© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Create a Portfolio
ServiceNow PPM: Portfolio Management
Introduction
How to create a portfolio
The ServiceNow Portfolio Management application involves a set of
activities related to creating, monitoring & tracking a portfolio.
1. On the left hand panel, type in
‘portfolio’ to filter through the
menu options
2. Click on ‘Create New’ to create
a new portfolio
3. Fill out the form to create a
portfolio and add yourself as
the portfolio manager
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Click on the ‘star’ icon
to have this menu option in your ‘favourites’ tab
Tip
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Create a Portfolio
ServiceNow PPM: Portfolio Management
1. Enter Portfolio Name.
2. Enter Portfolio Description.
3. Add Portfolio Officers if applicable.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Add / Update target value
ServiceNow PPM: Portfolio Management
Introduction
How to add / update a target value
The ServiceNow Portfolio Management application involves a set of
activities related to creating, managing & tracking a portfolio.
1. On the left hand panel, type in
‘portfolio’ to filter through the
menu options
2. Click on ‘Workbench’ to create
a new portfolio
3. Click on the relevant portfolio.
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2
Click on the ‘star’ icon
to have this menu option in your ‘favourites’ tab
Tip
3
© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Add / Update target value
ServiceNow PPM: Portfolio Management
1. Select the correct fiscal year and verify the projects you need
to update is in the list
2. Click here to add / update target
3. Move to project initiation and planning process
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Project Selection & Confirmation
ServiceNow PPM: Portfolio Management
Introduction
How to monitor portfolio
The ServiceNow Portfolio Management application involves a set of
activities related to creating, monitoring & tracking a portfolio.
1. On the left hand panel, type in
‘portfolio’ to filter through the
menu options
2. Click on ‘Workbench’ to create
a new portfolio
3. Click on the relevant portfolio.
1
2
Click on the ‘star’ icon
to have this menu option in your ‘favourites’ tab
Tip
3
© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Project Selection & Confirmation
ServiceNow PPM: Portfolio Management
1. Click here to select demands and projects.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Project Selection & Confirmation
ServiceNow PPM: Portfolio Management
2. Click on the gear icon to include other fields in the list view
e.g. capex budget, opex budget and total budget.
3. Scroll to the right to validate whether project planned cost is
within total budget.
4. Validate whether all projects planned cost is within the
portfolio target.
5. Click on the checkbox to select the project for execution and
tracking.
6. Click on confirm to confirm all selected projects for execution
and tracking.
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Note: Following activities are to be performed after completion of
project initiation and project planning processes.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Monitor Portfolio
ServiceNow PPM: Portfolio Management
Introduction
How to track portfolio
The ServiceNow Portfolio Management application involves a set of
activities related to creating, monitoring & tracking a portfolio.
1. On the left hand panel, type in
‘portfolio’ to filter through the
menu options
2. Click on ‘Workbench’ to create
a new portfolio
3. Click on the relevant portfolio.
1
2
Click on the ‘star’ icon
to have this menu option in your ‘favourites’ tab
Tip
3
© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Monitor Portfolio
ServiceNow PPM: Portfolio Management
1. Click on track Portfolio.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Monitor Portfolio
ServiceNow PPM: Portfolio Management
2. Click on Timeline View to track timelines.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Monitor Portfolio
3. Click on Project KPI to track project KPIs.
4. Click on project name to validate project information
5. The out of box project status report would open up on clicking
in the project name.
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ServiceNow PPM: Portfolio Management
© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Generate PSR
ServiceNow PPM: Portfolio Management
Introduction
How to track portfolio
The ServiceNow Portfolio Management application involves a set of
activities related to creating, monitoring & tracking a portfolio.
1. On the left hand panel, type in
‘portfolio’ to filter through the
menu options
2. Click on ‘All’ to create a new
portfolio
3. Click on the relevant portfolio.
1
2
Click on the ‘star’ icon next to
the module name to have a
menu option in your ‘favourites’ tab
Tip
3
© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Generate PSR
ServiceNow PPM: Portfolio Management
Click on the related link for ‘Portfolio Summary Report’ to open the
PSR report.
Note: Following activities are to be performed after completion of
project initiation, project planning and monitoring & review processes.
© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Generate PSR
ServiceNow PPM: Portfolio Management
Note: This is a system generated PSR report in your
browser’s tab. For printing or saving as pdf, click on Ctrl + P
and use the settings as demonstrated in the next slide.
© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
Print PSR
ServiceNow PPM: Portfolio Management
1. Change to
‘Save as PDF’
or select your
company
printer
2. Set the layout
as ‘Portrait’
3. Make sure that
paper size is
A4
4. Set the margin
to ‘None’
5. Click on the
option for
‘Background
graphics’
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
ServiceNow PPM Tip Sheet
Use the navigator to find all things related to projects, including how to create one.
1. Type project in the navigator search bar2. Click on “Workbench” to view all portfolios
(only accessible to the portfolio manager)3. Click on “Create New” to create a new
portfolio (only accessible to the portfolio manager)
4. Click on “All” to open all portfolios in a list view (only accessible to the portfolio manager)
5. Click on “Workbench” to view all programs (only accessible to the portfolio manager and program managers)
6. Click on “All” to open all programs in a list view (only accessible to the portfolio manager and program managers)
7. Click on “Project Workspace” to view all projects
8. Click on “Create New” to create a new project
9. Click on “All” to open all projects in a list view.
10. Click on templates to view project templates if any exist.
Introduction
ServiceNow Guidelines and help Tips
The ServiceNow Portfolio Management application involves a set of
activities related to creating, monitoring & tracking a portfolio.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
ServiceNow PPM Tip Sheet
The list view allows the user to search for a particular project/program/portfolio or see all the records that meet certain criteria.
From the list view, a user can:
1. Personalise which column information they see by clicking the gear icon which would open a new window and then adding or removing columns, and clicking “OK”.The default columns are Number, Project Name, Project manager, Portfolio, Planned start date, Planned date, Priority, State and Percent complete.
2. Right click on any column header to sort the list in ascending or descending order of that field value.
3. Group the list by the column’s field value.
4. Produce graphs
5. Export project/program/portfolio data list view to show all records and utilize the exported data for reporting
6. Click on a project number to open the project form.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
ServiceNow PPM Tip Sheet
The list view allows the user to search for a particular project or see all the projects that meet certain criteria.
Adding filters:
1. From the drop down list the user can select the column that they wish to filter by, enter the value that it must equal, and then press “Enter” on the keyboard
or
2. Click on the funnel icon to expand the filter creation tool, build more complex filter conditions, and click “Run”
or
3. Click on the search icon, type the desired conditions into the columns, then press “Enter” on the keyboard
or
4. Right click on a value of any column with the desired value and either filter to only show this value using ‘Show Matching’ or filter to remove this value using ‘Filter Out’.
Filters can be added to the users Favourites menu by clicking and dragging the filter.
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© 2018 Deloitte Consulting Pty Ltd. All rights reserved.
ServiceNow PPM Tip Sheet
Shortcut Explanation
Shift Select multiple sequential items in your list view by clicking and dragging,
e.g. calls, incidents, requests
Ctrl Select multiple items in your list view, e.g. calls, incidents, requests
Ctrl + Alt + G Activate global search field in top right hand corner
Ctrl + Alt + C Toggle application navigator (left hand pane)
Ctrl + Alt + F Activate application navigator search bar (left hand pane)
Wildcard Explanation Example
% Single character wildcard
search
te%t will find words such as ‘text’ or ‘test’
printer% will find results that start with
‘printer’ and %printer will find results that
end with printer
* Multiple character wildcard
search
pl*d will find words such as ‘planned’ or
‘placed’
*printer will find results that contain ‘printer’
= Equal to wildcard search =printer will find ‘printer’ only
!= Not equal to wildcard
search
!=printer will generate anything that is not
equal to ‘printer’
Search shortcuts Explanation Example
“ ” Exact phrase search containing
one or more words
“citrix problems”
Note: this ignores stop words
(at, the, in), punctuation and
wildcards
OR or vertical bar
symbol (|)
Search results that contain one
term or another
“email OR password”
“email | password”
AND Search results that contain all
terms listed
“email AND password”
“citrix AND internet AND laptop”
NOT or minus (-) or
exclamation mark (!)
Excludes results that contain
the term after the NOT search
“email NOT password”
“email !password”
“email –password”
Search shortcutsNote: these can only be used in global text search field, knowledge base search and list search for text