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Project Portfolio Management release notes

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Project Portfolio Management release notes

ServiceNow® Project Portfolio Management product enhancements and updates in the Madrid release.

Project Portfolio Management (PPM) provides a simplified, team-oriented approach to project portfolio management and IT development by combining several individual applications. It enables you to manage your demands, resources, portfolios, and projects, and gives you full visibility from idea to execution. Agile management and test management help you improve productivity and service delivery.

Madrid upgrade information

Two new dashboards have been added with the new Performance Analytics – Content Pack – Project Portfolio Suite with Financials (com.snc.pa.pmo_dashboards) plugin. If you are upgrading and you activate the new plugin, two new navigation links are available in PPM:
  • Portfolio dashboard
  • Program dashboard
The following pre-Madrid navigation links are still available after upgrading. Review the existing and the new dashboards and deactivate the older ones if required.
  • Portfolio manager dashboard
  • Program manager dashboard
  • PMO dashboard

New in the Madrid release

Rate Model
Use the Rate Model feature to derive date-effective, criteria-driven hourly rates for calculating planned and actual costs for a project or demand. The labor rate cards are based on the user attribute only, but the rate model provides options to define rates based on resource, group, user, and other attributes from various entities. It helps to determine resource costs (requested, confirmed, and allocated) associated with a project or demand. When a resource working on the project submits a time sheet, the rates are picked from the associated rate model.
Resource Management
  • Derive hourly rates from the rate model during resource plan Request, Confirm, or Allocation​ stages.
  • Derive hourly rates for an operational resource plan using the Rate Model field on the operational resource plan form.
  • Use the com.snc.resource_management.plan.auto_async_threshold resource property to set the maximum number of daily resource allocation records that should be considered in synchronous mode during confirmation and allocation. The property improves the system performance when the number of allocation daily records is more than the value set in the property.
  • Use the com.snc.resource_management.plan.max_duration resource property to restrict the maximum number of days for which a resource plan can be created.
PMO Dashboard
Use the PMO dashboard to view trends of historical data as well as regular reports for your portfolios, programs, and projects. The dashboard is not available in Teamspaces.
Investment Portal
  • View the details of a demand from the demands list in the Timeline tab.
  • Open a project in the Planning tab in the Project Workspace from the projects list in the Timeline tab.
  • View the details of a cost plan from the cost plans list in the Financials tab.
  • Configure the default list of active investment widgets included on the new boards and on the existing boards that do not have widget selection configured.
Project Management
  • Associate a rate model with a project to derive hourly rates for the resource plans and time cards associated with the project.​
  • Compare financial baselines to see the differences in the financials of a project between the two baselines.
  • Change the planned start date of a project using the Move project feature from the Planning Console or Project form.
  • When importing a Microsoft Project file into a project with subprojects on the ServiceNow instance:
    • The WBS order of imported tasks is regenerated after import.
    • The Planned Start Date and Planned End Date of the parent project are rolled up.
    • The State of the parent project and tasks are rolled up.
    • The % Complete on the top task is rolled up.
  • To view the project name of an external dependency, point to the link icon (Link icon) in the Planning Console.
Demand Management
  • Associate a rate model with a demand to derive hourly rates for the resource plans associated with the demand.​
  • Compare financial baselines to see the differences in the financials of a demand between the two baselines.
  • Define the business investment for a demand using the Investment Class and Investment Type fields in the Demand form.
  • Trigger a notification email to the portfolio stakeholders when an assessment is sent to them by moving a demand to Screening.
Quick start tests for Project Portfolio Management
Validate the continued functionality of Project Portfolio Management after any configuration change such as an upgrade or after developing an application. All test suites and tests should pass on a default implementation. To validate a custom implementation, copy the automated tests and configure them for your customizations.

Changed in this release

Resource Management properties
The label of the property com.snc.resource_management.run_state_changes_async has been changed from Perform Resource Allocation/Cancellation in asynchronous mode to Perform Resource Confirmation/Allocation/Cancellation in asynchronous mode. The property now also applies when confirming a resource plan. Prior to Madrid, the property was applicable only during allocating and canceling the resource plans.

Removed in this release

  • The following dashboards that were installed with the PPM plugin (com.snc.financial_planning_pmo) have been deprecated:
    • Portfolio manager dashboard
    • Program manager dashboard
    • PMO director
  • The following homepages that were installed as part of the PPM plugin (com.snc.financial_planning_pmo) have been deprecated:
    • Project Manager Dashboard
    • Project Manager Dashboard (FIN)
    • Program Manager Dashboard
    • Program Manager Dashboard (FIN)
    • Portfolio Manager Dashboard
    • Portfolio Manager (FIN) Dashboard
    • PMO Director Dashboard
    • PMO Director Dashboard (FIN)
    • Project Workbench Dashboard
    Note: Existing and upgrade customers can still access these dashboards and homepages. Alternatively, you can use the enhanced features available in Investment Portal, Project Workspace, and the new Madrid PMO dashboard.
  • The Performance Analytics – Content Pack – Project Portfolio Suite (com.snc.pa.ppm) plugin has been deprecated.
  • The option to change planned start date of a project through Portfolio Workbench has been removed. Instead, use the Move project option from the Planning Console or Project form.

Activation information

You can activate the Project Portfolio Management (com.snc.financial_planning_pmo) plugin if you have the admin role.

The Rate Model plugin (com.snc.rate_model) is new in Madrid and is active by default with activation of the Project Portfolio Suite with the Financials plugin.

Accessibility information

  • In UI pages like Planning Console where a Gantt chart is used, a few exceptions such as the date time picker and timeline task bars are not keyboard accessible.
  • In the resource allocation workbench, the date time picker is not keyboard accessible.

Localization information

Right-to-left languages in custom UI pages are not supported. Alternatively, you can use platform lists and forms.

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