---
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


---

# Configuration modules

# Modules in ServiceNow Otto for Setup (SPM) {#ariaid-title1}

Release version: Australia  
Updated May 25, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 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 Modules in ServiceNow Otto for Setup (SPM)

ServiceNow Otto for Setup (SPM) organizes setup items into modules tailored to the Strategic Portfolio Management applications licensed on your instance.
These modules help system administrators configure essential structures, roles, workflows, and settings needed to enable and optimize SPM capabilities across demand, project, resource, financial, strategic, and multi-partition deployments.
Show full answer Show less  

## Common Setup Items

* **Define Organization Structure:** Configure business units and departments to establish hierarchical segmentation used throughout SPM for data filtering, workflows, reporting, and access control.
* **Reporting Setup:** Activate Performance Analytics scheduled jobs that power dashboards and indicators for Project Portfolio Management (PPM).

## Demand Management

* **User Roles:** Manage users and groups with access to Demand Management functions.
* **Demand Intake Channels:** Configure Service Catalog items to enable demand submissions and customize demand forms using Form Builder.
* **Demand Playbooks:** Review and customize demand playbooks in Workflow Studio for defining stages, approvals, and state transitions.
* **Advanced Settings:** Access settings such as assessment metric categories to evaluate demands.

## Project Management

* **User Roles:** Manage users and groups for project management access.
* **Project Types and Dynamic Categories:** Define project types with distinct workflows and create custom dynamic attributes to extend project data.
* **Form Views:** Customize project forms for managers and users via Form Builder.
* **Project Playbooks:** Use or tailor default playbooks to align with your project methodologies.
* **Project Templates and Status Reports:** Create reusable templates and status report formats to ensure consistency.
* **Project Schedules:** Define working calendars and schedules, including holidays, to support timeline estimates.
* **Advanced Settings:** Manage budgets, forecasts, diagnostics, time sheet policies, and risk metrics.

## Resource Management

* **Guided Setup Wizard:** Configure resource planning and allocation, including pools, capacity, skills, and allocation parameters, through an interactive wizard.

## Financials

* **System Currency:** Set the default currency for your system locale (defaults to USD if blank).
* **Fiscal Calendar:** Generate and review fiscal periods that control funding allocation timing and frequency; once funds are allocated, calendar type becomes fixed.
* **Cost Type Definitions:** Review and customize cost types, ensuring labor cost types are retained or replaced carefully to maintain resource management functionality.

## Strategic and Portfolio Planning

* **Guided Setup:** Launch and run the Strategic or Portfolio Planning setup wizard to configure integrations, alignments, portfolio structures, and planning settings. The wizard is reusable for evolving configurations.

## Enterprise-Wide Deployment and Extended Security

* **Partitions:** Define data visibility boundaries within the instance by creating partitions for teams, business units, or departments requiring separate access to records.
* **Additional Security:** Enable enhanced ALL enforcement on partitioned tables to strengthen access control validations, selecting specific tables for this enhanced security.

**Practical Impact:** This modular setup approach streamlines the configuration of Strategic Portfolio Management, allowing administrators to tailor access, workflows, and data structures efficiently. Understanding and using these modules ensures your SPM environment aligns with organizational hierarchies, governance policies, and operational methodologies, resulting in better portfolio visibility, resource optimization, and financial management.  
Module-by-module listing of the setup items that ServiceNow Otto for Setup (SPM) surfaces, with cross-references to the per-application configuration topic each item launches.
The console groups setup items into the modules listed in this topic. The modules that a system administrator sees depend on the Strategic Portfolio Management (SPM) applications licensed for the instance. The order of modules shown here matches the order in which the console displays them.

## Common setup {#spm-config-console-modules__common-setup}

Items shared across SPM applications, including organization structure data and analytics activation.
{#spm-config-console-modules__table_common-setup__entry__3}

| Module | Configuration item | Description |
|-|-|-|
| Define organization structure | Set up business units | Define the top level of your organization structure with business units. SPM tables reference business units to filter and segment data automatically, drive hierarchy-based workflows and approvals, generate aligned reports, and simplify access control. |
| Define organization structure | Set up departments | Define organizational subdivisions within your business units. SPM tables reference departments alongside business units to filter data, drive workflows, generate aligned reports, and simplify access control. |
| Reporting setup | Activate performance analytics jobs | Activate the Performance Analytics scheduled job that powers Project Portfolio Management (PPM) dashboards and indicators. |
[Table 1. Common setup items]

