0
7.5.0
Australia Patch 5, Australia Patch 4, Australia Patch 3, Australia Patch 1, Australia, Zurich Patch 12, Zurich Patch 11, Zurich Patch 10, Zurich Patch 9, Zurich Patch 7, Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama
Standalone Application
Strategic Portfolio Management - A new and improved Project Workspace provides a better user experience for project managers. A modern, intuitive UI to plan and manage all work which includes enhancements to the project homepage, details page, and planning page.
New project details provide a better UI in Next experience for users to view the details of a project. The new project planning module provides a better UI and UX experience with performance-enhanced scheduling, task drag & drop, bulk edits, and copy & paste.
An improved RIDAC experience provides a single view to manage all risks, issues, decisions, actions, and request changes in a project. Create, edit, convert, and associate RIDAC records in an easy-to-use editable grid.
The updated financials experience helps users to plan, re-forecast the planned costs, and create actual cost records from a simple, centralized interface in a fast and efficient manner.
The Project docs provide a collaboration space for project managers where they can take notes, add documentation, and collaborate with team members.
New Project Status report leveraging the Docs component so that project managers can configure and customize status reports easily and more efficiently.
- Details section in the new project workspace to view all the details of the project
- Create projects and update project details such as assignee, state, and phase
- Create, manage, and update project task details such as assignee, dependencies, duration, start and end dates, percent complete, state, and phase
- See project tasks in list and timeline format
- Enable project actions such as move project, apply a template, import project, and export project
- Create baselines and view critical paths on the project timeline
- Support of large projects with over 10,000 tasks
- Platform and email notifications for task assignments
- Create, Edit, Convert, and Associate RIDAC records
- Manage resources at Project and Project task level
- Create, update, and delete user/group/attribute-based assignments for a project/project task
- Create, update, and delete attribute based assignments for a project/project task
- Create and update cost plans from a side panel or in-line in the financials grid
- View, edit, or create expense lines against the cost plans
- Create financial baselines to capture the status of financial costs at any instance
- View the list of financial baselines and select any two to compare for easy analysis of cost changes over time
- As a portfolio manager, approve budget top down or bottom up to the projects by expense type or cost type
- As a project manager, compare the latest costs with the approved budget in a detailed view to identify budget overruns
- Create project docs to manage ideas, strategize, take notes, and collaborate with team members
- Create, configure, and customize a project status report to give teams and key stakeholders a snapshot of a projects health and overall status
- Ability to view, approve, and modify a resource's capacity all in one view with the new resources page
- Integration with HAM hardware requests with the ability to view asset requests related to projects
New
- Users can now customize L2 menu items in Project Workspace. Users are able to personalize the L2 menu without system issues, and their customization settings persist across sessions. When enabled by an administrator, the legacy RIDAC page is hidden to streamline navigation. Customization applies consistently for all users with appropriate permissions.
- Project managers can view connected tasks and stories inline in the Planner tab. Connected CWM tasks and stories now display as child rows under each project task in the Planner, with standard columns shown and collapsible rows. Inline editing is disabled for these child tasks; edits can be made in the form view as permitted.
- A toggle button is now available in Project Workspace settings to show or hide connected tasks. By default, the toggle is turned on, displaying all CWM and Project Workspace tasks. Turning it off hides connected tasks from view.
Changed
- Performance improvements have been made to AI-generated status reports. Status report generation now runs asynchronously, resulting in faster performance for the health widget and executive summary widget in In-App insights.
- All customer-facing SPM product documentation now uses the "ServiceNow Otto" name. References to "Now Assist," "Moveworks," and "AI Experience" have been updated to "ServiceNow Otto" in documentation, following the Otto Naming Guidelines.
Fixed
- Changes made in the Project Workspace Planning tab are now retained after refreshing the page. Previously, updates could be lost due to errors in handling planning attributes; this has been resolved.
- The Status Report UI Action now opens the correct page without errors. The routing logic has been updated to ensure the status report page loads as expected.
- Export logs from the Project Workspace now correctly indicate whether the export was performed from the Planning or Financials page, improving traceability.
- Required plugins and products - PPM Standard
- Dependencies - sn-task-planner, sn_invst_pln, sn-datagrid, sn-docs, sn_plng_att_core, sn_rm_ws
- Properties that need to be created or set to activate the content pack - None
- Affected business rules - None
- Affected script includes - None
- .jar files that need to get uploaded, if applicable - None