Widgets and reports for project analytics

Release version: Yokohama

Updated January 30, 2025

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Summary of Widgets and reports for project analytics

This content describes the widgets and reports available in ServiceNow's Project Analytics page, designed to help project managers track and analyze Agile, Waterfall, and Hybrid project progress. These visual components provide critical insights into project health, resource allocation, task status, and financial metrics, accessible through the Analytics page in the project workspace.

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To use Agile and Hybrid project widgets, the Agile Development 2.0 plugin must be installed. The dashboards utilize the Next experience UI framework and are configurable by system administrators to tailor project information display.

Available Dashboards

Hybrid Project Summary – Hybrid: Reports and widgets specific to hybrid projects.
Agile Project Summary – Scrum: Reports and widgets tailored for agile projects.
Waterfall Project Summary – Waterfall: Previously called Project Manager Summary Dashboard, contains reports and widgets for waterfall projects.

The dashboard shown on the Analytics page depends on the project execution type, but custom dashboards can be embedded and configured by modifying the PMViewDataUtils script include.

Widgets and Reports for Agile Projects

Stories Missing Acceptance Criteria: Counts stories lacking acceptance criteria.
Stories Missing Points: Counts stories without assigned points.
Stories Acceptance Overdue: Counts stories not completed or cancelled after sprint end.
Team-wise Sprint Status: Tracks sprint status across scrum teams, with drill-down to sprint details.
Stories by State: Donut chart showing story distribution by development stage (Draft, Ready, WIP), with clickable states for details.
Progress by Points and Progress by Stories: Visual progress tracking grouped by Epic, Assignment group, and State.

Widgets and Reports for Waterfall and Hybrid Projects

Issues, Actions, Change Requests: Counts of these items in Pending, Open, or Work In Progress states.
Stories by State: Pie chart for hybrid projects showing story stages.
Tasks by State: Donut chart showing task stages such as Pending, Open, Work In Progress, Closed Complete.
Project Member Allocation Details (Hours): Stacked bar and monthly pivot charts comparing allocated vs. actual hours.
Task Assignments: Tracks task states by assigned users or groups with clickable drill-down.
Resource Plans by State: Donut chart showing resource plans by their current state.
Overdue Tasks and Milestones: Lists overdue tasks/milestones based on planned start dates and state.
Upcoming Tasks (next 2 weeks) with no assignee: Lists unassigned tasks starting within 14 days.

Common Widgets Across Project Types

Phase: Displays the current project phase (e.g., Initiating, Planning).
Status: Color-coded indicator of project status.
Percent Complete: Shows project completion percentage.
Time Elapsed: Time passed in the project, calculated differently based on project state.
Risks: Counts risks by status (Pending, Achieved, Not Achieved).
Cost Trend Analysis: Line graph comparing planned vs. actual costs monthly.
Monetary Benefit Trend Analysis: Line graph showing planned financial benefits monthly.
Non-monetary Benefit Plans and Planned vs Actual Benefits: Breakdown and comparison of non-financial benefits.
Confirmed vs Allocated vs Actual Hours: Comparison of these hour metrics for the project.
Time Cards – Pending Approval and Exception Report: Lists submitted time cards pending approval and users with missing or unapproved time cards, focusing on those assigned or hard-allocated to tasks in progress.

Practical Application for ServiceNow Customers

By leveraging these dashboards, widgets, and reports, project managers and administrators can effectively monitor project progress, identify bottlenecks such as overdue tasks or missing acceptance criteria, and track resource utilization and financial performance. The ability to customize dashboards allows alignment with organizational reporting needs, ensuring relevant project data is surfaced in the Analytics page.

Ensuring the Agile Development 2.0 plugin is installed and coordinating with system administrators to configure dashboards will enable full use of these analytics capabilities across Agile, Waterfall, and Hybrid projects.

Widgets and reports that provide information for the project summary in the Analytics page of the project workspace for Agile, Waterfall, and Hybrid projects.

Project widgets and reports

Widgets and reports provide information that enables you to view and track the progress of your Agile, Waterfall, and Hybrid project.

Note:

You must have the Agile Development 2.0 plugin installed to view the widgets and reports for your Agile and Hybrid projects. The Project Summary Waterfall, Hybrid, and Scrum dashboards are available in the Next experience UI framework.

Your system administrator can configure the widgets and reports in the dashboard to display project information on the Analytics page. The following dashboards are available:


Project Execution Type	Dashboard Displayed	Description
Hybrid	Project Summary – Hybrid	Contains reports and widgets for hybrid projects.
Agile	Project Summary – Scrum	Contains reports and widgets for agile projects.
Waterfall	Project Summary – Waterfall Note: This dashboard was previously known as Project Manager Summary Dashboard.	Contains reports and widgets for waterfall projects.

The project execution type determines the dashboard displayed on the Analytics page.

