loc string | api string | lastmod string | changefreq string | priority float64 | sitemappart string | locale string | bundle string | page_id string | release string | title string | description string | keywords list | breadcrumbs list | html_content string | page_content dict | clean_text string | rich_text string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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"IT Asset Management",
"Enterprise Asset Management",
"Configuring Enterprise Asset Management"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/enterprise-asset-management/task/request-enterprise-asset-management.html" id="bundle:zurich-it-asset-management/enus/product/enterprise-asset-management/task/request-enterprise-asset-management.html"><body id="request-enterprise-ass... | {
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},
{
"title": "Enterprise Ass... | # Install Enterprise Asset Management
Request the Enterprise Asset Management application from the ServiceNow® Store so that you can track and manage your enterprise
assets.
## Before you begin
Role required: sys\_admin
## About this task
The following plugins and applications are automatically installed with the ... | ---
title: Install Enterprise Asset Management
description: "Request the Enterprise Asset Management application from the ServiceNow\xAE\
\ Store so that you can track and manage your enterprise assets."
keywords: []
breadcrumbs:
- IT Asset Management
- Enterprise Asset Management
- Configuring Enterprise Asset Manag... |
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"title": " Hardware Ass... | # Configure settings to monitor asset key performance indicators (KPIs) in the Hardware Asset Workspace
Set up the necessary configurations in the Asset operations view to enable the tracking of KPIs for your hardware assets. These settings enable you to monitor and manage the performance your assets.
As an administr... | ---
title: Configure settings to monitor asset key performance indicators (KPIs) in the
Hardware Asset Workspace
description: Set up the necessary configurations in the Asset operations view to enable
the tracking of KPIs for your hardware assets. These settings enable you to monitor
and manage the performance yo... |
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"title": " Hardware Ass... | # Content lookup portal for Hardware Asset Management
The Content lookup portal gives you visibility into the data stored in the Content Library as part of the IT Asset Management
Content Service via an intuitive user interface.
The Content Library is a repository of hardware product names and all additional informat... | ---
title: Content lookup portal for Hardware Asset Management
description: The Content lookup portal gives you visibility into the data stored in
the Content Library as part of the IT Asset Management Content Service via an intuitive
user interface.
keywords: []
breadcrumbs:
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" Hardware Asset Management ",
"Using Hardware Asset Management"
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Configure settings for asset KPI tracking and monitor asset KPIs using performance reports in the Hardware Asset Workspace.
| ---
title: Manage and monitor hardware asset performance
description: Configure settings for asset KPI tracking and monitor asset KPIs using
performance reports in the Hardware Asset Workspace.
keywords: []
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# M... |
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"title": " Hardware Ass... | # Manage stockrooms with inventory reports in the Hardware Asset Workspace
Track and manage stockrooms efficiently by evaluating the inventory reports in the Hardware Asset Workspace.
The inventory reports help you:
* Find replacement options for assets.
* Quickly identify shortages and align current demand in your ... | ---
title: Manage stockrooms with inventory reports in the Hardware Asset Workspace
description: Track and manage stockrooms efficiently by evaluating the inventory reports
in the Hardware Asset Workspace.
keywords: []
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https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/hardware-asset-management/concept/manage-stockroom-receive-hws.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/hardware-asset-management/concept/manage-stockroom-receive-hws.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/hardware-asset-management/concept/manage-stockroom-receive-hws.html | zurich | Manage the receiving of assets at stockrooms in the Hardware Asset Workspace | Receive hardware and consumable assets at stockrooms from any workflow at a centralized location on the stockroom form in the Hardware Asset Workspace. | [] | [
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"title": " Hardware Ass... | # Manage the receiving of assets at stockrooms in the Hardware Asset Workspace
Receive hardware and consumable assets at stockrooms from any workflow at a centralized location on the stockroom form in the Hardware Asset Workspace.
Depending on the number and type of assets that you want to receive, you can select fro... | ---
title: Manage the receiving of assets at stockrooms in the Hardware Asset Workspace
description: Receive hardware and consumable assets at stockrooms from any workflow
at a centralized location on the stockroom form in the Hardware Asset Workspace.
keywords: []
breadcrumbs:
- IT Asset Management
- ' Hardware Ass... |
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"IT Asset Management",
" Hardware Asset Management ",
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"title": " Hardware Ass... | # Service Bridge configuration for Zero Touch Refresh
The Zero Touch Refresh flow uses the Service Bridge application to connect providers with your ServiceNow instance to manage asset refresh requests. Your employees and the provider can work on requests in their own environments.
## Service Bridge setup for provide... | ---
title: Service Bridge configuration for Zero Touch Refresh
description: The Zero Touch Refresh flow uses the Service Bridge application to connect
providers with your ServiceNow instance to manage asset refresh requests. Your employees
and the provider can work on requests in their own environments.
keywords: [... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/hardware-asset-management/task/opt-in-kpi-tracking-ham.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/hardware-asset-management/task/opt-in-kpi-tracking-ham.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/hardware-asset-management/task/opt-in-kpi-tracking-ham.html | zurich | Opt in to model categories to track performance KPIs for hardware assets | Monitor the performance KPIs of hardware assets in your organization by enabling the KPI tracking for the models to which the assets belong. | [] | [
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Monitor the performance KPIs of hardware assets in your organization by enabling the KPI tracking for the models to which the assets belong.
## Before you begin
Role required: admin
## Procedure
1. Navigate to Workspaces > Hardware Asset Wo... | ---
title: Opt in to model categories to track performance KPIs for hardware assets
description: Monitor the performance KPIs of hardware assets in your organization
by enabling the KPI tracking for the models to which the assets belong.
keywords: []
breadcrumbs:
- IT Asset Management
- ' Hardware Asset Management ... |
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"title": " Hardware Ass... | # View open asset attestations in the Hardware Asset Workspace
Get the details of all asset attestations that are awaiting action from your employees in the Hardware Asset Workspace.
## Before you begin
Role required: asset or inventory\_admin
## Procedure
1. Navigate to Workspaces > Hardware Asset Workspace > Inv... | ---
title: View open asset attestations in the Hardware Asset Workspace
description: Get the details of all asset attestations that are awaiting action from
your employees in the Hardware Asset Workspace.
keywords: []
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https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/now-assist-sam/concept/exploring-now-assist-sam.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/now-assist-sam/concept/exploring-now-assist-sam.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/now-assist-sam/concept/exploring-now-assist-sam.html | zurich | Exploring Now Assist for Software Asset Management (SAM) | With the Now Assist for Software Asset Management (SAM) application, Software Asset Management managers can use generative AI to summarize publisher and product details and gain insights into the software estate. You can also generate recommended actions to manage software | [] | [
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"title": "Software Asset... | # Exploring Now Assist for Software Asset Management (SAM)
With the Now Assist for Software Asset Management (SAM) application, Software Asset Management managers can use generative AI to summarize publisher and product details and gain insights into the software estate. You can also generate recommended actions to ma... | ---
title: Exploring Now Assist for Software Asset Management (SAM)
description: With the Now Assist for Software Asset Management (SAM) application,
Software Asset Management managers can use generative AI to summarize publisher
and product details and gain insights into the software estate. You can also generate
... |
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"title": "Software Asset... | # Supporting information for Now Assist for Software Asset Management (SAM)
Get a quick overview of the important information that is related to the Now Assist for Software Asset Management (SAM) application.
## Supported versions
Now Assist for SAM is supported starting with the Yokohama release.
## Supported user... | ---
title: Supporting information for Now Assist for Software Asset Management (SAM)
description: Get a quick overview of the important information that is related to
the Now Assist for Software Asset Management (SAM) application.
keywords: []
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"title": "Software Asset... | # Configure Now Assist for Software Asset Management (SAM)
If you have the admin role, you can configure the Now Assist for Software Asset Management (SAM) application to generate summaries for publishers. These summaries highlight the information that pertains to the software deployment, license compliance, optimizat... | ---
title: Configure Now Assist for Software Asset Management (SAM)
description: If you have the admin role, you can configure the Now Assist for Software
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highlight the information that pertains to the software deployment, lice... |
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"title": "Software Asset... | # Generate publisher compliance summaries by using Now Assist for Software Asset Management (SAM)
Generate a comprehensive summary for a publisher that covers software deployment, license compliance, configuration health, and optimization. The detailed publisher summary helps you to gain insights into
the publisher es... | ---
title: Generate publisher compliance summaries by using Now Assist for Software Asset
Management (SAM)
description: Generate a comprehensive summary for a publisher that covers software
deployment, license compliance, configuration health, and optimization. The detailed
publisher summary helps you to gain ins... |
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"procurement",
"workflows"
] | [
"IT Asset Management",
"Procurement"
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... | # Procurement workflows
Procurement uses the following workflows. You can edit the existing flows or create a flow in the graphical Workflow Studio to meet your organization's asset procurement process.
* In the Service Catalog Request workflow, items ordered from the service catalog that cost over one thousand dolla... | ---
title: Procurement workflows
description: Procurement uses the following workflows. You can edit the existing flows
or create a flow in the graphical Workflow Studio to meet your organization's asset
procurement process.
keywords:
- procurement
- workflows
breadcrumbs:
- IT Asset Management
- Procurement
---
#... |
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"purchase order",
"create from a request"
] | [
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... | # Create a purchase order from a request
You can create a purchase order directly from a request. This approach enables procurement managers to obtain items and fulfill requests from the Service Catalog. You can create multiple purchase orders from a request.
## Before you begin
Role required: procurement\_admin or ... | ---
title: Create a purchase order from a request
description: You can create a purchase order directly from a request. This approach
enables procurement managers to obtain items and fulfill requests from the Service
Catalog . You can create multiple purchase orders from a request.
keywords:
- purchase order
- crea... |
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"receive assets"
] | [
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"Procurement",
"Receive assets"
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... | # Receive an asset
When assets are received and delivered to a stockroom, they’re added to the system.
