---
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
---
# Strategic Portfolio Management
# Strategic Portfolio Management {#ariaid-title1}
* Versão de lançamento: Australia
*
* Atualizado 12 de mar. de 2026
*
*  7 min. de leitura
Align work with strategy to deliver products and services in a way that supports your business goals and priorities. ServiceNow®
Strategic Portfolio Management (SPM) enables you to use digital transformation to drive more customer value faster. Plan, deliver, and track value across different methodologies.
SPM helps you align work to strategy, enabling you to optimize business outcomes and respond rapidly to change so that you deliver more value, not just more output.
With Strategic Portfolio Management, gather critical business requirements, prioritize new requests, assess top-level investments, allocate resources, and adapt to changing business priorities by making adjustments on an
ongoing basis. Manage strategic and operational work from one place while driving Agile transformation.
|-|-|
| | [New third-party AI model provider options available for Now Assist](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_j1y_q2y_bgc) Explore the AI model providers to set up data routing and manage third-party Large Language Model (LLM) and Small Language Model (SLM) providers. |
| | [Enable the Project Task Monitor AI agent directly from Email project summary modal](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_phq_3dy_bgc). Within the email project summary modal, check the Include critical path task changes option to directly enable the project task monitor AI agent. |
| | [Status report enhancements](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_gsg_ndy_bgc) Modify a status report in Project Workspace for your project to update project health, metrics, risks, issues, and milestones. |
| | [Generate stories from epics using Now Assist for SPM](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_tn1_ltz_21c) Breakdown epics into stories using Now Assist in the Enterprise Agile Planning (EAP) workspace. Product managers or scrum leads can save time and reduce functional gaps in stories, thereby improving overall quality and productivity. |
| | [Improve collaboration with real-time concurrent editing on Docs](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_gkf_bs2_ccc) Edit a Doc page in concurrently with multiple other editors. Colored cursors denote the current location of editors on the page and you can see edits made in real-time by all editors. |
| | [Create portfolio plans for AI-related items by applying a filter in Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_g5p_wjg_cgc) Create portfolio plans for AI-related items by applying a filter on the planning item tables during portfolio plan creation. |
| | [Categorize your strategic priorities, goals, planning items, and execution items as Artificial Intelligence in Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_dkr_2rg_ccc) Categorize your strategic priorities, goals, planning items, and execution items---projects and demands as Artificial Intelligence and plan work for the AI-related items. |
| | [Categorize your strategic priorities and goals as Artificial Intelligence in Goal Framework](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_xnt_gkg_cgc) Categorize your strategic priorities and goals as Artificial Intelligence to track and monitor their progress from the AI Control Tower workspace. |
| | [Experience consistent roadmap bar colors and use different icons to distinguish item-level milestones](https://servicenow-prod.fluidtopics.net/wLW1kEJbVf1HWPt2n15TcQ#r_ITBusinessManagement__section_qws_k2j_cgc) Experience consistent roadmap bar colors and use different icons to distinguish item-level milestones in Strategic Planning Workspace and Portfolio Planning Workspace. |
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## New third-party AI model provider options available for Now Assist {#r_ITBusinessManagement__section_j1y_q2y_bgc}
Google Gemini 2.0 Flash, Google Gemini 2.5 Pro, and AWS Claude 3.7 Sonnet are available for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI GPT-4.1 and GPT-4.1 mini. For more information, see [New third-party AI model provider options available for Now Assist](https://www.servicenow.com/docs/access?context=ai-model-providers&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
## Enable the Project Task Monitor AI agent directly from Email project summary modal {#r_ITBusinessManagement__section_phq_3dy_bgc}
The project task monitor AI agent can be enabled directly from the email project summary modal by selecting the Include critical path task changes option. You can choose the recipients to send the project summary email to. You can
send the project summary email instantly to your project managers and added recipients by using Schedule and send option. For more information, see [Schedule the project insights email](https://servicenow-prod.fluidtopics.net/z6S4PNds9_FGNOfgel90lA "Schedule the project insights email to prioritize and track the most important changes in the project in Project Workspace.").
## Status report enhancements {#r_ITBusinessManagement__section_gsg_ndy_bgc}
The status report is read only and the sn_pw.status_report_doc_read_only system property is set to true by default. When the property is set to true, any updates made to the status report form are reflected in the Status Report.
However, if the property is set to false, changes made to the form are not reflected in the report.
## Generate stories from epics using Now Assist for SPM {#r_ITBusinessManagement__section_tn1_ltz_21c}
The Now Assist for Strategic Portfolio Management (SPM) application includes the skills and features of generative AI that enable product managers and scrum leads to automatically generate context-based stories for their epics. Through the Story
generation skill, Now Assist provides story recommendations for an epic using the epic's name, description, and any existing stories. Based on the recommendations, you can ask Now Assist to combine, split, remove, or modify any of the recommendations.
