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Xanadu Strategic Portfolio Management

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Table of contents
  • Strategic Portfolio Management
    • Organizational plugins for Strategic Portfolio Management
    • Machine learning solutions for Strategic Portfolio Management
      • Predictive Intelligence for Demand Management
        • Train the similarity solution for Demand Management to find similar demands
      • Predictive Intelligence for Project Management
        • Train the similarity solution for Project Management to find similar projects
    • PPM Predictive Intelligence Workbench
      • PPM PIWB template - Find similar demands
      • PPM PIWB template - Find similar projects
    • Portfolio Planning
      • Exploring Portfolio Planning
        • Lenses in Portfolio Planning
        • Portfolio plans in Portfolio Planning
        • Work prioritization in Portfolio Planning
        • Roadmaps in Portfolio Planning
        • Scenario planning in Portfolio Planning
        • Portfolio Planning with Project Portfolio Management
        • Capacity in Portfolio Planning
        • Financial planning for Projects and Demands
        • Dashboards in Portfolio Planning Workspace
        • Better together with other ServiceNow® applications
      • Configuring Portfolio Planning
        • Install Portfolio Planning
        • Configuring lens in Portfolio Planning
          • Modify lens structure in Portfolio Planning
          • Activate a lens in Portfolio Planning
        • Configuring additional columns for Prioritization page in Portfolio Planning
        • Configuring Prioritization and Roadmap settings in Portfolio Planning
          • Customizing highlighted fields on prioritization page of Portfolio Planning workspace
            • Modify Script Includes for Prioritization page in Portfolio Planning
            • Create new highlighted values for Prioritization columns in Portfolio Planning
          • Configure additional source tables for free-form roadmap in Portfolio Planning
          • Customize the display preferences for Prioritization and Roadmap in Portfolio Planning Workspace
          • Update the display limit of items for Prioritization and Roadmap in Portfolio Planning
          • Hierarchy view configuration in Portfolio Planning
        • Customizing Lists in Portfolio Planning Workspace
          • Enable adding custom tables to the Lists menu
          • Customize Lists in Portfolio Planning Workspace
          • Define audience for new lists in Portfolio Planning
        • Configure scenario planning in Strategic Planning
          • Enable or disable scenario planning in Portfolio Planning
          • Configure financial widgets in compare scenario
        • Portfolio Planning diagnostics
        • Capacity configuration in Portfolio Planning
          • Enable planning attributes for capacity in Portfolio Planning
          • Generate employee profiles for resources to work with Capacity
          • Map primary attributes to resources
          • Activate a scheduled job to automatically generate resource capacity
        • Configure financials for planning items in Portfolio Planning
          • Customize the left pane view for financials
          • Enable financial budget allocation for planning items in Portfolio Planning
          • Configure budget attribute at instance-level to allocate budget
          • Customise cost plan form
          • Change the default expense type in Portfolio Planning
          • Create custom labor costs and map them to sys_id
          • Activate a scheduled job to manage the expense type on resource assignments
          • Activate a scheduled job to migrate budget of your planning items
          • Activate a scheduled job to create financial baselines for your projects and demands
          • Activate a scheduled job to generate labor costs for your projects and demands
        • Configure portfolio financials in Portfolio Planning
          • Enable integration for internal planning item
          • Activate investment entities for planning items
          • Activate rollup property for projects to view portfolio financials
          • Activate a scheduled job to generate data to view portfolio financials
        • Configuring Portfolio Planning with PPM
          • Create an alignment integration
          • Generate default mapping configurations
          • Create custom mapping configurations
            • Create a table map
              • Create a business rule to apply a custom table map configuration
            • Create a field map
            • Create a choice map
          • Configure bulk import
      • Managing portfolio plans in Portfolio Planning Workspace
        • Create a high-level portfolio plan
        • Create a portfolio plan in Portfolio Planning Workspace
        • Create a copy of an existing portfolio plan in Portfolio Planning Workspace
        • Modify a portfolio plan in Portfolio Planning Workspace
        • Show or hide the features for a portfolio plan
        • Share portfolio plans in Portfolio Planning Workspace
        • Collaborate on portfolio plans in Portfolio Planning Workspace
      • Prioritizing work using Portfolio Planning Workspace
        • Add planning items to Prioritization page in Portfolio Planning Workspace
        • Create a copy of an existing planning item in Portfolio Planning Workspace
        • Update planing item details from Prioritization page in Portfolio Planning Workspace
        • Rank planning items in Portfolio Planning Workspace
        • Prioritize work in Portfolio Planning Workspace
        • Categorize and find work items using tags
        • Personalizing Prioritization page views in Portfolio Planning Workspace
          • Personalize Prioritization List view in Portfolio Planning Workspace
          • Personalize Prioritization Hierarchy view in Portfolio Planning Workspace
        • Export data of portfolio plan items from Prioritization to Excel or CSV
      • Planning roadmaps in Portfolio Planning Workspace
        • Create free-form roadmap in Portfolio Planning Workspace
          • Update details of free-form roadmap in Portfolio Planning Workspace
          • Share a free-form roadmap with stakeholders in Portfolio Planning Workspace
          • Managing free-form roadmap views in Portfolio Planning
            • Create a free-form roadmap view in Portfolio Planning
            • Edit a free-form roadmap view in Portfolio Planning
            • Delete a free-form roadmap view in Portfolio Planning
        • Create a copy of an existing free-form roadmap in Portfolio Planning Workspace
        • Create planning items from roadmap view in Portfolio Planning Workspace
          • Modify planning items from roadmap in Portfolio Planning Workspace
        • Plan unscheduled items into roadmap in Portfolio Planning Workspace
        • Reschedule roadmap items in Portfolio Planning Workspace
        • Add milestones for roadmap in Portfolio Planning Workspace
          • Update a roadmap milestone in Portfolio Planning Workspace
        • Add milestones for roadmap items in Portfolio Planning Workspace
          • Update roadmap item milestones in Portfolio Planning Workspace
        • Add dependencies for roadmap items in Portfolio Planning Workspace
          • Update roadmap item dependencies in Portfolio Planning
        • Personalize roadmap view in Portfolio Planning Workspace
          • Customizing milestone display on roadmap in Portfolio Planning Workspace
          • Customizing roadmap item dependency display in Portfolio Planning Workspace
        • Track roadmap item progress in Portfolio Planning Workspace
        • Collaborate on a free-form roadmap in Portfolio Planning Workspace
      • Apply quick filters for Prioritization and Roadmap data in Portfolio Planning
      • Optimizing planning with scenario planning in Portfolio Planning
        • Create a scenario in Portfolio Planning
        • Compare scenarios in Portfolio Planning
        • Approve a scenario in Portfolio Planning
        • Manage scenarios in Portfolio Planning
      • Planning user capacity in Portfolio Planning
        • Generate resource capacity
        • Using Capacity in Portfolio Planning
      • Managing financials for planning items in Portfolio Planning
        • Add, edit, or delete cost plans
        • Manage budget of your planning items in Portfolio Planning
        • Add or edit expense lines
        • Generate labor costs
        • Create and compare financial baselines for demands and projects
        • Manage monetary benefit plans for your planning items in Portfolio Planning
        • Manage non-monetary benefit plans for your planning items in Portfolio Planning
        • Export financials as Excel or CSV file
      • Managing portfolio financials in Portfolio Planning
      • Docs for planning items in Portfolio Planning
        • Create and manage pages and subpages for planning items
      • Managing portfolio plan views in Portfolio Planning
        • Create a portfolio plan view in Portfolio Planning
        • Edit a portfolio plan view in Portfolio Planning
        • Delete a portfolio plan view in Portfolio Planning
      • Using dashboards in Portfolio Planning
        • Execution Dashboard in Portfolio Planning
        • View a dashboard in Portfolio Planning
        • Create a dashboard in Portfolio Planning
          • Edit a dashboard in Portfolio Planning
        • Duplicate a dashboard in Portfolio Planning
        • Share a dashboard in Portfolio Planning
        • Add a Platform Analytics dashboard to Portfolio Planning Workspace
      • Export the portfolio plan status or roadmap to Microsoft PowerPoint from Portfolio Planning Workspace
      • Executing Portfolio Planning work in PPM
        • Import records to Portfolio Planning
        • View error logs
      • Portfolio Planning reference
        • Components installed with Portfolio Planning
        • Domain separation and Portfolio Planning
        • Planning item reorder errors in Portfolio Planning
        • Item milestone errors in Portfolio Planning Workspace
        • Item dependency errors in Portfolio Planning Workspace
        • Managing Portfolio Planning with PPM
        • Form field information for Portfolio Planning
          • Action Assignment form
          • Choice map form
          • Create cost plan form
          • Create expense line form
          • Dependency form
          • Field map form
          • Demand planning item form
          • Highlighted Value Condition form
          • Highlighted Value form
          • Lens Form
          • Lens structure form
          • List Applicability form
          • Planning item milestone form
          • Project planning item form
          • Roadmap configuration form
          • Table map form
          • Roadmap milestone form
          • Scheduled Script Execution form to generate labor costs for projects and demands
          • UX List Category form
          • UX List form
    • Strategic Planning
      • Feedback application in Strategic Planning
        • Exploring Feedback application in Strategic Planning
        • Configuring Feedback application in Strategic Planning
          • Install ServiceNow® Add-in for Microsoft Outlook
          • Create feedback from Microsoft Outlook
          • Configure email for feedback submission
          • Integrate the Idea portal with Feedback application
          • Configure non-planning items for feedback or product ideas records
          • Configure the filters for feedback or product idea overview page
        • Managing Feedback application in Strategic Planning
          • Create feedback filters in Strategic Planning
          • Update feedback filters in Strategic Planning
          • Create Feedback in Strategic Planning
          • Update Feedback or Product idea records from the list page
          • Associate feedback with a product idea
          • Associate a feedback or product idea with a planning item
          • Create a product idea in Strategic Planning
          • Associate a product idea with feedback
          • Associate a feedback or a product idea record with a non-planning item
