Strategic Portfolio Management

SPM helps you align work to strategy, enabling you to optimize business outcomes and respond rapidly to change so that you deliver more value, not just more output.

With Strategic Portfolio Management, gather critical business requirements, prioritize new requests, assess top-level investments, allocate resources, and adapt to changing business priorities by making adjustments on an ongoing basis. Manage strategic and operational work from one place while driving Agile transformation.

	Migrate from Scaled Agile Framework to Enterprise Agile Planning Enterprise Agile Planning helps streamline communication and collaboration between teams, and drive coordination with diverse teams using an intuitive workspace.
	Manage all assigned tasks from one place with My Work Manage all your work such as CWM tasks, project tasks, RIDAC items, and Agile stories from a centralized view in the Collaborative Work Management workspace.
	Show or hide features of your portfolio plan Show or hide the features of your portfolio plan in the Portfolio Planning Workspace or Strategic Planning Workspace so you share only the most important data with your stakeholders.
	Update actuals easily using the enhanced target breakdowns interface Update actuals and track the progress of your targets in daily, weekly, monthly, quarterly, or yearly intervals with the enhanced target breakdown feature.
	Prioritize and roadmap high-level items in Portfolio Planning workspace Use a top-down approach and plan for high-level items, programs, using the Project Program lens.
	Export roadmap or free-form roadmap to a Microsoft PowerPoint file Export the portfolio plan roadmap or free-form roadmap into a Microsoft PowerPoint file.
	Export the data of your goals and targets to a Microsoft Excel or CSV file Export the data of your goals and targets from list view of the Goals page and to a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders.
	Manage resource allocations and assignments Manage resource assignment and allocations in Project Workspace.
	Manage financials of sub-projects on parent project View and manage the financial information such as cost plans and expense lines of sub-projects on the parent project.
	Enable AI experience using Now Assist for Strategic Portfolio Management (SPM) Use the Now Assist for SPM application to summarize, elaborate, or shorten the selected or complete content on Docs quickly. Track key elements such as milestones, resource assignments, projects, and project tasks using email project summary skill.
	Gain enhanced visibility and actionable Insights with customizable status reports in Project Workspace Utilize status reports to monitor project health, key metrics, risks, and milestones and keep you prepared to address project challenges promptly.
	Optimize plans using scenario planning Use scenario planning to simulate changes to the portfolio plan, compare scenarios for visualizing tradeoff decisions, and approve a scenario to revise the live plan making informed decisions.

Migrate from Scaled Agile Framework to Enterprise Agile Planning

Migrate all data from the tables of Portfolio SAFe or Essential SAFe applications to EAP tables. Use the SAFe Migration Guided Setup module to help you with a step by step process for successful migration.

Manage all assigned tasks from one place with My Work

My Work in CWM consolidates all tasks across CWM and Strategic Portfolio Management (SPM) workspaces, provides visualizations around work such as task grouping by state, priority, and key metrics such as open and overdue items.

Experience the Gen AI features in Strategic Portfolio Management

Project Gen AI Docs (Project Workspace) or Planning item Gen AI Docs (Strategic Planning) or EAP Teams Gen AI Docs (Enterprise Agile Planning) skill: Summarize, elaborate, or shorten the selected or complete content on Docs to quickly understand the requirements or key information in documents using Now Assist.

Email project summary skill: Generate and share the project summary quickly with Project managers using Now Assist. You can monitor key elements such as milestones, resource assignments, projects, and project tasks of your projects.

Gain enhanced visibility and actionable Insights with customizable status reports in Project Workspace

Show or hide features of your portfolio plan

As a portfolio manager, show or hide the features, such as Goals, Scoring, Prioritization, and Roadmap, of your portfolio plan in the Strategic Planning Workspace. This capability helps you share only the portfolio plan data that matters to your stakeholders and restrict access to the other data.

Update actuals easily using the enhanced target breakdowns interface

Prioritize and roadmap high-level items in Portfolio Planning workspace

Enable higher-level planning personas, such as EPMOs and product leaders, to prioritize and plan high-level items, programs, instead of a bottom-up approach focused on specific work items​.

For example, if you are department head, you can build a portfolio plan for your department's programs. Review the programs using the List view, drill down into the projects and demands associated to these programs in a Hierarchy view, and track the progress of these programs using the portfolio roadmap.

Export roadmap or free-form roadmap to a Microsoft PowerPoint file

Export the portfolio plan roadmap or free-form roadmap into a Microsoft PowerPoint file so that you can keep your business stakeholders updated on the progress. Save time by avoiding copying data into reports and drive shared outcomes by enabling collaboration even with stakeholders who can’t access your ServiceNow instance.

You can export roadmap or free-form roadmap to the predefined Microsoft PowerPoint template or you can also create your own branded template and then export.

Export the data of your goals and targets to a Microsoft Excel or CSV file

Export the data of your goals and targets from list view of the Goals page and to a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders.

Manage financials of sub-projects on parent project

View and manage the cost plans and expense lines of sub-projects on parent projects. Create a baseline on the parent project to fetch the financial performance of sub-projects to track the expenses and re-forecast the cost plan to use the budget efficiently.

Optimize resource allocations and assignments

Assign users or groups according to the selected effort type when creating a resource assignment. Align resource allocations with the selected effort type. Use the assigned schedule for resource allocation when a resource has a schedule. Update to the resource assignment also modifies the resource assignment status. View actuals for each resource from resource allocation window.

Optimize plans using scenario planning

Organization Extension (com.snc.organization_extension) plugin

Organization Extension (com.snc.organization_extension) plugin activates Goals, Business unit, Enterprise strategy, and Business unit strategy entities. It is available on zBoot to all customers with demo data.

Business Units, Goals, Enterprise Strategy, and Business Unit Strategy modules are available in the Organization application menu.

Business Applications and Business Capabilities modules are also available within the Organization application menu, however, their related tables are moved to Configuration Management (CMDB) (com.snc.cmdb) plugin, which is available on zBoot but without demo data.

Learn

Get started

• Understand how to deliver business outcomes with speed and agility using ServiceNow SPM. For more information, see Customer Success Center.
• Learn more about SPM organizational level plugins. For more information, see Organizational level plugins for Strategic Portfolio Management.
• Learn how to align execution with business goals and priorities. For more information, see Strategic Planning.
• Create goals, set targets for them, and evaluate the progress of your goals and targets to accomplish the organizational plans and drive business outcomes. For more information, see Goal Framework and Goal Framework for SPM.
• Enhance your SPM capabilities with specialized plugins that provide read-only roles for various modules, confirming secure access to dashboards and reports. For more information, see Organizational plugins for Strategic Portfolio Management.