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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_AddNewProjTempConfigItem.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_AddNewProjTempConfigItem.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_AddNewProjTempConfigItem.html | zurich | Add a project template configuration item | Add a project template configuration item to include in a template. | [
"project management",
"project templates",
"add a configuration item"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Applying templates to projects",
"Project template configuration"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_AddNewProjTempConfigItem.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_AddNewProjTempConfigItem.html"><body id="t_AddNewProjTempConfigItem"><main role="main"><artic... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Add a project template configuration item
Add a project template configuration item to include in a template.
## Before you begin
Role required: it\_pps\_admin
## Procedure
1. Navigate to All > Project Administration > Settings > Template Config.
2. Select New.
3. Fill in the fields on the Project Template Confi... | ---
title: Add a project template configuration item
description: Add a project template configuration item to include in a template.
keywords:
- project management
- project templates
- add a configuration item
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Pr... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CopyAProject.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CopyAProject.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CopyAProject.html | zurich | Copy a project | Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically. | [
"project management",
"copying a project"
] | [
"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/t_CopyAProject.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CopyAProject.html"><body id="t_CopyAProject"><main role="main"><article role="article" class="dita" id="t... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Copy a project
Another option for creating a project is to copy an existing project with all its
tasks and relationships. After you specify the start date for the copy, the system adjusts
all task start and end dates automatically.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. On the Pr... | ---
title: Copy a project
description: Another option for creating a project is to copy an existing project
with all its tasks and relationships. After you specify the start date for the copy,
the system adjusts all task start and end dates automatically.
keywords:
- project management
- copying a project
breadcrum... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateADependency.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateADependency.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateADependency.html | zurich | Create a dependency from the planning console | Create a dependency between two tasks on the planning console. | [
"project management",
"task dependencies"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Using Planning console - Legacy"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateADependency.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateADependency.html"><body id="t_CreateADependency"><main role="main"><article role="article" cla... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a dependency from the planning console
Create a dependency between two tasks on the planning console.
## Before you begin
Role required: it\_project\_manager
## About this task
You can create any type of dependency. See Parent-child rollup task calculations for an explanation of each type.
You can also c... | ---
title: Create a dependency from the planning console
description: Create a dependency between two tasks on the planning console.
keywords:
- project management
- task dependencies
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Project Management
- Using Pla... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAExpenseLine.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAExpenseLine.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateAExpenseLine.html | zurich | Create an expense line | A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans. | [
"project management",
"projects",
"expense line"
] | [
"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/t_CreateAExpenseLine.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAExpenseLine.html"><body id="t_CreateAExpenseLine"><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... | # Create an expense line
A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.
## Before you begin
Role required: it\_project\_manager
Application required: Project Portfolio Management with Financials
## About this tas... | ---
title: Create an expense line
description: A project expense line is cost associated with a specific source, such
as a user, fixed asset, or a CI. Expense lines are part of project cost plans.
keywords:
- project management
- projects
- expense line
breadcrumbs:
- Strategic Portfolio Management
- Project Portfoli... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProject.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProject.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateAProject.html | zurich | Starting a project | Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your organization to efficiently track the project's progress. | [
"project management",
"projects",
"creating",
"define"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAProject.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAProject.html"><body id="t_CreateAProject"><main role="main"><article role="article" class="dita"... | {
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},
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"title": "Pr... | # Starting a project
Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your
organization to efficiently track the project's progress.
## Before you begin
Role required: it\_... | ---
title: Starting a project
description: Initiate a project by changing the project state to Work in Progress.
Define important aspects of your Agile, Waterfall, or Hybrid project such as the
duration, estimated cost, and net value to your organization to efficiently track
the project's progress.
keywords:
- pr... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProjectBaseline.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProjectBaseline.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateAProjectBaseline.html | zurich | Create baseline of a project | Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, | [
"project management",
"projects",
"baseline"
] | [
"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/t_CreateAProjectBaseline.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAProjectBaseline.html"><body id="t_CreateAProjectBaseline"><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... | # Create baseline of a project
Create a schedule baseline and financial baseline of a project. A schedule baseline
captures planned dates of all tasks and milestones at a particular moment in time. A
financial baseline captures benefit and financial metric information (snapshot of cost plan,
benefit plan, and project-... | ---
title: Create baseline of a project
description: Create a schedule baseline and financial baseline of a project. A schedule
baseline captures planned dates of all tasks and milestones at a particular moment
in time. A financial baseline captures benefit and financial metric information
(snapshot of cost plan,... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProjectCostPlan.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProjectCostPlan.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateAProjectCostPlan.html | zurich | Create a project cost plan | Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects. | [
"project management",
"projects",
"creating"
] | [
"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/t_CreateAProjectCostPlan.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAProjectCostPlan.html"><body id="t_CreateAProjectCostPlan"><main role="main"><article rol... | {
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"title": "Strategic Portfolio Management",
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{
"title": "Pr... | # Create a project cost plan
Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.
