--- 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 --- # Project Workspace # Project Workspace {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Project Workspace ServiceNow® Project Workspace is a centralized application designed to help project managers efficiently plan, manage, and execute projects. It consolidates project planning, task management, resource allocation, financial tracking, and collaboration within a single interface. Key pages include Planning, Details, Financials, RIDAC (Risk, Issue, Decision, Action, Change), Analytics, Docs, Status Reports, and Resources. Show full answer Show less Project Workspace enables creation and monitoring of projects, sub-projects, tasks, dependencies, and timelines. It facilitates optimized resource assignment and provides tools to manage project budgets, cost plans, and financial performance. Playbooks offer guided, stage-based workflows, while analytics and status reports help track progress and outcomes effectively. The application also integrates generative AI features to enhance productivity, such as summarizing documents and improving planning item descriptions, helping reduce rework and clarify project details. ## Key Features * **Centralized Project Management:** Plan, organize, and monitor all project elements including timelines, dependencies, and tasks. * **Resource Planning:** Allocate and optimize resources using integrated Resource Management capabilities. * **Financial Management:** Manage budgets, cost plans, expenses, labor costs, and financial baselines with real-time analytics. * **RIDAC Management:** Track and manage risks, issues, decisions, actions, and change requests within the project. * **Collaboration Tools:** Use Docs for document management and Status Reports to communicate project progress. * **Generative AI Integration:** Utilize AI to summarize documents and refine planning descriptions, enhancing clarity and reducing errors. * **Integration with Collaborative Work Management (CWM):** View CWM tasks and stories linked to project tasks directly within Project Workspace for seamless execution tracking. * **Playbooks:** Deliver guided, stage-based experiences to streamline project execution. ## Practical Usage and Configuration To start using Project Workspace, configure core settings to initiate project planning, resource management, and financial tracking. The AI Admin Hub helps explore and enable ServiceNow Otto® AI plugins and generative AI features that enhance project management capabilities. Project managers can leverage AI agents for autonomous monitoring of project tasks within Strategic Portfolio Management. The application provides comprehensive reference information including forms, fields, user roles, tables, scheduled jobs, system properties, and custom scripts to support customization and troubleshooting. ## Benefits for ServiceNow Customers * Streamlines project management by consolidating planning, execution, and financials in one workspace. * Improves project visibility and decision-making with integrated analytics and status reporting. * Enhances collaboration and reduces project risks through effective RIDAC management. * Optimizes resource utilization and financial tracking to keep projects on budget and on schedule. * Leverages cutting-edge generative AI to increase efficiency and clarity in project documentation and planning. * Maintains seamless integration with Collaborative Work Management tools for team alignment. ServiceNow® Project Workspace helps project managers to plan and manage projects from a central location. The new Project Workspace comes with a Planning, Details, Financials, RIDAC, Analytics, Docs, Status Reports, and Resources page. ## Project Workspace Overview {#project-workspace-landing-page__section_wgv_153_rzb} The Project Workspace enables you to collaborate, plan, organize, and execute tasks in a single workspace. This application provides the ability to create and monitor projects, tasks, sub-projects, dependencies, and timelines. Project managers can allocate and optimize resources within the Project Workspace and make sure that the right individuals are assigned to the right tasks. With Project Workspace, you can plan and track your project finances, budgets, and cost plans. This project management application helps in making informed and timely decisions by providing relevant project information in one place. Use playbooks to deliver a guided, stage-based experience within the project workspace. Create a status report for your projects and run analytics for your projects. Experience the Gen AI feature in Project Workspace. Summarize, elaborate, or shorten the selected content on Docs to quickly understand the key information in documents using Project Gen AI Docs skill. Refine planning item descriptions using write items skill to improve the clarity and completeness of your work item and reduce the rework due to missing or unclear planning item information. ## Get started {#project-workspace-landing-page__section_xgv_153_rzb} |-|-| | [ExploreLearn the features and business value of Project Workspace](https://servicenow-prod.fluidtopics.net/Im2O3g~8D2lJ5eDDA6Q5JQ "The ServiceNow Project Workspace application helps you to manage projects, resources, and financials in a single workspace.") | [ConfigureSet up the core configuration](https://servicenow-prod.fluidtopics.net/4ipBqAHCGSwAUuZpcFI_Kg "Configure various aspects of Resource Management based on your requirements in Project Workspace to allocate resources for your project.") | | [UseManage projects with Project Workspace](https://servicenow-prod.fluidtopics.net/91Pel5OwCkolyUswzT_m~w "Use the features of Project Workspace to plan and manage your project.") | [ReferenceLearn about forms and fields of Project Workspace](https://servicenow-prod.fluidtopics.net/yl9Ydy3AHb6pRILLt4_JCg "Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.") | [ ] {#project-workspace-landing-page__table_ygv_153_rzb} ## Troubleshoot and get help {#project-workspace-landing-page__section_dhv_153_rzb} * [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477) * [Contact Customer Service and Support](https://support.servicenow.com/now?draw=case) {#project-workspace-landing-page__ul_ehv_153_rzb} * **[Exploring Project Workspace](https://servicenow-prod.fluidtopics.net/Im2O3g~8D2lJ5eDDA6Q5JQ)** The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace. * **[Configuring Project Workspace](https://servicenow-prod.fluidtopics.net/qNxEfCXekwF5NFDUlgGY_w)** Set up and configure the Project Workspace application to initiate and plan your projects, financials, and resources. * **[Use AI Admin Hub](https://servicenow-prod.fluidtopics.net/YkTd6~0tmGSXZbF3zFiSRw)** Use AI Admin Hub to explore the various ServiceNow Otto® plugins, skills and associated Generative AI application features you're entitled to. * **[Use AI agent or agentic workflows in ServiceNow Otto for Strategic Portfolio Management](https://servicenow-prod.fluidtopics.net/lYH6K~ywIxnDDxkPMNoBoA)** Use the AI agents for SPM to monitor project tasks autonomously. * **[Managing projects with Project Workspace](https://servicenow-prod.fluidtopics.net/91Pel5OwCkolyUswzT_m~w)** Use the features of Project Workspace to plan and manage your project. * **[Manage Risk, Issue, Decision, Action, or Request Change (RIDAC)](https://servicenow-prod.fluidtopics.net/JtHYNoVbTQJtDhVnwcWQbQ)** Use RIDAC to identify, track, and manage risks, issues, decisions, actions, and change requests in Project Workspace. * **[Managing financials for your projects](https://servicenow-prod.fluidtopics.net/my_IeyshBL58TMoRf7kIKw)** Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, create financial baselines, and view, analyze, and compare the financial performance of your projects at required cadence in Project Workspace. * **[Resource planning with Project Workspace](https://servicenow-prod.fluidtopics.net/Jix69khWmFs2hhnGVUWwYg)** Use the Resource Management application to allocate and manage your resources in the Project Workspace. * **[Project Workspace integration with CWM](https://servicenow-prod.fluidtopics.net/UQwoIVy56MgKz9mW5Lp8Ew)** Track team execution alongside your project plan by displaying Collaborative Work Management (CWM) tasks and stories linked to your project tasks directly on the planning page. Team members continue working in CWM, while you keep visibility in Project Workspace. * **[Project Workspace reference](https://servicenow-prod.fluidtopics.net/yl9Ydy3AHb6pRILLt4_JCg)** Reference information to provide additional details about Project Workspace, such as the fields, user roles, tables, scheduled jobs, system properties, and custom scripts.