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Quick Reference Guide
Introduction to ServiceNow PPM
• Provider of cloud-based software that automates IT Service Management (help-desk ticket system) and Project Portfolio Management (PPM) headquartered in Santa Clara, CA. • It is a Software-as-a-Service (SaaS) business model with web
interface.
Who and What is ServiceNow?
One ITBM Platform
Cloud Management
Discovery
HRFacilities
MarketingLegal
Finance
Change & Release
Incident
Problem
FinancialManagement
Risk
Audit
AgileDevelopment
& Test
Demand
Resource
Project& Portfolio
SecurityIncident Response
CustomerService Field
Services
Asset
VulnerabilityResponse
Compli-ance
Orchestration
ServiceMapping
EventManagement
Service
Management
IT Business
Management
Customer ServiceHR
SecOps & G
RC
App Portfolio
Vendor
Threat Intelligence
IT Operations
Management
ServiceNowPlatform
Workflow
ServiceCatalog Knowledge
Base
DeveloperTools
ContextualCollaboration
SingleDatabas
e
ServicePortal
Subscription &
Notification
Reports & Dashboard
s
ServiceLevels
Orchestration
Performance Forecasting
Predictive Modeling
PeerBenchmarking
Anomaly Detection
Demand Management Portfolio Management Agile Development Test Management
Application Portfolio Management
Resource Management
Financial Management
Bring Together All Strategic Planning
Visibility Alignment Velocity
DemandManagement
ResourceManagement
TestManagement
ProjectPortfolio
AgileDevelopment
Financial Modeling
FinancialPlanning
Application Portfolio
FinancialShowback
Project and Portfolio Management
IT FinancialManagement
Agile DeliveryApplication Portfolio Management
Common CMDB, Common Resources, Platform Capabilities
Platform Structure
Real-time Visibility
Common Platform, Data Model, Workflow, and Service Framework
Resource and Financial Management
Strategy and Goals
Ensure onlyright ideasproceed
Align to strategyand goals
Optimize portfolio in line with priorities and constraints
WaterfallAgile Hybrid
Estimate demand
Idea Portal
Application Portfolio
Technology Portfolio
Business Capabilities
Idea Demand Portfolio
Project
Enhancement
Change Release Run the business
ServiceNow Release Roadmap
Service PortalGeneral LayoutApplication NavigatorFavorites and HistoryProject Portfolio Modules
General Navigation
Service Portal
ServiceNow Layout
Application Navigator
Application Navigator
Project Portfolio Links (1)
Project Portfolio Links (2)
Project Portfolio Links (3)The Time Sheets application contains Time Sheets, Time Cards, and My Time Sheets.
Field Icons on FormsSave vs. Update vs. SubmitGeneral IconsContext Menu
NavigationBanner FrameHomepage Layout and Content
Icons and Buttons
Icons and Buttons (1)
General Icons – Records/FormsField Icons on Forms
Save vs. Update vs. Submit General Icons - Homepage
Reference Icon (more details)
Suggestion (contextual lookup)
Knowledge Base Search
Edit Currency Value in More Detail
Multi-Select
List Lookup (browse)
Manage Attachments
Activity Stream (audit trail)
Personalize Current Form
More Options (template bar, tags)
Save record; stay on current page
Save record; return to previous page
Submits the record; return to previous pageExport to PDF Homepage
SettingsRefresh
Icons and Buttons (2)
Custom FiltersPersonalizingSearching Lists
List Views
Creating Custom FiltersTo create custom filters:
1. Click on the Filter icon.2. Set conditions.3. Name the filter.4. Click the Save button.5. Access your saved filters for a given page
from the List Controls menu
Personalizing List ViewsTo edit list views:
1. Highlight the desired field(s) 2. Move them between the Available and
Selected lists with the right and left arrow buttons.
3. Highlight the Selected field(s) and change the order of fields in the list with the up and down arrow buttons.
4. Set other options.5. Click the OK button.
Searching• Use the Global List Search
feature to search in all columns within the list view.• Use the Column Search feature
to search for specific text in any given visible column.
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