--- 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 --- # Explore # Exploring Project Workspace {#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 The ServiceNow® Project Workspace application helps you to manage projects, resources, and financials in a single workspace. ## Project Workspace overview {#exploring-project-workspace__section_itc_nv3_rzb} Project Workspace is a project management application that optimizes different workflows and enables planning and managing of projects or tasks, resources, and financials in one place. This application centralizes access to Projects, subprojects, project tasks, resources, and financials, reducing the need to navigate through various applications. The Project Workspace provides Project Managers with a comprehensive overview of the all projects and project-related information. This project management application enables better project planning by providing ways to define project scope, dependencies, and time lines. ## Project Workspace benefits {#exploring-project-workspace__section_mtc_nv3_rzb} {#exploring-project-workspace__table_ntc_nv3_rzb__entry__2} | Benefit | Feature | |-|-| | Initiate a project and start planning your project tasks. | [Create a project and initiate project planning](https://servicenow-prod.fluidtopics.net/gemSn4_GEizNMg4vIfrzzw "Use Project Workspace to create a project and start planning for your project tasks.") | | Add project tasks to your project and assign tasks directly to your team for successful project implementation. | [Create project tasks and add them to your project](https://servicenow-prod.fluidtopics.net/pfg4Vin5Zey_BYiWa2KHOg "Add new tasks for your projects and assign them to your team directly from the new Project Workspace.") | | Add project task dependencies to establish a structured workflow within the project. | [Create internal dependencies for your project](https://servicenow-prod.fluidtopics.net/HW3D9aIcGyWFycVb7DcaFg "Create dependencies between project tasks using the interactive UI of Project Workspace.") | | Add a dependency between tasks of different projects to align timelines between interrelated projects. | [Connect tasks in different projects through external dependencies](https://servicenow-prod.fluidtopics.net/PNjZNxxt1dvd9KeWq04yAQ "Set up a dependency between tasks of different projects using the new Project Workspace.") | | Create and compare baselines for your project to capture the project's progress over time. | [Set up a baseline for your project](https://servicenow-prod.fluidtopics.net/QDHtA0zrO7jydrce9WmqaQ "Create a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.") | | Create a status report to monitor project health, metrics, risks, issues, and milestones. | [Create a status report in Project Workspace](https://servicenow-prod.fluidtopics.net/NzL6oA12HulPw~FKCbVEOQ "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.") | | Tag stakeholders for their feedback or notes and add comments to collaborate on your project. | [Collaborate with Stakeholders for your project](https://servicenow-prod.fluidtopics.net/isD8~k0~Dk4Z0M1tR3WaAg "Add comments and attachments to the project or a project task and share them with other users of your organization. Collaborate and ensure that your project is in line with your organizational priorities.") | | Generate a summary of selected text in Docs using Now Assist. | [Generate the summary for selected or complete content with Project doc generation and insights skill](https://servicenow-prod.fluidtopics.net/1Vxi1Kycvm1V5K5MqwnhIg "Quickly learn the details of the documents from the summary that is generated by Now Assist in Strategic Planning.") | | Generate and schedule project summary emails for your projects. | [Schedule the project insights email](https://servicenow-prod.fluidtopics.net/rqmOqBHwMcuia3WpXS996A "Schedule the project insights email to prioritize and track the most important changes in the project in Project Workspace.") | | Add Risk, Issue, Decision, Action, or Change request to your project to track and manage the RIDAC records throughout project development. | [Add a RIDAC record to your project](https://servicenow-prod.fluidtopics.net/qNDLSgyoADd0HbhDh~0mpA "Add a Risk, Issue, Decision, Action, or Request Change (RIDAC) record to your project in the Project Workspace. Adding RIDAC records enable you to keep a track of risks or issues during the project life cycle and help in analyzing the outcome of a project.") | | Export your project as a PowerPoint file directly from the workspace without copying the project information in to slides. | [Export a project to Microsoft PowerPoint](https://servicenow-prod.fluidtopics.net/53_V8EPKsaZabJ9T3vW1yw "Export your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.") | | Create and track resource assignments at project or task level to optimize resource