Exploring Project Workspace
The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace.
Project Workspace overview
Project Workspace is a project management application that optimizes different workflows and enables planning and managing of projects or tasks, resources, and financials in one place. This application centralizes access to Projects, subprojects, project tasks, resources, and financials, reducing the need to navigate through various applications.
The Project Workspace provides Project Managers with a comprehensive overview of the all projects and project-related information. This project management application enables better project planning by providing ways to define project scope, dependencies, and time lines.
Project Workspace benefits
| Benefit | Feature |
|---|---|
| Initiate a project and start planning your project tasks. | Create a project and initiate project planning |
| Add project tasks to your project and assign tasks directly to your team for successful project implementation. | Create project tasks and add them to your project |
| Add project task dependencies to establish a structured workflow within the project. | Create internal dependencies for your project |
| Add a dependency between tasks of different projects to align timelines between interrelated projects. | Connect tasks in different projects through external dependencies |
| Create and compare baselines for your project to capture the project's progress over time. | Set up a baseline for your project |
| Create a status report to monitor project health, metrics, risks, issues, and milestones. | Create a status report in Project Workspace |
| Tag stakeholders for their feedback or notes and add comments to collaborate on your project. | Collaborate with Stakeholders for your project |
| Generate a summary of selected text in Docs using Now Assist. | Summarize content with project doc generation skill |
| Generate and schedule project summary emails for your projects. | Schedule the project insights email |
| Add Risk, Issue, Decision, Action, or Change request to your project to track and manage the RIDAC records throughout project development. | Add a RIDAC record to your project |
| Export your project as a PowerPoint file directly from the workspace without copying the project information in to slides. | Export a project to Microsoft PowerPoint |
| Create and track resource assignments at project or task level to optimize resource allocation throughout the project. | Create resource assignments and initiate resources planning |
| Create a cost plan for the required duration to monitor your projected and actual expenses. | Create a cost plan for your project |
| Add an expense line into project cost plans to establish a comprehensive and detailed financial framework for your project. | Add an expense line for a cost plan |
| Generate labor costs for attribute-based resource assignments to track expenses for your project. | Generate labor costs for your project |
| Collaborate with team members, save notes, generate project charters, and create project briefs using Docs. | Collaborate on projects using Docs |
| Secure a project to ensure only authorized users can access the project. | Enable security for a project in Project Workspace |
| Configure and use playbooks in Project Workspace to guide project teams through standard project stages and activities. | Use Playbooks in Project Workspace |
- Project planning in Project Workspace
Plan your projects with an intuitive Project Workspace application to achieve successful project outcomes. - Resource planning in Project Workspace
Plan and allocate resources using the Project Workspace application to enable optimal resource utilization and execution. - Financials in Project Workspace
Plan, re-forecast, track the financials, and create baselines for projects and demands. - Status reporting in Project Workspace
A status report in Project Workspace is a snapshot in time that gives an overview of your overall project health across key areas such as cost, resources, milestones, health, and more. - Project types in Project Workspace
Project Workspace supports that let administrators define custom fields and form layouts for each project type. This enables configuration independence across different types of projects without affecting default fields or other project types. - Better together with other ServiceNow applications
Integrate Hardware Asset Management (HAM) with Project Workspace to track which HAM requests or refreshes belong to an SPM project. Provide portfolio and project managers visibility into request status without leaving Project Workspace.
Parent Topic:Project Workspace
Related topics
Managing projects with Project Workspace
Managing financials for your projects
Resource planning with Project Workspace