By using Now Assist to help generate stories for your epics, product managers can:
* Remove initial roadblocks to create stories for an epic.
* Save time and increase productivity by automating the story creation process.
* Ensure completeness of stories by covering personas, outcomes, and acceptance criteria.
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For information on how to use this skill, see [Generate multiple stories at once in EAP using Now Assist for SPM](https://servicenow-prod.fluidtopics.net/lfQU6F38DVsBXLOC0kbbSQ "Breakdown epics and features into stories using the Now Assist panel in the Enterprise Agile Planning (EAP) workspace. Based on the work item details, Now Assist generates stories.").
## Improve collaboration with real-time concurrent editing on Docs {#r_ITBusinessManagement__section_gkf_bs2_ccc}
With the feature of real-time collaboration, edit a Doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence
indicators based on your preference while working on or reviewing the content of the page.
Real-time collaboration on Docs is available for Portfolio Planning, Strategic Planning, Enterprise Agile Planning, and Collaborative Work Management workspaces. For more information, see:
* [Docs for planning items in Strategic Planning](https://servicenow-prod.fluidtopics.net/nf_sgF4NBTCIw8mWqpHc7A "Store and manage all kinds of documentation for planning items from a centralized location of Strategic Planning Workspace.")
* [Collaborate using Docs in EAP](https://servicenow-prod.fluidtopics.net/I5weP4wpH2NfJLkPIUNMGA "Store and manage all kinds of documentation for Agile teams and their planning items (Epics, Capabilities, and Features) from a centralized location of Enterprise Agile Planning workspace.")
* [Collaborative documentation using CWM](https://servicenow-prod.fluidtopics.net/1YtdFyLJrq1bNR50AsykXg "Manage all kinds of documentation for work such as meeting notes, project requirements, or technical specifications using rich text Docs with real-time collaboration.")
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## Create portfolio plans for AI-related items by applying a filter in Strategic Planning Workspace {#r_ITBusinessManagement__section_g5p_wjg_cgc}
Create portfolio plans for AI-related items by applying a filter on the planning item tables, setting the Investment type field value to Artificial Intelligence during portfolio plan
creation in Strategic Planning Workspace. This allows you to focus exclusively on AI-related items. For details, see [Create a portfolio plan](https://servicenow-prod.fluidtopics.net/80gPnCFSjC94JMqV74tUDA "Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.").
You can also track and monitor all your AI-related items (strategies, goals, targets, costs of planning items, and prioritized work) progress from the AI Control Tower workspace For details, see [AI strategy tab in AI Control Tower](https://www.servicenow.com/docs/access?context=ai-strategy-ai-control-tower&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
## Categorize your strategic priorities, goals, planning items, and execution items as Artificial Intelligence in Strategic Planning Workspace {#r_ITBusinessManagement__section_dkr_2rg_ccc}
Categorize your strategic priorities, goals, planning items, and execution items---projects and demands as Artificial Intelligence in the Strategic Planning Workspace and track and monitor their progress from the AI Control Tower workspace. For details, see [Create a strategic priority](https://servicenow-prod.fluidtopics.net/sowU7M9VjyiAtVhTmYBDWw "As a strategy planner, you can create and manage the strategic priorities for the strategic plans for your organization. Create a strategic priority to orient your organization strategic plan toward your goal."), [Create a goal](https://servicenow-prod.fluidtopics.net/_XxDoj~qCIv29u8oYmZSKw "Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities."), and [Add a planning item](https://servicenow-prod.fluidtopics.net/Yx0AtGmbZhcPLt3bABs8QA "Add new planning items to your portfolio plan's work backlog in Strategic Planning Workspace and ensure that the work pipeline is current.").
## Categorize your strategic priorities and goals as Artificial Intelligence in Goal Framework {#r_ITBusinessManagement__section_xnt_gkg_cgc}
Categorize your strategic priorities and goals as Artificial Intelligence in Goal Framework to track and monitor their progress from the AI Control Tower workspace.
## Experience consistent roadmap bar colors and use different icons to distinguish item-level milestones {#r_ITBusinessManagement__section_qws_k2j_cgc}
Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans. Use different icons to distinguish item-level milestones in Strategic Planning Workspace or Portfolio Planning Workspace.