## Before you begin
Role required: procurement\_admin or procurement\_user
## About this task
When you receive assets:
* If you haven’t pre-created hardware assets, you can enter asset details and reserve them fo... | ---
title: Receive an asset
description: "When assets are received and delivered to a stockroom, they\u2019re\
\ added to the system."
keywords:
- procurement
- receive assets
breadcrumbs:
- IT Asset Management
- Procurement
- Receive assets
---
# Receive an asset
When assets are received and delivered to a stockro... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/adobe-cloud-integration.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/adobe-cloud-integration.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/adobe-cloud-integration.html | zurich | Integrating with Adobe Cloud | Integrate your Software Asset Management application with Adobe Cloud services to track your software subscriptions and to determine your license compliance. | [] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses",
"Software Asset Management publisher pack for Adobe"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/adobe-cloud-integration.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/adobe-cloud-integration.html"><body id="adobe-cloud-integration"><main role="main"... | {
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"title": "Software Asset... | # Integrating with Adobe Cloud
Integrate your Software Asset Management application with Adobe Cloud services to track your software subscriptions and to determine your license compliance.
The Adobe Cloud integration supports the following Adobe Cloud services:
* Adobe Creative Cloud
* Adobe Experience Cloud
* Adobe... | ---
title: Integrating with Adobe Cloud
description: Integrate your Software Asset Management application with Adobe Cloud
services to track your software subscriptions and to determine your license compliance.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Supported software publisher ... |
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"IT Asset Management",
"Software Asset Management",
"Exploring Software Asset Management"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/calculated-lifecycles.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/calculated-lifecycles.html"><body id="calculated-lifecycles"><main role="main"><arti... | {
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"title": "Software Asset... | # Product life cycles
In the absence of vendor-provided life cycles, there are various capabilities that the Software Asset Management application provides to improve life cycle coverage.
## Overview of product life cycles
The Content Library provides approximated life cycle dates and life cycle codes which you can ... | ---
title: Product life cycles
description: In the absence of vendor-provided life cycles, there are various capabilities
that the Software Asset Management application provides to improve life cycle coverage.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Exploring Software Asset Manag... |
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"IT Asset Management",
"Software Asset Management",
"Software Asset Workspace"
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"title": "Software Asset... | # Content lookup portal for Software Asset Management
The Content lookup portal gives you visibility into the data stored in the Content Library as part of the IT Asset Management
Content Service via an intuitive user interface.
The Content Library is a repository of software product names and all additional informat... | ---
title: Content lookup portal for Software Asset Management
description: The Content lookup portal gives you visibility into the data stored in
the Content Library as part of the IT Asset Management Content Service via an intuitive
user interface.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/downgrade-rights.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/downgrade-rights.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/downgrade-rights.html | zurich | Downgrade Rights | The concept of downgrading licenses is built into the Software Asset Management plugin feature. Downgrade rights is the process of having acquired the rights to the latest version of software but using the rights to license earlier versions of the | [] | [
"IT Asset Management",
"Software Asset Management",
"Exploring Software Asset Management"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/downgrade-rights.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/downgrade-rights.html"><body id="downgrade-rights"><main role="main"><article role="artic... | {
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"title": "Software Asset... | # Downgrade Rights
The concept of downgrading licenses is built into the Software Asset Management plugin feature.
Downgrade rights is the process of having acquired the rights to the latest version of software
but using the rights to license earlier versions of the same software.
Downgrade rights are added at the so... | ---
title: Downgrade Rights
description: The concept of downgrading licenses is built into the Software Asset
Management plugin feature. Downgrade rights is the process of having acquired the
rights to the latest version of software but using the rights to license earlier
versions of the
keywords: []
breadcrumbs:... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/elp-grouping-byconsumption.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/elp-grouping-byconsumption.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/elp-grouping-byconsumption.html | zurich | Effective License Position (ELP) report for grouping by consumption | Get a comprehensive overview of your software license position across various organizational levels by generating an ELP report. | [] | [
"IT Asset Management",
"Software Asset Management",
"Exploring Software Asset Management",
"Software reconciliation for compliance"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/elp-grouping-byconsumption.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/elp-grouping-byconsumption.html"><body id="elp-grouping-byconsumption"><main ro... | {
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"title": "Software Asset... | # Effective License Position (ELP) report for grouping by consumption
Get a comprehensive overview of your software license position across various organizational levels by generating an ELP report.
## Overview of ELP report
An ELP report groups your data on the latest reconciliation results, and shows the consumpti... | ---
title: Effective License Position (ELP) report for grouping by consumption
description: Get a comprehensive overview of your software license position across
various organizational levels by generating an ELP report.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Exploring Software ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/group-user-allocation.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/group-user-allocation.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/group-user-allocation.html | zurich | Allocating licenses to a user group | Use the group allocation feature to manage the user allocation to a software entitlement in bulk. This feature enables the SAM managers to streamline and manage the license allocation process efficiently and automatically updates the user allocation when a group | [
"group allocations",
"license allocation to assignment group",
"group license allocation"
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"Exploring Software Asset Management"
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"title": "Software Asset... | # Allocating licenses to a user group
Use the group allocation feature to manage the user allocation to a software entitlement in bulk. This feature enables the SAM managers to streamline and manage the license allocation process efficiently and automatically
updates the user allocation when a group composition is cha... | ---
title: Allocating licenses to a user group
description: Use the group allocation feature to manage the user allocation to a software
entitlement in bulk. This feature enables the SAM managers to streamline and manage
the license allocation process efficiently and automatically updates the user allocation
when... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/integrate-adobe-cloud-oauth.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/integrate-adobe-cloud-oauth.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/integrate-adobe-cloud-oauth.html | zurich | Integrate Adobe Cloud using OAuth Server-to-Server credentials | Integrate your ServiceNow® instance with Adobe Cloud services by using OAuth Server-to-Server credentials by following the steps. | [] | [
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"Software Asset Management",
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"title": "Software Asset... | # Integrate Adobe Cloud using OAuth Server-to-Server credentials
Integrate your ServiceNow® instance with Adobe Cloud services by using OAuth Server-to-Server credentials by following the steps.
1. Create a project and add APIs using OAuth
2. Create an Adobe Cloud integration profile using OAuth
| ---
title: Integrate Adobe Cloud using OAuth Server-to-Server credentials
description: "Integrate your ServiceNow\xAE instance with Adobe Cloud services by\
\ using OAuth Server-to-Server credentials by following the steps."
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Supported softw... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/microsoft-publisher-pack.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/microsoft-publisher-pack.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/microsoft-publisher-pack.html | zurich | Software Asset Management publisher pack for Microsoft | The Software Asset Management publisher pack for Microsoft helps you track your license compliance position using Microsoft licensing metrics. | [] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses"
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"title": "Software Asset... | # Software Asset Management publisher pack for Microsoft
The Software Asset Management publisher pack for Microsoft helps you track your license compliance position using Microsoft licensing metrics.
Important: To use the publisher pack, activate the Software Asset Management Professional for Microsoft plugin (com.sn... | ---
title: Software Asset Management publisher pack for Microsoft
description: The Software Asset Management publisher pack for Microsoft helps you
track your license compliance position using Microsoft licensing metrics.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Supported software... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/microsoft-server-licensing-hyper-v-virtualization-technology.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/microsoft-server-licensing-hyper-v-virtualization-technology.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/microsoft-server-licensing-hyper-v-virtualization-technology.html | zurich | Microsoft Server licensing on Microsoft Hyper-V virtualization technology | The Software Asset Management publisher pack for Microsoft supports licensing rules for Microsoft Server products, such as Microsoft Windows Server, that are deployed on Microsoft Hyper-V virtualization technology. | [] | [
"IT Asset Management",
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"title": "Software Asset... | # Microsoft Server licensing on Microsoft Hyper-V virtualization technology
The Software Asset Management publisher pack for Microsoft supports licensing rules for Microsoft Server products, such as Microsoft
Windows Server, that are deployed on Microsoft Hyper-V virtualization technology.
Hyper-V is a Microsoft hype... | ---
title: Microsoft Server licensing on Microsoft Hyper-V virtualization technology
description: The Software Asset Management publisher pack for Microsoft supports licensing
rules for Microsoft Server products, such as Microsoft Windows Server, that are
deployed on Microsoft Hyper-V virtualization technology.
key... |
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"title": "Software Asset... | # Microsoft SQL Server licensing in high availability configurations
The Software Asset Management publisher pack for Microsoft supports licensing rules for Microsoft SQL Server deployed through high availability and disaster recovery solutions, such as Always On availability groups.
Always On availability groups pro... | ---
title: Microsoft SQL Server licensing in high availability configurations
description: The Software Asset Management publisher pack for Microsoft supports licensing
rules for Microsoft SQL Server deployed through high availability and disaster recovery
solutions, such as Always On availability groups.
keywords:... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/playbook-entitlementsetup-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/playbook-entitlementsetup-workspace.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/playbook-entitlementsetup-workspace.html | zurich | Software Asset Management Guided Experiences | The Software Asset Management Guided Experiences application provides step-by-step guidance for completing tasks in your daily software management activities. | [] | [
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"title": "Software Asset... | # Software Asset Management Guided Experiences
The Software Asset Management Guided Experiences application provides step-by-step guidance for completing tasks in your daily software management activities.
## Playbook overview
A playbook takes a workflow and breaks it into multiple lanes. Each lane includes:
* A li... | ---
title: Software Asset Management Guided Experiences
description: The Software Asset Management Guided Experiences application provides
step-by-step guidance for completing tasks in your daily software management activities.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Exploring So... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/rh-socket-pair-licensing.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/rh-socket-pair-licensing.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/rh-socket-pair-licensing.html | zurich | Red Hat Enterprise Linux socket-pair based licensing | The Software Asset Management publisher pack for IBM supports socket-pair based licensing rules for Red Hat Enterprise Linux Server and Red Hat Enterprise Linux for Virtual Datacenters. | [] | [
"IT Asset Management",
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"Supported software publisher licenses",
"Software Asset Management publisher pack for IBM",
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"title": "Software Asset... | # Red Hat Enterprise Linux socket-pair based licensing
The Software Asset Management publisher pack for IBM supports socket-pair based licensing rules for Red Hat Enterprise Linux Server and Red Hat Enterprise Linux for Virtual Datacenters.