## Before you begin
Role required: it\_project\_manager
Application required: Project Portfolio Management
with Financials
## About this task
The applicati... | ---
title: Create a project cost plan
description: Create a cost plan to specify the unit cost of a cost type for a fiscal
period. Project cost plans capture the costs of projects.
keywords:
- project management
- projects
- creating
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Proje... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProjectStatusReport.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAProjectStatusReport.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateAProjectStatusReport.html | zurich | Create a project status report | Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios. | [
"project management",
"projects",
"status report"
] | [
"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/t_CreateAProjectStatusReport.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAProjectStatusReport.html"><body id="t_CreateAProjectStatusReport"><main role="main">... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a project status report
Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.
## Before you begin
Role required: it\_project\_manager
## About this task
The project status ... | ---
title: Create a project status report
description: Create project status report from the related lists of the project form.
The project status report created for the most recent status date updates the status
of the project in portfolios.
keywords:
- project management
- projects
- status report
breadcrumbs:
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAResourceTypeDefinition.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAResourceTypeDefinition.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateAResourceTypeDefinition.html | zurich | Create a cost type definition | Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials. | [
"Project Management",
"creating cost type definitions"
] | [
"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/t_CreateAResourceTypeDefinition.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAResourceTypeDefinition.html"><body id="t_CreateAResourceTypeDefinition"><main rol... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a cost type definition
Create a cost type definition to associate a cost type, operating, or capital, to an
account in the General Ledger from the Financial Management application. Create a cost type
definition if you are using Project Portfolio Management with Financials.
## Before you begin
Role required:... | ---
title: Create a cost type definition
description: Create a cost type definition to associate a cost type, operating, or
capital, to an account in the General Ledger from the Financial Management application.
Create a cost type definition if you are using Project Portfolio Management with
Financials.
keywords:... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAStoryInTheProjectWorkbench.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateAStoryInTheProjectWorkbench.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateAStoryInTheProjectWorkbench.html | zurich | Create a story in the project workbench | Create a story for an agile phase. | [
"Project management",
"project workbench",
"Project workbench",
"create a story"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Using Project workbench - Legacy",
"Managing Project workbench"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAStoryInTheProjectWorkbench.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateAStoryInTheProjectWorkbench.html"><body id="t_CreateAStoryInTheProjectWorkbenc... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a story in the project workbench
Create a story for an agile phase.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Select an agile phase in the project workbench timeline.
2. Select New in the detail view.
3. Fill out the Story form.
4. Select Submit.
| ---
title: Create a story in the project workbench
description: Create a story for an agile phase.
keywords:
- Project management
- project workbench
- Project workbench
- create a story
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Project Management
- Using ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateATaskFromAProject.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateATaskFromAProject.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateATaskFromAProject.html | zurich | Create a project task from a project | Create tasks from the project form to break down project objectives into manageable units of work. | [
"project management",
"project tasks",
"creating from a project"
] | [
"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/t_CreateATaskFromAProject.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateATaskFromAProject.html"><body id="t_CreateATaskFromAProject"><main role="main"><article ... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a project task from a project
Create tasks from the project form to break down project objectives into manageable units of work.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Navigate to All > Project > Projects > All.
2. Select the project from the list.
3. In the Project Tasks ... | ---
title: Create a project task from a project
description: Create tasks from the project form to break down project objectives into
manageable units of work.
keywords:
- project management
- project tasks
- creating from a project
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Projec... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateParentChildRelationship.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_CreateParentChildRelationship.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_CreateParentChildRelationship.html | zurich | Create a parent-child relationship on the Project Task form | Create a child task from any project task form. | [
"project management",
"task relationships"
] | [
"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/t_CreateParentChildRelationship.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_CreateParentChildRelationship.html"><body id="t_CreateParentChildRelationship"><main rol... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a parent-child relationship on the Project Task form
Create a child task from any project task form.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Navigate to the parent task in the relationship.
2. In the Project Tasks related list, select New.
3. Create the task and select Subm... | ---
title: Create a parent-child relationship on the Project Task form
description: Create a child task from any project task form.
keywords:
- project management
- task relationships
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Project Management
- Starting ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_ManageProjStoriesProjWorkbench.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_ManageProjStoriesProjWorkbench.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_ManageProjStoriesProjWorkbench.html | zurich | Manage project stories in the project workbench | If Project Portfolio Management and Agile Development 2.0 are activated, the project manager can manage the stories in a project from the project workbench. | [
"Project management",
"project workbench",
"Project workbench",
"manage project stories"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Using Project workbench - Legacy",
"Managing Project workbench"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_ManageProjStoriesProjWorkbench.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_ManageProjStoriesProjWorkbench.html"><body id="t_ManageProjStoriesProjWorkbench"><main ... | {
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},
{
"title": "Pr... | # Manage project stories in the project workbench
If Project Portfolio Management and Agile Development 2.0 are activated, the
project manager can manage the stories in a project from the project workbench.