          • Associate a product idea with a goal
          • Manage documentation in Feedback application
          • Summarize the feedback by using Now Assist for Strategic Portfolio Management (SPM)
          • Generate the summary for selected or complete content with Planning item Gen AI Docs skill in Strategic Planning
        • Feedback reference
          • Components installed with Feedback application
          • Form field information for Feedback application
            • Product idea form
            • Feedback form
      • Portfolio Planning in Strategic Planning
        • Exploring Portfolio Planning in Strategic Planning
          • Lenses in Strategic Planning
          • Portfolio plans in Strategic Planning
          • Scoring in Strategic Planning
          • Goal management in Strategic Planning
          • Prioritization in Strategic Planning
          • Roadmaps in Strategic Planning
          • Scenario planning in Strategic Planning
          • Capacity in Strategic Planning
          • Financial planning for planning items
          • Strategic Planning with PPM, Agile 2.0, and SAFe
          • Better together with other ServiceNow® applications
        • Configuring Strategic Planning
          • Install Strategic Planning
          • Planning item configuration for lenses and portfolio plans
            • Review existing planning item types in Strategic Planning
            • Define a new planning item type in Strategic Planning
              • Create form views for new planning item tables in Strategic Planning
              • Create list views for new planning item tables in Strategic Planning
              • Create related list views for new planning item types in Strategic Planning
              • Create workspace view rules for new planning item forms in Strategic Planning
            • Enable custom item types in Strategic Planning
          • Lens configuration in Strategic Planning
            • Create or modify a lens in Strategic Planning
            • Add or modify lens structure in Strategic Planning
            • Activate a lens in Strategic Planning
          • High-level planning configuration in Strategic Planning
            • Create global rank column for high-level planning
            • Create rank configuration for high-level planning
            • Create portfolio plan configuration for high-level planning
            • Enable high-level planning for a lens entity
            • Populate global rank for high-level planning items
            • Create a business rule for high-level planning
          • Custom scoring frameworks in Strategic Planning
            • Create a custom scoring framework
            • Create your scoring framework attributes
            • Create a final score attribute
          • Configuring goals in Strategic Planning
            • Migrate existing goals data to Goal Framework tables
            • Configure goal preferences
            • Customize label for Goal and Target tables
            • Configure a table for an assigned entity
            • Create goals demo data with target breakdowns
            • Import goals and targets data from a spreadsheet
            • Update a schedule job to automate Actual value of the targets
            • Migrate target breakdowns
              • Target breakdowns migration
            • Migrate goal relationships for assigned entities
            • Configuring target source for target automation
              • Context variable in target source
              • Create a target source for automating the Actual value of the targets
              • Create a context variable for a target source
              • Create a context variable for the target source type PA Indicator
            • Defining a custom unit of measure
          • Prioritization display settings in Strategic Planning
            • Configuring additional columns for Prioritization in Strategic Planning
            • Customizing highlighted fields on prioritization page of Strategic Planning Workspace
              • Modify Script Includes for Prioritization page in Strategic Planning
              • Create new highlighted values for Prioritization columns in Strategic Planning
            • Update the display limit of items on Prioritization and Roadmap
            • Configure additional source tables for a free-form roadmap
            • Customize the planning item display preferences for Prioritization and Roadmap
            • Hierarchy view display configuration in Strategic Planning
          • Configure scenario planning in Strategic Planning
            • Enable or disable scenario planning in Strategic Planning
            • Configure financial widgets in compare scenario
          • Capacity configuration in Strategic Planning
            • Enable planning attributes for Capacity in Strategic Planning
            • Generate employee profiles for resources to work with Capacity
            • Map primary attributes to resources
            • Activate a scheduled job to automatically generate resource capacity
          • Configure financials for Strategic Planning
            • Enable financials for epics in Strategic Planning
            • Enable financial budget allocation for planning items in Strategic Planning
            • Configure budget attribute at instance-level to allocate budget
            • Configure a widget and associate it with project
            • Customize the left pane view for financials
            • Customise cost plan form
            • Change the default expense type for your planning items
            • Create a custom prefix for baseline
            • Create custom labor costs and map them to sys_id
            • Activate a scheduled job to migrate budget of your planning items
            • Activate a scheduled job to manage the expense type on resource assignments
            • Activate scheduled job to create financial baselines for planning items
            • Activate scheduled jobs to generate labor costs for your planning items
          • Configure portfolio financials in Strategic Planning
            • Enable integration for internal planning item
            • Activate investment entities for planning items
            • Activate rollup property for projects to view portfolio financials
            • Activate a scheduled job to generate data to view portfolio financials
          • Customizing Lists in Strategic Planning
            • Enable adding custom tables to the Lists menu
            • Customize Lists in Strategic Planning Workspace
            • Define audience for new lists in Strategic Planning
          • Strategic Planning diagnostics
          • Configuring Strategic Planning with PPM, Agile 2.0, and SAFe
            • Create an alignment integration
            • Generate default mapping configurations
            • Create custom mapping configurations
              • Create a table map
                • Create a business rule to apply a custom table map configuration
              • Create a field map
              • Create a choice map
            • Configure bulk import
            • Working with Teamspaces
        • Managing portfolio plans in Strategic Planning
          • Create a high-level portfolio plan
          • Create a portfolio plan in Strategic Planning
          • Create a copy of an existing portfolio plan in Strategic Planning
          • Modify a portfolio plan in Strategic Planning
          • Show or hide the features for a portfolio plan
          • Share a portfolio plan in Strategic Planning
          • Collaborate on a portfolio plan in Strategic Planning
        • Scoring planning items in Strategic Planning
          • Score items in a portfolio plan
          • Rank items in a portfolio plan
          • Export planning items data from Scoring to Excel or CSV
        • Managing goals in Strategic Planning
          • Goals examples and recommendations
          • Create a goal in Strategic Planning
          • Create targets for a goal in Strategic Planning
            • Update the progress of a manual target
            • Update the progress of an automated target
          • Create a copy of a goal or target
          • Target actuals automation
          • Target breakdowns in Strategic Planning
            • Update the actual value of a target breakdown
          • Associate a planning item with goals or targets
          • Associate or update the primary goal or target for a planning item
          • Export goals and targets data to Excel or CSV
        • Prioritizing portfolio plan work in Strategic Planning
          • Add planning items to Prioritization page of Strategic Planning Workspace
          • Create a copy of an existing planning item in Strategic Planning
          • Update planning item details from Prioritization page of Strategic Planning Workspace
          • Rank planning items in Strategic Planning
          • Prioritize work in Strategic Planning
          • Categorize planning items using tags
          • Personalizing Prioritization page views in Strategic Planning
            • Personalize List view of Prioritization page of Strategic Planning Workspace
            • Personalize Kanban view of Prioritization page of Strategic Planning Workspace
            • Personalize Hierarchy view in the Prioritization page of Strategic Planning Workspace
          • Export data of portfolio plan items from Prioritization to Excel or CSV
        • Using Roadmaps in Strategic Planning
          • Create a free-form roadmap in Strategic Planning Workspace
            • Update details of a free-form roadmap in Strategic Planning Workspace
            • Share a free-form roadmap with stakeholders in Strategic Planning Workspace
            • Collaborate on a free-form roadmap in Strategic Planning Workspace
            • Managing free-form roadmap views in Strategic Planning
              • Create a free-form roadmap view in Strategic Planning
              • Edit a free-form roadmap view in Strategic Planning
              • Delete a free-form roadmap view in Strategic Planning
          • Create a copy of an existing free-form roadmap in Strategic Planning Workspace
          • Create planning items from the roadmap view in Strategic Planning Workspace
            • Modify planning items from the roadmap view in Strategic Planning Workspace
          • Plan unscheduled items into a roadmap in Strategic Planning Workspace
          • Reschedule roadmap items in Strategic Planning Workspace
          • Add milestones for a roadmap in Strategic Planning Workspace
            • Update a roadmap milestone in Strategic Planning Workspace
          • Add milestones for roadmap items in Strategic Planning Workspace
            • Update roadmap item milestones in Strategic Planning Workspace
          • Add dependencies for roadmap items in Strategic Planning Workspace
            • Update roadmap item dependencies in Strategic Planning Workspace
          • Personalize your roadmap Timeline view in Strategic Planning Workspace
          • Personalize your roadmap Kanban view in Strategic Planning Workspace
          • Track the progress of your roadmap items in Strategic Planning Workspace
        • Optimizing planning with scenario planning in Strategic Planning
          • Create a scenario in Strategic Planning
          • Compare scenarios in Strategic Planning
          • Approve a scenario in Strategic Planning
          • Manage scenarios in Strategic Planning
        • Planning user capacity in Strategic Planning
          • Generate resource capacity
          • Using Capacity in Strategic Planning
        • Managing financials for planning items in Strategic Planning
          • Add, edit, or delete cost plans
          • Manage budget of your planning items in Strategic Planning
          • Add or edit expense lines
          • Generate labor costs
          • Create and compare financial baselines for your planning items
          • Manage monetary benefit plans for your planning items in Strategic Planning
          • Manage non-monetary benefit plans for your planning items in Strategic Planning
          • Export financials as Excel or CSV file
        • Managing portfolio financials in Strategic Planning