## Overview of the socket-pair based licensing model
#### Red Hat Enterprise... | ---
title: Red Hat Enterprise Linux socket-pair based licensing
description: The Software Asset Management publisher pack for IBM supports socket-pair
based licensing rules for Red Hat Enterprise Linux Server and Red Hat Enterprise
Linux for Virtual Datacenters.
keywords: []
breadcrumbs:
- IT Asset Management
- Sof... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/sam-normalization-dash.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/sam-normalization-dash.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/sam-normalization-dash.html | zurich | Normalization and Content Service dashboard | View normalization trend charts on the Normalization and Content Service dashboard integrated with Performance Analytics. | [] | [
"IT Asset Management",
"Software Asset Management",
"Platform Analytics Solution for Software Asset Management classic"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/sam-normalization-dash.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/sam-normalization-dash.html"><body id="sam-normalization-dash"><main role="main"><a... | {
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"title": "Software Asset... | # Normalization and Content Service dashboard
View normalization trend charts on the Normalization and Content Service dashboard
integrated with Performance Analytics.
Note: The Normalization and Content Service dashboard is no longer available for new Zurich users who have activated the Software Asset Management Pro... | ---
title: Normalization and Content Service dashboard
description: View normalization trend charts on the Normalization and Content Service
dashboard integrated with Performance Analytics.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Platform Analytics Solution for Software Asset M... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/sam-saas-subscription-dash.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/sam-saas-subscription-dash.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/sam-saas-subscription-dash.html | zurich | Office 365 & Adobe Cloud dashboard in Software Asset Management classic | View compliance analysis results related to Microsoft Office 365 and Adobe Cloud License Management in Software Asset Management classic. | [] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses",
"Software Asset Management publisher pack for Adobe"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/sam-saas-subscription-dash.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/sam-saas-subscription-dash.html"><body id="sam-saas-subscription-dash"><main ro... | {
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"title": "Software Asset... | # Office 365 & Adobe Cloud dashboard in Software Asset Management classic
View compliance analysis results related to Microsoft Office 365 and Adobe Cloud License Management in Software Asset Management classic.
Note: The Office 365 & Adobe Cloud dashboard is no longer available for new Zurich users who have activate... | ---
title: Office 365 & Adobe Cloud dashboard in Software Asset Management classic
description: View compliance analysis results related to Microsoft Office 365 and
Adobe Cloud License Management in Software Asset Management classic.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Suppor... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/sam-workspace-workbench.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/sam-workspace-workbench.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/sam-workspace-workbench.html | zurich | License usage view | Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Workspace"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/sam-workspace-workbench.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/sam-workspace-workbench.html"><body id="sam-workspace-workbench"><main role="main"... | {
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"title": "Software Asset... | # License usage view
Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.
## Overview of the License usage view
The License ... | ---
title: License usage view
description: Use the license usage view as a single plane to understand the license
position of all software products, remediate non-compliance, view reconciliation
results, view, or add removal candidates, and view Software Asset Management related
reports.
keywords: []
breadcrumbs:... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/software-models-and-entitlements.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/software-models-and-entitlements.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/software-models-and-entitlements.html | zurich | Software models and Software entitlements | A software model is a profile of the software that you've purchased, including information about the publisher, version, and discovery map. Software entitlements are used to relate the software model to the rights that you've purchased. | [] | [
"IT Asset Management",
"Software Asset Management",
"Exploring Software Asset Management"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/software-models-and-entitlements.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/software-models-and-entitlements.html"><body id="software-models-and-enti... | {
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"title": "Software Asset... | # Software models and Software entitlements
A software model is a profile of the software that you've purchased, including
information about the publisher, version, and discovery map. Software entitlements are used to
relate the software model to the rights that you've purchased.
## Software models
Software models a... | ---
title: Software models and Software entitlements
description: A software model is a profile of the software that you've purchased,
including information about the publisher, version, and discovery map. Software
entitlements are used to relate the software model to the rights that you've purchased.
keywords: []
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/subscription-exclusions.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/subscription-exclusions.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/subscription-exclusions.html | zurich | Subscription exclusions for SaaS and SSO applications | Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations. | [] | [
"IT Asset Management",
"Software Asset Management",
"SaaS License Management"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/subscription-exclusions.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/subscription-exclusions.html"><body><main role="main"><article role="article" clas... | {
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"title": "Software Asset... | # Subscription exclusions for SaaS and SSO applications
Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations.
You can keep certain low-value and high-volume user subscriptions from being charged during... | ---
title: Subscription exclusions for SaaS and SSO applications
description: Define subscription exclusions for your SaaS and SSO applications to
optimize your licensing costs by keeping the excluded subscriptions out of license
cost calculations.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Ma... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/suite-inference-adobe.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/suite-inference-adobe.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/suite-inference-adobe.html | zurich | Suite inference rules for Adobe license metrics | Based on the system property Use component licenses to optimize compliance when suite licenses run out, the Software Asset Management application uses suite or component licenses. | [] | [
"IT Asset Management",
"Software Asset Management",
"Exploring Software Asset Management",
"Software Asset Management software suites"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/suite-inference-adobe.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/suite-inference-adobe.html"><body id="suite-inference-adobe"><main role="main"><arti... | {
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"title": "Software Asset... | # Suite inference rules for Adobe license metrics
Based on the system property Use component licenses to optimize compliance when suite licenses run out, the Software Asset Management application uses suite or component licenses.
| ---
title: Suite inference rules for Adobe license metrics
description: Based on the system property Use component licenses to optimize compliance
when suite licenses run out, the Software Asset Management application uses suite
or component licenses.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/vmware-publisher-pack.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/concept/vmware-publisher-pack.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/concept/vmware-publisher-pack.html | zurich | Software Asset Management publisher pack for VMware | Use the Software Asset Management publisher pack for VMware to track and optimize licensing for your VMware software products. | [] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/vmware-publisher-pack.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/concept/vmware-publisher-pack.html"><body id="vmware-publisher-pack"><main role="main"><arti... | {
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"title": "Software Asset... | # Software Asset Management publisher pack for VMware
Use the Software Asset Management publisher pack for VMware to track and optimize licensing for your VMware software products.
To use the VMware publisher pack, activate the Software Asset Management Professional for VMware (com.sn\_samp\_vmware) plugin.
VMware o... | ---
title: Software Asset Management publisher pack for VMware
description: Use the Software Asset Management publisher pack for VMware to track
and optimize licensing for your VMware software products.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Supported software publisher licenses... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/adobe-scheduled-jobs.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/adobe-scheduled-jobs.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/adobe-scheduled-jobs.html | zurich | Scheduled jobs for Adobe | Your Adobe integration profile is set to fetch subscription and usage information automatically from the Adobe portal on a scheduled basis. If needed, you can also run the following scheduled jobs manually to get this information. Each job must be | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/adobe-scheduled-jobs.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/adobe-scheduled-jobs.html"><body id="adobe-scheduled-jobs"><main role="main"><art... | {
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"title": "Software Asset... | # Scheduled jobs for Adobe
Your Adobe integration profile is set to fetch subscription and usage information automatically from the Adobe portal on a scheduled basis. If needed, you can also run the following scheduled jobs manually to get this information. Each job must be complete before starting the next one.
| Sc... | ---
title: Scheduled jobs for Adobe
description: Your Adobe integration profile is set to fetch subscription and usage
information automatically from the Adobe portal on a scheduled basis. If needed,
you can also run the following scheduled jobs manually to get this information.
Each job must be
keywords: []
brea... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/group-allocation-fields.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/group-allocation-fields.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/group-allocation-fields.html | zurich | Group allocations fields | Group allocations form and related fields description. | [
"group allocations"
] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/group-allocation-fields.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/group-allocation-fields.html"><body id="group-allocation-fields"><main role="m... | {
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"title": "Software Asset... | # Group allocations fields
Group allocations form and related fields description.
## Group allocations form
| Field | Description |
| --- | --- |
| Assignment Group | Name of the user group to which license is allocated. Software licenses are allocated to all the members of this assignment group based on the availab... | ---
title: Group allocations fields
description: Group allocations form and related fields description.
keywords:
- group allocations
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Management references
---
# Group allocations fields
Group allocations form and related fields descripti... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/pub-opt-sap.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/pub-opt-sap.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/pub-opt-sap.html | zurich | Publisher optimizations for SAP | View licensing optimizations for SAP by selecting SAP from the Publisher drop-down list. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/pub-opt-sap.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/pub-opt-sap.html"><body id="pub-opt-sap"><main role="main"><article role="article" class="... | {
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{
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"title": "Software Asset... | # Publisher optimizations for SAP
View licensing optimizations for SAP by selecting SAP from the Publisher drop-down list.
Important: To view recommended licensing optimizations for SAP, you must activate the Software Asset Management Professional for SAP plugin (com.sn\_samp\_sap) on your ServiceNow instance.
| Rep... | ---
title: Publisher optimizations for SAP
description: View licensing optimizations for SAP by selecting SAP from the Publisher
drop-down list.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Management references
---
# Publisher optimizations for SAP
View licensing opt... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/reclamation-rules-adobe.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/reclamation-rules-adobe.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/reclamation-rules-adobe.html | zurich | Reclamation rules for Adobe integration | Reclamation rules for Adobe integration set the minimum usage threshold for a subscription. If a subscription remains inactive for a specified period, the Software Asset Management application marks the subscription as a potential reclamation candidate. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/reclamation-rules-adobe.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/reclamation-rules-adobe.html"><body id="reclamation-rules-adobe"><main role="m... | {
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"title": "Software Asset... | # Reclamation rules for Adobe integration
Reclamation rules for Adobe integration set the minimum usage threshold for a subscription. If a subscription remains inactive for a specified period, the Software Asset Management application marks the subscription as a potential reclamation candidate.
The Software Asset Man... | ---
title: Reclamation rules for Adobe integration
description: Reclamation rules for Adobe integration set the minimum usage threshold
for a subscription. If a subscription remains inactive for a specified period, the
Software Asset Management application marks the subscription as a potential reclamation
candida... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/saas-downgrade-config-conditions.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/saas-downgrade-config-conditions.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/saas-downgrade-config-conditions.html | zurich | Subscription downgrade configuration condition | Determine various downgrade configuration conditions for SaaS applications and view the downgrade order based on the conditions. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/saas-downgrade-config-conditions.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/saas-downgrade-config-conditions.html"><body id="saas-downgrade-confi... | {
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"title": "Software Asset... | # Subscription downgrade configuration condition
Determine various downgrade configuration conditions for SaaS applications and view the downgrade order based on the conditions.