{#spm-config-console-modules__table_common-setup}

## Demand Management {#spm-config-console-modules__demand-mgmt}

Items that configure demand management user roles, intake channels, and the demand form. Sub-modules group related items under the Demand Management module.
{#spm-config-console-modules__table_demand-mgmt__entry__3}

| Module | Configuration item | Description |
|-|-|-|
| Setup user roles | Users | Manage users that have access to Demand Management. For more information, see [Demand Management users](https://servicenow-prod.fluidtopics.net/bdmO4VYt~1ntJ3am3L95Ag "Next Experience for Demand Management enables you to create, evaluate, and prioritize demands, throughout the demand life cycle."). |
| Setup user roles | Groups | Manage groups that have access to Demand Management. For more information, see [Demand Management users](https://servicenow-prod.fluidtopics.net/bdmO4VYt~1ntJ3am3L95Ag "Next Experience for Demand Management enables you to create, evaluate, and prioritize demands, throughout the demand life cycle."). |
| Configure demand intake channels | Service Catalog | Configure catalog items that let users submit demands through the Service Catalog. Catalog items are preconfigured for all users; edit them in Catalog Builder. For more information, see [Service Catalog](https://www.servicenow.com/docs/access?context=service-catalog&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US). |
| Configure demand intake channels | Demand form | Customize the demand form used by demand users. Use Form Builder to add or remove fields and adjust the layout. For more information, see [Forms](https://servicenow-prod.fluidtopics.net/rQMxGCGyOF5Xqc27phQsuQ "Field information for forms used in Next Experience for Demand Management."). |
| Demand management | Configure demand playbooks | Review the default demand playbooks for demand managers and demand users. Customize them in Workflow Studio to define stages, activities, approval flows, and state transitions. For more information, see [Playbooks in Next Experience for Demand Management](https://servicenow-prod.fluidtopics.net/zlLTE_1Gf3V8CKxgP~uH7A "Playbooks in Next Experience for Demand Management provide a guided, structured approach to managing a demand from initiation to completion. Playbooks focus specifically on helping demand teams follow the standard demand life cycle, verifying every demand progresses consistently and no critical steps are missed."). |
| Demand Management | Advanced settings | Access advanced Demand Management settings, including assessment metric categories used to evaluate demands. For more information, see [View an assessment metric category](https://servicenow-prod.fluidtopics.net/~4drrT5QcRXGcxf_AebBxg "View assessment metric categories that are used with assessment metric types and assessment metrics in generating the bubble charts on the Demand Workbench. The bubble charts help the demand managers to assess the demands visually."). |
[Table 2. Demand Management items]

{#spm-config-console-modules__table_demand-mgmt}

## Project Management {#spm-config-console-modules__project-mgmt}

Items that configure project management, including user roles, project types, templates, schedules, and advanced settings. Sub-modules group related items under the Project Management module.
{#spm-config-console-modules__table_kgp_xv3_mjc__entry__3}

| Module | Configuration item | Description |
|-|-|-|
| Setup user roles | Users | Manage users that have access to project management. For more information, see [Project Management user roles](https://servicenow-prod.fluidtopics.net/MYih7UEgWOI6ASQGZR5oWQ "Create, view, and manage projects using Project Management (PM) application."). |
| Setup user roles | Groups | Manage groups that have access to project management. For more information, see [Project Management user roles](https://servicenow-prod.fluidtopics.net/MYih7UEgWOI6ASQGZR5oWQ "Create, view, and manage projects using Project Management (PM) application."). |
| Setup project types | Setup dynamic categories | Define dynamic categories and attributes in the Default SPM Dynamic Namespace to add custom fields, such as Boolean, Date, or Integer, to projects and other planning items. For more information, see [Working with Dynamic Schema](https://www.servicenow.com/docs/access?context=working-with-dynamic-schema&version=australia&pubname=australia-platform-administration&ft:locale=en-US). |
| Setup project types | Setup form views | Customize the project form used by project managers and project users. Use Form Builder to add or remove fields and adjust the layout. For more information, see [Configuring forms](https://www.servicenow.com/docs/access?context=basic-form-administration&version=australia&pubname=australia-platform-administration&ft:locale=en-US). |
| Setup project types | Project types | Define project types to apply distinct workflows, approval flows, and field requirements to different categories of projects. Assign project types to specific projects, portfolios, or departments. |
| Project Management | Configure Project Playbooks | Review the default project playbooks (Project default and Stage gate default) and customize them in Workflow Studio to match your project management methodology. For more information, see [Use Playbooks in Project Workspace](https://servicenow-prod.fluidtopics.net/XiROBb3UlXXtinDuyivMPA "Plan your project stages and assign specific actions to each stage using Playbooks."). |
| Project Management | Setup project templates | Create reusable project templates as starting points for new projects to ensure consistency and reduce setup time. For more information, see [Project templates](https://servicenow-prod.fluidtopics.net/Kf1aQfov6GYxUCOivQOxDA "A project template defines the basic structure of a project."). |
| Project Management | Setup status report templates | Define status report templates that project managers use to communicate project progress. For more information, see[Status reports](https://servicenow-prod.fluidtopics.net/8QxqsNtOZ4_uY3brQpoLRw "Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones."). |
| Project Management | Setup project schedules | Define working days and hours used to estimate project timelines. The default Project Management Schedule applies to all projects and does not include holidays; create custom schedules to add holidays or different working calendars. For more information, see [Project Schedules](https://servicenow-prod.fluidtopics.net/UxNxm1mWaW2zd3QQnAwcvQ "Without an assigned schedule, a project calculates a day as a full 24 work hours. To schedule tasks by a more realistic work day, assign a schedule to the project. If the schedules provided in the base system do not suit your needs, define a new one."). |
| Project Management | Advanced settings | Access advanced project management settings such as budgets, forecasts, widgets, diagnostics, planning attributes, time sheet policies, and risk value matrixes. For more information, see [Project Diagnostics](https://servicenow-prod.fluidtopics.net/s5qdUb~C55dRIuZBiMObPw "Project Diagnostics enables you to detect corrupt data in a project such as task validity, dependencies, and relationships using diagnostic scans that execute diagnostic scripts. You can also fix corrupt data using fix scripts."). |
[Table 3. Project Management items]