        • Docs for planning items in Strategic Planning
          • Create and manage pages and subpages for planning items
        • Managing portfolio plan views in Strategic Planning
          • Create a portfolio plan view in Strategic Planning
          • Edit a portfolio plan view in Strategic Planning
          • Delete a portfolio plan view in Strategic Planning
        • Executing Strategic Planning work in PPM, Agile 2.0, and SAFe
          • Import records to Strategic Planning
          • View error logs
        • Export the portfolio plan status or roadmap to Microsoft PowerPoint from Strategic Planning
        • Strategic Planning reference
          • Customizing milestones display on roadmap in Strategic Planning Workspace
          • Customizing the dependencies display on the roadmap in Strategic Planning Workspace
          • Components installed with Strategic Planning Workspace
          • Domain separation and Strategic Planning
          • Planning item reorder errors in Strategic Planning Workspace
          • Item milestone errors in Strategic Planning Workspace
          • Item dependency errors in Strategic Planning Workspace
          • Managing Strategic Planning with Project Portfolio Management, Agile Development 2.0, and SAFe
          • Form field information for Strategic Planning
            • Action Assignment form
            • Choice map form
            • Context Variable form
            • Create cost plan form
            • Create expense line form
            • Dependency form
            • Field map form
            • Goal Assigned Entity Configuration form
            • Goal form
            • Goal Preferences form
            • Goal/Target Relationship form
            • Highlighted Value form
            • Highlighted Value Condition form
            • Lens form
            • Lens structure form
            • List Applicability form
            • Planning item type form
            • Planning item form
              • Epic planning item form
              • Demand planning item form
              • Initiative planning item form
              • Project planning item form
              • Strategic program planning item form
            • Planning item milestone form
            • Portfolio plan configuration form
            • Product Enhancement form
            • Progress value calculation
            • Roadmap milestone form
            • Roadmap configuration form
            • Scheduled Script Execution form
            • Scheduled Script Execution form to generate labor costs for planning items
            • Table map form
            • Target automation script for benefit plans
            • Target Breakdown form
            • Target form
            • Target Source form
            • UX List Category form
            • UX List form
            • View rule form
            • Widget association form
            • Widget New Record form
      • Enterprise Agile Planning in Strategic Planning
        • Exploring Enterprise Agile Planning
        • Configuring Enterprise Agile Planning
          • Agile configurations in EAP
          • Create or update a configuration in EAP
          • Define agile structure in EAP
          • Activate an EAP configuration
          • Configure display of other work item types in EAP Backlog and Planning board
          • Configure the display limit of iterations in EAP Backlog
          • Update epic methodology for an EAP configuration
          • Create a planning calendar in EAP
          • Override planning calendar in EAP
          • Create calendar entries for iterations in EAP
          • Create a custom team type in EAP
          • Create a custom work item type in EAP
          • Create or update form views for EAP work items
          • Create or update list view for EAP work items
          • Configuring custom dashboards in EAP
            • Create a dashboard in EAP
            • Add a tag to the EAP dashboard
            • Associate the EAP read-only role to the dashboard
            • Add EAP dashboards to an Agile configuration
            • Create implementation of a Scripted Extension Point in EAP
            • Updating dashboards for planning calendar changes in EAP
        • Migrating from SAFe to EAP
          • Verify EAP configuration for migration from SAFe
          • Verify table, field, and choice mapping between SAFe and EAP
          • Modify columns to migrate from SAFe story and SAFe Scrum task tables to EAP
          • Start migration of SAFe data to EAP
          • Add Agile Team type to SAFe groups for EAP migration
        • Managing team backlog using EAP
          • Create next PI and Sprint from EAP Backlog
          • Update iteration details in EAP
          • Create work items for teams in EAP Backlog
          • Breakdown work from parent work item into child items in EAP
          • Create stories for work items in EAP
          • Create a copy of work items in EAP Backlog
          • Schedule work items into iterations in EAP Backlog
          • Start or complete iterations in EAP
          • Add or remove teams from Favorites in EAP
          • Personalize and filter data in EAP Backlog
        • PI planning in EAP
          • Plan work for an ART in EAP
          • Work item dependencies in EAP
            • Create and manage dependencies between work items in EAP
          • Personalize the EAP Planning board
        • Docs for teams and planning items in EAP
          • Create a Doc in EAP
          • Summarize and refine Docs content in EAP using Now Assist for SPM
          • Manage pages and subpages within a Doc in EAP
        • Iteration goals and work item goals in EAP
          • Create iteration goals for a PI or sprint in EAP
        • EAP reports and dashboards
          • EAP Portfolio dashboard
          • Kanban Portfolio dashboard in EAP
          • EAP Solution Train dashboard
          • EAP ART dashboard
          • EAP Agile Team dashboard
          • Kanban Team dashboard in EAP
        • Enterprise Agile Planning reference
          • Components installed with Enterprise Agile Planning
          • Integration between EAP and Agile Development 2.0
          • Team type form
          • Work item type form
          • SAFe-EAP migration request form
          • Enterprise Agile Planning Indicators
          • Work item reorder errors in EAP Backlog
      • Dashboards in Strategic Planning
        • Exploring Dashboards in Strategic Planning
          • Feedback Dashboard in Strategic Planning
          • Product Idea Dashboard in Strategic Planning
          • Execution Dashboard in Strategic Planning
          • Strategy Execution Dashboard in Strategic Planning
        • Using Dashboards in Strategic Planning
          • View a dashboard in Strategic Planning
          • Create a dashboard in Strategic Planning
            • Edit a dashboard in Strategic Planning
          • Duplicate a dashboard in Strategic Planning
          • Share a dashboard in Strategic Planning
          • Add a Platform Analytics dashboard to Strategic Planning Workspace
    • Now Assist for Strategic Portfolio Management (SPM)
      • Exploring Now Assist for Strategic Portfolio Management (SPM)
        • Supporting information for Now Assist for Strategic Portfolio Management (SPM)
      • Configure Now Assist for Strategic Portfolio Management (SPM)
        • Skill inputs for Now Assist for Strategic Portfolio Management (SPM)
        • Enable conversational demand creation using Now Assist in Virtual Agent
          • Configure the questions for demand creation in Now Assist for Strategic Portfolio Management (SPM)
        • Update the project summary header and footer of your email using script include
        • Configure the Monitor project tasks agentic workflow in AI Agent Studio
      • Monitoring tasks in SPM
        • Monitoring tasks agentic workflow for SPM
      • Using Now Assist for Strategic Portfolio Management (SPM)
        • Summarize the feedback by using Now Assist for Strategic Portfolio Management (SPM)
        • Create demands by using the conversational experience
        • Generate stories from epics using Now Assist for EAP
        • Summarize content with Planning item doc summarization in Strategic Planning
        • Summarize content with Project doc summarization skill in Project Workspace
        • Schedule the project summary emails with Email project summary skill
        • Refine planning items content using write planning item skill
      • Now Assist for SPM reference
        • Additional information on Email project summary skill
    • Collaborative Work Management
      • Exploring Collaborative Work Management
      • Configuring Collaborative Work Management
        • Install Collaborative Work Management
        • Connecting CWM with Strategic Planning or Portfolio Planning
        • Enable ServiceNow AI Platform records in CWM Docs
      • Collaborating with Spaces in CWM
        • Create a Space in CWM
        • Share a Space in CWM and manage sharing permissions
        • Create a folder in CWM
      • Managing work using Boards in CWM
        • Create a Board in CWM
        • Duplicate a Board in CWM
        • Add tasks to a CWM Board
        • Create and manage custom work item types in CWM
        • Add custom columns for tasks in a CWM Board
        • Add a goal to CWM Board
        • Export a CWM Board to CSV or Microsoft Excel
      • Board views in CWM
        • List, Gantt, and Kanban view modes for CWM Boards
          • Personalize List, Gantt and Kanban display for CWM Boards
        • Create a custom view for CWM Boards
        • Update a CWM Board view
        • Delete a custom CWM Board view
      • Work item automations in CWM
        • Create automations in CWM
        • Manage or delete automations in CWM
      • My Work in CWM
      • Collaborative documentation using CWM
        • Create a Doc in CWM
        • Manage pages and subpages in CWM Docs
        • Duplicate a Doc in CWM
        • Export a Doc in CWM to a PDF file
      • Templates in CWM for Boards and Docs
        • Create a Board or Doc from a template in CWM
        • Apply a template to existing Board or Doc in CWM
        • Save a CWM Board or Doc as a template
        • Update a template in CWM
        • Delete a Board or Doc template in CWM
      • Collaborative Work Management reference
        • Components installed with Collaborative Work Management
        • Properties installed with Collaborative Work Management
        • Grouping of tasks in status reports of CWM My Work
    • Now Assist for Collaborative Work Management (CWM)
      • Exploring Now Assist for Collaborative Work Management (CWM)
        • Supporting information for Now Assist for Collaborative Work Management (CWM)
      • Configure Now Assist for Collaborative Work Management (CWM)
      • Summarize and refine content of a Doc page in Collaborative Work Management (CWM)
      • Generate tasks from Docs in Collaborative Work Management (CWM)
      • Roles installed with Now Assist for Collaborative Work Management (CWM)
    • Goal Framework and Goal Framework for SPM
      • Exploring Goal Framework and Goal Framework for SPM
      • Configuring Goal Framework and Goal Framework for SPM
        • Install Goal Framework and Goal Framework for SPM
        • Migrate existing goals data to Goal Framework tables
        • Configure goal preferences
        • Configure a table for an assigned entity
        • Import goals and targets data from a spreadsheet
        • Update a scheduled job to automate the Actual value of the targets
        • Configuring target source for target automation using Goal Framework for SPM
          • Context variable in target source
          • Create a target source for automating the Actual value of the targets
          • Create context variable for a target source
          • Create a context variable for the target source type PA Indicator
        • Migrate target breakdowns
          • Target breakdowns migration
        • Defining a custom unit of measure
      • Managing goals using Goal Framework or Goal Framework for SPM
        • Create a strategic plan
        • Create a strategic priority for a strategic plan