## Before you begin
Activate Project Portfolio Management and Agile Development 2.0 plugins.
Role required: i... | ---
title: Manage project stories in the project workbench
description: If Project Portfolio Management and Agile Development 2.0 are activated,
the project manager can manage the stories in a project from the project workbench.
keywords:
- Project management
- project workbench
- Project workbench
- manage project s... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_ModifAProjectTempConfigItem.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_ModifAProjectTempConfigItem.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_ModifAProjectTempConfigItem.html | zurich | Modify a project template configuration item | Modify a project template configuration item included in a template. | [
"project management",
"project templates",
"modify a configuration item"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Applying templates to projects",
"Project template configuration"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_ModifAProjectTempConfigItem.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_ModifAProjectTempConfigItem.html"><body id="t_ModifAProjectTempConfigItem"><main role="mai... | {
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"enus"
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Modify a project template configuration item
Modify a project template configuration item included in a template.
## Before you begin
Role required: it\_pps\_admin
## Procedure
1. Navigate to All > Project Administration > Settings > Template Config.
2. Select a configuration item from the list.
3. Make any desi... | ---
title: Modify a project template configuration item
description: Modify a project template configuration item included in a template.
keywords:
- project management
- project templates
- modify a configuration item
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- U... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_ModifyProjectTaskDependencies.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_ModifyProjectTaskDependencies.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_ModifyProjectTaskDependencies.html | zurich | Modify a project task dependency | Modify a dependency when editing the tasks that are linked in the dependency, the dependency type, or the lag time. | [
"project management",
"task dependencies"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Using Planning console - Legacy",
"Create a dependency from the planning console"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_ModifyProjectTaskDependencies.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_ModifyProjectTaskDependencies.html"><body id="t_ModifyProjectTaskDependencies"><main rol... | {
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"enus"
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Modify a project task dependency
Modify a dependency when editing the tasks that are linked in the dependency, the dependency type, or the lag time.
## Before you begin
Role required: it\_project\_manager
## About this task
Project task dependencies are saved on the Planned Task Relationship
[planned\_task\_rel\... | ---
title: Modify a project task dependency
description: Modify a dependency when editing the tasks that are linked in the dependency,
the dependency type, or the lag time.
keywords:
- project management
- task dependencies
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Managem... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_UseAProjectTaskTemplate.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_UseAProjectTaskTemplate.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_UseAProjectTaskTemplate.html | zurich | Create a task from a project task template | You can save a project task as a template and reuse it when creating a task. | [
"project management",
"project tasks",
"using templates"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project",
"Create a project task from a project"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/t_UseAProjectTaskTemplate.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_UseAProjectTaskTemplate.html"><body id="t_UseAProjectTaskTemplate"><main role="main"><article ... | {
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"enus"
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a task from a project task template
You can save a project task as a template and reuse it when creating a
task.
## Before you begin
Role required: it\_project\_manager
You must have a template from an existing
project task that has the required field values. See Templates for more
information on this plat... | ---
title: Create a task from a project task template
description: You can save a project task as a template and reuse it when creating
a task.
keywords:
- project management
- project tasks
- using templates
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Pro... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/t_ViewAProjectTemplateForm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/t_ViewAProjectTemplateForm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/t_ViewAProjectTemplateForm.html | zurich | Create a project template | Create a template from an existing template or a project. | [
"project management",
"templates",
"create"
] | [
"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_ViewAProjectTemplateForm.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/t_ViewAProjectTemplateForm.html"><body id="t_ViewAProjectTemplateForm"><main role="main"><artic... | {
"attachments": {
"all_attachments": null,
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"enus"
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create a project template
Create a template from an existing template or a project.
## Before you begin
Role required: it\_project\_manager
## About this task
When you create a template from a project, all the project attachments and checklists
are copied to the template. You can add or remove attachments from t... | ---
title: Create a project template
description: Create a template from an existing template or a project.