Table 1. Software downgrade configuration condition
| Field | Description |
| --- | --- |
| Downgrade configuration | Name of the downgrade ... | ---
title: Subscription downgrade configuration condition
description: Determine various downgrade configuration conditions for SaaS applications
and view the downgrade order based on the conditions.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Management references
---... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/saas-downgrade-configuration.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/saas-downgrade-configuration.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/saas-downgrade-configuration.html | zurich | Subscription downgrade configuration | Determine various downgrade configurations of SaaS applications and view the downgrade order based on the conditions. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/saas-downgrade-configuration.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/saas-downgrade-configuration.html"><body id="saas-downgrade-configuration... | {
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"title": "Software Asset... | # Subscription downgrade configuration
Determine various downgrade configurations of SaaS applications and view the downgrade order based on the conditions.
Table 1. Subscription downgrade configuration
| Field | Description |
| --- | --- |
| Display name | Name of the supported downgrade configuration. |
| Source id... | ---
title: Subscription downgrade configuration
description: Determine various downgrade configurations of SaaS applications and view
the downgrade order based on the conditions.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Management references
---
# Subscription down... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/sam-properties.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/sam-properties.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/sam-properties.html | zurich | Software Asset Management properties | You can set default reconciliation properties such as grouping and reconciliation debugging. | [
"Software Asset Management",
"properties"
] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/sam-properties.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/sam-properties.html"><body id="sam-properties"><main role="main"><article role="article... | {
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"title": "Software Asset... | # Software Asset Management properties
You can set default reconciliation properties such as grouping and reconciliation
debugging.
These properties are available for the Software Asset Management application.
To access these properties, navigate to All > Software Asset > Administration > Properties.
Table 1. Prope... | ---
title: Software Asset Management properties
description: You can set default reconciliation properties such as grouping and reconciliation
debugging.
keywords:
- Software Asset Management
- properties
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Management references
---
# Soft... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/software-model-fields.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/software-model-fields.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/software-model-fields.html | zurich | Software model fields | Software Model form and related list field descriptions. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/software-model-fields.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/software-model-fields.html"><body id="software-model-fields"><main role="main"><... | {
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{
"title": "Software Asset... | # Software model fields
Software Model form and related list field descriptions.
After you fill a software entitlement with the correct PPN, a software model is automatically created. The tabs on the Software Model form, such as Suite Components, Suite Parents, Software Product Lifecycles, Metric Attributes,
Downgrad... | ---
title: Software model fields
description: Software Model form and related list field descriptions.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Management references
---
# Software model fields
Software Model form and related list field descriptions.
After you fill... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/software-storage-usage.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/reference/software-storage-usage.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/reference/software-storage-usage.html | zurich | Software storage usage fields | Determine the usage information for SaaS applications for generating downgrade subscriptions. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Management references"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/software-storage-usage.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/reference/software-storage-usage.html"><body id="software-storage-usage"><main role="main... | {
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"title": "Software Asset... | # Software storage usage fields
Determine the usage information for SaaS applications for generating downgrade subscriptions.
Table 1. Software storage usage
| Field | Description |
| --- | --- |
| User principal name | User name or email address of the user. |
| Subscription profile | Name of the user subscription p... | ---
title: Software storage usage fields
description: Determine the usage information for SaaS applications for generating
downgrade subscriptions.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Management references
---
# Software storage usage fields
Determine the usa... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/apply-preferred-licensing-assignments-microsoft-clusters.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/apply-preferred-licensing-assignments-microsoft-clusters.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/apply-preferred-licensing-assignments-microsoft-clusters.html | zurich | Create preferred licensing assignments for Microsoft software products deployed on clusters | Create and define preferred licensing assignments for the Microsoft software products that are deployed on your hypervisor clusters. Use these assignments to specify whether you want to license each software product at either the physical host layer or virtual layer. | [] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses",
"Software Asset Management publisher pack for Microsoft"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/apply-preferred-licensing-assignments-microsoft-clusters.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/apply-preferred-licensing-assignments-microsoft-cluster... | {
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"title": "Software Asset... | # Create preferred licensing assignments for Microsoft software products deployed on clusters
Create and define preferred licensing assignments for the Microsoft software products that are deployed on your hypervisor clusters. Use these assignments to specify whether you want to license each software product at either... | ---
title: Create preferred licensing assignments for Microsoft software products deployed
on clusters
description: Create and define preferred licensing assignments for the Microsoft software
products that are deployed on your hypervisor clusters. Use these assignments to
specify whether you want to license each... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-adobe-cloud-integration-oauth.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-adobe-cloud-integration-oauth.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/create-adobe-cloud-integration-oauth.html | zurich | Create an Adobe Cloud integration profile using OAuth | Create an Adobe Cloud integration profile on your ServiceNow instance by using OAuth credentials to track your software subscriptions and to determine your license compliance. | [] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses",
"Software Asset Management publisher pack for Adobe",
"Integrating with Adobe Cloud",
"Integrate Adobe Cloud using OAuth Server-to-Server credentials"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-adobe-cloud-integration-oauth.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-adobe-cloud-integration-oauth.html"><body id="create-adobe-cloud-int... | {
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"title": "Software Asset... | # Create an Adobe Cloud integration profile using OAuth
Create an Adobe Cloud integration profile on your ServiceNow instance by using OAuth credentials to track your software subscriptions and to determine your license compliance.
## Before you begin
Role required: sam\_admin, sam\_integrator
Activate the followin... | ---
title: Create an Adobe Cloud integration profile using OAuth
description: Create an Adobe Cloud integration profile on your ServiceNow instance
by using OAuth credentials to track your software subscriptions and to determine
your license compliance.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Ass... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-adobe-cloud-oauth.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-adobe-cloud-oauth.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/create-adobe-cloud-oauth.html | zurich | Create a project and add APIs using OAuth | Create a project in the Adobe Developer Console for accessing Adobe APIs and add APIs to your project using OAuth. | [] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses",
"Software Asset Management publisher pack for Adobe",
"Integrating with Adobe Cloud",
"Integrate Adobe Cloud using OAuth Server-to-Server credentials"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-adobe-cloud-oauth.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-adobe-cloud-oauth.html"><body id="create-adobe-cloud-oauth"><main role="main"><a... | {
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"title": "IT Asset Management",
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"title": "Software Asset... | # Create a project and add APIs using OAuth
Create a project in the Adobe Developer Console for accessing Adobe APIs and add APIs to your project using OAuth.
## Before you begin
Role required: Adobe Cloud admin
## Procedure
1. Create a project in the Adobe Developer Console to access the Adobe APIs by selecting C... | ---
title: Create a project and add APIs using OAuth
description: Create a project in the Adobe Developer Console for accessing Adobe APIs
and add APIs to your project using OAuth.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Supported software publisher licenses
- Software Asset Mana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-group-allocations.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-group-allocations.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/create-group-allocations.html | zurich | Create group allocations | Create group allocations to allocate licenses to all the members of the assignment group. | [
"group allocation",
"create group allocation"
] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Workspace",
"License operations view"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-group-allocations.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-group-allocations.html"><body id="create-group-allocations"><main role="main"><a... | {
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"title": "Software Asset... | # Create group allocations
Create group allocations to allocate licenses to all the members of the assignment group.
## Before you begin
Role required: sam\_admin or sam\_user
## About this task
The SAM Manager can add a group allocation record for a software model with valid software entitlement records to create... | ---
title: Create group allocations
description: Create group allocations to allocate licenses to all the members of the
assignment group.
keywords:
- group allocation
- create group allocation
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Workspace
- License operations view
---
# C... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-ssogrp-swmodel-mapping.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-ssogrp-swmodel-mapping.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/create-ssogrp-swmodel-mapping.html | zurich | Create an SSO group software model mapping | Create a mapping for an SSO group with a software model to manage your licenses on group level rather than on application level. | [] | [
"IT Asset Management",
"Software Asset Management",
"SaaS License Management",
"Viewing your SaaS and SSO subscriptions"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-ssogrp-swmodel-mapping.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-ssogrp-swmodel-mapping.html"><body id="create-ssogrp-swmodel-mapping"><main... | {
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"title": "Software Asset... | # Create an SSO group software model mapping
Create a mapping for an SSO group with a software model to manage your licenses on group level rather than on application level.
## Before you begin
Role required: sam\_integrator or admin
## About this task
You must map an SSO group with a specific software model befor... | ---
title: Create an SSO group software model mapping
description: Create a mapping for an SSO group with a software model to manage your
licenses on group level rather than on application level.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- SaaS License Management
- Viewing your SaaS ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-swmodels-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/create-swmodels-workspace.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/create-swmodels-workspace.html | zurich | Create a software model in the Software Asset Workspace | Create a software model in the Software Asset Workspace. Add product details that are used to connect software rights that you purchased with software installations that are discovered on your system. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Workspace",
"Software asset overview"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-swmodels-workspace.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/create-swmodels-workspace.html"><body id="create-swmodels-workspace"><main role="main"... | {
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"title": "Software Asset... | # Create a software model in the Software Asset Workspace
Create a software model in the Software Asset Workspace. Add product details that are used to connect software rights that you purchased with software installations that are discovered on your system.
## Before you begin
Role required: sam\_user, sam\_admin, ... | ---
title: Create a software model in the Software Asset Workspace
description: Create a software model in the Software Asset Workspace. Add product
details that are used to connect software rights that you purchased with software
installations that are discovered on your system.
keywords: []
breadcrumbs:
- IT Asse... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/generate-elp-report-sam.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/generate-elp-report-sam.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/generate-elp-report-sam.html | zurich | Generate an Effective License Position (ELP) report | Generate an ELP report to gain detailed insights into the consumption details of different groups within your organization. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Workspace",
"License usage view"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/generate-elp-report-sam.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/generate-elp-report-sam.html"><body id="generate-elp-report-sam"><main role="main"><arti... | {
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{
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{
"title": "Software Asset... | # Generate an Effective License Position (ELP) report
Generate an ELP report to gain detailed insights into the consumption details of different groups within your organization.