allocation throughout the project. | [Create resource assignments and initiate resources planning](https://servicenow-prod.fluidtopics.net/_HE3WiNy0Y2RdtrGYV_elQ "Use the Resource Management application to allocate and manage your resources in the Project Workspace.") | | Create a cost plan for the required duration to monitor your projected and actual expenses. | [Create a cost plan for your project](https://servicenow-prod.fluidtopics.net/zJYsZazyc5bKAPeuO38n1Q "Create a cost plan for a required duration to track your planned and actual expenses. Edit cost plans to adjust your planned expenses and delete any de-scoped forecasts.") | | Add an expense line into project cost plans to establish a comprehensive and detailed financial framework for your project. | [Add an expense line for a cost plan](https://servicenow-prod.fluidtopics.net/j7PnTNmmeNRMnigaLLIuMQ "Create or edit expense lines to capture the actual costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.") | | Generate labor costs for attribute-based resource assignments to track expenses for your project. | [Generate labor costs for your project](https://servicenow-prod.fluidtopics.net/G1LQl6wHfsd7DF5BXxAO_A "Generate labor costs in the Financials view for attribute-based resource assignments based on the financial attributes configured in the planning attributes page.") | | Collaborate with team members, save notes, generate project charters, and create project briefs using Docs. | [Collaborate on projects using Docs](https://servicenow-prod.fluidtopics.net/A20QUsn8f2zCaRTlqvL7kQ "Collaborate with team members, save notes, create project charters, and project briefs using Docs.") | | Secure a project to ensure only authorized users can access the project. | [Enable security for a project in Project Workspace](https://servicenow-prod.fluidtopics.net/EU1joPbqYjoItpZBa4BbGg "Enable security in a project to make the project confidential to ensure that only authorized users can access the project and its related sub projects and entities.") | | Configure and use playbooks in Project Workspace to guide project teams through standard project stages and activities. | [Use Playbooks in Project Workspace](https://servicenow-prod.fluidtopics.net/nERCQqhZuLhxcbeqiBNRbw "Plan your project stages and assign specific actions to each stage using Playbooks.") | [ ] {#exploring-project-workspace__table_ntc_nv3_rzb} * **[Project planning in Project Workspace](https://servicenow-prod.fluidtopics.net/vv5kx35oYdu85G3yznRi6Q)** Plan your projects with an intuitive Project Workspace application to achieve successful project outcomes. * **[Resource planning in Project Workspace](https://servicenow-prod.fluidtopics.net/6x7T6q7nl7zeZIWYyYcQFw)** Plan and allocate resources using the Project Workspace application to enable optimal resource utilization and execution. * **[Financials in Project Workspace](https://servicenow-prod.fluidtopics.net/5i25bF1M4LcHBn1HtpaLxg)** Plan, re-forecast, track the financials, and create baselines for projects and demands. * **[Status reporting in Project Workspace](https://servicenow-prod.fluidtopics.net/wMQRFy4aPTa6ox6JNH~gHA)** A status report in Project Workspace is a snapshot in time that gives an overview of your overall project health across key areas such as cost, resources, milestones, health, and more. * **[Better together with other ServiceNow applications](https://servicenow-prod.fluidtopics.net/s9r1DYZtIPzv7nhyGNisgA)** Integrate Hardware Asset Management (HAM) with Project Workspace to track which HAM requests or refreshes belong to an SPM project. Provide portfolio and project managers visibility into request status without leaving Project Workspace. **Conceitos relacionados** * [Managing projects with Project Workspace](https://servicenow-prod.fluidtopics.net/FLOvVnZZdaxE5wFuzfqR4A "Use the features of Project Workspace to plan and manage your project.") * [Managing financials for your projects](https://servicenow-prod.fluidtopics.net/kLpZHxbVF5qAgbr78KmDPQ "Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, create financial baselines, and view, analyze, and compare the financial performance of your projects at required cadence in Project Workspace.") * [Resource planning with Project Workspace](https://servicenow-prod.fluidtopics.net/_HE3WiNy0Y2RdtrGYV_elQ "Use the Resource Management application to allocate and manage your resources in the Project Workspace.") * [Status reporting in Project Workspace](https://servicenow-prod.fluidtopics.net/wMQRFy4aPTa6ox6JNH~gHA "A status report in Project Workspace is a snapshot in time that gives an overview of your overall project health across key areas such as cost, resources, milestones, health, and more.") * [Project workspace classic - Legacy](https://servicenow-prod.fluidtopics.net/gXV4Kgo4kOKkDakU39eHng "Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.")