keywords:
- project management
- templates
- create
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Using Project Management
- Applying templates to projects
--... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/update-a-non-monetary-benefit-plan-breakdown-for-a-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/update-a-non-monetary-benefit-plan-breakdown-for-a-project.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/update-a-non-monetary-benefit-plan-breakdown-for-a-project.html | zurich | Update a non-monetary benefit plan breakdown for a project | Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project",
"Create a non-monetary benefit plan for a project"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/update-a-non-monetary-benefit-plan-breakdown-for-a-project.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/update-a-non-monetary-benefit-plan-breakdown-for-a-project.html... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Update a non-monetary benefit plan breakdown for a project
Update a non-monetary benefit plan breakdown record that specifies the estimated and
actual benefits, at a granular level, for specific fiscal periods.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Navigate to AllProject > Proje... | ---
title: Update a non-monetary benefit plan breakdown for a project
description: Update a non-monetary benefit plan breakdown record that specifies the
estimated and actual benefits, at a granular level, for specific fiscal periods.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Mana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/update-benefit-plan-breakdown.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/update-benefit-plan-breakdown.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/update-benefit-plan-breakdown.html | zurich | Update a monetary benefit plan breakdown for a project | Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods. | [
"project management",
"benefit plan breakdowns"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project",
"Create a monetary benefit plan for a project"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/update-benefit-plan-breakdown.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/update-benefit-plan-breakdown.html"><body id="update-benefit-plan-breakdown"><main role="mai... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Update a monetary benefit plan breakdown for a project
Update a monetary benefit plan breakdown record that specifies the estimated and
actual benefits, at a granular level, for specific fiscal periods.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Navigate to All > Project > Projects >... | ---
title: Update a monetary benefit plan breakdown for a project
description: Update a monetary benefit plan breakdown record that specifies the estimated
and actual benefits, at a granular level, for specific fiscal periods.
keywords:
- project management
- benefit plan breakdowns
breadcrumbs:
- Strategic Portfolio... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-management/task/update-cost-plan-breakdown.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-management/task/update-cost-plan-breakdown.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-management/task/update-cost-plan-breakdown.html | zurich | Update a cost plan breakdown | Update a cost plan breakdown record that specifies the estimated and actual cost, at a granular level, for specific fiscal periods. | [
"project management",
"update a cost plan break down"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Management",
"Using Project Management",
"Starting a project",
"Create a project cost plan"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-management/task/update-cost-plan-breakdown.html" id="bundle:zurich-it-business-management/enus/product/project-management/task/update-cost-plan-breakdown.html"><body id="update-cost-plan-breakdown"><main role="main"><artic... | {
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Update a cost plan breakdown
Update a cost plan breakdown record that specifies the estimated and actual cost, at
a granular level, for specific fiscal periods.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Open the required project.
2. Select the Cost Plan related list.
3. Select the C... | ---
title: Update a cost plan breakdown
description: Update a cost plan breakdown record that specifies the estimated and
actual cost, at a granular level, for specific fiscal periods.
keywords:
- project management
- update a cost plan break down
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Mana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/reference/diagnostic-scripts-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/reference/diagnostic-scripts-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-portfolio-suite-with-financials/reference/diagnostic-scripts-form.html | zurich | Diagnostic Scripts form | Learn about the fields of diagnostic scripts 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-portfolio-suite-with-financials/reference/diagnostic-scripts-form.html" id="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/reference/diagnostic-scripts-form.html"><body id="diagno... | {
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{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Diagnostic Scripts form
Learn about the fields of diagnostic scripts form.
Table 1. Diagnostic Scripts form
| Field | Description |
| --- | --- |
| Name | Name of the diagnostic script. Use a name that clearly explains the objective of the script. The script name also enables you to identify the correct script whil... | ---
title: Diagnostic Scripts form
description: Learn about the fields of diagnostic scripts form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Diagnostic Scripts form
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/reference/diagnostics-feature-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/reference/diagnostics-feature-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-portfolio-suite-with-financials/reference/diagnostics-feature-form.html | zurich | Diagnostics Feature form | Learn about the fields of diagnostics feature 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-portfolio-suite-with-financials/reference/diagnostics-feature-form.html" id="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/reference/diagnostics-feature-form.html"><body id="diag... | {
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Diagnostics Feature form
Learn about the fields of diagnostics feature form.
Table 1. Diagnostics Feature form
| Field | Description |
| --- | --- |
| Name | Name of the diagnostic feature. This name appears in the application to which the diagnostic feature belongs. |
| Active | Option for activating the diagnosti... | ---
title: Diagnostics Feature form
description: Learn about the fields of diagnostics feature form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Diagnostics Feature fo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/reference/diagnostics-form-finance.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/reference/diagnostics-form-finance.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-portfolio-suite-with-financials/reference/diagnostics-form-finance.html | zurich | Diagnostics form | Learn about the fields of diagnostic 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-portfolio-suite-with-financials/reference/diagnostics-form-finance.html" id="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/reference/diagnostics-form-finance.html"><body id="diag... | {
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Diagnostics form
Learn about the fields of diagnostic form.