## Before you begin
Role required: sam\_user
## About this task
An ELP report groups your data on existing reconciliation groups, by cons... | ---
title: Generate an Effective License Position (ELP) report
description: Generate an ELP report to gain detailed insights into the consumption
details of different groups within your organization.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Workspace
- License usage... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/import-entitlements-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/import-entitlements-workspace.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/import-entitlements-workspace.html | zurich | Import bulk entitlements in workspace | You can import multiple entitlements at one go in the Software Asset Workspace. | [] | [
"IT Asset Management",
"Software Asset Management",
"Software Asset Workspace",
"Software asset overview"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/import-entitlements-workspace.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/import-entitlements-workspace.html"><body id="import-entitlements-workspace"><main... | {
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{
"title": "Software Asset... | # Import bulk entitlements in workspace
You can import multiple entitlements at one go in the Software Asset Workspace.
## Before you begin
Role required: sam\_user or sam\_admin
## About this task
The entitlement import records are stored in the Entitlement import [samp\_bulk\_import] table. The Publisher part nu... | ---
title: Import bulk entitlements in workspace
description: You can import multiple entitlements at one go in the Software Asset
Workspace.
keywords: []
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Software Asset Workspace
- Software asset overview
---
# Import bulk entitlements in workspace
Y... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/map-user-data.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/map-user-data.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/map-user-data.html | zurich | Associate a user with subscription records | If the User field in the Software Subscription [samp_sw_subscription] table is empty, map the field with an associated user in the User [sys_user] table within ServiceNow AI Platform. | [
"user resolution",
"map user data",
"user field empty",
"unresolved subscriptions"
] | [
"IT Asset Management",
"Software Asset Management",
"SaaS License Management"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/map-user-data.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/map-user-data.html"><body id="map-user-data"><main role="main"><article role="article" class="dita... | {
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{
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{
"title": "Software Asset... | # Associate a user with subscription records
If the User field in the Software Subscription [samp\_sw\_subscription] table is empty, map the field with an associated user in the User [sys\_user] table within ServiceNow AI Platform.
## Before you begin
ServiceNow Role required: sam\_admin or sam\_integrator
Importan... | ---
title: Associate a user with subscription records
description: If the User field in the Software Subscription [samp_sw_subscription]
table is empty, map the field with an associated user in the User [sys_user] table
within ServiceNow AI Platform.
keywords:
- user resolution
- map user data
- user field empty
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/set-up-microsoft-office-365.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/set-up-microsoft-office-365.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/set-up-microsoft-office-365.html | zurich | Create a Microsoft 365 integration profile | Create an integration profile to track software subscriptions and optimize stale licenses for the Microsoft 365 service. | [
"Software Asset Management",
"Microsoft Office 365"
] | [
"IT Asset Management",
"Software Asset Management",
"Supported software publisher licenses",
"Software Asset Management publisher pack for Microsoft",
"Microsoft 365 integration",
"Integrating with Microsoft 365"
] | <article class="hascomments" data-page="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/set-up-microsoft-office-365.html" id="bundle:zurich-it-asset-management/enus/product/software-asset-management2/task/set-up-microsoft-office-365.html"><body id="set-up-microsoft-office-365"><main role=... | {
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"title": "Software Asset... | # Create a Microsoft 365 integration profile
Create an integration profile to track software subscriptions and optimize stale
licenses for the Microsoft 365 service.
## Before you begin
ServiceNow Role required: sam\_integrator or admin
To integrate with Microsoft 365, activate the following plugins:
* Software As... | ---
title: Create a Microsoft 365 integration profile
description: Create an integration profile to track software subscriptions and optimize
stale licenses for the Microsoft 365 service.
keywords:
- Software Asset Management
- Microsoft Office 365
breadcrumbs:
- IT Asset Management
- Software Asset Management
- Supp... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/verify-adobe-info.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-asset-management/page/product/software-asset-management2/task/verify-adobe-info.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-asset-management | product/software-asset-management2/task/verify-adobe-info.html | zurich | Determine and verify Adobe subscription information in your ServiceNow instance | Determine the exact software subscription information to be pulled from the Adobe admin center and verify if the complete subscription information is pulled accurately to ServiceNow instance. | [] | [
"IT Asset Management",
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"Supported software publisher licenses",
"Software Asset Management publisher pack for Adobe",
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"title": "Software Asset... | # Determine and verify Adobe subscription information in your ServiceNow instance
Determine the exact software subscription information to be pulled from the Adobe admin center and verify if the complete subscription information is pulled accurately to ServiceNow instance.
## Before you begin
Role required: sam\_adm... | ---
title: Determine and verify Adobe subscription information in your ServiceNow instance
description: Determine the exact software subscription information to be pulled from
the Adobe admin center and verify if the complete subscription information is pulled
accurately to ServiceNow instance.
keywords: []
breadcr... |
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"breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-it-business-management\">Zurich Strategic Portfolio Management</a>\n<span><i class=\... | # Strategic Portfolio Management
Align work with strategy to deliver products and services in a way that supports your business goals and priorities. ServiceNow®
Strategic Portfolio Management (SPM) enables you to use digital transformation to drive more customer value faster. Plan, deliver, and track value across dif... | ---
title: Strategic Portfolio Management
description: "Align work with strategy to deliver products and services in a way that\
\ supports your business goals and priorities. ServiceNow\xAE Strategic Portfolio\
\ Management (SPM) enables you to use digital transformation to drive more customer\
\ value faster. P... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/now-assist-cwm/concept/now-assist-for-cwm-reference.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/now-assist-cwm/concept/now-assist-for-cwm-reference.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/now-assist-cwm/concept/now-assist-for-cwm-reference.html | zurich | Now Assist for Collaborative Work Management (CWM) reference | Reference topics provide details on the roles installed with Now Assist for CWM. | [] | [
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"Now Assist for Collaborative Work Management (CWM)"
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"title": "No... | # Now Assist for Collaborative Work Management (CWM) reference
Reference topics provide details on the roles installed with Now Assist for CWM.
## Roles installed with Now Assist for Collaborative Work Management (CWM)
The CWM AI user role (sn\_cwm\_ai.cwm\_ai\_user) enables users to use the generative AI skills tha... | ---
title: Now Assist for Collaborative Work Management (CWM) reference
description: Reference topics provide details on the roles installed with Now Assist
for CWM.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
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---
# Now Assist for Collaborative Work... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/now-assist-cwm/task/using-now-assist-for-cwm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/now-assist-cwm/task/using-now-assist-for-cwm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/now-assist-cwm/task/using-now-assist-for-cwm.html | zurich | Using Now Assist for Collaborative Work Management (CWM) | Save time, reduce manual effort, and improve overall efficiency by using the generative AI capabilities of Now Assist for CWM. | [] | [
"Strategic Portfolio Management",
"Now Assist for Collaborative Work Management (CWM)"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/now-assist-cwm/task/using-now-assist-for-cwm.html" id="bundle:zurich-it-business-management/enus/product/now-assist-cwm/task/using-now-assist-for-cwm.html"><body id="using-now-assist-for-cwm"><main role="main"><article role="artic... | {
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"title": "No... | # Using Now Assist for Collaborative Work Management (CWM)
Save time, reduce manual effort, and improve overall efficiency by using the generative AI capabilities of Now Assist for CWM.
The following tasks provide guidance on using Now Assist skills within the CWM workspace. Navigate to the task that suits your use c... | ---
title: Using Now Assist for Collaborative Work Management (CWM)
description: Save time, reduce manual effort, and improve overall efficiency by using
the generative AI capabilities of Now Assist for CWM.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Now Assist for Collaborative Work Management (CWM... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/now-assist-spm/task/configure-agents-project-task-monitoring.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/now-assist-spm/task/configure-agents-project-task-monitoring.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/now-assist-spm/task/configure-agents-project-task-monitoring.html | zurich | Configure the Monitor project tasks agentic workflow in AI Agent Studio | Monitor project tasks by configuring the AI agent in the AI Agent Studio. | [] | [
"Strategic Portfolio Management",
"Now Assist for Strategic Portfolio Management (SPM)",
"Configure Now Assist for Strategic Portfolio Management (SPM)"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/now-assist-spm/task/configure-agents-project-task-monitoring.html" id="bundle:zurich-it-business-management/enus/product/now-assist-spm/task/configure-agents-project-task-monitoring.html"><body id="configure-agents-project-task-mo... | {
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"title": "No... | # Configure the Monitor project tasks agentic workflow in AI Agent Studio
Monitor project tasks by configuring the AI agent in the AI Agent Studio.
## Before you begin
To use Monitor project tasks, make sure that the email project summary skill is activated. For more information on how to activate the skill, see Con... | ---
title: Configure the Monitor project tasks agentic workflow in AI Agent Studio
description: Monitor project tasks by configuring the AI agent in the AI Agent Studio.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Now Assist for Strategic Portfolio Management (SPM)
- Configure Now Assist for Strategic ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/now-assist-spm/task/generate-stories-from-epics-now-assist-eap.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/now-assist-spm/task/generate-stories-from-epics-now-assist-eap.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/now-assist-spm/task/generate-stories-from-epics-now-assist-eap.html | zurich | Generate stories from epics in EAP using Now Assist for SPM | Breakdown epics into stories using the Now Assist panel in the Enterprise Agile Planning (EAP) workspace. Based on the epic details, Now Assist recommends stories for your epic. You can choose to split or merge story recommendations or use the | [] | [
"Strategic Portfolio Management",
"Now Assist for Strategic Portfolio Management (SPM)",
"Using Now Assist for Strategic Portfolio Management (SPM)"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/now-assist-spm/task/generate-stories-from-epics-now-assist-eap.html" id="bundle:zurich-it-business-management/enus/product/now-assist-spm/task/generate-stories-from-epics-now-assist-eap.html"><body id="generate-stories-from-epics-... | {
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"title": "No... | # Generate stories from epics in EAP using Now Assist for SPM
Breakdown epics into stories using the Now Assist panel in the Enterprise Agile Planning (EAP) workspace. Based on the epic details, Now Assist recommends stories for your epic. You can choose to split or merge story recommendations or use the recommendatio... | ---
title: Generate stories from epics in EAP using Now Assist for SPM
description: Breakdown epics into stories using the Now Assist panel in the Enterprise
Agile Planning (EAP) workspace. Based on the epic details, Now Assist recommends
stories for your epic. You can choose to split or merge story recommendations... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/portfolio-planning/task/fin-manage-monetary-benefit-plans-ppw.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/portfolio-planning/task/fin-manage-monetary-benefit-plans-ppw.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/portfolio-planning/task/fin-manage-monetary-benefit-plans-ppw.html | zurich | Manage monetary benefit plans for your planning items in Portfolio Planning | Create and manage monetary benefit plans to capture the potential benefits while executing your planning items. | [] | [
"Strategic Portfolio Management",
"Portfolio Planning",
"Managing financials for planning items in Portfolio Planning"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/portfolio-planning/task/fin-manage-monetary-benefit-plans-ppw.html" id="bundle:zurich-it-business-management/enus/product/portfolio-planning/task/fin-manage-monetary-benefit-plans-ppw.html"><body id="fin-manage-monetary-benefit-pl... | {
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"title": "Po... | # Manage monetary benefit plans for your planning items in Portfolio Planning
Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.
