Global Knowledge

ServiceNow Project Portfolio Management (PPM) Fundamentals

Par Global Knowledge


  • Create a demand.
  • Import Microsoft projects into ServiceNow.
  • Use a hybrid approach to work within a project, in order to manage agile and test
  • Manage the project scope, schedule, and resources and communicate efficiently
  • with project teams and stakeholders.
  • Track project financials and resource effort.
  • Manage project task resources with a clear view of capacity, allocations, and
  • Track time related to resources.
  • Monitor project progress and generate detailed project‑level and strategic portfolio‑level reports.
  • Manage project artifacts and close out projects.
  • Build, manage, and track programs and portfolios.


During this two-day interactive training course, students access the ServiceNow platform in their own student instance, which is a “safe sandbox” loaded with demo and test data.

The course follows a fictitious company and their journey as they work within ServiceNow’s Project Portfolio Management application. The class features lectures, group discussions, demonstrations, and extensive hands-on practice completed through a variety of lab exercises.

Module 1: Project Portfolio Management Introduction

  • Objectives:
    • Review the ServiceNow Project Portfolio Management products
    • Explore the architecture and roles within Project Portfolio Management
    • Discover Project Portfolio Management applications

Module 2: Demand Management

  • Objectives:
    • Demonstrate how to submit and screen demands
    • Identify how to assess and qualify demands
    • Examine Demand Workbench and Roadmap
  • Labs:
    • Lab 2.1: Submit a Demand
    • Create a demand
    • Enhance a demand
    • Create a demand task
    • Submit a demand
    • Associate costs and resource plans with a demand
    • Lab 2.2: Screen a Demand
    • Add demand risks
    • Validate assessment recipients
    • Complete demand assessments
    • Lab 2.3: Create a Project from a Demand
    • Modify the Demand form
    • Review assessment metric results
    • Approve demands through creating a project
    • Navigate through the Demand Workbench, Demand Roadmap, and Project CIO Roadmap

Module 3: Set Up a Project

  • Objectives:
    • Demonstrate how to initiate a project in ServiceNow
    • Understand the use of projecttasks
    • Discover project creation features
  • Labs:
    • Lab 3.1: Create a New Project and Project Tasks
    • Create a Project
    • Modify a Project form
    • Add notes and comments to a project
    • Create and assign a single project task
    • Create and update multiple project tasks
    • Lab 3.2: Project Creation Options
    • Create a project from:
    • A copy of another project
    • A project template
    • A Microsoft Project import
    • Create a template from a project

Module 4: Planning a Project

  • Objectives:
    • Describe Project Workspace and Planning Console
    • Discover how to manage project tasks, relationships, schedule slips, risks, issues,
    • and costs6
    • Identify how to monitor and report on project status
  • Labs:
    • Lab 4.1: Create Project Tasks in Planning Console
    • Add tasks and subtasks in the Planning Console
    • Set task durations in the Planning Console
    • Build out project relationships, set milestones, and establish a project baseline
    • Lab 4.2: Manage Project Activities
    • Monitor schedule slips
    • Export a baseline
    • Track risks and issues
    • Create cost plans and expense lines
    • Create a status report

Module 5: Tracking a Project

  • Objectives:
    • Describe ProjectWorkbench
    • Examine waterfall, Agile, and hybrid projects
    • Identify how to manage project phases, tasks, and stories
  • Labs:
    • Lab 5.1: Define a Waterfall Project
    • Create a waterfall project
    • Add phases and project tasks in the Project Workbench and the Project form
    • Lab 5.2: Define an AgileProject
    • Review Agilegroups and add team members
    • Create an Agile phase
    • Associate existing and new stories to an Agile phase
    • Lab 5.3: Manage a HybridProject
    • Manage a hybrid project
    • Create and manage a test phase
    • Create a milestone and manage project tasks and stories

Module 6: Resource Management

  • Objectives:
    • Discover how to create and manage resource plans
    • Recognize key components of the resource workbench
    • Examine resource costs and timecards
  • Labs:
    • Lab 6.1: Request Resources
    • Create a new resource plan based on resource availability
    • Manage and request a resource plan
    • Lab 6.2: Confirm and AllocateResources
    • Create soft allocations
    • Create hard allocations
    • Lab 6.3: Submit a Time Card
    • Submit actual time against a resource plan and project
    • Approve a time card7

Module 7: Program and Portfolio Management

  • Objectives:
    • Recognize key components of building programs and portfolios
    • Discover the Program Workbench
    • Demonstrate how to plan a portfolio
  • Labs:
  • Lab 7.1: Create and Manage a Program
    • Define a program
    • Relate program assets
    • Use the Program Workbench
  • Lab 7.2: Plan and Manage a Portfolio
    • Add demands and projects to a program/portfolio
    • Create planning scenarios
    • Compare scenarios to determine which is most beneficial
    • Confirm a scenario
    • Track a portfolio