---
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


---

# ServiceNow Otto skills

# ServiceNow Otto skills for Strategic Planning {#ariaid-title1}

Release version: Australia  
Updated August 4, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use ServiceNow Otto skills to generate portfolio insights, generate goals insights, and targets for goals.

## Skills {#ai-skills-spw__section_hpt_bxd_dkc}

[Portfolio insights skill](https://servicenow-prod.fluidtopics.net/3CdcWCv1hQ_~YeX9SzMHXg "View AI-generated insights for a portfolio plan in Strategic Planning Workspace or Portfolio Planning Workspace to identify planning items at risk of schedule delays, monitor active projects showing early risk indicators, analyze root causes, and review recommended actions.")

:   Gain AI-generated insights for planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments
    between planned and approved dates. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments.

    Select the Portfolio insights button on the planning page of a portfolio plan. The insights for the portfolio plan are displayed in an AI-generated summary card.


[Goal insights skill](https://servicenow-prod.fluidtopics.net/bzc32T27vZXip9YaawKe8w "Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.")
:
    Generate insights for goals to gain predictive, actionable visibility into goal health using the Goal insights skill. The skill analyzes the goal, its targets, subgoals, and aligned work. It then delivers concise, data‑driven insights, including AI forecasted status, confidence of achieving the goal, targets at risk, and delayed or stalled aligned work. These insights help goal owners and contributors proactively manage risks and improve goal outcomes. You can trigger the skill by selecting the Goal insights or Show insights on the grid view or goals' full details page respectively.  
    Note:  
    When you generate insights for a goal, insights are also generated individually for each of its targets.

[Target generation skill](https://servicenow-prod.fluidtopics.net/a4kfhowEcvlORJkllBhwVw "Generate measurable targets for your goals in Strategic Planning Workspace using ServiceNow Otto for SPM.")

:   Generate measurable targets from goal's information and optional context with the Target generation skill in Strategic Planning Workspace. The skill automatically populates key fields in the target creation form, ensuring precision and alignment to the goal. This enables teams to define clear and measurable
    outcomes and accelerate the target creation process.