## Before you begin
Role required: sn\_align\_ws.spw\_financial\_user
## Procedure
1. Navigate to Workspaces > Strategic Plan... | ---
title: Manage monetary benefit plans for your planning items in Portfolio Planning
description: Create and manage monetary benefit plans to capture the potential benefits
while executing your planning items.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Portfolio Planning
- Managing financials for ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/c_ChangeRequestsAndProjectTasks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/c_ChangeRequestsAndProjectTasks.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/c_ChangeRequestsAndProjectTasks.html | zurich | Change requests and project tasks | Large-scale changes approved by your change approval board (CAB) require new or existing projects to be implemented. | [
"project management",
"links to change requests",
"project tasks",
"change management"
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"Project Portfolio Management",
"Project Management",
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"Basics of Project Management"
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"title": "Pr... | # Change requests and project tasks
Large-scale changes approved by your change approval board (CAB) require new or existing
projects to be implemented.
To bridge the gap between change management and project management, the instance allows you to
link one or more change requests to a project task. You can link an ex... | ---
title: Change requests and project tasks
description: Large-scale changes approved by your change approval board (CAB) require
new or existing projects to be implemented.
keywords:
- project management
- links to change requests
- project tasks
- change management
breadcrumbs:
- Strategic Portfolio Management
- P... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/c_ProjectApplicationOverview.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/c_ProjectApplicationOverview.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/c_ProjectApplicationOverview.html | zurich | Project Management | The ServiceNow® Project Management application is a suite of tools that aids in managing projects, tasks, and resources. You can create and manage small projects with a few tasks to large portfolios that contain complex tasks with various relationships and | [
"Project Management"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management"
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"title": "Pr... | # Project Management
The ServiceNow®
Project Management application is a suite
of tools that aids in managing projects, tasks, and resources. You can create and manage small
projects with a few tasks to large portfolios that contain complex tasks with various
relationships and dependencies.
## Get started
| Explor... | ---
title: Project Management
description: "The ServiceNow\xAE Project Management application is a suite of tools\
\ that aids in managing projects, tasks, and resources. You can create and manage\
\ small projects with a few tasks to large portfolios that contain complex tasks\
\ with various relationships and"
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/c_ProjectTasks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/c_ProjectTasks.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/c_ProjectTasks.html | zurich | Basics of Project Management | Learn about the basic terms used in Project Management. | [
"project management",
"project tasks"
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"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Exploring Project Management"
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"title": "Pr... | # Basics of Project Management
Learn about the basic terms used in Project Management.
## Bottom-up Tasking
Bottom-up (tactical) tasking means that you plan small, individual units of work that are
required, then build a project up to include larger phases. Take this approach when you know
what individual tasks are ... | ---
title: Basics of Project Management
description: Learn about the basic terms used in Project Management.
keywords:
- project management
- project tasks
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Exploring Project Management
---
# Basics of Project Management... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/c_ProjectTemplateConfiguration.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/c_ProjectTemplateConfiguration.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/c_ProjectTemplateConfiguration.html | zurich | Project template configuration | The Project Template Configuration list defines the items that are included in a template. | [
"project management",
"project templates",
"configuration"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Applying templates to projects"
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"title": "Pr... | # Project template configuration
The Project Template Configuration list defines the items that are included in a
template.
Navigate to All > Project Administration > Settings > Template Config to display the Project Template Configuration list. Each item in this list has:
* A defined parent table. The exception is ... | ---
title: Project template configuration
description: The Project Template Configuration list defines the items that are included
in a template.
keywords:
- project management
- project templates
- configuration
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/c_TheProjectPlanningConsole.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/c_TheProjectPlanningConsole.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/c_TheProjectPlanningConsole.html | zurich | Using Planning console - Legacy | The planning console is a centralized interface for the Project Management application. | [
"project management",
"project planning console"
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"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management"
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"title": "Pr... | # Using Planning console - Legacy
The planning console is a centralized interface for the Project Management
application.
Important:
Planning console is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecatio... | ---
title: Using Planning console - Legacy
description: The planning console is a centralized interface for the Project Management
application.
keywords:
- project management
- project planning console
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Project Ma... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/c_WorkBreakdownStructure.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/c_WorkBreakdownStructure.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/c_WorkBreakdownStructure.html | zurich | Using Work breakdown structure (WBS) - Legacy | The work breakdown structure (WBS) is a hierarchical representation of all the tasks in your project. | [
"project management",
"work breakdown structure",
"WBS"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management"
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"title": "Pr... | # Using Work breakdown structure (WBS) - Legacy
The work breakdown structure (WBS) is a hierarchical representation of all the tasks in
your project.
Important:
Work breakdown structure (WBS) is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be ... | ---
title: Using Work breakdown structure (WBS) - Legacy
description: The work breakdown structure (WBS) is a hierarchical representation of
all the tasks in your project.
keywords:
- project management
- work breakdown structure
- WBS
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Pro... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/configuring-project-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/configuring-project-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/configuring-project-management.html | zurich | Configuring Project Management | Learn about the process required to set up and configure Project Management to enable your project managers initiate and plan projects. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/concept/configuring-project-management.html" id="bundle:zurich-it-business-management/enus/product/project-management/concept/configuring-project-management.html"><body id="configuring-project-management"><main ... | {
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"title": "Pr... | # Configuring Project Management
Learn about the process required to set up and configure Project Management to enable your project managers initiate and plan projects.
## Configuration overview
With the Project Management application, you can plan, organize, and manage projects and resources more effectively, makin... | ---
title: Configuring Project Management
description: Learn about the process required to set up and configure Project Management
to enable your project managers initiate and plan projects.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
---
# Configuri... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/cost-plan-breakdown.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/cost-plan-breakdown.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/cost-plan-breakdown.html | zurich | Cost plan breakdown | A cost plan breakdown captures the estimated cost and actual cost for every fiscal period. Cost plan, project, demand, program, and portfolio are the breakdowns types that are available. | [
"project management",
"cost plan breakdowns"
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"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
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"title": "Pr... | # Cost plan breakdown
A cost plan breakdown captures the estimated cost and actual cost for every fiscal
period. Cost plan, project, demand, program, and portfolio are the breakdowns types that are
available.
#### Requirement
Requirement corresponds to a single cost plan. For example, for a regular calendar and a
co... | ---
title: Cost plan breakdown
description: A cost plan breakdown captures the estimated cost and actual cost for
every fiscal period. Cost plan, project, demand, program, and portfolio are the
breakdowns types that are available.
keywords:
- project management
- cost plan breakdowns
breadcrumbs:
- Strategic Portfo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/exploring-project-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/exploring-project-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/exploring-project-management.html | zurich | Exploring Project Management | Create, view, and manage projects using Project Management (PM) application. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/concept/exploring-project-management.html" id="bundle:zurich-it-business-management/enus/product/project-management/concept/exploring-project-management.html"><body id="exploring-project-management"><main role="... | {
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"title": "Pr... | # Exploring Project Management
Create, view, and manage projects using Project Management (PM) application.
## Project Management overview
A project is any planned, collaborative effort that is designed to achieve an objective. The Project Management application not only helps you plan and track projects, it integra... | ---
title: Exploring Project Management
description: Create, view, and manage projects using Project Management (PM) application.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
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---
# Exploring Project Management
Create, view, and manage projects using Pr... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/concept/using-project-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/concept/using-project-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/concept/using-project-management.html | zurich | Using Project Management | Use Project Management to plan, manage, and track projects effectively. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/concept/using-project-management.html" id="bundle:zurich-it-business-management/enus/product/project-management/concept/using-project-management.html"><body id="using-project-management"><main role="main"><artic... | {
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"title": "Pr... | # Using Project Management
Use Project Management to plan, manage, and track projects effectively.
## Plan the project
Before creating a project, consider the following questions and issues:
* Do you want a top-down or bottom-up approach to tasking?
Top-down tasking involves creating a project first, then iden... | ---
title: Using Project Management
description: Use Project Management to plan, manage, and track projects effectively.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
---
# Using Project Management
Use Project Management to plan, manage, and track proje... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/benefit-plan-form-project-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/benefit-plan-form-project-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/benefit-plan-form-project-management.html | zurich | Benefit Plan form | Learn about the fields of benefit plan form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/benefit-plan-form-project-management.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/benefit-plan-form-project-management.html"><body id="benefit-plan-form-proj... | {
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"title": "Pr... | # Benefit Plan form
Learn about the fields of benefit plan form.
Table 1. Benefit Plan form
| Field | Description |
| --- | --- |
| Name | Descriptive name of the benefit plan. |
| Work | Project or demand to which the benefit plan belongs. |
| Sponsor | Sponsor for the project. |
| Category | Type of benefit: * Har... | ---
title: Benefit Plan form
description: Learn about the fields of benefit plan form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Benefit Plan form
Learn about the f... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/cost-plan-breakdown-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/cost-plan-breakdown-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/cost-plan-breakdown-form.html | zurich | Cost plan breakdown form | Learn and update the enabled fields of cost plan breakdown form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/cost-plan-breakdown-form.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/cost-plan-breakdown-form.html"><body id="cost-plan-breakdown-form"><main role="main"><a... | {
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"title": "Pr... | # Cost plan breakdown form
Learn and update the enabled fields of cost plan breakdown form.