{#spm-config-console-modules__table_kgp_xv3_mjc}

## Resource Management {#spm-config-console-modules__resource-mgmt}

Items that configure resource management through the Resource Management guided setup wizard.
{#spm-config-console-modules__table_resource-mgmt__entry__3}

| Module | Configuration item | Description |
|-|-|-|
| Resource Management | Resource Management guided setup | Launch the Resource Management guided setup to configure resource planning and allocation. The wizard walks through resource pools, capacity planning, skill definitions, and allocation settings. |
[Table 4. Resource Management items]

{#spm-config-console-modules__table_resource-mgmt}

## Financials {#spm-config-console-modules__financials-setup}

Items related to system currency, fiscal calendar setup, and cost type definitions. The Financials module surfaces items directly and through the Setup fiscal calendar
sub-module.
{#spm-config-console-modules__table_financials-setup__entry__3}

| Module | Configuration item | Description |
|-|-|-|
| Financials | Configure system currency | Set the default system currency by updating the `glide.system.locale` system property. A blank Value field defaults to USD. |
| Setup fiscal calendar | Generate fiscal calendar | Generate the fiscal calendar that defines fiscal periods for fund requests and allocations. The calendar type drives funding frequency, such as monthly or quarterly, and can't change after funds have been allocated to a period. |
| Setup fiscal calendar | Review fiscal periods | Review the years, quarters, and months created by your fiscal calendar. Each period shows start and end dates, parent period relationships, and type. Select Validate Periods to confirm the configuration. |
| Financials | Review/Setup Cost type definitions | Review default cost types and create custom cost types to match your organization's financial tracking. Retain or replace the Labor cost types to keep resource management working. |
[Table 5. Financials items]

{#spm-config-console-modules__table_financials-setup}

## Strategic Planning and Portfolio Planning {#spm-config-console-modules__strategic-portfolio-planning}

Items that configure Strategic Planning and Portfolio Planning capabilities, including the guided setup wizard and demand playbooks.
{#spm-config-console-modules__table_strategic-portfolio-planning__entry__3}

| Module | Configuration item | Description |
|-|-|-|
| Strategic and Portfolio Planning | Set up Strategic Planning or Portfolio Planning | Launch the Strategic Planning or Portfolio Planning guided setup to configure planning capabilities in your SPM environment. The wizard walks you through integrations, alignment settings, portfolio structures, and planning settings, and you can run it multiple times as your configuration needs evolve. |
[Table 6. Strategic and Portfolio Planning items]

{#spm-config-console-modules__table_strategic-portfolio-planning}

## Enterprise-Wide Deployment and Extended Security for Enterprise-Wide Deployment {#spm-config-console-modules__ewd-setup}

Items that govern multi-partition deployment of Strategic Portfolio Management (SPM).
{#spm-config-console-modules__table_ewd-setup__entry__3}

| Module | Configuration item | Description |
|-|-|-|
| Partitions | Set up partitions | Define data visibility boundaries for teams on the same instance. Create a partition for each function such as team, business unit, or department that requires separate access to project, demand, program, or portfolio records. For more information, see [Create and configure a partition](https://servicenow-prod.fluidtopics.net/9OVKfJ0_6~5TJ~KxmfzxIA "Create a partition to control record visibility for users within a specific function, such as a department or business unit."). |
| Partitions | Enable additional security | Enable additional ALL enforcement for partitioned tables to strengthen access control validation. Select the tables where you want to apply enhanced security. For more information, see [Enable additional security for partitions](https://servicenow-prod.fluidtopics.net/0KKA4giiZgJ07LnMmmqEow "Enable additional ACL enforcement for partitioned tables to strengthen access control validation. Select the tables where you want to apply enhanced security."). |
[Table 7. Enterprise-Wide Deployment items]

{#spm-config-console-modules__table_ewd-setup}