You can also embed a custom dashboard in the Analytics page. Your system admin can modify the PMViewDataUtils script include and configure the variable value for the dashboards_tabs in the getDashboardUrl method. As a result, you can view the custom dashboard in Project Analytics. For example:

var dashboards_tabs =

      {
             waterfall: {
                         dashboard_sysId: '5d4959dd878003008b9b3a0548cb0bd0',
                         tab_sysId: '1d99d5dd878003008b9b3a0548cb0bbd'
                             },
             hybrid: {
                         dashboard_sysId: '96dc46c78700330047d84c2c59cb0bf1',
                         tab_sysId: '520d4ac78700330047d84c2c59cb0bab'
                              },
             agile: {
                         dashboard_sysId: 'f3dd4ec78700330047d84c2c59cb0b93&tab',
                         tab_sysId: '52fd8ec78700330047d84c2c59cb0bae'
                              },
             any_other_executionType: {
                         dashboard_sysId: 'custom_dashboard_sys_id',
                         tab_sysId: 'custom_dashboard_tab_sys_id'
                              },
         };

The following widgets and reports for all project types are provided in the Analytics page to help the project manager analyze the project.

Table 1. Widgets and reports for Agile project
Name	Description
Stories Missing Acceptance Criteria	Number of stories in the project without acceptance criteria information.
Stories Missing Points	Number of stories in the project with the Points field blank.
Stories Acceptance Overdue	Number of stories in the project that are not in the Completed or Cancelled state after the sprint end.
Team-wise Sprint Status	Track the sprint-wise status of various scrum teams across the release. Click the team name to view sprint details.
Stories by State	Donut chart showing the number of stories in different stages of development such as Draft, Ready, and WIP. Click the appropriate state to view details of the stories.
Progress by Points	Track the progress of the project based on points. You can group and stack stories based on any combination of Epic, Assignment group, and State.
Progress by Stories	Track the progress of the project based on the number of stories. You can group and stack stories based on Epic, Assignment group, and state.

Table 2. Widgets and reports for Waterfall and Hybrid project
Name	Description
Issues	Number of issues in the Pending, Open, and Work In Progress states included in the project.
Actions	Number of action items in the Pending, Open, and Work In Progress states for the project.
Change Requests	Number of change requests in the Pending, Open, and Work In Progress states for the project.
Stories by State	Pie chart showing the number of stories in different stages of development such as Draft, Ready, and WIP. Click the appropriate state to view the details for the stories. Note: This widget is applicable for Hybrid projects only.
Tasks by State	Donut chart showing the number of project tasks in different stages of development such as Pending, Open, Work In Progress, and Closed Complete. Click the appropriate state to view the task details.
Project Member Allocation Details (Hrs)	Stacked bar chart showing allocated and actual hours of the resources assigned to the project.
Project Member Allocation Details — Monthly (Hrs)	Pivot chart showing the monthly allocated and actual hours for the resources assigned to the project.
Task Assignments	Track the state of various project tasks across the release based on the assigned users or group. Click the user or group name to view the details of the assigned tasks.
Resource Plans by State	Donut chart showing the number of resource plans grouped according to their current state.
Overdue Tasks and Milestones	List of overdue project tasks and milestones, which are the tasks that satisfy either of the following conditions in the Project Task [pm_project_task] table: The value of the Planned start date is before today's date and the State value is Open or Pending. The value of the Shadow field is set to false.
Upcoming Tasks (next 2 weeks) with no assignee	List of unassigned Open or Pending project tasks that are planned to start 14 days from the current date.

Table 3. Common widgets
Name	Description
Phase	Current state of the project such as Initiating or Planning.
Status	Color indicator that signifies the status of the project.
Percent Complete	Percentage of the project that has been completed.
Time Elapsed	Amount of time that has passed while working on the project from the actual start date to the planned end date. If the project is in the Open or Pending state, then the time elapsed is calculated based on the Planned start date and the current date.
Risks	Number of risks in the Pending, Achieved, and Not Achieved states concerning the project.
Cost Trend Analysis	Line graph showing a comparison between the planned costs and actual costs on a monthly basis.
Monetary Benefit Trend Analysis	Line graph showing a trend of planned financial benefits on a monthly basis.
Non-monetary Benefit Plans	Breakdown of the number of non-monetary benefit plans for active projects along with its associated benefit plans.
Non-monetary Planned vs Actual Benefits	Comparison of total planned and actual non-financial benefits for active projects grouped by fiscal period.
Confirmed vs Allocated vs Actual Hours	Comparison of total confirmed, allocated, and actual hours for the project.
Time Cards — Pending Approval	Time cards for the selected project that are submitted but not yet approved.
Time Card — Exception Report	List of users who did not submit their time cards for the selected project, and time cards that are not yet approved for the selected project. The exception report is generated for users who are assigned to a task in progress, or hard-allocated to the project or task.