Table 1. Cost plan breakdown form
| Field | Description |
| --- | --- |
| Task | Task to which the cost plan breakdown belongs. |
| Portfolio | Portfolio to which the cost plan breakdown belongs. |
| Entered currency | Currenc... | ---
title: Cost plan breakdown form
description: Learn and update the enabled fields of cost plan breakdown form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Cost plan... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/cost-plan-form-project-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/cost-plan-form-project-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/cost-plan-form-project-management.html | zurich | Cost Plan form | Learn about the fields of cost plan form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/cost-plan-form-project-management.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/cost-plan-form-project-management.html"><body id="cost-plan-form-project-manag... | {
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{
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"title": "Pr... | # Cost Plan form
Learn about the fields of cost plan form.
Table 1. Cost Plan form
| Field | Description |
| --- | --- |
| Name | Descriptive name of the cost plan. |
| Project/Demand | Project or demand to which the cost plan belongs. |
| Start fiscal period | Indicates the starting fiscal period. When you change th... | ---
title: Cost Plan form
description: Learn about the fields of cost plan form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Cost Plan form
Learn about the fields of ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/expense-line-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/expense-line-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/expense-line-form.html | zurich | Expense line form | Learn about the fields of expense line form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/expense-line-form.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/expense-line-form.html"><body id="expense-line-form"><main role="main"><article role="article"... | {
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"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
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"title": "Pr... | # Expense line form
Learn about the fields of expense line form.
Table 1. Expense line form fields
| Field | Description |
| --- | --- |
| Number | Auto generated number. |
| Amount | Select a currency type and enter the expense cost. |
| Date | Date of the expense generated. |
| Process date | Date on which the expe... | ---
title: Expense line form
description: Learn about the fields of expense line form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Expense line form
Learn about the f... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/form-field-information-for-project-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/form-field-information-for-project-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/form-field-information-for-project-management.html | zurich | Form field information for Project Management | Field information for forms used in the Project Management. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/form-field-information-for-project-management.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/form-field-information-for-project-management.html"><body id="form... | {
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"title": "Pr... | # Form field information for Project Management
Field information for forms used in the Project Management.
| ---
title: Form field information for Project Management
description: Field information for forms used in the Project Management.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
---
# Form field information for Project Manage... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/investment-board-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/investment-board-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/investment-board-form.html | zurich | Investment board form | Learn about the fields of investment board form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/investment-board-form.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/investment-board-form.html"><body id="investment-board-form"><main role="main"><article ro... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Investment board form
Learn about the fields of investment board form.
Table 1. Investment board form
| Field | Description |
| --- | --- |
| Name | Name for the investment board. |
| Type | Level to filter projects and demands. * Portfolio: When selected, projects and demands matching that type are displayed. * P... | ---
title: Investment board form
description: Learn about the fields of investment board form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Investment board form
Learn... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/monetary-benefit-plan-breakdown-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/monetary-benefit-plan-breakdown-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/monetary-benefit-plan-breakdown-form.html | zurich | Monetary Benefit Plan Breakdown form | Learn about the fields of monetary benefit plans form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/monetary-benefit-plan-breakdown-form.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/monetary-benefit-plan-breakdown-form.html"><body id="monetary-benefit-plan-... | {
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{
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"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
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"title": "Pr... | # Monetary Benefit Plan Breakdown form
Learn about the fields of monetary benefit plans form.
Table 1. Monetary Benefit Plan Breakdown form
| Field | Description |
| --- | --- |
| Task | Task to which the benefit plan breakdown belongs. |
| Portfolio | Portfolio to which the benefit plan breakdown belongs. |
| Entere... | ---
title: Monetary Benefit Plan Breakdown form
description: Learn about the fields of monetary benefit plans form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Monetar... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/non-monetary-benefit-plans-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/non-monetary-benefit-plans-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/non-monetary-benefit-plans-form.html | zurich | Non-monetary benefit plans form | Learn about the fields of non-monetary benefit plans form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/non-monetary-benefit-plans-form.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/non-monetary-benefit-plans-form.html"><body id="non-monetary-benefit-plans-form"... | {
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{
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"title": "Pr... | # Non-monetary benefit plans form
Learn about the fields of non-monetary benefit plans form.
Table 1. Benefit Plan form
| Field | Description |
| --- | --- |
| Name | Descriptive name of the benefit plan. |
| Work | Project or demand to which the benefit plan belongs. |
| Sponsor | Sponsor for the project. |
| Catego... | ---
title: Non-monetary benefit plans form
description: Learn about the fields of non-monetary benefit plans form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Non-mone... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/planned-task-relationship-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/planned-task-relationship-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/planned-task-relationship-form.html | zurich | Planned Task Relationship form | Learn about the fields of planned task relationship form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/planned-task-relationship-form.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/planned-task-relationship-form.html"><body id="planned-task-relationship-form"><m... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Planned Task Relationship form
Learn about the fields of planned task relationship form.
Table 1. Planned Task Relationship form fields
| Field | Description |
| --- | --- |
| Predecessor | The predecessor, or determiner, in the relationship. You can select a new task. However, it is a good practice to delete the r... | ---
title: Planned Task Relationship form
description: Learn about the fields of planned task relationship form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Planned Ta... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/project-management-reference.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/project-management-reference.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/project-management-reference.html | zurich | Project Management reference | Reference information to provide additional details about Project Management such as the fields, user roles, tables, and properties. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/project-management-reference.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/project-management-reference.html"><body id="project-management-reference"><main ro... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
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"title": "Pr... | # Project Management reference
Reference information to provide additional details about Project Management such as the fields, user roles, tables, and properties.
| ---
title: Project Management reference
description: Reference information to provide additional details about Project Management
such as the fields, user roles, tables, and properties.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
---
# Project Manage... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/project-task-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/project-task-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/project-task-form.html | zurich | Project task form | Learn about the fields of project task form. The fields appear when the Project Portfolio Management is active and the Project form is in the Basic view. Configure the form to display the fields. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
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"title": "Pr... | # Project task form
Learn about the fields of project task form. The fields appear when the Project Portfolio Management is active and the Project form is in the Basic view. Configure the form to display the fields.
Table 1. Project Task form
| Field | Description |
| --- | --- |
| Short description | Brief descripti... | ---
title: Project task form
description: Learn about the fields of project task form. The fields appear when the
Project Portfolio Management is active and the Project form is in the Basic view.
Configure the form to display the fields.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/project-template-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/project-template-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/project-template-form.html | zurich | Project Template Form | Learn about the fields of project template form. | [] | [
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"Project Portfolio Management",
"Project Management",
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"Form field information for Project Management"
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"title": "Pr... | # Project Template Form
Learn about the fields of project template form.
Table 1. Project Template Form Fields
| Field | Description |
| --- | --- |
| Name | The name of the project template. |
| Table | Display only. Templates are based on the Project table. |
| Description | A brief description of the project templ... | ---
title: Project Template Form
description: Learn about the fields of project template form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Project Template Form
Learn... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/ridac-forms.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/ridac-forms.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/ridac-forms.html | zurich | Risk, issues, decisions, actions, and request change (RIDAC) form | Learn about the fields of the RIDAC form. | [] | [
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"Project Portfolio Management",
"Project Management",
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"title": "Pr... | # Risk, issues, decisions, actions, and request change (RIDAC) form
Learn about the fields of the RIDAC form.
Table 1. Risk form
| Field | Description |
| --- | --- |
| Number | System-generated ID number with a configurable prefix. |
| State | Current state of the risk. All new risks are created in the Pending state... | ---
title: Risk, issues, decisions, actions, and request change (RIDAC) form
description: Learn about the fields of the RIDAC form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Managemen... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/reference/status-report-form-project-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/reference/status-report-form-project-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/reference/status-report-form-project-management.html | zurich | Status report form | Learn about the fields on the status report form. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/reference/status-report-form-project-management.html" id="bundle:zurich-it-business-management/enus/product/project-management/reference/status-report-form-project-management.html"><body id="status-report-form-p... | {
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"title": "Pr... | # Status report form
Learn about the fields on the status report form.
Table 1. Status report form fields
| Field | Description |
| --- | --- |
| Project | Name of the project. |
| Status Date | Date until which you want to generate the status report. |
| Number | A system generated number for the status report with ... | ---
title: Status report form
description: Learn about the fields on the status report form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Status report form
Learn abou... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/add-actions-for-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/add-actions-for-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/add-actions-for-project.html | zurich | Add actions for a project | Add actions that are required for resolving an issue or risk for a project. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
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"title": "Pr... | # Add actions for a project
Add actions that are required for resolving an issue or risk for a project. You can
also convert a risk, issue, or decision to an action based on your analysis and plan for
resolution of a risk or issue.
## Before you begin
Role required: it\_project\_manager
## About this task
After an... | ---
title: Add actions for a project
description: Add actions that are required for resolving an issue or risk for a project.
You can also convert a risk, issue, or decision to an action based on your analysis
and plan for resolution of a risk or issue.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- P... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/add-decisions-for-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/add-decisions-for-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/add-decisions-for-project.html | zurich | Add decisions for a project | As a project manager, develop a plan to manage risks and issues proactively with solutions. Add the solution for a risk or issue to a project in the form of a decision. You can also convert a risk or an | [] | [
"Strategic Portfolio Management",
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"title": "Pr... | # Add decisions for a project
As a project manager, develop a plan to manage risks and issues proactively with
solutions. Add the solution for a risk or issue to a project in the form of a decision. You
can also convert a risk or an issue to a decision or a decision to an action or a request
change.
## Before you beg... | ---
title: Add decisions for a project
description: As a project manager, develop a plan to manage risks and issues proactively
with solutions. Add the solution for a risk or issue to a project in the form of
a decision. You can also convert a risk or an
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/add-issues-for-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/add-issues-for-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/add-issues-for-project.html | zurich | Add issues for a project | Add an issue to a project to escalate a risk or to track an unexpected problem such as a technical malfunction or resource unavailability that occurs during any phase of the project life cycle. If the issue remains unresolved, unnecessary | [] | [
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"title": "Pr... | # Add issues for a project
Add an issue to a project to escalate a risk or to track an unexpected problem such
as a technical malfunction or resource unavailability that occurs during any phase of the
project life cycle. If the issue remains unresolved, unnecessary conflicts, delays, or even
a failure can occur.
