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Project Success with ServiceNow Project Portfolio Management
Rating: 4.6 out of 5(247 ratings)
2,364 students
Last updated 11/2025
English

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 sections77 lectures7h 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
  • 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
  • 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
  • Introduction Section Quiz

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.