---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Tracking order tasks and associated projects

# Tracking order tasks and associated projects {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

With the SPM integration, project managers and fulfillment agents or managers can track projects in Strategic Portfolio Management that have associated order tasks in Order Management.

## Tracking projects for planned order tasks in SPM {#using-spm-integration__section_ujb_fp1_fyb}

As a project manager, you can review and update projects that have been created for tracking planned order tasks using the Project Portfolio Management application in SPM. When fulfillment managers and agents update or complete order tasks, Order Management automatically synchronizes project states between SPM and order line items, task and domain order states, and project task and order task states as fulfillment managers and agents complete order tasks.  
A project manager has the it_project_manager role for tracking and updating projects.{#using-spm-integration__table_yts_x1k_fyb__entry__2}

| Task | Details |
|-|-|
| Review an order fulfillment project and state | 1. Navigate to AllProjectsProject Workspace. 2. Select the project for the order item. Note: The Project Name is the name assigned when Order Management created the project using the specified project template. 3. Select the Details tab then scroll down to the Project Tasks tab to review project tasks, State, and Percent complete, {#using-spm-integration__ol_etk_dfk_fyb} |
| Review the project state and project task state to assess the project status | 1. Navigate to AllProjectsProject Workspace. 2. Select the project for the order item. 3. Select the Planning tab. The Gantt chart view displays. {#using-spm-integration__ol_iw5_ytk_fyb} |
| Review notes and comments on order tasks from fulfillment agents and managers | 1. Navigate to AllProjectsProject Workspace. 2. Select the project for the order item. 3. Go to the Notes tab and view the comments and status updates from Order Management. {#using-spm-integration__ol_b5w_k5m_fyb} |
[Table 1. Project manager tasks]

{#using-spm-integration__table_yts_x1k_fyb}

## Tracking fulfillment tasks that have associated projects in Order Management {#using-spm-integration__section_ay3_pp1_fyb}

As a fulfillment agent or manager, you can view the relationship between a project and order line item, project tasks, and order task in the Configurable Workspace. You can also post notes and additional comments on order lines and
order tasks to communicate with the project manager responsible for project oversight of the order management tasks.  
{#using-spm-integration__table_p3r_dqp_fyb__entry__2}

| Task | Example |
|-|-|
| View order line-to-project relationship in order line item form |   |
| View project task-to-domain order relationship in domain form |   |
| View order task-to-project task relationship in order task from |   |
| View Details tab in order task relationship to see task number, project number, and order line item number relationship |   |
[Table 2. Fulfillment agent or manager tasks]

{#using-spm-integration__table_p3r_dqp_fyb}

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