Table 1. Diagnostics form
| Field | Description |
| --- | --- |
| Name | Name of the diagnostic scan. This name appears in the application to which this diagnostic scan belongs. |
| Active | Option for activating the diagnostic scan. |
| Order | Order in w... | ---
title: Diagnostics form
description: Learn about the fields of diagnostic form.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Management
- Project Management reference
- Form field information for Project Management
---
# Diagnostics form
Learn about the field... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/task/add-diagnostic-and-fix-script.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/task/add-diagnostic-and-fix-script.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-portfolio-suite-with-financials/task/add-diagnostic-and-fix-script.html | zurich | Add diagnostic and fix scripts | Add diagnostic scripts to scan the data in your application for any corruption. You can also attach fix scripts to rectify the corrupt or invalid data identified by the diagnostic script. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Diagnostics"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/task/add-diagnostic-and-fix-script.html" id="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/task/add-diagnostic-and-fix-script.html"><body id="add-... | {
"attachments": {
"all_attachments": null,
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"enus"
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Add diagnostic and fix scripts
Add diagnostic scripts to scan the data in your application for any corruption. You
can also attach fix scripts to rectify the corrupt or invalid data identified by the
diagnostic script.
## Before you begin
Role required: adt\_admin
## About this task
The results of the filter con... | ---
title: Add diagnostic and fix scripts
description: Add diagnostic scripts to scan the data in your application for any corruption.
You can also attach fix scripts to rectify the corrupt or invalid data identified
by the diagnostic script.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Port... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/task/add-diagnostic-feature.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/task/add-diagnostic-feature.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-portfolio-suite-with-financials/task/add-diagnostic-feature.html | zurich | Create and add diagnostic features | Create and add diagnostic features, which consist of single or multiple diagnostic scans that execute mapped scripts to detect data corruption or invalid data. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Diagnostics"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/task/add-diagnostic-feature.html" id="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/task/add-diagnostic-feature.html"><body id="add-diagnostic-fea... | {
"attachments": {
"all_attachments": null,
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"breadcrumbs": [
{
"title": "Strategic Portfolio Management",
"topic_id": "product/it-business-management/reference/r_ITBusinessManagement.html"
},
{
"title": "Pr... | # Create and add diagnostic features
Create and add diagnostic features, which consist of single or multiple diagnostic
scans that execute mapped scripts to detect data corruption or invalid data.
## Before you begin
Role required: adt\_admin
## Procedure
1. Navigate to All > Application Diagnostics Tool > Feature... | ---
title: Create and add diagnostic features
description: Create and add diagnostic features, which consist of single or multiple
diagnostic scans that execute mapped scripts to detect data corruption or invalid
data.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Proje... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/task/create-diagnostic-scan-map-script.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/project-portfolio-suite-with-financials/task/create-diagnostic-scan-map-script.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/project-portfolio-suite-with-financials/task/create-diagnostic-scan-map-script.html | zurich | Create Diagnostic scans and map related scripts | Once you have created diagnostic features and scripts, map them to a diagnostic scan to check the health of data in your application. Use fix scripts to rectify any corrupt or invalid data that the diagnostic scan identifies. | [] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Project Diagnostics"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/task/create-diagnostic-scan-map-script.html" id="bundle:zurich-it-business-management/enus/product/project-portfolio-suite-with-financials/task/create-diagnostic-scan-map-script.html"><body ... | {
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"title": "Pr... | # Create Diagnostic scans and map related scripts
Once you have created diagnostic features and scripts, map them to a diagnostic scan
to check the health of data in your application. Use fix scripts to rectify any corrupt or
invalid data that the diagnostic scan identifies.
## Before you begin
In order to create a ... | ---
title: Create Diagnostic scans and map related scripts
description: Once you have created diagnostic features and scripts, map them to a
diagnostic scan to check the health of data in your application. Use fix scripts
to rectify any corrupt or invalid data that the diagnostic scan identifies.
keywords: []
bread... |
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"title": "Pr... | # Create a status report template in Project Workspace
Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Open a project from the planning page... | ---
title: Create a status report template in Project Workspace
description: Create a custom template for status reporting in Project Workspace. Use
the template to create status reports according to your specific requirements.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
... |
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"title": "Pr... | # Update status report in Project Workspace
Modify a status report in Project Workspace for your project to update project health, metrics, risks, issues, and milestones.
## Before you begin
Role required: it\_pps\_admin, it\_project\_manager
## About this task
By default, the status report is read only and the sn... | ---
title: Update status report in Project Workspace
description: Modify a status report in Project Workspace for your project to update
project health, metrics, risks, issues, and milestones.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Workspace
- Managing proj... |
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"Project Portfolio Management",
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"title": "Pr... | # Resource planning with Project Workspace
Use the Resource Management application to allocate and manage your resources in the Project Workspace.
## Key benefits
Using Resource Management, you can create, plan, track, and monitor resource assignments at a project or task level in the Project Workspace. With Resourc... | ---
title: Resource planning with Project Workspace
description: Use the Resource Management application to allocate and manage your resources
in the Project Workspace.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Workspace
---
# Resource planning with Project W... |
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"title": "Pr... | # Create a resource assignment for a user in Project Workspace
Use Project Workspace to create a user-based Resource assignment. User records store information about individuals who access your instance or application. These records can be assigned to groups
and roles to determine what records and actions can be acces... | ---
title: Create a resource assignment for a user in Project Workspace
description: Use Project Workspace to create a user-based Resource assignment. User
records store information about individuals who access your instance or application.