        • Create a goal
        • Create targets for a goal using Goal Framework or Goal Framework for SPM
          • Update the progress of a manual target
          • Update the progress of a target using Goal Framework for SPM
        • Target breakdowns
          • Update the actual value of a target breakdown
        • Associate a work or planning item with goals or targets
        • Associating the primary goal or target for work and planning items
      • Goal Framework and Goal Framework for SPM reference
        • Components installed with Goal Framework and Goal Framework for SPM
        • Context Variable form
        • Goal Assigned Entity Configuration form
        • Goal form
        • Goal/Target Relationship form
        • Goal Preferences form
        • Progress value calculation
        • Scheduled Script Execution form
        • Strategic Plan form
        • Strategic Priority form
        • Target automation script for benefit plans
        • Target Breakdown form
        • Target form
        • Target Source form
        • Domain separation and Goal Framework
    • Data Separation
      • Exploring Data Separation
      • Configuring Data Separation
        • Install Data Separation
        • Assign roles for managing Data Separation
        • Configure a lens for enabling Data Separation
        • Enable entities for Data Separation
        • Map a user group for Data Separation
        • Synchronize Data Separation
      • Data Separation reference
        • Components installed with Data Separation
        • Data Separation limitations
        • Entity Group Mapping form
        • Lens form
        • Supported tables for Data Separation
        • Domain separation and Data Separation
    • Project Portfolio Management
      • Explore Project Portfolio Management
        • PPM Standard (Project Portfolio Management)
          • Activate Investment Funding for projects and demands
          • Currencies and budget reference rates
        • Test Management 2.0 integration with Project Portfolio Management
        • Agile Development 2.0 integration with Project Portfolio Management
          • Create and manage agile projects
          • Define an Agile group
          • Assign a group to a project
          • Add stories to a project
          • Plan sprints
          • Track progress
      • Activate PPM Standard (Project Portfolio Management)
      • Innovation Management
        • Exploring Innovation Management
        • Configuring Innovation Management
          • Install Idea Manager dashboard
          • Configure idea categories
          • Configure idea categories for transferring a request as an Idea
          • Migrating from the legacy Ideas application to Idea Portal
        • Managing ideas using Innovation Management
          • Submit an idea
          • View, filter, and sort ideas
          • Collaborate on ideas
          • Manage ideas
          • Evaluate an idea
          • Create a task for an idea
        • Managing Idea Portal
          • Idea Portal administration
            • Idea Portal navigation
            • Create an Idea module
            • Define new idea categories
          • Adding Idea Portal to Employee Center
        • Analyzing idea metrics using Idea Manager dashboard
        • Integrating Innovation Management with Universal Request
          • Create an Idea from Universal Request
          • Idea state mapping
          • Transfer an Idea to another department
        • Innovation Management reference
          • Form field information for Innovation Management
            • Create an Idea form
            • Idea Category Configuration form
            • Idea category form
            • Collaborate on idea
            • Manage ideas
            • Evaluate ideas
            • Idea module form
      • Demand Management
        • Exploring Demand Management
          • Demand Management process flow
          • Demand workbench
            • Demand workbench bubble chart
            • Demand workbench list view
        • Configuring Demand Management
          • Multicurrency in Demand Management
            • Select demand currency preference
            • Enable demand currency view
              • Multicurrency fields in demand-related forms
              • Allocate demand budget in demand currency
              • Cost plan updates and cost recalculation in demand currency
              • Benefit plan updates and recalculation in demand currency
            • Quick start tests for Multicurrency in Demand Management
            • Upgrade existing demands
          • Set up Demand Management
            • Planning for Demand Management
            • Populate the stakeholder registry
            • View an assessment metric category
            • Configure a widget for the financial metrics of a demand
              • Associate a widget to the Demand table
            • Configure demand workbench
        • Use Demand Management
          • Assess demands
          • Create a demand
            • Create a new qualified demand
            • Create a demand task
            • Submit a time card for a demand task
            • Create an artifact from a demand
            • Create a monetary benefit plan for a demand
              • Update a monetary benefit plan breakdown for a demand
            • Create a non-monetary benefit plan for a demand
              • Update a non-monetary benefit plan breakdown for a demand
            • Associate monetary and non-monetary benefit plans
            • Create a demand cost plan
            • View financial summary of cost and monetary benefit plans
            • Create an expense line for a demand
            • Create and manage resource plans for a demand
              • Recalculate costs of resource plans of a demand
            • Generate labor costs
            • Allocate budget to a demand
            • Enable lean budgeting for demands
              • Manage lean budgeting for demand
            • Migrate budget of active demands to Next Experience
            • Create baseline of a demand
              • Compare financial baselines of a demand
            • Migrate financial baselines of demands to Next Experience
          • View demands
            • View an artifact created from a demand
            • View a demand summary
          • Add details to demands
          • RIDAC (Risk, Issue, Decision, Action, and Request Changes) record entries for a demand
            • Add risks for a demand
              • Configure custom Risk rank and Risk value for a demand
            • Add issues for a demand
            • Add decisions for a demand
            • Add actions for a demand
            • Add Request Changes to a demand
            • Convert one RIDAC (Risk, Issue, Decision, Action, and Request Change) record to another for a demand
            • Associate existing RIDAC (risks, issues, actions, decisions, and request changes) records for a demand
          • Reset a demand to Draft state
          • Delete demands
          • Move and resize a demand
        • Demand Management reference
          • Demand tasks
          • Actual cost and effort calculation for a demand and demand task
          • Demand Management key terms
          • Stage fields
          • Composite Fields
          • Domain separation and Demand Management
          • Demand Management forms
            • Demand Budget form
            • Stakeholder Register Form
            • Widget form
            • Widget Association form
            • Demand form
            • Demand task form
            • Investment Budget form
            • Monetary Benefit Plan form
            • Monetary Benefit Breakdown form
            • Non-monetary Benefit Plan form
            • Non-monetary Benefit Plan Breakdown form
            • Cost plan form
            • Expense line form
            • Recalculate resource costs form
            • Requirement form
            • Risk form
            • Risk value matcher form
            • Issue form
            • Decision form
            • Action form
            • Request change form
      • Project Management
        • Get started with Project Management
        • Basics of Project Management
        • Properties installed with Project Management
        • Define a project
          • Create and manage waterfall projects
          • Copy a project
            • Change default values of copied project
          • Create baseline of a project
            • Compare financial baselines of a project
            • Compare schedule baselines of a project
          • Assign a project schedule
          • Create a project cost plan
            • Cost plan breakdown
            • System-generated cost plans
          • Create a monetary benefit plan for a project
            • Update a monetary benefit plan breakdown for a project
          • Create a non-monetary benefit plan for a project
            • Update a non-monetary benefit plan breakdown for a project
          • Associate monetary and non-monetary benefit plans
          • Project and portfolio funding
          • Create an expense line
          • Generate labor costs
            • Activate a scheduled job to generate labor costs
          • Migrate budget of active projects to Next Experience
          • Migrate financial baselines of projects to Next Experience
          • Create a project status report
          • View project status reports
          • Create a cost type definition
          • Allocate budget to a project
          • RIDAC records for a project in Project Workspace
            • Add risks for a project
              • Configure custom Risk rank and Risk value for a project
            • Add issues for a project
            • Add decisions for a project
            • Add actions for a project
            • Create a request change
            • Convert one RIDAC (Risk, Issue, Decision, Action, and Request Changes) record to another for a project
            • Associate existing RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project
        • Change the planned start date of a project
          • Pre-date a project task
        • Recalculate costs of all resource plans in a project
        • Project templates
          • Create a project template
          • Add an attachment to a project template
          • Apply a template on the Project form
          • Apply template to an existing project
          • Apply template to a blank project in project workspace
          • Project template configuration
            • Add a project template configuration item
            • Modify a project template configuration item
            • Delete a project template configuration item
        • Project tasks
          • Project task relationships and dependencies
            • Project task dependencies
              • Create a dependency from the planning console
              • Modify a project task dependency
              • Remove a dependency
            • Parent-child task relationships
              • Create a parent-child relationship on the Project Task form
              • Time constraints in parent-child relationships
            • Parent-child rollup task calculations
              • Enable cost rollup calculations
          • Scheduling conflicts between project tasks
          • Create a project task
            • Create a project task from a project
            • Create a task from an incident, problem, or change request
            • Create tasks from project task creator
            • Insert a row into the project tasks list
            • Copy an existing task or project
              • Change default values of copied fields
            • Create a task from a project task template
          • Create a milestone
          • Change requests and project tasks
            • Change request project task relationship
            • Link change requests to a project task
          • Project task checklists
            • Use a project task checklist
            • Save a checklist as a template
          • Accept or reject project task notifications
          • Task resources
        • External dependencies
          • Types of external dependencies
          • Add an external dependency on planning console