You can also modify the milestone icons for roadmaps and portfolio plans to customize the icons displayed in the Roadmap tab within the workspace. For details, see [Modify Script Includes for milestone icons in Strategic Planning](https://servicenow-prod.fluidtopics.net/uiFpwFliO_xz3G5HDkT9ZA "Modify the Script Includes for milestone icons in the roadmap and portfolio plan to customize the icons displayed in the Roadmap tab in the workspace.") or [Modify Script Includes for milestone icons in Portfolio Planning Workspace](https://servicenow-prod.fluidtopics.net/Ftk7PuVBupvSWBK4dCTx9A "Modify the Script Includes for milestone icons of the roadmap and portfolio plan to customize the icons to be shown in the Roadmap tab in the workspace.").
## Organization Extension (com.snc.organization_extension) plugin {#r_ITBusinessManagement__section_nnm_kkh_w1c}
Organization Extension (com.snc.organization_extension) plugin activates Goals, Business unit, Enterprise strategy, and Business unit strategy entities. It is available on zBoot to all customers with demo data.
Business Units, Goals, Enterprise Strategy, and Business Unit Strategy modules are available in the Organization application menu.
Business Applications and Business Capabilities modules are also available within the Organization application menu, however, their related tables are moved to Configuration Management (CMDB) (com.snc.cmdb) plugin, which is
available on zBoot but without demo data.
## Learn {#r_ITBusinessManagement__section_lpf_wb1_hwb}
* [What is Gantt chart?](https://www.servicenow.com/products/business-management/what-is-a-gantt-chart.html)
* [What is Agile?](https://www.servicenow.com/products/business-management/what-is-agile.html)
* [What is a key performance indicator (KPI)?](https://www.servicenow.com/products/business-management/what-is-kpi.html)
* [What is a work breakdown structure (WBS)?](https://www.servicenow.com/products/business-management/what-is-a-work-breakdown-structure.html)
* [What is Project Portfolio Management (PPM)?](https://www.servicenow.com/products/business-management/what-is-project-portfolio-management.html)
* [What is value stream mapping (VSM)?](https://www.servicenow.com/products/business-management/what-is-value-stream-mapping.html)
* [What is Agile?](https://www.servicenow.com/products/business-management/what-is-agile.html)
* [What is Agile project management?](https://www.servicenow.com/products/business-management/what-is-agile-project-management.html)
* [What is digital transformation?](https://www.servicenow.com/products/business-management/what-is-digital-transformation.html)
* [What is resource management?](https://www.servicenow.com/products/business-management/what-is-resource-management.html)
* [What is strategic portfolio management?](https://www.servicenow.com/products/strategic-portfolio-management/what-is-spm.html)
* [What is the difference between Agile vs. Waterfall?](https://www.servicenow.com/products/business-management/what-is-agile-vs-waterfall.html)
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## Get started {#r_ITBusinessManagement__section_npf_wb1_hwb}
* Understand how to deliver business outcomes with speed and agility using ServiceNow SPM. For more information, see [Customer Success Center](https://www.servicenow.com/products/business-management.html).
* Learn how to align execution with business goals and priorities. For more information, see [Strategic Planning](https://servicenow-prod.fluidtopics.net/qwV9e8pHhU83~R78EBa11w "Strategic Planning Workspace (SPW) enables you to manage enterprise strategy and goals, product feedback, portfolio planning, and enterprise agile planning for your organization. Evaluate product performance, align work with strategy, and scale your Agile framework from a single workspace.").
* Create goals, set targets for them, and evaluate the progress of your goals and targets to accomplish the organizational plans and drive business outcomes. For more information, see [Goal Framework and Goal Framework for SPM](https://servicenow-prod.fluidtopics.net/oXir9PWgggoxfRQUFe24fA "Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework.").
* Enhance your SPM capabilities with specialized plugins that provide read-only roles for various modules, confirming secure access to dashboards and reports.
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## Applications and features {#r_ITBusinessManagement__section_ppf_wb1_hwb}
* [Now Assist for Strategic Portfolio Management (SPM)](https://servicenow-prod.fluidtopics.net/_Y1rJ3cyT~6UKh~ACTLrzg "Use the ServiceNow Now Assist for Strategic Portfolio Management (SPM) application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights for projects, and generate stories from epics. Product, project, and demand managers can use the Now Assist skills and AI agents to streamline their projects and workflows.")
* [Collaborative Work Management](https://servicenow-prod.fluidtopics.net/b_xsxXQ9u642iqJUDvZaAg "ServiceNow Collaborative Work Management (CWM) provides a central hub to plan, visualize, manage, and collaborate on work with your teams. Save time and improve the efficiency of your team by avoiding switching between multiple tools to manage the progress of work and goals.")
* [Portfolio Planning](https://servicenow-prod.fluidtopics.net/I9ZVJg6rEAtxBnDS1TVoHQ "Enhance your traditional product and portfolio management by prioritizing work and visualizing plans with ServiceNow Portfolio Planning. Effectively plan, track, and manage work for projects and demands using a centralized workspace.")