These records can be assigned to groups and roles to determine what records... |
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"title": "Pr... | # Delete a resource assignment from Project Workspace
Delete a resource assignment from Project Workspace. Deleting an assignment also deletes all associated resource allocations.
## Before you begin
Role required: it\_project\_manager
## Procedure
1. Navigate to Workspaces > Project Workspace and open a project.
... | ---
title: Delete a resource assignment from Project Workspace
description: Delete a resource assignment from Project Workspace. Deleting an assignment
also deletes all associated resource allocations.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Project Workspace
- Reso... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/resource-management/concept/c_ResourceManagement.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/resource-management/concept/c_ResourceManagement.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/resource-management/concept/c_ResourceManagement.html | zurich | Resource Management classic | The ServiceNow® Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans, request resources, and analyze resource availability and utilization. | [
"resource management"
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"Strategic Portfolio Management",
"Project Portfolio Management"
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"title": "Pr... | # Resource Management classic
The ServiceNow®
Resource Management application enables
resource requesters, such as project managers or change managers, to create resource plans,
request resources, and analyze resource availability and utilization.
Important:
Starting March 2026, resource plans in Resource Management ... | ---
title: Resource Management classic
description: "The ServiceNow\xAE Resource Management application enables resource\
\ requesters, such as project managers or change managers, to create resource plans,\
\ request resources, and analyze resource availability and utilization."
keywords:
- resource management
bre... |
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"Resource Management Reports"
] | [
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"Project Portfolio Management",
"Resource Management classic"
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"title": "Pr... | # Resource Management reports
Resource Management reports provide the resource requester and resource managers with resource allocations, availability, and utilization.
Important: Resource Management reports is deprecated starting Zurich release. It will be hidden and no longer available for installation but will con... | ---
title: Resource Management reports
description: Resource Management reports provide the resource requester and resource
managers with resource allocations, availability, and utilization.
keywords:
- Resource Management Reports
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Resource... |
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"resource management",
"process"
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"Project Portfolio Management",
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"title": "Pr... | # Resource management process
The resource plan is the key to understanding how resource management
works.
Important: Starting March 2026, resource plans and operational resource plans won't be available for new customers.
You're encouraged to work on resource assignments which offers more flexibility using Resource... | ---
title: Resource management process
description: The resource plan is the key to understanding how resource management
works.
keywords:
- resource management
- process
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
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---
# Resource management process
The ... |
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"title": "Pr... | # Confirm and allocate a resource plan
After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.
## Before you begin
Important: Starting March 2026, resource plans won't be available for new custome... | ---
title: Confirm and allocate a resource plan
description: After the resource plan is requested, as a resource manager, you can
directly allocate the resources. To confirm and allocate, the resource plan must
be in the Requested state.
keywords:
- resource plan
- confirm and allocate
- allocate
- resources
- reso... |
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Create an operational resource plan and allocate a certain portion of your team
capacity for operational work, such as administration, meeting, or training.
## Before you begin
Important: Starting March 2026, operational resource plans won't be available for new customers.
You'... | ---
title: Create an operational resource plan
description: Create an operational resource plan and allocate a certain portion of
your team capacity for operational work, such as administration, meeting, or training.
keywords:
- project task
- operational plan
- create
- project
- operational resource plans
- create
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/resource-management/task/extend-resource-plan.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/resource-management/task/extend-resource-plan.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/resource-management/task/extend-resource-plan.html | zurich | Extend a resource plan | You can extend the date of an allocated resource plan and allocate resources for the extended period. | [
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"extend"
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You can extend the date of an allocated resource plan and allocate resources for the
extended period.
## Before you begin
Important: Starting March 2026, resource plans won't be available for new customers.
You're encouraged migrate your existing resource plans to work on resource assignmen... | ---
title: Extend a resource plan
description: You can extend the date of an allocated resource plan and allocate resources
for the extended period.
keywords:
- resource plan
- extend
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Resource Management classic
- Resource plans
---
# Ext... |
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"Project Portfolio Management",
"Resource Management classic",
"Resource plans"
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Reduce the duration of an allocated or confirmed resource plan and deallocate
resources in one action without having to do it individually for each resource.
## Before you begin
Important: Starting March 2026, resource plans won't be available for new customers.
You're encou... | ---
title: Reduce the duration of a resource plan
description: Reduce the duration of an allocated or confirmed resource plan and deallocate
resources in one action without having to do it individually for each resource.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Resou... |
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"allocated resource plan",
"request extension"
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As a project manager, you can request the extension of an allocated resource plan.
## Before you begin
Important: Starting March 2026, resource plans won't be available for new customers.
