Project Management The Project Management application is a suite of tools that aids in managing projects, tasks, and resources. It provides the ability to create and manage projects of all sizes, from small projects with a few tasks to large portfolios of projects that contain complex tasks with various relationships and dependencies. Project management includes tools to help you create, view, and manage projects: Project workbench gives project managers the ability to manage the different aspects of a project from a single page. This workbench supports both Project Management and Application Lifecycle Management applications, allowing for a hybrid approach to project management. Project managers can create projects that combine both Waterfall and Agile methodologies by using Waterfall, Agile, and Test phases. Project templates define the basic structure of a project, including project tasks and sub-tasks, attachments, and other project information. The project template feature gives project managers a simple way to create, save, and reuse this project structure. Project Management also includes features that enable you to achieve your project goals in alignment with the other activities your organization is managing, such as: Integration with other features and applications on the platform, such as change management, resource management, and reports. Easy-to-read Gantt charts and Work Breakdown Structure lists that help you visualize large projects with complex relationships and dependencies. Video Tutorial The video provides a brief tour of the Project Management application in the Eureka release. Project Management Key Terms Important terms in the Project Management application are listed in the table. Table 1. Project Management Key Terms Term Description Portfolio A collection of projects managed as a group to achieve strategic and operational objectives. Project Any planned, collaborative effort that is designed to achieve an objective. Agile project Any planned, collaborative effort that is designed to achieve an objective and uses Agile. Project console A unified graphical interface to the Project application, including new WBS hierarchical lists and a new Gantt chart. Phase One stage or one segment of a project. Three types of phases can be added to the timeline in the project workbench: Waterfall phase: contains project tasks. A project can have multiple waterfall phases. Agile phase: contains stories. A project can have one agile phase. Test phase: contains test cases and can also include a team assignment. A project can have one test phase. Story A brief statement of a product requirement or a customer business case that is used in the scrum method of agile software development. Typically, stories are expressed in plain language to help the reader understand what the software should accomplish. Task A unit of work within a project. Projects typically contain several tasks. Test case A collection of related tests. A test case is saved as part of a test suite and can be added to a test plan. Checklist A list of items that must be performed on a project task. Teamspace A standalone application built on the Project Portfolio Suite applications. Integration with Project Portfolio Suite Project Management can be used as a separate application or it can be activated as part of the Project Portfolio Suite (PPS). This application provides a simplified, team-oriented approach to IT development by combining several individual applications and integrating the different components of the project development lifecycle. Basics of Project ManagementInstalled with Project ManagementThe following components are installed with the Project Management application.Create a projectCreating the project is the first step in the project management process. Define important aspects of the project such as duration, estimated cost, and the net value to the organization. Project templatesA project template defines the basic structure of a project. Project tasksProject tasks are the units of work that make up a project.Composite fieldsA composite field combines information from two fields in a table to form a single field.Start a projectStarting a project is the next step after setting up the project, populating it with tasks, and assigning resources.Update a project in progressWhile a project is underway, keep actual values as current as possible. Continue to measure actual values, analyze the impact of any potential project risks, and make adjustments to handle scope, cost, and schedule accordingly.Portfolio managementA portfolio is a collection of related projects. Planning consoleThe planning console is a centralized interface for the Project application.Work breakdown structure (WBS)The work breakdown structure (WBS) is a hierarchical representation of all the tasks in your project.TeamspacesA teamspace appears as an application in the instance application navigator. The teamspace includes module links that come from the Project and Portfolio Suite applications, such as the Project, Idea, and Demand applications. Project workbenchThe project workbench provides a central location for creating and managing projects. Project import and exportYou can manage projects using both Microsoft Project and the ServiceNow Project application.Project reportingGet 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. Close a projectClosing the project involves more than just changing the project state to closed. Project Management costing add-onThe project management costing add-on connects the Project application to the Cost Management application to allow for estimating and tracking the costs associated with projects. Activate project task email notificationsThe following email notifications for the Project application are available by default starting with the Dublin release, but are inactive. You must manually activate them.