--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Configure # Configure Now Assist for Strategic Portfolio Management (SPM) {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura If you have the admin role, you can configure the Now Assist for Strategic Portfolio Management (SPM) application to enable generative AI skills in Strategic Planning, Project Workspace, Demand Management, or Enterprise Agile Planning. ## Antes de Iniciar Importante: This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [Now Assist skills, agents, and agentic workflows on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). To enable the Agile story generation skill and project insights generation skill, ensure that Now assist panel is enabled. For more information, see [Activate the Now Assist panel standard chat](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). For Agile story generation skill, ensure AI Search is activated and ready to use by navigating to AllAI SearchAI Search Status Role required: admin ## Por Que e Quando Desempenhar Esta Tarefa Use the Now Assist Admin console to configure Now Assist for SPM. All Now Assist for SPM skills are activated by default. If a skill isn't automatically activated or you want to update its configuration, follow the steps below. The following table lists the features and skills that you can access from the Now Assist Admin console. {#configure-now-assist-for-spm__table_u5z_gfb_fbc__entry__2} | SPM feature | Skill | |-|-| | Feedback | * Feedback summarization * Multi feedback summarization {#configure-now-assist-for-spm__ul_tfv_fp4_1cc} | | Demand | * Conversational experiences for demand creation * Identify similar records * Demand summarization {#configure-now-assist-for-spm__ul_rkp_s5j_fhc} | | Docs | * Project doc generation and insights (Project Workspace) * Planning item doc generation and insights (Strategic Planning) * EAP doc generation and insights (Enterprise Agile Planning) {#configure-now-assist-for-spm__ul_ebj_bbp_1cc} | | Project | Project insights generation | | Stories | Acceptance criteria generation | | Product idea, Demand, Epic, Project, Capability, Feature, or Story | Refine records | | Goals | Target generation | | Project status reports | Project status generation | [Tabela 1. SPM features and skills in the Now Assist Admin console] {#configure-now-assist-for-spm__table_u5z_gfb_fbc} The Now Assist for SPM application and conversational experiences for demand creation system requirements are as follows: * Now Assist for Platform * Strategic Planning * Project Workspace * Demand workbench * SPM Pro Plus license {#configure-now-assist-for-spm__ul_myk_cq1_fbc} ## Procedimento 1. Install the Now Assist for Strategic Portfolio Management (SPM) plugin (sn_spm_gen_ai). * For information about the application dependencies, see [Supporting information for Now Assist for Strategic Portfolio Management (SPM)](https://servicenow-prod.fluidtopics.net/6MkgTrG1v~zmla5vl~hCzg "Get a quick overview of the important information that is related to the Now Assist for Strategic Portfolio Management (SPM) application."). * For information about the installation process, see [Install Now Assist plugins](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). {#configure-now-assist-for-spm__ul_nyf_p3p_fbc} 2. Navigate to Now Assist AdminNow Assist Skills. 3. Select the Technology category and then select SPM. 4. Choose your Now Assist skill and activate it. | Option | Steps | | Skill tiles with Turn on option | 1. Select Turn on. 2. In Add users access section, specify the user or roles. 3. Review the role restrictions to skill. 4. Select Turn on to activate the skill. {#configure-now-assist-for-spm__ol_kjm_yw5_ghc} | | Skill tiles with Activate skill option | 1. Select Activate skill 2. Choose inputs: * Review the data source, such as the tables and fields. The inputs for most skills are selected by default and can't be modified. For information about the inputs for each skill, see [Skill inputs for Now Assist for Strategic Portfolio Management (SPM)](https://servicenow-prod.fluidtopics.net/71JqSny1ZUhyk41YZ07jgw "Learn about the inputs of each skill for the Now Assist for Strategic Portfolio Management (SPM) application. By configuring the inputs for a skill, you can determine how and when a skill is used.").Figura 1. Choose the Inputs screen for the skill * Select Save and continue. {#configure-now-assist-for-spm__ul_wpk_stx_mhc} Nota: * For the Project status generation skill, the Overall health and Executive summary configuration screens replace the Choose inputs screen. * For the Project insights generation skill, the Project insights configuration screen replace the Choose inputs screen. {#configure-now-assist-for-spm__ul_rzg_kv1_j3c} 3. Define access: Review who has access to skills. * Configure ACLs or role-based permissions to ensure who can view or edit the skills. * Review role restrictions to skill. {#configure-now-assist-for-spm__ul_knk_stx_mhc} 4. Select display: Review where the skill appears. * In-product desktop: Enabling this option shows the skill within the Strategic Planning workspace. * Now Assist panel: Enabling this option shows the skill within the Now Assist panel when launched from the Strategic Planning workspace. Nota: The display options are available based on the skill. * Select Save and continue. {#configure-now-assist-for-spm__ul_jlk_stx_mhc} 5. Review and activate: Review the summary of your choices and activate the skill by selecting Activate. {#configure-now-assist-for-spm__ol_tlh_ptx_mhc} | |-|-| {#configure-now-assist-for-spm__choicetable_vkp_mtx_mhc} 5. Repeat the process to activate any other available skills for SPM. Importante: The Acceptance criteria generation skill also requires activating Refine Records skill. ## Resultado The skill is configured and activated. **Conceitos relacionados** * [Using Now Assist for Strategic Portfolio Management (SPM)](https://servicenow-prod.fluidtopics.net/tXD4_g269DCdH9QaRm3DKA "With the Now Assist for Strategic Portfolio Management (SPM) application, you can summarize feedback, create demands, generate document summaries, and refine planning item descriptions for clarity and alignment. You can also quickly produce and share project insights via email and use the AI agents to monitor project tasks autonomously.") **Tópicos relacionados** * [Overview tab in Now Assist Admin](https://www.servicenow.com/docs/access?context=configuring-now-assist&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) * [Configuring Now Assist Admin features](https://www.servicenow.com/docs/access?context=configuring-na-landing&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US)