Teach on Udemy

Turn what you know into an opportunity and reach millions around the world.

Learn More

Your cart is empty.

Keep shopping

Project Success with ServiceNow Project Portfolio Management

Name: Project Success with ServiceNow Project Portfolio Management
Rating: 4.5 (270 reviews)

Obtain next level project success with this ServiceNow Strategic Portfolio Management (SPM) course for Project Managers

Created byArno Esterhuizen

Last updated 11/2025

English

English [Auto],Portuguese [Auto],

What you'll learn

Project Lifecycle Mastery: Learn to initiate, plan, execute, monitor, and close projects effectively using ServiceNow Project Management tools.
Master Innovation Management: Learn how to submit, view, and collaborate on ideas, and promote the most promising ideas to actionable demands.
Efficient Demand Management: Gain skills in creating, assessing, and detailing demands, ensuring seamless transition from ideas to project execution.
Optimize Project Portfolios: Understand the process of setting up, managing, and tracking project portfolios for better resource and financial management.
Advanced Reporting Skills: Develop the ability to create, customize, and utilize reports and dashboards for real-time project and portfolio insights.
Resource Allocation: Understand how to efficiently allocate and manage resources across multiple projects, ensuring optimal use of team capabilities.
Risk and Issue Management: Develop the skills to identify, assess, and mitigate project risks and issues, maintaining project stability and success.
Financial Tracking: Gain expertise in managing project budgets, forecasting costs, and tracking financial performance to ensure projects stay within budget.

Course content

7 sections • 77 lectures • 7h 3m total length

Introduction3:11
Overview of what you will learn in this course on ServiceNow Strategic Portfolio Management.
ServiceNow Strategic Portfolio Management (SPM) Overview11:50
Explore ServiceNow strategic portfolio management (spm) across strategic planning, enterprise agile, and project portfolio management to align initiatives with business goals and optimize resources on the Now platform.
How to get the most from this course7:12
Characteristics of a Project2:31
Importance of Project Management3:28
Phases of Project Management4:35
The benefits of using ServiceNow PPM4:35
Discover how ServiceNow project portfolio management improves visibility with centralized data and real-time insights. This enables data-driven decisions, improved collaboration, and scalability aligned with business goals.
Introducing our Fictitious Company, Novalink Energy for Scenario Walkthroughs5:49
Introduce NovaLink Energy, its Green Future 2030 sustainability vision, and the personas in the scenario. Show the head office, corporate goals, and business challenges. Explain the complete ServiceNow SPM journey from strategy to execution that learners will follow.
Scenario Walkthrough: Building the Green Future 2030 Strategy15:54
Demonstrate creating the corporate strategy in SPM with strategic themes, objectives, priorities, and KPIs. Show how the Strategy Map visually links the vision to execution activities.
How to Spin up your own Free ServiceNow Instance to get Hands-On5:19
Spin up a free ServiceNow personal developer instance to gain hands-on learning, install IT service management, customer service management, and GRC modules, and practice scripting, automation, and integration testing.
Introduction Section Quiz

Innovation Management Section Introduction1:59
Explore ServiceNow innovation management as the starting point for turning ideas from employees, stakeholders, and customers into actionable projects, with evaluation, prioritization, collaboration, and metrics to align with business goals.
Understanding ServiceNowInnovation Management5:28
Understand how the ServiceNow innovation management module gathers, evaluates, and converts ideas into actionable items—demonstrating idea portals, categories, access controls, collaboration, votes, and agile path to epics, stories, or demands.
The ServiceNow Idea Workflow1:55
Submit ideas via the ServiceNow idea workflow, where the idea manager reviews feasibility, checks for existing or duplicate ideas, and moves ideas from backlog to development, until release and completion.
The ServiceNow Idea Portal3:18
Installing the ServiceNow PPM Plugin2:50
Install the bpm standard plugin from the ServiceNow store to enable project portfolio management, including demands, projects, portfolios, and resources with end-to-end visibility from idea to execution.
Creating an Idea in ServiceNow2:53
View, Filter & Sort Ideas1:42
Collaborate on Ideas2:25
Review Ideas as a Demand Manager4:13
Review ideas as a demand manager by evaluating submissions, editing details, identifying duplicates, and updating states from submitted to under review, backlog, plan, or development while linking tasks and changes.
Create a Demand from an Idea2:02
Scenario Walkthrough: From Idea to Approved Concept8:06
Show Camelia Perez submitting the AI-Powered Smart Grid Optimization idea, capturing costs, benefits, and strategic alignment. Brian Marshall evaluates it with a scorecard, approves it, and converts it into a demand.
Innovation Management Section Conclusion0:54
Navigate strategic portfolio management and innovation management in ServiceNow, capturing ideas via the idea portal, using collaboration and voting features, then evaluating and converting ideas into actionable projects.
Innovation Management
Innovation Management – Submitting an Idea