        • Composite Fields
        • Start a project
        • Update a project in progress
          • Track project comments and collaborate with stakeholders
        • Planning console
          • Open the project planning console
          • Planning console tasks
          • Client side planning console
            • Enable client side planning
          • Gantt chart
            • Gantt chart options
          • Create a parent-child relationship on the planning console
          • Predecessor dependencies in the planning console
          • Custom columns in the planning console
            • Add a custom column to the planning console
        • Project Diagnostics
          • Use Project Diagnostics to detect corrupt project data
          • Create and add diagnostic features
          • Add diagnostic and fix scripts
          • Create Diagnostic scans and map related scripts
        • Work breakdown structure (WBS)
          • Access the WBS as a related list
        • Teamspaces
          • Activate teamspaces
          • Installed with teamspaces
          • Configure teamspace settings
        • Project workbench
          • Access the project workbench
          • Components of project workbench
          • Project calculation
          • Project workbench actions
            • Open a project in the project workbench
            • Create a project task in the project workbench
            • Manage project stories in the project workbench
            • Create a story in the project workbench
            • Create a test case in the project workbench
        • Investment Portal
          • Viewing all your investment boards in one location
          • Create an investment board
          • Track your key investments
          • Configure your investment metrics as widgets
        • Project import and export
          • Calendars and schedules- Limitations
          • Project field mapping
          • Create custom field mapping for Microsoft Project file import
          • Project import from Microsoft Project
            • Import a Microsoft Project file with the Import module
            • Update a project using a Microsoft Project file
          • Import project tasks for multiple projects
          • Project export to Microsoft Project
            • Export project data
              • Export project tasks
        • Project reporting
        • Close a project
          • View actual project costs
        • Actual project costs
        • Project and project task states
          • View default project and project task state categories
          • Customize a state for project or project task
        • Project Management costing add-on
        • Activate project task email notifications
          • Set up project notifications with the workflow tool
        • Project Status app
          • Activate Mobile Project Status
          • Get started with Project Status app
          • View project details on the mobile app
          • View project status report
          • Create RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) records
          • Collaborate with project stakeholders
        • PPM Collaboration
          • Install PPM Collaboration
            • Components installed with PPM Collaboration
          • Setting up PPM collaboration for Microsoft Teams
          • Setting up PPM collaboration for Slack
          • Flows designed to synchronize projects with your collaboration tool
          • Create a Microsoft team for your project
          • Create a Slack channel for your project
          • Notifications for project updates in your collaboration tool
          • Archiving your project collaboration channel or team
        • Virtual Agent for PPM
          • Install Virtual Agent for PPM
          • Enable Virtual Agent for PPM
          • PPM Virtual Agent conversation flows
          • Reusable PPM Virtual Agent topic blocks
        • Planning attributes
          • Create or edit planning attributes
      • Project Workspace
        • Exploring Project Workspace
          • Project planning in Project Workspace
            • Project task checklist items
          • Resource planning in Project Workspace
          • Financials in Project Workspace
          • Status reporting in Project Workspace
        • Configuring Project Workspace
          • Configuring projects with Project Workspace
            • Install Project Workspace
          • Configuring resources with Project Workspace
          • Configure financials for Project Workspace
            • Enable financial budget allocation for projects in Project Workspace
            • Configure budget attribute at instance-level to allocate budget
            • Enable expense type on resource assignments
            • Customize the left pane view for financials
            • Customise cost plan form
            • Activate a scheduled job to migrate budget of your projects
        • Managing projects with Project Workspace
          • Access the new Project Workspace
          • Create a project from Project Workspace
          • Update the project details from Project Workspace
          • Analyze project analytics from Project Workspace
            • Widgets and reports for project analytics
          • Personalize the planning page view in Project Workspace
            • Add new columns to the planning page
          • Create and assign project tasks from Project Workspace
            • Update a project task from the Project Workspace
          • Create checklist items for a project task
          • Add internal project task dependencies from Project Workspace
            • Update the dependency details for tasks from Project Workspace
          • Add external dependencies between projects from Project Workspace
          • Create and compare project baselines in Project Workspace
          • Create a status report template in Project Workspace
          • Create a status report in Project Workspace
            • View the status report in Project Workspace
            • Update the status report in Project Workspace
            • Duplicate a status report in Project Workspace
            • Import old project status report to Project Workspace
            • Add dynamic content to status report in Project Workspace
          • Collaborate with stakeholders from Project Workspace
          • Collaborate on projects using Docs
          • Generate the summary for selected or complete content with Project Gen AI Docs skill in Project Workspace
          • Schedule the project summary emails with Email project summary skill
          • Project financials and Source-to-Pay Operations integration
          • Add a RIDAC record to a project in Project Workspace
          • Associate existing RIDAC records for a project in Project Workspace
          • Convert one RIDAC record to another for a project in Project Workspace
          • Export a project status report to Microsoft PowerPoint from Project Workspace
          • Export a project from Project Workspace
        • Managing financials for your projects
          • Add, edit, or delete cost plans
          • Manage budget of your projects using Project Workspace
          • Add or edit expense lines
          • Generate labor costs
          • Create and compare financial baselines for your projects
          • Export financials as Excel or CSV file
        • Resource planning with Project Workspace
          • Resource assignments in Project Workspace
            • Create resource assignments using Project Workspace
              • Create a resource assignment for a user in Project Workspace
              • Create a resource assignment for a group in Project Workspace
              • Create an attribute-based resource assignment
            • Update a resource assignment from Project Workspace
            • Extend a resource assignment
            • Delete a resource assignment from Project Workspace
            • Update the resource allocation in a heatmap
            • Realign resource assignment to project task
        • Project Workspace reference
          • Form field information for Project Workspace
            • Action form of Project Workspace
            • Decision form on Project Workspace
            • Export status report form on Project Workspace
            • Issue form on Project Workspace
            • Project form of Project Workspace
            • Request change form on Project Workspace
            • Risk form of Project Workspace
            • Resource assignment form
            • Create cost plan form
            • Create expense line form
            • Create status report form
            • Create new document template form
      • Project workspace classic - Legacy
        • Access the classic Project Workspace
        • Configure parameters displayed on project cards in classic Project Workspace
        • View project analytics in classic Project Workspace
          • Project analytics widgets and reports
        • Define a project in classic Project Workspace
        • Plan a project using planning console in classic Project Workspace
        • Track a project using project workbench in classic Project Workspace
        • Create and manage resource plans for a project in classic Project Workspace
        • View forecasts and manage financial plans for a project in classic Project Workspace
          • Configure a widget for project financial metrics
            • Associate a widget to the Project table
        • Request funds for a project in classic Project Workspace
        • Enter actuals spent in a project in classic Project Workspace
        • View a project status report in classic Project Workspace
      • Multicurrency in Project Management
        • Enable project currency view in project-related forms
          • Multicurrency fields in project-related forms
            • Project currency in cost and benefit plans
          • Updates in cost plan and recalculation of cost in project currency
          • Track project budget in project currency
        • Cost rollup in project currency
        • Quick start tests for PPM Standard Multicurrency
        • Upgrade existing projects on activating multicurrency plugin
      • Resource Management classic
        • Resource management process
        • Resource plans
          • Create a resource plan
          • Use Resource Finder to analyze resource availability
          • Create an operational resource plan
          • Request resources
          • Confirm a resource plan
          • Confirm and allocate a resource plan
          • Request a change to a resource plan
          • Recalculate costs of a resource plan of a project or demand
          • Update cost plan related to a resource plan
          • Complete a resource plan
            • Complete a resource plan from a project, planning console, or demand record
          • Cancel a resource plan
            • Cancel a resource plan from a project, planning console, or demand record
          • Delete a resource plan
          • Extend a resource plan
          • Request extension of an allocated resource plan
          • Allocate resources for the extended period
          • Reduce the duration of a resource plan
          • Time zones in resource plans
          • Associate a time card with a resource plan
        • Migration of resource plans, operational resource plans, and cost plans
          • Migrate resource plans and cost plans for projects and demands
          • Enable attribute-based resource assignments
          • Create resource assignments
          • Migrate operational resource plans
          • Create operational resource assignments
          • Activate a scheduled job to migrate resource plans and cost plans
        • Create requested allocations for a resource plan
        • Resource allocation
          • Create a resource role
          • User resources and group resources
            • Update the resource capacity
            • Update the resource aggregates
          • Create allocations
          • Reject a resource plan from the Resource Plan form
        • Capacity planning overview
          • Review capacity of the resources
        • Allocation workbench
          • Create or update an allocation board
