--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Strategic Spend Tracking for PPM dashboard # Strategic Spend Tracking for PPM dashboard {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Strategic Spend Tracking for PPM Dashboard The Strategic Spend Tracking for PPM dashboard offers business planners a visual representation of planned costs, actual costs, and benefits for projects that support organizational goals. This tool enables users to assess financial performance and identify spending patterns across departments and business units. The dashboard is accessible via the Next experience UI Framework starting with version 1.1.0. Show full answer Show less ## Key Features * **Indicators for Strategies:** * Projects: Comparison of aligned vs. unaligned projects. * Planned Costs: Breakdown of planned costs for aligned and unaligned projects. * Total Benefits: Comparison of benefits from aligned and unaligned projects. * Actual Costs: Comparison of actual costs for aligned and unaligned projects. * **Indicators for Goals:** * Projects: Similar structure as strategies for goals. * Planned and Actual Costs: Detailed breakdowns for aligned vs. unaligned projects. * Total Benefits: Insights into benefits from aligned and unaligned projects. * **Breakdowns:** Includes views for strategy, goal, project costs, and benefits. * **Data Visualizations:** Features bar charts and pie charts for costs and benefits comparison, helping users visualize data across fiscal periods. ## Key Outcomes By utilizing the Strategic Spend Tracking for PPM dashboard, business planners can effectively monitor project alignment with organizational strategies, manage costs, and maximize benefits. This leads to improved financial decision-making and strategic resource allocation within the organization. The Strategic Spend Tracking for PPM dashboard provides comprehensive visualization to the business planners to help them understand how the planned costs, actual costs, and benefits for projects aligned to the organization's goals and strategies trend over time. It helps you to accurately understand the financial performance of your organization. Note: Starting with version 1.1.0, the Strategic Spend Tracking for PPM dashboard is available in the Next experience UI Framework which can be accessed by navigating to AllStrategic Spend Tracking for PPMAnalytics. You can analyze the total expenses, and drill down to what is contributing to the cost, and which departments and business units are spending. Figure 1. Strategy Overview tab Figure 2. Strategy Detail tab Figure 3. Goal Overview tab Figure 4. Goal Detail tab ## End user and roles {#ppm-strategic-spend-tracking-dashboard__section_upb_qj4_2fb} {#ppm-strategic-spend-tracking-dashboard__table_ov2_tj4_2fb__entry__2} | End user and goal | Required role | |-|-| | Business Planner: Needs visibility into strategies and goals for projects and demands in the organization. | business_planner | [ ] {#ppm-strategic-spend-tracking-dashboard__table_ov2_tj4_2fb} ## Indicators {#ppm-strategic-spend-tracking-dashboard__section_nm4_hk4_2fb} The dashboard contains the following indicators for strategies: Projects : Comparison of aligned and unaligned projects for strategies. Aligned Projects : Count of the projects aligned to strategies. Unaligned Projects : Count of the projects not aligned to strategies. Planned Cost : Comparison of aligned and unaligned planned cost for strategies. Planned Cost - Aligned Projects : Total planned cost for all projects aligned to strategies. Planned Cost - Unaligned Projects : Total planned cost for all projects not aligned to strategies. Total Benefit : Comparison of aligned and unaligned benefit amount for strategies. Total Benefit - Aligned Projects : Total benefit amount for all projects aligned to strategies. Total Benefit - Unaligned Projects : Total benefit amount for all projects not aligned to strategies. Actuals : Comparison of aligned and unaligned actual cost for strategies. Actuals - Aligned Projects : Total actual cost for all projects aligned to strategies. Actuals - Unaligned Projects : Total actual cost for all projects not aligned to strategies. The dashboard contains the following indicators for goals: Projects : Comparison of aligned and unaligned projects for goals. Aligned Projects : Count of the projects aligned to goals. Unaligned Projects : Count of the projects not aligned to goals. Planned Cost : Comparison of aligned and unaligned planned cost for goals. Planned Cost - Aligned Projects : Total planned cost for all projects aligned to goals. Planned Cost - Unaligned Projects : Total planned cost for all projects not aligned to goals. Total Benefit : Comparison of aligned and unaligned benefit amount for goals. Total Benefit - Aligned Projects : Total benefit amount for all projects aligned to goals. Total Benefit - Unaligned Projects : Total benefit amount for all projects not aligned to goals. Actuals : Comparison of aligned and unaligned actual cost for goals. Actuals - Aligned Projects : Total actual cost for all projects aligned to goals. Actuals - Unaligned Projects : Total actual cost for all projects not aligned to goals. ## Breakdowns {#ppm-strategic-spend-tracking-dashboard__section_yfw_qk4_2fb} The dashboard includes the following breakdowns: * Strategy * Goal * Project Cost * Project Benefit * Actuals {#ppm-strategic-spend-tracking-dashboard__ul_ulw_dl4_2fb} ## Data visualizations {#ppm-strategic-spend-tracking-dashboard__section_t5q_fl4_2fb} The dashboard includes the following visualizations for strategies:{#ppm-strategic-spend-tracking-dashboard__table_xvt_hl4_2fb__entry__3} | Title | Type | Description | |-|-|-| | Project Cost | Bar chart ![Bar chart]() | Comparison of total planned and actual costs for all projects grouped by fiscal period for strategies. | | Project Benefit | Bar chart ![Bar chart]() | Comparison of total planned and actual benefits for all projects grouped by fiscal period for strategies. | | Project Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of projects by strategy. | | Planned Cost Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned cost of projects by strategy. | | Planned Benefit Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned benefit of projects by strategy. | [ ] {#ppm-strategic-spend-tracking-dashboard__table_xvt_hl4_2fb} The dashboard includes the following visualizations for goals:{#ppm-strategic-spend-tracking-dashboard__table_mzr_fvt_3lb__entry__3} | Title | Type | Description | |-|-|-| | Project Cost | Bar chart ![Bar chart]() | Comparison of total planned and actual costs for all projects grouped by fiscal period for goals. | | Project Benefit | Bar chart ![Bar chart]() | Comparison of total planned and actual benefits for all projects grouped by fiscal period for goals. | | Project Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of projects by goals. | | Planned Cost Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned cost of projects by goals. | | Planned Benefit Distribution | Pie chart![Pie chart]() | Breakdown of the distribution of planned benefit of projects by goals. | [ ] {#ppm-strategic-spend-tracking-dashboard__table_mzr_fvt_3lb} *[\>]: and then