You're encouraged migrate your existing resource plans to work on resource ass... | ---
title: Request extension of an allocated resource plan
description: As a project manager, you can request the extension of an allocated resource
plan.
keywords:
- allocated resource plan
- request extension
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Resource Management classic
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/resource-management/task/t_CreateResourcePlanProjectTask.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/resource-management/task/t_CreateResourcePlanProjectTask.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/resource-management/task/t_CreateResourcePlanProjectTask.html | zurich | Create a resource plan | You can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval. | [
"project task",
"resource plan",
"create",
"project",
"demand",
"resource plans",
"create",
"copy"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Resource Management classic",
"Resource plans"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/resource-management/task/t_CreateResourcePlanProjectTask.html" id="bundle:zurich-it-business-management/enus/product/resource-management/task/t_CreateResourcePlanProjectTask.html"><body id="t_CreateResourcePlanProjectTask"><main r... | {
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"title": "Pr... | # Create a resource plan
You can create a resource plan from the Resource Management application for
any task such as demand, project, project task, incident, problem, or change. You can edit
and adjust the plan until you submit it for approval.
## Before you begin
Important: Starting March 2026, resource plans won'... | ---
title: Create a resource plan
description: You can create a resource plan from the Resource Management application
for any task such as demand, project, project task, incident, problem, or change.
You can edit and adjust the plan until you submit it for approval.
keywords:
- project task
- resource plan
- creat... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/resource-management/task/t_GenAvailUtilAllocationReport.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/resource-management/task/t_GenAvailUtilAllocationReport.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/resource-management/task/t_GenAvailUtilAllocationReport.html | zurich | View availability, utilization, and allocation reports | You can view resource reports that focus on resource availability, utilization, and allocations. | [
"Resource Management",
"reports"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Resource Management classic",
"Resource Management reports"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/resource-management/task/t_GenAvailUtilAllocationReport.html" id="bundle:zurich-it-business-management/enus/product/resource-management/task/t_GenAvailUtilAllocationReport.html"><body id="t_GenAvailUtilAllocationReport"><main role... | {
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"title": "Pr... | # View availability, utilization, and allocation reports
You can view resource reports that focus on resource availability, utilization, and
allocations.
## Before you begin
Role required: admin, resource\_user, or resource\_manager
Important: Resource Management reports is deprecated starting Zurich release. It wi... | ---
title: View availability, utilization, and allocation reports
description: You can view resource reports that focus on resource availability, utilization,
and allocations.
keywords:
- Resource Management
- reports
breadcrumbs:
- Strategic Portfolio Management
- Project Portfolio Management
- Resource Management c... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/resource-management/task/t_RejectResourcePlanForm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/resource-management/task/t_RejectResourcePlanForm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/resource-management/task/t_RejectResourcePlanForm.html | zurich | Reject a resource plan from the Resource Plan form | Resource managers can reject plans from the Resource Plan form or from the Resource Workbench. | [
"resource plan",
"reject",
"resource plan form",
"resource management",
"resource plan",
"reject"
] | [
"Strategic Portfolio Management",
"Project Portfolio Management",
"Resource Management classic",
"Resource allocation"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/resource-management/task/t_RejectResourcePlanForm.html" id="bundle:zurich-it-business-management/enus/product/resource-management/task/t_RejectResourcePlanForm.html"><body id="t_RejectResourcePlanForm"><main role="main"><article r... | {
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"title": "Pr... | # Reject a resource plan from the Resource Plan form
Resource managers can reject plans from the Resource Plan form or from the Resource
Workbench.
## Before you begin
Role required: resource\_manager
## Procedure
1. Navigate to All > Resource > Resource Plans > Requested.
2. Open the plan to reject.
3. (Optional)... | ---
title: Reject a resource plan from the Resource Plan form
description: Resource managers can reject plans from the Resource Plan form or from
the Resource Workbench.
keywords:
- resource plan
- reject
- resource plan form
- resource management
- resource plan
- reject
breadcrumbs:
- Strategic Portfolio Management... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/spw-financials/task/enable-spw-fin-epic.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/spw-financials/task/enable-spw-fin-epic.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/spw-financials/task/enable-spw-fin-epic.html | zurich | Enable financials for planning items in Strategic Planning | EActivate financials for all the planning items to work on the financial estimates. | [] | [
"Strategic Portfolio Management",
"Strategic Planning",
"Portfolio Planning in Strategic Planning",
"Configuring Strategic Planning",
"Configure financials for planning items Strategic Planning"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/spw-financials/task/enable-spw-fin-epic.html" id="bundle:zurich-it-business-management/enus/product/spw-financials/task/enable-spw-fin-epic.html"><body id="enable-spw-fin-epic"><main role="main"><article role="article" class="dita... | {
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"title": "St... | # Enable financials for planning items in Strategic Planning
EActivate
financials for all the planning items to
work on the financial estimates.
