---
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


---

# Exploring Project Management

# Exploring Project Management {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Create, view, and manage projects using Project Management (PM) application.

## Project Management overview {#exploring-project-management__cf-exploring-parent-overview}

A project is any planned, collaborative effort that is designed to achieve an objective. The Project Management application not only helps you plan and track projects, it integrates with other applications.

There are several paths available to manage a project. The best path usually depends on business needs. The phases in the graphic are designed to get a project up and running with the minimum amount of effort.
Figura 1. Project phases

## Project Management benefits {#exploring-project-management__cf-exploring-parent-benefits}

{#exploring-project-management__table_ikk_4jt_2fc__entry__3}

| Benefit | Feature | Users |
|-|-|-|
| [Starting a project](https://servicenow-prod.fluidtopics.net/GQfBUAt~7~k9CuAreml7_g "Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your organization to efficiently track the project's progress.") | Start a project after setting up the project, populating it with tasks, and assigning resources. | it_project_manager |
| [Create a project task from a project](https://servicenow-prod.fluidtopics.net/QW63Z_o1ZL9vFxnyQoGxOQ "Create tasks from the project form to break down project objectives into manageable units of work.") | Create project tasks from project form. | it_project_manager |
| [Create baseline of a project](https://servicenow-prod.fluidtopics.net/bq_bqgv0TKrzxvS5si499w "Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.") | Capture planned dates of all tasks and milestones of a project using baseline. | pps_admin |
| [Create a milestone](https://servicenow-prod.fluidtopics.net/_asVrP9WOIbzMauwCMg2dg "A milestone is a project task with a duration of zero (0). Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. Milestones are treated like any other project task and you can create dependencies between tasks and milestones.") | Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. | it_project_manager |
| [Create a monetary benefit plan for a project](https://servicenow-prod.fluidtopics.net/5kkfVfPdTlXWgufbMCMvfQ "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.") | Capture the benefits accrued by the project when the project is executed by creating monetary benefit plan. | it_project_manager |
| [Create a non-monetary benefit plan for a project](https://servicenow-prod.fluidtopics.net/WKxXLvVlkTFlUb8OlL1PPg "Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.") | Capture the non-financial benefits accrued by the project when the project is executed by creating non-monetary benefit plan. | it_project_manager |
| [Create a project cost plan](https://servicenow-prod.fluidtopics.net/VrQZaER8BuJg~R0j61POfg "Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.") | Create a cost plan to specify the unit cost of a cost type for a fiscal period. | it_project_manager |
| [Adding RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project](https://servicenow-prod.fluidtopics.net/F6h5qNo2FjLlhdONBpYd6A "Create a risk record for your project that you can convert to other records during the project life cycle. Track issues and avoid copying relevant details in the related records.") | Create Risk, Issue, Decision, Action, and Request Change records (RIDAC) and identify issues or risks for your project. | it_project_manager |
| [Applying templates to projects](https://servicenow-prod.fluidtopics.net/6HLslytGDqcLTPnP91hzMw "A project template defines the basic structure of a project.") | Create, save, and reuse project structure using project templates. | it_project_manager |
| [Adding external dependencies for projects](https://servicenow-prod.fluidtopics.net/U6wYZz10MspNd1GH7MGhZA "As a project manager, you can use an external dependency to set up a dependency from a task in one project to a task in another project.") | Use an external dependency to set up a dependency from a task in one project to a task in another project. | it_project_manager |
| [Importing and exporting projects](https://servicenow-prod.fluidtopics.net/NebqlEuXC_FvZZmvWrz8lQ "You can manage projects using both Microsoft Project and the ServiceNow Project Management application.") | Import or export projects from Microsoft Project to Project Management. | it_project_manager |
| [Project Diagnostics](https://servicenow-prod.fluidtopics.net/qlky7He7cNhPXHPcwzeVJg "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.") | Detect corrupt data in a project such as task validity, dependencies, and relationships using Project Diagnostics. | it_pps_admin, adt_admin |
| [Investment Portal](https://servicenow-prod.fluidtopics.net/J2lXh0uYCye~GPUltzP70Q "Completing projects and demands on time within budget is a challenge. Investment Portal gives you a comprehensive view of project and demand financials, deadlines, and other important metrics in an intuitive user interface that makes project and demand management more efficient.") | Create an investment board and share it with other stakeholders using Investment Portal. | it_project_manager or it_project_user |
| [Manage status of your projects using Project Status application](https://servicenow-prod.fluidtopics.net/OTRafwSgiZ7JUbc0PAgGKg "The Project Status mobile app enables you to track the status of your projects, collaborate with stakeholders to resolve exceptions, and take timely actions regardless of your location.") | Track the status of your projects, collaborate with stakeholders to resolve exceptions, and take timely actions regardless of your location using project status application. | portfolio_manager or project_manager or program_manager |
| [Using Project workbench - Legacy](https://servicenow-prod.fluidtopics.net/a~c~KFcZn0BfpH6S2EFaow "The project workbench provides a central location for creating and managing projects.") | The Project Workbench supports hybrid project models by combining waterfall, agile, and test phases in a single project framework. | it_project_manager |
| [Using Teamspaces in Project Management](https://servicenow-prod.fluidtopics.net/hbgK5PBxh7m6wirnIwaAIw "A teamspace appears as an application in the instance application navigator. The teamspace includes module links that come from the Project Portfolio Management applications, such as the Project, Idea, Demand, Program and Portfolio applications.") | Use teamspaces to centralize key PPM modules in one location and to improve accessibility and team productivity. | it_pps_admin, admin |
| [Collaborate with your project teams using PPM Collaboration application](https://servicenow-prod.fluidtopics.net/oSO_TWlW5mdgNaSixp1yvw "Collaborate with your project team on a common enterprise messaging platform such as Slack or Microsoft Teams using the PPM Collaboration application. Facilitate active and timely communication about the project among the project's team members, be involved in critical discussions on your project, and receive real-time updates on the project's status.") | Enhance team collaboration on Slack or Microsoft Teams with the PPM Collaboration application. | it_project_manager |
| [Virtual Agent for PPM](https://servicenow-prod.fluidtopics.net/ybt~jbDZjaMir747fIeWgA "ServiceNow Virtual Agent for PPM enables project managers to get quick answers to business-related queries by interacting with a virtual agent through various messaging services.") | Obtain business-related information by interacting with a virtual agent via messaging platforms using Virtual Agent for PPM. | admin, virtual_agent_admin |
[Tabela 1. Project Management benefits]

{#exploring-project-management__table_ikk_4jt_2fc}

## Integration with Project Portfolio Management {#exploring-project-management__section_tks_kxh_4fc}

You can use Project Management as a separate application or it can be activated as part of the PPM.

This application provides a simplified, team-oriented approach to IT development by combining several individual applications and integrating the different components of the project development life cycle.

## What to explore next {#exploring-project-management__cf-exploring-parent-links}

To learn more about configuring and using Project Management, see:

* [Configuring Project Management](https://servicenow-prod.fluidtopics.net/z_~A4l2uqNaYfS5VmB9kkg "Learn about the process required to set up and configure Project Management to enable your project managers initiate and plan projects.")
* [Using Project Management](https://servicenow-prod.fluidtopics.net/L9HcyiAiPRCXy997pdirZQ "Use Project Management to plan, manage, and track projects effectively.")
* [Project Management reference](https://servicenow-prod.fluidtopics.net/pUl0EbXUlHOP_xeWwhcYrg "Reference information to provide additional details about Project Management such as the fields, user roles, tables, and properties.")
{#exploring-project-management__ul_jkk_4jt_2fc}