          • Manage resources by using the allocation workbench
            • Confirm or allocate resources from the Allocation Workbench
            • Replace a user in a resource plan
            • Move a resource plan
            • Shift allocations of a user
          • Manage operational resource plans from the allocation workbench
        • Resource schedules
        • Resource events
          • Resource events and schedules
          • Resource event modifications
            • Modify a resource event that is part of a resource plan
          • Modify a self-created resource event
          • Change the resource event color
        • Resource Management reports
          • View availability, utilization, and allocation reports
          • Edit a resource management report
        • My Calendar
          • Add events to your calendar
          • Create repeatable events
          • View a user calendar
          • Add events to a user calendar
          • Delete events
        • Use Resource Diagnostics to detect corrupt resource data
          • Add diagnostic features for resource
          • Add diagnostics and fix scripts for resource
          • Create diagnostic scan and map scripts for resource
        • Resource Management reference
          • Resource Management properties
          • Resource Plan form
            • Resource Plan form tabs
          • Resource assignment form
          • Resource Plan related links and lists
          • Resource form
          • Extend resource plan form
          • Request Extension form
          • Requested Allocation form
          • Resource Role form
          • Resource Allocation form
          • Create New form
          • Resource Event form
          • Resource Reports form
          • New event form
          • Diagnostics Feature form
            • Diagnostics Inputs form
          • Diagnostics Scripts form
          • Diagnostics form
      • Resource Management Workspace
        • Exploring Resource Management Workspace
        • Install Resource Management Workspace
        • Configuring Resource Management Workspace
          • Define custom statuses for resource assignments
        • Using Resource Management Workspace
          • Create a resource card
          • Create resource assignments and operation resource assignments in Resource Management Workspace
          • View, allocate, and approve unassigned work using Resource Management Workspace
          • Reassign or unassign work using Resource Management Workspace
          • Split resource assignments using Resource Management Workspace
          • Manage resource allocations in Resource Management Workspace
          • Export resource portfolio view to Excel or CSV format
        • Managing resource assignments from Project Workspace
          • Create resource assignments using Project Workspace
          • Update resource assignment using Project Workspace
          • Delete a resource assignment using Project Workspace
          • Update resource assignments using Project Workspace
          • Realign resource assignment to project task using Project Workspace
        • Resource Management Workspace references
          • New Resource Assignment form
          • New Operational Assignment form
      • Portfolio Management
        • Create a portfolio
        • Open a portfolio status list
        • Legacy portfolio workbench
          • Access the legacy Portfolio workbench
          • Legacy- Plan the portfolio
            • Legacy- Planning view in portfolio workbench
            • Legacy- Select the fiscal year and set targets
            • Legacy- Select demands and projects for portfolio planning
              • Legacy- Change planned start date of a demand or project through Portfolio Workbench
            • Legacy- Review external dependencies between projects
            • Legacy- Create and promote a budget plan
            • Legacy- Financial planning workbench
              • Legacy- Create a budget period
              • Legacy- Forecast period
              • Legacy: Create a budget target
              • Legacy- Generated actuals
              • Legacy- Use the planning workbench to initiate a budget plan
            • Legacy- Repromote a budget plan
            • Legacy- View promoted portfolio budget plans in the planning workbench
              • Legacy- Portfolio budget object configuration
          • Legacy- Forecast the budget for portfolio
            • Legacy- Create and promote a forecast plan
            • Legacy- Repromote a forecast plan
          • Legacy- Track the portfolio
            • Legacy- Tracking view in portfolio workbench
          • Actual project costs
            • View actual project costs
        • Scenario Planning for PPM
          • Install Scenario Planning for PPM
            • Components installed with Scenario Planning for PPM
          • Annual and multi-year resource capacity-based planning
          • Configure the scenario planning type and scope
            • Impact of modifying the scenario planning type and scope
          • Set target budget for a fiscal year
          • Create planning scenarios
            • Select demands and projects for portfolio planning
            • Review external dependencies between projects
            • Rank demands and projects
          • Compare planning scenarios
          • Confirm a planning scenario
          • Track the progress of a portfolio
        • Portfolio Dashboard
          • Access the Portfolio Dashboard
      • Program Management
        • Create a program to manage projects and demands
          • Create a program task
          • Allocate budget to a program
          • Create a program status report
          • View program status reports
        • Program workbench
          • Access the program workbench
        • Program Dashboard
          • Access the Program Dashboard
      • Rate Models
        • Create or modify a rate model
        • Define criteria of a rate model
        • Create a rate line
        • Export rate lines to a file
        • Import rate lines into a rate model
      • Time Card Management
        • Activate Time Card Management
        • Time sheet policies
          • Create a time sheet policy
          • Set a time sheet policy as default policy
          • Assign a time sheet policy to a user
        • Create a project time category
        • Create a rate type
        • Time Sheet Portal
          • Add columns to the logged time card list
          • Create time cards and log time through Time Sheet Portal
          • Submit time sheet through Time Sheet Portal
          • Approve or reject a time sheet through Time Sheet Portal
          • Log time and submit time sheets of your resources
        • Time Sheets
          • Create a time sheet
          • Submit a time sheet
          • Approve or reject a time sheet
          • Recall a processed time sheet
          • Delegate time sheet approvals to another user
        • Time cards
          • Create a time card
            • Copy time cards from a previous time sheet
            • Auto-generate time cards
          • Submit a time card
          • Approve or reject a time card
          • Recall a processed time card
          • Map a time card category with operational work types
        • Record time worked
        • Manage costs
        • Analytics Project manager
          • Use the Analytics Project manager
        • Analytics User manager
        • Performance Analytics dashboard for Time Card Management
        • Domain separation and Time Card
        • Mobile Time Sheets
          • Install Mobile Time Sheets
            • Enabling the mobile experience for Mobile Time Sheets
            • Use Mobile Time Sheets in Now Mobile
          • Create a time sheet from your mobile device
            • Search for a time sheet from time sheet lists
          • Add a time card and log time through the Mobile Time Sheets application
            • Update time card hours for a task
          • Manage your time cards
          • Submit a time card from your mobile device
          • Submit a time sheet from your mobile device
          • Approve or reject a time sheet or time card from your mobile device
            • Track your time sheets
          • Recall a processed time sheet or time card from your mobile device
      • Financial Management
        • Installed with Financial Management
          • Tables installed with Financial Management
          • User roles installed with Financial Management
        • Read-only roles for Financial Management
        • Domain separation and Financial Management
        • Financial Management for licensed APM users
          • Configure business application costing cost model
        • Financial Management for licensed SPM users
          • Configure service offering costing cost model
          • Allocate expenses using service offering allocation map
        • Financial Modeling
          • Financial data import
            • General ledger
            • View expenses in the general ledger
            • Financial data sources and field maps
            • Create a financial data source
            • Create a data source field map
          • Segments
            • Create a segment definition
          • IT shared services
            • Create IT shared services
            • Create a service type
          • Financial Management workbench
            • The Data Definition stage
              • Choose a working set
              • Clone a cost model in the workbench
              • Expense summary
            • The Data Cleansing stage
              • Review expenses before cleansing
              • Merge expense rows by segment
              • Map segment records to expense rows
              • Cleanse data
            • The Bucketing stage
              • View account details
              • Create and modify buckets
              • Create bucket filter conditions
              • Create groomed lines for cost models with no data source
              • Put expenses into buckets
              • Review bucket assignments and run bucketing
            • Allocation Setup stage
              • View bucket contents
              • Split buckets
              • Rollups for allocations
                • View accounts that roll up to an account
                • Create rollups from one account to another account
                • Create rollups from one segment to another
                • Edit rollup records
              • Bucket assignments
                • Assign a bucket to a segment or an account
              • Review assigned expenses
              • Verify the total amount allocated
              • Preview an allocation from a bucket
              • Revert bucket assignments
            • The Allocation Review stage
              • Allocate expenses with the workbench
            • The Cost Models tab
              • Prescriptive cost models for shared services and business applications
              • Prescriptive cost models for business services and business capabilities
              • View settings for each cost model
              • Delete a cost model
              • Compare cost models
              • Clone a cost model
              • Create breakdown relationship
            • The Configuration tab
              • Configure general settings
              • Configure main report settings
              • Delete allocation lines
            • Missing money logs factoring tips
          • Cost models
            • Create a cost model from Cost Model form
              • Generating controlled cost lines
              • Generate unit costs
              • Define a sibling rollup relationship
              • Prerequisites to modify data source of a cost model
            • Choose a cost model
            • Cost model hierarchy
          • Allocations
            • Account buckets
              • Create an account bucket
            • Grooming and cleansing conditions
              • Modify advanced query conditions
            • Expense allocation
              • View allocation lines
            • Financial Management example allocations
            • Metric weight maps
            • Use cost analysis to view the allocation of amount