* [Strategic Planning](https://servicenow-prod.fluidtopics.net/qwV9e8pHhU83~R78EBa11w "Strategic Planning Workspace (SPW) enables you to manage enterprise strategy and goals, product feedback, portfolio planning, and enterprise agile planning for your organization. Evaluate product performance, align work with strategy, and scale your Agile framework from a single workspace.")
* [Enterprise Agile Planning](https://servicenow-prod.fluidtopics.net/eDThLlgNtjNkCTyZfTbrOQ "ServiceNow Enterprise Agile Planning helps streamline communication and collaboration between teams, and drive coordination with diverse teams. Using an intuitive workspace, scale your Agile framework across the organization with flexible work and team structure configurations.")
* [Goal Framework and Goal Framework for SPM](https://servicenow-prod.fluidtopics.net/oXir9PWgggoxfRQUFe24fA "Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework.")
* [Project Portfolio Management](https://servicenow-prod.fluidtopics.net/l87MfZUrpuJRNg2t_B0BZg "ServiceNow Project Portfolio Management (PPM) provides a simplified, team-oriented approach to managing projects, portfolios, their resources and financials by combining several individual applications.")
* [Project Workspace](https://servicenow-prod.fluidtopics.net/vgIEIUUJhuzUE6E71ddz9A "ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.")
* [Resource Management Workspace](https://servicenow-prod.fluidtopics.net/j073MJR9Wvqpw5ujHlBxKQ "The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.")
* [Export to PowerPoint for Strategic Portfolio Management](https://servicenow-prod.fluidtopics.net/~bD~gueyrQfI63m8GFaraA "The ServiceNow Export to PowerPoint for Strategic Portfolio Management add-in helps you to generate and download project status reports from your instance as a Microsoft PowerPoint file. You can use this file to share it across the stakeholders or teams for collaboration.")
* [Innovation Management](https://servicenow-prod.fluidtopics.net/5FY~wmhsqCRJw_L9G3aq8Q "The Innovation Management enables you to gather and evaluate ideas efficiently, and to quickly identify and process the ideas with the greatest potential for implementation.")
* [Time Card Management](https://servicenow-prod.fluidtopics.net/6gFcRYQksl6xs60lb5xmFw "The Time Card Management feature enables time card users such as task assignees to report and track their time for the assigned tasks.")
* [Agile Development 2.0](https://servicenow-prod.fluidtopics.net/gga0oNl9eV22W~iuuhorLA "ServiceNow Agile Development 2.0 provides an agile software development environment for product-based or project-based efforts, using the Scrum framework. Implement a pure agile approach over the entire life cycle of a product, or a hybrid approach using agile methods within a traditional project structure.")
* [Scaled Agile Framework (SAFe)](https://servicenow-prod.fluidtopics.net/6UdBnObsTkUpb4tMjZZMMg "The ServiceNow Scaled Agile Framework (SAFe) application helps you apply lean and agile principles to your large enterprise enabling you to develop and deliver software products with fewer defects in the shortest viable lead time.")
* [SPM Benchmarks](https://servicenow-prod.fluidtopics.net/cmObxS0sQr9H_IByQeaQqA "The ServiceNow SPM Benchmarks application provides you with an insight into the industry averages of your peers. Use your key performance indicators (KPIs) to compare your performance with global benchmarks, which contributes to improved performance for your organization.")
* [Microsoft Azure DevOps Integration for Agile Development](https://servicenow-prod.fluidtopics.net/acN8JrisvydySVn_mWwuCw "Enable bidirectional synchronization of work items between Microsoft Azure DevOps and ServiceNow Agile Development 2.0 by integrating the two applications.")
* [Atlassian Jira Integration for Agile Development](https://servicenow-prod.fluidtopics.net/~uCAQ2FNMVQ1YOjB1kkHrw "Enable bidirectional synchronization of records between Atlassian Jira and ServiceNow Agile Development by integrating the two applications.")
* [Test Management applications](https://servicenow-prod.fluidtopics.net/gRLStRkgqkNqAQ5pm4zxjw "The ServiceNow Test Management application streamlines the management of testing processes to help you deliver software products more efficiently and with fewer errors.")
* [Cost Management](https://servicenow-prod.fluidtopics.net/DvpTsS2Y9K2QNnBhoLt6Kw "The ServiceNow Cost Management application tracks configuration item costs. The costs can be allocated to business units and used in reports.")
* [Data Separation](https://servicenow-prod.fluidtopics.net/zezloQqwVa4ESe3peuEFWg "The ServiceNow Data Separation application helps organizations restrict access to sensitive data based on a lens hierarchy and its leaf node.")
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