Introduction to ServiceNow Demand Management1:30
Capture feasible ideas from the idea portal, evaluate and promote them to demand in ServiceNow, and track their life cycle with the Demand Workbench, aligning with strategic goals.
Benefits of ServiceNow Demand Management3:04
The ServiceNow Demand Workflow3:56
Creating Demands12:05
Navigate the ServiceNow demand management module to create and enrich demands, build a business case with return on investment, assess risks, and align with portfolios for stakeholder approval.
Adding Details to a Demand6:27
Assessing Demands14:18
Demand manager reviews submitted demands for relevancy, then conducts screening with stakeholder surveys in serviceNow to build an audit trail, initiates assessments, and advances to the qualified state.
The Demand Workbench5:39
Demand Management Scenario Walkthrough27:09
Complete the demand record, link it to the corporate strategy, and add business case details. Demonstrate weighted scoring and prioritisation for portfolio inclusion.
Demand Management Section Conclusion0:38
Demand Management
Managing the Demand for AI-Powered Smart Grid Optimization

Portfolios & Programs Introduction1:25
Benefits of ServiceNow Portfolio Management3:39
Overview of ServiceNow Portfolio Management3:07
Creating a Portfolio in ServiceNow4:13
Scenario Planning for Project Portfolio Management7:58
The PMO Dashboard Explained6:25
Benefits of ServiceNow Program Management1:46
Understanding ServiceNow PPM Programs3:27
Create a Program5:40
Adding Details to a Program9:31
Explore how to enrich a ServiceNow program within project portfolio management with fields like status, phase, investment types, and strategies, then link tasks, demands, projects, risks, and status reports.
The Program Workbench4:34
The Program Manager Dashboard1:28
Access and explore the PMO dashboard to replace the deprecated program manager dashboard, delivering pipeline, health, data quality, actuals, and calendar insights powered by ServiceNow performance analytics.
Scenario Walkthrough: Structuring Work into Portfolios and Programs5:49
Megan Burke creates the Green Future 2030 portfolio with budgets and objectives. George Tukis creates the Smart Energy Infrastructure program and links related demands and projects.
Portfolios and Programs Section Conclusion0:46
Portfolios & Programs
Creating Portfolios and Programs for NovaLink Energy Strategic Initiatives

ServiceNow PPM Project Management Introduction1:06
Starting Out with ServiceNow Project Management3:54
Learn to plan and manage projects in ServiceNow project management, defining phases, creating tasks and dependencies, assigning resources, and monitoring progress with dashboards.
Setting Up a Project: Key Considerations4:32
Create a Project in ServiceNow7:52
Create a project in service now by navigating to the project module, naming the project, leveraging demands, templates, and knowledge base, and setting portfolio, program, execution type, dates, and financials.
Add Details to a Project12:08
Add and update project details in ServiceNow by assigning groups and owners, configuring phases, and recording business cases, risks, and financials for clear governance.
Explore the Related records of a Project in ServiceNow10:48
Explore how to manage a ServiceNow project by viewing related records, including tasks, milestones, budgets, risks, issues, and stakeholders, within a unified project workspace.
Working with Project Tasks as a Task Assignee7:10
Key Features of the Project Workspace3:57
Explore the ServiceNow project workspace to centralize project management, allocate resources, plan finances, and boost collaboration, decision making, and AI-powered document insights (summaries, elaboration, shortening) with gen AI.
Installing the Project Workspace1:20
The Project Workspace Hands On17:15
Understanding Project Task Creation1:37
Master task creation in project planning by applying top-down or bottom-up methods, building parent and child tasks, and using roll-up duration and work-in-progress metrics on the ServiceNow platform.
Understanding Task Relationships & Dependencies5:27
Examine how parent and child tasks organize work, with roll up and roll down to aggregate status. Learn finish-to-start, start-to-start, finish-to-finish, start-to-finish dependencies, lag time, and gantt charts.
Legacy Project Workspace & Planning Console4:44
The Project Workbench5:35
Scenario Walkthrough: Creating and Planning the AI-Powered Smart Grid Project19:09
Paul Martin creates the project, defines scope, start/end dates, and budget. Add tasks and milestones in the WBS, review the Gantt chart, and set a baseline.
Project Management Section Conclusion0:46
Project Management
Project Planning & creating a WBS in ServiceNow