          • Allocation metrics
            • View, modify, and validate fiscal periods
            • Create weighted allocation metrics
            • Preview weight map
            • Create scripted allocation metrics
        • Financial Charging
          • Financial charging application setup
            • Determine the statement item type
              • Define a consumption statement item
                • Create consumption breakdowns
              • Define a cost model statement item
                • Create cost model breakdowns
              • Define a service catalog statement item
                • Create service catalog breakdowns
            • Drill down within a statement item
            • Define, generate, and publish a showback statement
          • Service charging
            • Monitor service charges in the service pricing console
            • Create ratecards to fix price for your business service
          • Showback statements
            • View all showback statements
              • Add statement expense line
              • Add statement expense line details
            • Generate showback statements for upcoming fiscal period
          • View my showback statements as a showback user
          • Raise a dispute
          • View my statement items as a service owner
          • Financial analyst showback dashboard
          • Business unit owner showback dashboard
        • Quick start test for Financial Management
        • Financial Management Platform Analytics Solutions
          • Financial Management Application TCO dashboard
          • Financial Management Business Application Costing dashboard
          • Financial Management CIO dashboard for Business Applications
          • Financial Management Level 1 Costing – Shared Services dashboard
          • Financial Management Level 2 Costing – Business Applications dashboard
          • Financial Management Level 2 Costing – Business Services dashboard
          • Financial Management Level 3 Costing – Business Capabilities dashboard
      • Monetary and non-monetary benefit plans
      • Strategic Spend Tracking for PPM
        • Install Strategic Spend Tracking for PPM
          • Components installed with Strategic Spend Tracking for PPM
        • Allocate or modify the strategy and goal percentage for a project
        • Allocate or modify the strategy and goal percentage for a demand
        • Strategic Spend Tracking for PPM dashboard
      • Project Portfolio Management Platform Analytics Solutions
        • PMO dashboard
        • Analytics Time sheet
      • Project Portfolio Management reference
        • Components installed with Project Portfolio Management (PPM) Standard
          • Plugins installed with PPM Standard (Project Portfolio Management)
          • Tables installed with PPM Standard (Project Portfolio Management)
          • Roles installed with PPM Standard (Project Portfolio Management)
        • Business stakeholder role for PPM
        • Domain separation and Project Portfolio Management
        • Quick start tests for Project Portfolio Management
        • Related lists added for financials
    • SPM Benchmarks
      • Exploring SPM Benchmarks
        • SPM Benchmarks dashboard
        • Benefits of SPM Benchmarks
      • Configuring SPM Benchmarks
        • Install SPM Benchmarks
        • Enable SPM Benchmarks
      • Customize the SPM Benchmarks KPIs
        • Choose your KPIs
        • Change a KPI formula
      • SPM Benchmarks reference
        • Components installed with SPM Benchmarking
        • SPM Benchmarks KPIs
    • Investment Funding
      • Install Investment Funding
        • Components installed with Investment Funding
      • Upgrading legacy Investment Funding to Store application
        • Migrate data from legacy Investment Funding to Store application
        • Update references from legacy Investment Funding tables to Store tables
      • Investment Funding administration
        • Fiscal calendar setup for Investment Funding
        • Set Investment Funding preferences
        • Create an investment entity
          • Enable synchronization of investment and investment entity owners
          • Access investments directly from an investment target
      • Create a top-level investment
        • Fund a top-level investment
      • Create an investment
        • Add a business case for an investment
      • Co-owners for an investment
        • Manage co-owners for an investment
      • Request funds for an investment
      • Plan fund allocations for investments
      • Allocate funds to an investment
      • Enter actual spends for an investment
      • Reject a fund request
      • Review the use of your funds
      • View past funding details
      • Domain separation and Investment Funding
    • Export to PowerPoint for Strategic Portfolio Management
      • Exploring Export to PowerPoint
      • Configuring Export to PowerPoint
        • Install Export to PowerPoint for Strategic Portfolio Management
        • Manage Related Tables and Scripted Elements forms
        • Download the manifest file
        • Configure the Export to PowerPoint add-in for Microsoft PowerPoint
      • Using Export to PowerPoint
        • Create a Microsoft PowerPoint template
        • Upload your Microsoft PowerPoint template
        • Download a project status report
      • Export to PowerPoint Reference
        • Components installed with Export to PowerPoint for Strategic Portfolio Management
        • Related Tables form
        • Scripted Elements form
    • Agile Development
      • Agile Development 2.0
        • Exploring Agile Development 2.0
          • Basics of Agile Development
          • Agile Development process flow
          • Agile Development use cases
            • Release-based development use case in Agile Development
            • Project-based development use case in Agile Development
            • Standalone project development use case in Agile Development
          • Agile board in Agile Development 2.0
          • Reporting defects in Agile Development 2.0
          • Enhancement requests in Agile Development 2.0
          • Agile Development — Unified Backlog
        • Setting up Agile Development 2.0
          • Activate Agile Development 2.0
          • Migration from Agile Development 1.0 to Agile Development 2.0
            • Manage customizations before upgrading to Agile Development 2.0
            • Delete customizations before upgrading to Agile Development 2.0
            • Convert Agile Development 1.0 teams to Agile Development 2.0 groups
              • Complete the prerequisites for converting teams to Agile Development 2.0 groups
              • Verify the conversion of Agile Development 1.0 teams to Agile Development 2.0 groups
            • Agile Development 2.0 enhancements over Agile Development 1.0
              • Data model enhancements from Agile Development 1.0 to Agile Development 2.0
              • Functionality enhancements from Agile Development 1.0 to Agile Development 2.0
              • Usability enhancements from Agile Development 1.0 to Agile Development 2.0
              • Review a utility customization for Agile Development 2.0
              • List of platform artifacts modified after upgrading to Agile Development 2.0
          • Activate Agile Development — Unified Backlog
          • Quick start tests for Agile Development 2.0
        • Managing your product development using Agile Development 2.0
          • Create a release in Agile Development 2.0
          • Create a theme in Agile Development 2.0
          • Create a product in Agile Development 2.0
          • Assignment groups in Agile Development 2.0
            • Create an assignment group in Agile Development 2.0
            • Convert a release team to a group (only for existing customers having release teams)
            • Add members to an assignment group in Agile Development 2.0
          • Create an epic in Agile Development 2.0
            • Create a monetary benefit plan for an epic
              • Update a monetary benefit plan breakdown for an epic
            • Create a non-monetary benefit plan for an epic
              • Update a non-monetary benefit plan breakdown for an epic
            • Associate monetary and non-monetary benefit plans
            • Generate labor costs for epics
          • Create a story in Agile Development 2.0
          • Add dependencies for Agile Development 2.0 stories
          • Create a scrum task for Agile Development 2.0 stories
            • Create multiple scrum tasks for stories in Agile Development 2.0
          • Create a personalized backlog in Agile Development 2.0
          • Manage your product backlog in Agile Development 2.0
            • Arrange Agile Development 2.0 stories in Agile Board using the keyboard
          • Plan your sprint activities in Agile Development 2.0
          • Create sprints in bulk in Agile Development 2.0
          • Track progress of stories for a sprint in Agile Development 2.0
          • Track progress of scrum tasks for a sprint in Agile Development 2.0
          • Track sprint progress in Agile Development 2.0
          • Run tests for a story in Agile Development 2.0
          • View the test results for a story in Agile Development 2.0
          • Report a defect in Agile Development 2.0
          • Create an enhancement request in Agile Development 2.0
          • Set up a triage board in Agile Development 2.0
          • Triage items and add them to a backlog in Agile Development 2.0
        • Integrating Agile Development 2.0 with third-party applications
        • Agile Development 2.0 reference
          • Components installed with Agile Development 2.0
          • Writing effective stories in Agile Development 2.0
          • Agile Development process data model
          • Business stakeholder role for Agile Development 2.0
          • Domain separation in Agile Development 2.0
          • Related links and lists of assignment group in Agile Development 2.0
          • Related lists for a Product in Agile Development 2.0
          • Related lists for a Release in Agile Development 2.0
          • Related links and lists for a Story in Agile Development 2.0
          • Related lists for a Theme in Agile Development 2.0
          • Test version form in Agile Development 2.0
          • Related lists of a test version in Agile Development 2.0
      • Mobile experience for Agile Development 2.0
        • Install Agile Development v2
        • Get started with Agile Development v2 mobile app
        • Managing stories on Agile Development v2 mobile app
        • Managing scrum tasks on Agile Development v2 mobile app
      • Scrum Programs for Agile Development 2.0
        • Activate Scrum Programs
          • Components installed with Scrum Programs
        • Create an epic backlog
        • Manage your epic backlogs
        • Create a scrum program
        • Assign teams to a scrum program
        • Scrum program planning board
          • Plan a scrum program
          • Add sprints from the program planning board
      • Performance Analytics Content Pack for Agile 2.0
        • Install Performance Analytics Content Pack for Agile 2.0
        • Enable daily data collection for Agile 2.0 dashboards
        • Upgrading the layout of Agile 2.0 dashboards
        • Agile 2.0 Epic Dashboard
        • Agile 2.0 Sprint Dashboard
        • Agile 2.0 Prior Sprint Dashboard
        • Agile 2.0 Release Dashboard
        • Agile 2.0 Prior Release Dashboard
        • Agile 2.0 Team Dashboard
        • Customizing Agile 2.0 dashboard reports
          • Customize indicators of your Agile 2.0 dashboard reports
          • Update UI scripts to use customized indicators for Agile 2.0 dashboards
          • Customize story states of your Agile Development 2.0 dashboard reports
      • Work Progress Status for Agile Teams
        • Install Work Progress Status for Agile Teams
        • Reviewing progress status for Agile Development 2.0 epics
    • Atlassian Jira Integration for Agile Development
      • Install Atlassian Jira Integration for Agile Development
        • Components installed with Atlassian Jira integration for Agile Development