## B... | ---
title: Add issues for a project
description: Add an issue to a project to escalate a risk or to track an unexpected
problem such as a technical malfunction or resource unavailability that occurs during
any phase of the project life cycle. If the issue remains unresolved, unnecessary
keywords: []
breadcrumbs:
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/add-risks-for-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/add-risks-for-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/add-risks-for-project.html | zurich | Add risks for a project | Add a risk to a project to identify, analyze, prioritize, plan, and track a risk during any phase of the project life cycle. Assess potential problems and the severity of their impact to take informed decisions about the project. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
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"title": "Pr... | # Add risks for a project
Add a risk to a project to identify, analyze, prioritize, plan, and track a risk
during any phase of the project life cycle. Assess potential problems and the severity of
their impact to take informed decisions about the project.
## Before you begin
Role required: it\_project\_manager
## A... | ---
title: Add risks for a project
description: Add a risk to a project to identify, analyze, prioritize, plan, and track
a risk during any phase of the project life cycle. Assess potential problems and
the severity of their impact to take informed decisions about the project.
keywords: []
breadcrumbs:
- Strategic ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/associate-monetary-and-non-monetary-benefit-plans-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/associate-monetary-and-non-monetary-benefit-plans-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/associate-monetary-and-non-monetary-benefit-plans-project.html | zurich | Associate monetary and non-monetary benefit plans | Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project"
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"title": "Pr... | # Associate monetary and non-monetary benefit plans
Associate monetary and non-monetary benefit plans, so that you can capture the
potential benefits (financial and non-financial) accrued by the project for the hybrid
benefit plans.
## Before you begin
Role required: it\_project\_manager
## About this task
You can... | ---
title: Associate monetary and non-monetary benefit plans
description: Associate monetary and non-monetary benefit plans, so that you can capture
the potential benefits (financial and non-financial) accrued by the project for
the hybrid benefit plans.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/compare-baselines-of-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/compare-baselines-of-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/compare-baselines-of-project.html | zurich | Compare financial baselines of a project | Compare baselines to review the variances in the financial data of a project and see what changed. | [
"Compare financial baselines",
"Compare baselines of a project",
"Compare baselines",
"Track a project performance using baselines"
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"title": "Pr... | # Compare financial baselines of a project
Compare baselines to review the variances in the financial data of a project and see what changed.
## Before you begin
Role required: it\_project\_manager
## About this task
You can create multiple baselines at various stages of a project, for example,
at the end of each ... | ---
title: Compare financial baselines of a project
description: Compare baselines to review the variances in the financial data of a
project and see what changed.
keywords:
- Compare financial baselines
- Compare baselines of a project
- Compare baselines
- Track a project performance using baselines
breadcrumbs:
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/configure-investment-metrics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/configure-investment-metrics.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/configure-investment-metrics.html | zurich | Configure your investment metrics as widgets | Configure investment metrics based on your business requirements. These metrics appear as widgets on the Investment Portal page. | [
"configure investment metrics"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Investment Portal"
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"title": "Pr... | # Configure your investment metrics as widgets
Configure investment metrics based on your business requirements. These metrics
appear as widgets on the Investment Portal page.
## Before you begin
Role required: pps\_admin
## Procedure
1. Navigate to All > Project Administration > Investment Portal Widgets.
2. Sele... | ---
title: Configure your investment metrics as widgets
description: Configure investment metrics based on your business requirements. These
metrics appear as widgets on the Investment Portal page.
keywords:
- configure investment metrics
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/configure-planning-attributes.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/configure-planning-attributes.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/configure-planning-attributes.html | zurich | Create or edit planning attributes | Create or edit planning attributes to plan and forecast your resources and financials for a project. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Using the Planning attributes"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/configure-planning-attributes.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/configure-planning-attributes.html"><body><main role="main"><article role="article" class="d... | {
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"title": "Pr... | # Create or edit planning attributes
Create or edit planning attributes to plan and forecast your resources and financials for a project.
## Before you begin
Role required: pps\_admin, sn\_align\_core.apw\_admin
## Procedure
1. Navigate to All > Project Administration > Planning attributes.
2. Use the following op... | ---
title: Create or edit planning attributes
description: Create or edit planning attributes to plan and forecast your resources
and financials for a project.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Project Management
- Using the Planning... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/create-a-non-monetary-benefit-plan-for-a-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/create-a-non-monetary-benefit-plan-for-a-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/create-a-non-monetary-benefit-plan-for-a-project.html | zurich | Create a non-monetary benefit plan for a project | Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/create-a-non-monetary-benefit-plan-for-a-project.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/create-a-non-monetary-benefit-plan-for-a-project.html"><body id="create-a... | {
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"title": "Pr... | # Create a non-monetary benefit plan for a project
Create a non-monetary benefit plan to specify the estimated benefit in a category
spanning one or more fiscal periods. Project benefit plans capture the potential
non-financial benefits accrued by the project when the project is executed.
## Before you begin
Role re... | ---
title: Create a non-monetary benefit plan for a project
description: Create a non-monetary benefit plan to specify the estimated benefit in
a category spanning one or more fiscal periods. Project benefit plans capture the
potential non-financial benefits accrued by the project when the project is executed.
keyw... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/create-an-investment-report.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/create-an-investment-report.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/create-an-investment-report.html | zurich | Create an investment board | View the projects and demands that are important to you by creating a personalized investment board using filter criteria you define. | [
"create investment report"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Investment Portal"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/create-an-investment-report.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/create-an-investment-report.html"><body id="create-an-investment-report"><main role="main"><ar... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create an investment board
View the projects and demands that are important to you by creating a personalized
investment board using filter criteria you define.
## Before you begin
Role required: it\_project\_manager, it\_project\_user, or sn\_ppm\_finance\_read
## Procedure
1. Navigate to All > Project > Invest... | ---
title: Create an investment board
description: View the projects and demands that are important to you by creating a
personalized investment board using filter criteria you define.
keywords:
- create investment report
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Investment Portal... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/create-project-benefit-plan.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/create-project-benefit-plan.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/create-project-benefit-plan.html | zurich | Create a monetary benefit plan for a project | Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed. | [
"project management",
"projects",
"create benefit plan",
"create project benefit plan"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/create-project-benefit-plan.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/create-project-benefit-plan.html"><body id="create-project-benefit-plan"><main role="main"><ar... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a monetary benefit plan for a project
Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is
executed.
## Before you begin
Role required: it\_project\_m... | ---
title: Create a monetary benefit plan for a project
description: Create a monetary benefit plan to specify the estimated benefit in a
category spanning one or more fiscal periods. Project benefit plans capture the
potential benefits accrued by the project when the project is executed.
keywords:
- project manage... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/create-project-change-request.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/create-project-change-request.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/create-project-change-request.html | zurich | Create a request change | As a project manager, you might create a request change as the outcome of the action taken to resolve an issue or mitigate a risk. The request change might result in changing the project's scope, resource requirement, cost, or schedule | [
"project management",
"projects",
"project change request"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Adding RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/create-project-change-request.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/create-project-change-request.html"><body id="create-project-change-request"><main role="mai... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a request change
As a project manager, you might create a request change as the outcome of the action
taken to resolve an issue or mitigate a risk. The request change might result in changing
the project's scope, resource requirement, cost, or schedule to minimize the impact of a
risk or issue.
## Before you... | ---
title: Create a request change
description: As a project manager, you might create a request change as the outcome
of the action taken to resolve an issue or mitigate a risk. The request change might
result in changing the project's scope, resource requirement, cost, or schedule
keywords:
- project management
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/gen-labor-costs-scheduled-job-ppm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/gen-labor-costs-scheduled-job-ppm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/gen-labor-costs-scheduled-job-ppm.html | zurich | Activate a scheduled job to generate labor costs | Activate and trigger a scheduled job to generate attribute-based labor costs for all the projects and demands at a required cadence. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project",
"Generate labor costs"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/gen-labor-costs-scheduled-job-ppm.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/gen-labor-costs-scheduled-job-ppm.html"><body><main role="main"><article role="article" ... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Activate a scheduled job to generate labor costs
Activate and trigger a scheduled job to generate attribute-based labor costs for all the projects and demands at a required cadence.
## Before you begin
Role required: admin
## Procedure
1. Navigate to All > System Definition > Scheduled Jobs.
2. Open the Generate... | ---
title: Activate a scheduled job to generate labor costs
description: Activate and trigger a scheduled job to generate attribute-based labor
costs for all the projects and demands at a required cadence.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/planning-attributes-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/planning-attributes-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/planning-attributes-form.html | zurich | Planning attribute form | Use the Planning attribute form fields to modify a planning attribute. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Project Management reference",
"Form field information for Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/planning-attributes-form.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/planning-attributes-form.html"><body id="planning-attributes-form"><main role="main"><article rol... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Planning attribute form
Use the Planning attribute form fields to modify a planning attribute.
Table 1. Planning attribute form
| Field | Description |
| --- | --- |
| Attribute type | Attribute type list. * Resource: To use the attribute for resources or financials for your project. * Task: To use the attribute t... | ---
title: Planning attribute form
description: Use the Planning attribute form fields to modify a planning attribute.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Plan... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_AddAnAttachmentToAProjectTemplate.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_AddAnAttachmentToAProjectTemplate.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_AddAnAttachmentToAProjectTemplate.html | zurich | Add an attachment to a project template | Attach a file to a project template just as you can attach a file to a project or task. | [
"project management",
"templates",
"adding an attachment"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Applying templates to projects"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_AddAnAttachmentToAProjectTemplate.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_AddAnAttachmentToAProjectTemplate.html"><body id="t_AddAnAttachmentToAProjectTemplat... | {
"attachments": {
"all_attachments": null,
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"enus"
],
"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Add an attachment to a project template
Attach a file to a project template just as you can attach a file to a project or
task.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Navigate to All > Project > Projects > Templates.
2. Open the desired template.
3. Select the Attachments tab to ... | ---
title: Add an attachment to a project template
description: Attach a file to a project template just as you can attach a file to
a project or task.
keywords:
- project management
- templates
- adding an attachment
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- ... |
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