Resource Management Section Introduction1:16
Capabilities of ServiceNow Resource Management3:09
Resource Management Process2:01
Explore the resource management process in ServiceNow, defining roles of resource requester and resource manager, outlining plan states from requested to confirmed, soft allocation, allocated, hot allocations, canceled, and completed.
Understanding Resource Request Types3:08
Understand the three ServiceNow resource request types—hours, FTE, and person days—and how to calculate planned hours and working days for accurate resource planning.
Creating a Resource Plan6:13
Understanding Resource Allocations3:46
Learn how ServiceNow resource allocations use proportional distribution and soft allocations, deriving a 0.625 factor from total capacity to assign hours and finalize with hot allocations after confirmation.
Understanding Hard Resource Allocations2:03
Confirm and Allocate Resources in ServiceNow5:16
Features & Benefits of Resource Management Workspace1:49
Working with the Resource Management Workspace7:42
Learn to install and explore the resource management workspace in ServiceNow, create resource cards, update employee definitions, configure filters, and manage allocations from hours to fte with views and exports.
Using the My Calendar View as a Project Resource3:04
Scenario Walkthrough: Assigning People and Costs17:18
Rosie Mathews creates UAE rate cards for different roles. Paul Martin builds the resource plan, assigning Abel Tuter, Beth Anglin, and other team members with correct allocations.
Scenario Walkthrough: Submitting & Approving Time Cards9:02
See how a project resource submits timecards and how the project manager approves it and then calculate the actual costs for the resource.
Resource Management Section Conclusion0:44
Master ServiceNow resource management by creating resource plans, requesting resources, and analyzing availability and utilization to maximize capacity. Prevent overallocation and underutilization, keep projects on track, and ensure timely delivery.
Resource Management
Requesting and Allocating Resources in ServiceNow

Requirements

Basic Project Management knowledge
Basic skills in ServiceNow
Access to a free ServiceNow developer instance

Description

This course covers all critical aspects of ServiceNow Strategic Portfolio Management (SPM), ensuring you can maximize the efficiency and success of your projects. The main sections of the course include:

1. Introduction to ServiceNow Strategic Portfolio Management

• Overview of ServiceNow SPM

• Key benefits and features

2. Innovation Management and Submitting Ideas

• Using the Idea Portal

• Submitting, viewing, and collaborating on ideas

• Promoting ideas to demands

3. Demand Management

• Creating and assessing demands

• Adding details, stakeholders, and requirements to demands

• Converting accepted ideas into demands

4. Project Portfolios and Programs

• Setting up and managing project portfolios

• Annual portfolio planning and budgeting

• Tracking portfolio progress

5. Project Management

• Initiating and planning projects

• Managing project tasks and timelines

• Monitoring project progress and performance

6. Resource Management

• Creating and managing resource plans

• Assigning and tracking resources

• Using time cards for effort and cost tracking

7. Financial Management

• Budgeting and forecasting

• Tracking financial performance of projects and portfolios

• Managing multi-currency budgets

8. Reporting and Dashboards

• Creating and customizing reports

• Using dashboards for real-time insights

• Visualizing data with bubble charts and other tools

By the end of this course, you will be able to:

• Efficiently manage and track the entire lifecycle of your projects.

• Utilize ServiceNow PPM tools to enhance collaboration and innovation.

• Make informed decisions based on comprehensive data and insights.

• Optimize resource allocation and financial performance.

Enroll now and take your project management skills to the next level with ServiceNow Project Portfolio Management!

This course is not affiliated with any official ServiceNow curriculum or ServiceNow partners.

Who this course is for:

Project Managers: Professionals responsible for overseeing project planning, execution, and delivery using ServiceNow.
Portfolio Managers: Individuals managing multiple projects and programs, seeking to optimize resources and align projects with organizational goals.
IT Managers: Leaders aiming to streamline IT project workflows and enhance collaboration within their teams.
Business Analysts: Experts involved in project planning and execution, focusing on aligning business requirements with project outcomes.
ServiceNow Administrators: Technical staff responsible for configuring and maintaining ServiceNow instances, ensuring efficient project and portfolio management.
Resource Managers: Professionals tasked with managing team allocations, ensuring optimal resource use across projects.
Financial Analysts: Individuals involved in project financial planning and tracking, aiming to ensure budget adherence and financial efficiency.
PMO Staff: Members of Project Management Offices looking to standardize and improve project management practices using ServiceNow.

Project Success with ServiceNow Project Portfolio Management

What you'll learn

Explore related topics

Course content

Introduction10 lectures • 1hr 4min

ServiceNow Innovation Management12 lectures • 38min

Demand Management9 lectures • 1hr 15min

Portfolios & Programs14 lectures • 1hr

ServiceNow PPM Project Management16 lectures • 1hr 47min

Resource Management14 lectures • 1hr 7min

Bonus AI Lesson & Course Conclusion2 lectures • 9min

Requirements

Description

Who this course is for: