).
From a People, Process, Data/Analytics and Technology perspective the typical insights and risks that may be faced during an implementation along with recommended solutions and mitigation options.
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Trainings
Strategic Portfolio Management (SPM) Fundamentals 
🧪
In this on-demand course, you will be introduced to the Strategic Portfolio Management (SPM) applications and learn how SPM encompasses a range of business capabilities, processes, and technological support aimed at enabling organizations to implement the three key attributes that help to see superior business results from their digital and technology-related investments: portfolio alignment, value-oriented decision-making, and continuous portfolio adaptability.
Strategic Portfolio Management (SPM) Implementation 🧪
This course is intended for SPM implementation specialists and administrators and demonstrates how to install and configure components of ServiceNow® Strategic Portfolio Management (SPM) including Innovation Management, Demand Management, Resource Management, Project Management, Time Card Management, SPM Financials, Portfolio Planning Workspace, and Reporting. Admins, implementers, and users need to understand what SPM is, key processes, and how it functions within the ServiceNow Platform, including configuration.
Project Portfolio Management (PPM) Implementation Simulator 🧪
The PPM Implementation simulator will test your ability to complete a variety of PPM implementation tasks, including activation, configuration, policy creation, and customizations, all within the Project Portfolio Management application.
Articles & Blogposts
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Videos & Podcasts
2022-03-01 by snowexpertrohit
Complete PPM(Project Portfolio Management) Training in ServiceNow
Individual Applications
Project Management
Project Management allows organizations the ability to create and manage a wide range of projects—from a few small tasks to large portfolios of projects containing complex activities with various relationships and dependencies. Organize development tasks into projects, and projects into programs and portfolios. Then collaborate, report, and track your project planning with more information for better business decision‑making
Entry point to the official product documentation
SPM Hybrid Project Management allows you to combine more traditional and Agile development practices to best accommodate the varied project requirements and business circumstances prevalent in the project and portfolio management environment today . This Success Pack documents from the very best practices of some of our early adopting customers to understand how best to implement our technology so that you can benefit from their experiences.
Provides detailed guidance on the way that ServiceNow intends the process to-be.
Describes the inherent functionality of the product and outlines the technical components in the form of a diagram.
Videos
2022-02-03 by ServiceNow Community
Introducing the New Project Workspace
The new Project Workspace experience from ServiceNow is more modern and intuitive and provides a faster way for project managers to plan and manage projects. Check out this video for a quick introduction
2023-02-07 by ServiceNow Community
Export Project Management Status Report to PowerPoint
Project Managers can now export their status reports to PowerPoint via a template they can create.
Resource Management
Through Resource Management you can manage and forecast using a single tool to allocate your staff effectively, see which resources are available at any given time, and distribute tasks with a thorough understanding of your existing resource workloads
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
Articles
2023-12-21 by @Luis Ataide
Resource Assignment and Capacity Planning Guide
This guide gives you valuable information you can share with your team, including proven guidance and links to key resources—all designed to set you on the path to success.
Videos
2023-06-30 by ServiceNow Community
Resource Management - Benefits and Best Practices
Learn about the benefits of Resource Management and how you can leverage ServiceNow Resource Management capabilities to do accurate resource planning –so you can make the most of your available resources to deliver great business outcomes fast!
2023-09-07 by ServiceNow Community
New Resource Management Capabilities
Learn more about the latest Resource Management functionality and what's planned for Vancouver release. Find out how to your organization can prepare to transition to the new Resource Management experience.
2023-10-19 by ServiceNow Community
Discover Resource Assignment on Project Workspace
Are you wondering, how “Resource Assignment” fits in the overall Resource Management process? If yes, join us to learn about use cases where “Resource Assignment” can help you to be on a Resource Management journey and enable you to find the best resource to work on multiple tasks during the project lifecycles.
Innovation Management
Entry point to the official product information pages
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be, for Innovation Management.
Trainings & Courses
Get Started with Innovation Management
ServiceNow's Ideas application allows organizations to collect and assess ideas, in order to quickly locate and advance the ideas that are most likely to be implemented. In this course, you will explore the ServiceNow Idea Portal, learn about the personas associated with innovation management, review the different states an idea may transition through, follow an idea from creation to artifact conversion, and learn about the Idea Manager Dashboard.
Demand Management
With Demand Management you can centralize all your strategic requests from the business and consolidate the investment decision process for new products and services. That will help you generate, develop, and communicate new ideas to support corporate initiatives that improve, drive, and grow the business. You’ll also be able to easily assess, track, manage, and accurately forecast demand for products and services
Entry point to the official product information pages
Entry point to the official product documentation
Summarized overview in one PDF file
Provides detailed guidance on the way that ServiceNow intends the process to-be, for Demand Management
Articles
2022-06-21 by @Luis Ataide
Demand Management Data Set Recommendations
This document provides visibility of Demand Management: Data model, Data set, Hierarchy levels of data set values, Levels of impact from changing data set configuration
2023-06-21 by @Luis Ataide
We frequently hear the question on 'How to Convert Demand to Program?' Although not available out-of-the-box, this article contains a proposed solution to answer this question.
Videos
2023-02-23 by ServiceNow Community
2022-05-28 by ServiceNow Community
An Overview of the ServiceNow Demand Management Workbench
Test Management
Leveraging Test Management as a user acceptance testing (UAT) framework that, used in conjunction with Project Portfolio and Agile Development, helps project teams and business users deliver higher quality services faster. It aligns project teams and business users to a common goal in the delivery of business services.
Entry point to the official product documentation
Provides detailed guidance on the way that ServiceNow intends the process to-be.
https://www.servicenow.com/community/spm-articles/spm-project-portfolio-management-knowledge-amp-troubleshooting/ta-p/2791544