---
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


---

# Use

# Using Retail Strategic Portfolio Management Suite {#ariaid-title1}

Release version: Australia  
Updated May 11, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
ServiceNow
Retail Strategic Portfolio Management Suite (SPM Retail) is a retail-focused extension to the Strategic Portfolio Management's workspace facilitating customers to manage the retail stores.

## Overview of creating and managing retail projects {#use-spm-retail-suite__cf-using-parent-workflow}

To set up and manage retail projects in Retail Strategic Portfolio Management Suite, follow the process shown in this infographic.
Figure 1. Creating and managing a retail project

1. [Create a retail project](https://servicenow-prod.fluidtopics.net/ZKoSS0il417Tq9d6Ccdydg "Set up a retail project from a template to plan and track store operations, including store openings, relocations, refurbishments, technology refreshes, and closures.")

   Create a retail project from a template that matches the store work, such as a new store opening, relocation, refurbishment, technology refresh, or closure.
2. [Enter project type fields](https://servicenow-prod.fluidtopics.net/Nv2o5l7rsIbswZ~P3KZVhw "Define the key dates to categorize and manage retail projects using the Retail Strategic Portfolio Management Suite.")

   Capture the key project dates such as site approval, construction start, IT installation, and store go-live --- to categorize and track the project.
3. [Use playbooks](https://servicenow-prod.fluidtopics.net/SHh8bb_GReLQABYhas8TsA "Use a playbook to guide a retail store project through each stage of its life cycle, from initiation to go-live or closure. Playbooks provide step-by-step activities within each stage, confirming that required information is captured and governance processes are followed.")

   Work through the stage-gate playbook assigned to the project, completing activities and submitting each stage for approval before moving to the next.
{#use-spm-retail-suite__cf-using-parent-steps-ol}

## Playbooks for retail projects {#use-spm-retail-suite__cf-using-more-info}

Each project template in Retail Strategic Portfolio Management Suite is paired with a stage-gate playbook that walks the project manager through the work from start to finish. When you create a project from a template, the respective playbook is reflected
automatically based on the project type. Selecting the Retail New Store Opening template applies the New Store Opening playbook.

Within each stage, the playbook lists the activities the project manager reviews or enters, including checklists for work performed by store operations, IT, finance, or real estate teams. It also includes field inputs for key project
dates like the site approval, store go-live, last trading day, or installation completion. Each stage closes with an approval step, where the project manager submits the stage to the leadership for sign-off before the project moves
forward.

The following playbooks are available, one for each retail
project template:

* New store opening
* Store relocation
* Store refurbishment
* Store technology refresh
* Store closure