      • Setting up the integration between Jira and Agile Development 2.0
        • Connecting Agile Development 2.0 to Jira
        • Discover and import Jira projects and boards
          • Default mapping configuration between Agile Development 2.0 and Jira
        • Importing issues and sprints from Jira to Agile Development 2.0
          • Associate a Jira project and board with an assignment group in Agile Development 2.0
          • Import issues from a Jira project to Agile Development 2.0
          • Import sprints from Jira to Agile Development 2.0
        • Schedule a job to auto-import issues from Jira to Agile Development 2.0
        • Customizing map configuration for your Jira projects
          • Customize your table map configuration
          • Customize your field map configuration
          • Customize your workflow state configuration
          • Apply custom map configuration to multiple Jira projects
          • Create a business rule to apply a custom Agile Development 2.0 table map configuration
          • Allow import and export of attachments on a custom Agile Development 2.0 table
          • Populate Jira project identifier reference fields for Agile Development 2.0 custom table
        • Reset mapping configuration of Jira projects
      • Importing and exporting issues between Agile Development 2.0 and Jira
      • Troubleshooting issues of Jira integration with Agile Development 2.0
        • Enable detailed project logging in Jira Integration with Agile Development
        • Define batch size for Jira project metadata
    • Microsoft Azure DevOps Integration for Agile Development
      • Install Microsoft Azure DevOps Integration for Agile Development
        • Components installed with Microsoft Azure DevOps integration for Agile Development
      • Setting up the integration between Microsoft Azure DevOps and Agile Development 2.0
        • Connecting Agile Development 2.0 and Azure DevOps
        • Discover and import Azure DevOps projects
          • Default map configuration for Azure DevOps integration with Agile Development 2.0
        • Import areas, teams, and iterations from Azure DevOps
        • Setting up import and export between Azure DevOps and Agile Development 2.0
        • Import work items from Azure DevOps to Agile Development 2.0
        • Schedule jobs to import projects, teams, areas, and work items from Azure DevOps
        • Customizing your map configuration for Azure DevOps integration
          • Customize your table map configuration
          • Customize your field map configuration
          • Customize your state map configuration
          • Create a business rule to apply a custom table map configuration
          • Allow import and export of attachments on a custom table
          • Populate Azure DevOps identifier reference fields for a custom table
        • Configuring Azure DevOps integration with SAFe
          • Configuring Azure DevOps projects for SAFe
          • Troubleshooting issues of Azure DevOps integration with SAFe
        • Generate a default map configuration between Azure DevOps and Agile Development 2.0
      • Importing and exporting work items between Agile Development and Azure DevOps
      • Troubleshooting issues for Azure DevOps integration with Agile Development
        • Enable detailed project logging in Microsoft Azure DevOps Integration with Agile Development 2.0
    • Scaled Agile Framework (SAFe)
      • Domain separation and Scaled Agile Framework (SAFe)
      • Business stakeholder role for Essential SAFe and Portfolio SAFe
      • Essential SAFe
        • Activate Essential SAFe
          • Components installed with Essential SAFe
        • Quick start tests for Essential SAFe
        • SAFe entities
          • Define an epic in SAFe
            • Create a monetary benefit plan for an epic
              • Update a monetary benefit plan breakdown for an epic
            • Create a non-monetary benefit plan for an epic
              • Update a non-monetary benefit plan breakdown for an epic
            • Associate monetary and non-monetary benefit plans
            • Generate labor costs for epics
          • Define a feature in SAFe
            • Split a SAFe feature
          • Define a story in SAFe
            • Related links and lists for a SAFe story
            • Add dependencies to your SAFe stories
          • Define an Agile Release Train
          • Define a program increment in SAFe
          • Define a SAFe team
        • SAFe PI objectives
          • Define a SAFe PI objective
        • SAFe Board — ART level
          • Track features in a board
          • Manage your ART backlog from the SAFe Board
            • Arrange a feature in the SAFe backlog page using the keyboard
            • Arrange multiple features in the SAFe Board using the keyboard
          • Schedule features for your program increments
          • SAFe PI planning board
            • Plan a SAFe program increment
        • SAFe Board — Team level
          • Manage your team backlog
          • Track your SAFe tasks from the Board view
          • Track your SAFe team work from the list view
            • Create a test for a SAFe story
            • Run a test for a SAFe story
            • Troubleshoot test failures
      • Portfolio SAFe
        • Activate Portfolio SAFe
          • Components installed with Portfolio SAFe
        • Define a portfolio
        • SAFe Board—Portfolio level
          • Track your epics
          • Manage your portfolio backlog
      • SAFe — Unified Backlog
        • Activate SAFe — Unified Backlog
        • Set up a triage board in SAFe
      • Performance Analytics Content Pack for Essential SAFe
        • Install the Performance Analytics Content Pack for Essential SAFe
        • Enable daily data collection for Essential SAFe dashboards
        • Migrate Essential SAFe dashboards to Next Experience
        • Using Solution Library for Essential SAFe dashboards
        • SAFe Feature Dashboard
        • SAFe Epic Dashboard
        • SAFe Sprint Dashboard
        • SAFe Prior Sprint Dashboard
        • SAFe PI Dashboard
        • SAFe Prior PI Dashboard
        • SAFe ART Dashboard
        • SAFe Team Dashboard
        • Customizing Essential SAFe dashboard reports
          • Customize indicators of your Essential SAFe dashboard reports
          • Update UI scripts to use your indicators for Essential SAFe dashboards
          • Customize story states of your Essential SAFe dashboard reports
      • Work Progress Status for SAFe
        • Install Work Progress Status for SAFe
        • Reviewing progress status for SAFe features and epics
    • Test Management applications
      • Domain separation and Test Management
      • Test Management 1.0
        • Activate Test Management
          • Components installed with Test Management
        • Business stakeholder role for Test Management 1.0
        • Test Management key terms
        • Test Management process flow
        • Setting up the manual testing process
          • Test suites
            • Create a test suite
            • Create a copy of an existing test suite
            • Add a test case to a test suite
          • Test cases
            • Create a test case
            • Add a test to a test case
            • Delete a test case
          • Tests
            • Create a test
            • Create a copy of an existing test
          • Create a test environment
          • Test plans
            • Create a test plan
            • Add a new test case to a test plan
          • Assigning testers to test cases
            • Assign testers from the Test Plan form
            • Assign testers from the Visual Task Board
          • Guided test execution
            • Initiate guided test execution
            • Cancel guided test execution
        • Performing tests and updating the test status
          • Perform tests using the Test Case form
          • Perform tests using the Visual Task Board
          • Perform tests using guided test execution
        • Update the status of a test case
        • Report a defect from a failed test
        • Assign a defect to a test case
        • Monitoring the progress of testing
          • Test Management dashboard
        • Test plan sign-off
          • Complete the test plan sign-off
      • Test Management 2.0
        • Test Management 2.0 overview
        • Activate Test Management 2.0
          • Installed with Test Management 2.0
        • Business stakeholder role for Test Management 2.0
        • Quick start tests for Test Management 2.0
        • Testing using Test Management 2.0
          • Create a test in Test Management 2.0
          • Create a test set in Test Management 2.0
          • Test Board in Test Management 2.0
            • Create a test plan using Test Board in Test Management 2.0
            • Add and modify test cycles and test execution suites in Test Management 2.0
            • Define a custom column in the Planning tab of Test Board in Test Management 2.0
          • Create a test execution suite in Test Management 2.0
          • Run your test assignments in Test Management 2.0
        • Sprint testing
          • Create a test for a story
          • Run your tests from the List view
      • Migration from Test Management 1.0 to Test Management 2.0
        • Convert test suites
        • Appendix — Test Management 2.0
          • Functionality enhancements in Test Management 2.0
          • Data model enhancements in Test Management 2.0
          • Usability enhancements in Test Management 2.0
    • Business Planning Portal
      • Business units
        • Create business units
      • Create an enterprise strategy
      • Create a business unit strategy
    • Cost Management
      • Activate Cost Management
        • Components installed with Cost Management
      • Cost Management Demo Data
      • Cost overview module
        • Cost overview module roles
        • Use the Cost Overview module
      • CI rate cards
        • Create a CI rate card
        • Add a condition to a CI rate card
        • CI rate card costs
        • Aggregate CI costs
        • Enable relationship aggregation
      • Task and labor rate cards
        • Manage a labor rate card
          • Rate type in labor rate card
        • Manage a task rate card
        • Process task rate cards
      • Budgets and cost centers
        • Budgets and cost centers example
        • Create or update cost centers
        • Create or update a budget
        • Cost centers related records
        • Associate cost centers to a budget
      • Using distribution costs and rules
        • Defining distribution rules
      • Use business services with expenses
        • Define a cost center
        • Default allocation rule
        • Define an allocation unit
      • Cost sources
      • CI relationships
      • Allocating expenses
      • Budget related records
      • Domain separation and Cost Management
HomeXanadu Strategic Portfolio ManagementStrategic Portfolio ManagementAgile DevelopmentAgile Development 2.0Agile Development 2.0 referenceRelated links and lists of assignment group in Agile Development 2.0Current page
Table of Contents

Related links and lists of assignment group in Agile Development 2.0

  •  
    • Xanadu
    • Yokohama
    • Washington DC
    • Vancouver
  • UpdatedAug 1, 2024
  • 1 minute read
    • Xanadu
    • Software Development Lifecycle

Use the related lists in the Group form for the actions that you need to perform for your assignment group in Agile Development 2.0, such as adding sprints and editing group members.

Table 1. Related links in the Group form
Name Description
Create Sprints Create sprints for the team. New sprints are listed in the Sprints related list of the group.
Sprint Planning Plan your sprint activities in Agile Development 2.0.
Table 2. Related lists in the Group form
Name Description
Group Members Lists the members of the group. You can add or remove members in the agile group by selecting Edit.

The Average points per sprint field rolls up to derive the group capacity for a sprint.
Sprints Lists the sprints for the group. Click New to add a sprint to the group.
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