Configure Now Assist for Strategic Portfolio Management (SPM)

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read

    • If you have the admin role, you can configure the Now Assist for Strategic Portfolio Management (SPM) application to enable generative AI skills in Strategic Planning, Project Workspace, Demand Management, or Enterprise Agile Planning.

    Before you begin

    Important:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    To enable the Agile story generation skill and project insights generation skill, ensure that Now assist panel is enabled. For more information, see Activate Now Assist panel standard chat. For Agile story generation skill, ensure AI Search is activated and ready to use by navigating to All > AI Search > AI Search Status

    Role required: admin

    About this task

    The following table lists the features and skills that you can access from the Now Assist Admin console.

    Table 1. SPM features and skills in the Now Assist Admin console
    SPM feature Skill
    Feedback
    • Feedback summarization
    • Multi feedback summarization
    Demand
    • Conversational experiences for demand creation
    • Identify similar records
    Docs
    • Project doc summarization (Project Workspace)
    • Planning item doc summarization (Strategic Planning)
    • EAP doc summarization (Enterprise Agile Planning)
    Project Project insights generation
    Stories Story generation
    Product idea, Demand, Epic, Project, Capability, Feature, or Story Refine records
    The Now Assist for SPM application and conversational experiences for demand creation system requirements are as follows:
    • Now Assist for Platform
    • Strategic Planning
    • Project Workspace
    • Demand workbench
    • SPM Pro Plus license

    Procedure

    1. Install the Now Assist for Strategic Portfolio Management (SPM) plugin (sn_spm_gen_ai).
    2. Navigate to Now Assist Admin > Now Assist Skills.
    3. Select the Technology category and then select SPM.
    4. Choose your Now Assist skill and activate it.
      OptionSteps
      Skill tiles with Turn on option
      1. Select Turn on.
      2. In Add users access section, specify the user or roles.

        Edit access screen for Project insights generation skill.

      3. Review the role restrictions to skill.
      4. Select Turn on to activate the skill.
      Skill tiles with Activate skill option
      1. Select Activate skill
      2. Choose inputs:
      3. Define access: Review who has access to skills.
        • Configure ACLs or role-based permissions to ensure who can view or edit the skills.
        • Review role restrictions to skill.
      4. Select display: Review where the skill appears.
        • In-product desktop: Enabling this option shows the skill within the Strategic Planning workspace.
        • Now Assist panel: Enabling this option shows the skill within the Now Assist panel when launched from the Strategic Planning workspace.
          Note:
          The display options are available based on the skill.
        • Select Save and continue.
      5. Review and activate: Review the summary of your choices and activate the skill by selecting Activate.
    5. Repeat the process to activate any other available skills for SPM.
      Important:
      The Acceptance criteria generation skill also requires activating Refine Records skill.

    Result

    The skill is configured and activated.