Project workspace classic - Legacy
Summarize
Summary of Project workspace classic - Legacy
The Classic Project Workspace enables ServiceNow customers to define, plan, track, and monitor projects from a centralized location. It provides project status reports, KPIs, and analytics to support informed decision-making throughout the project lifecycle. Note that this legacy workspace is being prepared for future deprecation and will eventually be hidden and unavailable for installation, though support will continue. Customers are encouraged to adopt the new Project Workspace with an enhanced user interface for improved project management efficiency.
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Key Features
- My Projects Space page: Displays up to 200 recently updated projects as configurable cards for quick project access and overview.
- Banner icons: Include Home to return to project list, Project choice list filtered by criteria, and Project checklist to manage required project activities.
- Tabs within Project Workspace:
- Analytics: View project analytics covering open risks, issues, and delayed milestones.
- Details: Define key project attributes such as duration, estimated cost, and business value.
- Planning: Use the planning console for scheduling, resource assignments, baseline creation, and critical path analysis. Navigation to Project Workbench is available for detailed tracking.
- Resources: Find and manage resource availability and plans (available to project managers only).
- Financials: Review cost breakdowns, budgets, cost and benefit plans, create and compare baselines to monitor financial changes during project execution.
- Status Report: Access comprehensive project status reports.
Practical Use and Benefits
- Centralizes project information and management tasks, allowing project managers to quickly assess project health through project cards and detailed analytics.
- Supports comprehensive project planning and tracking, including scheduling, resource management, and financial oversight, enhancing control over project execution.
- Enables effective financial management by tracking planned versus actual costs and benefits, facilitating informed budget decisions.
- Provides tools to request project funds and enter actual expenditures, ensuring accurate financial tracking aligned with business goals.
- Offers status reporting features to keep stakeholders informed of project progress and issues.
Next Steps for Customers
While continuing to use the Classic Project Workspace, ServiceNow customers should start planning migration to the new Project Workspace to benefit from its enhanced user interface and improved capabilities. Meanwhile, use the Classic Project Workspace’s comprehensive features to manage projects efficiently, leveraging its planning, resource, financial, and reporting functionalities.
Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.
Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.
Projects in the My Projects Space page
The project workspace overview page — My Projects Space — displays projects as cards based on filter criteria. A maximum of the 200 most recently updated projects appear on the page. Clicking a card opens the project in the project workspace. You can configure the information that is displayed on a card.
The components of the workspace are:
Banner icons
The following banner icons are available in project workspace:
- Home
- The home icon (
) enables you to return to the list of project cards on My Projects
Space page. - Project choice list
- The choice list displays the projects that you can select to open in project workspace. The projects in the choice list appear based on the filter criteria applied in My Projects Space page.
- Project checklist
- The checklist icon (
) helps you to build the checklist of activities that must be completed in a
project.
Tabs in the project workspace
The project workspace comprises of the following tabs described at a high level:
- Analytics
- The Analytics tab provides analytics on project aspects such as open risks, open issues, and delayed milestones.
- Details
- The Details tab opens the project form and enables you to define important aspects of the project.
- Planning
- The Planning tab opens the project in the planning console. The tab also enables you to navigate to Project workbench and track your project in the workbench.
- Resources
- The Resources tab enables you to find resources, and create and manage the resources plans for the project and project tasks. The tab is available only to a project manager.
- Financials
- The Financials tab displays breakdowns of cost components of a project: planned cost, estimated returns, allocated budget, cost plans, and benefit plans. You can create baselines and compare baselines from this tab to track changes occurring during execution of project or demand.
- Status Report
- The Status Report tab displays the project status reports.