## Before you begin
Role required: sn\_invst\_pln\_v2.investment\_admin
## Procedure
1. Navigate to All > Investment Funding > Setup > Investment Entities.
2. Filter the ... | ---
title: Enable financials for planning items in Strategic Planning
description: EActivate financials for all the planning items to work on the financial
estimates.
keywords: []
breadcrumbs:
- Strategic Portfolio Management
- Strategic Planning
- Portfolio Planning in Strategic Planning
- Configuring Strategic Plan... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-business-management/page/product/spw-roadmap/concept/roadmaps-in-alignment-planner-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-business-management/page/product/spw-roadmap/concept/roadmaps-in-alignment-planner-workspace.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-business-management | product/spw-roadmap/concept/roadmaps-in-alignment-planner-workspace.html | zurich | Using Roadmaps in Strategic Planning | Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in Strategic Planning Workspace. Facilitate collaboration among stakeholders and adjust plans on the go. | [
"alignment planner workspace",
"portfolio planning workspace",
"portfolio planner",
"strategic planner",
"strategic planning workspace"
] | [
"Strategic Portfolio Management",
"Strategic Planning",
"Portfolio Planning in Strategic Planning"
] | <article class="hascomments" data-page="bundle:zurich-it-business-management/enus/product/spw-roadmap/concept/roadmaps-in-alignment-planner-workspace.html" id="bundle:zurich-it-business-management/enus/product/spw-roadmap/concept/roadmaps-in-alignment-planner-workspace.html"><body id="roadmaps-in-alignment-planner-work... | {
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"title": "St... | # Using Roadmaps in Strategic Planning
Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in Strategic Planning Workspace. Facilitate collaboration among stakeholders and adjust plans on the go.
Roadmaps in Strategic Planning Workspace ar... | ---
title: Using Roadmaps in Strategic Planning
description: Create a layout of the plans for upcoming projects or initiatives while
aligning them with your business objectives using roadmaps in Strategic Planning
Workspace. Facilitate collaboration among stakeholders and adjust plans on the go.
keywords:
- alignme... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/administer/atf-quick-start-tests/reference/quick-start-tests-certificate-inventory-and-management.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/administer/atf-quick-start-tests/reference/quick-start-tests-certificate-inventory-and-management.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | administer/atf-quick-start-tests/reference/quick-start-tests-certificate-inventory-and-management.html | zurich | Quick start test for Certificate Inventory and Management | Quick start test for certificate discovery for GoDaddy, Entrust, Digicert, Setigo. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Certificate Inventory and Management",
"Certificate Inventory and Management reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/administer/atf-quick-start-tests/reference/quick-start-tests-certificate-inventory-and-management.html" id="bundle:zurich-it-operations-management/enus/administer/atf-quick-start-tests/reference/quick-start-tests-certificate-inventory-a... | {
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{
"title": "ITOM Visib... | # Quick start test for Certificate Inventory and Management
Quick start test for certificate discovery for GoDaddy, Entrust, Digicert, Setigo.
Table 1.
Certificate Inventory and Management - quick start test
| Test | Description |
| --- | --- |
| Certificate Discovery | Certificate discovery for GoDaddy, Entrust, Di... | ---
title: Quick start test for Certificate Inventory and Management
description: Quick start test for certificate discovery for GoDaddy, Entrust, Digicert,
Setigo.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Certificate Inventory and Management
- Certificate Inventory and Management refe... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/administer/atf-quick-start-tests/reference/quick-start-tests-firewall-audits-and-reporting.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/administer/atf-quick-start-tests/reference/quick-start-tests-firewall-audits-and-reporting.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | administer/atf-quick-start-tests/reference/quick-start-tests-firewall-audits-and-reporting.html | zurich | Quick start test for Firewall Audits and Reporting | Quick start test for Firewall Audits and Reporting to validate configuration items (CI) and their relationships. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Firewall Audits and Reporting",
"Firewall Audits and Reporting reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/administer/atf-quick-start-tests/reference/quick-start-tests-firewall-audits-and-reporting.html" id="bundle:zurich-it-operations-management/enus/administer/atf-quick-start-tests/reference/quick-start-tests-firewall-audits-and-reporting.... | {
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"title": "ITOM Visib... | # Quick start test for Firewall Audits and Reporting
Quick start test for Firewall Audits and Reporting to validate configuration items (CI) and their relationships.
Table 1. Firewall Audits and Reporting Quick Start Test
| Test | Description |
| --- | --- |
| Firewall Discovery | Firewall Discovery is performed on a... | ---
title: Quick start test for Firewall Audits and Reporting
description: Quick start test for Firewall Audits and Reporting to validate configuration
items (CI) and their relationships.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Firewall Audits and Reporting
- Firewall Audits and Repor... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/administer/atf-quick-start-tests/reference/quick-start-tests-ip-discovery.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/administer/atf-quick-start-tests/reference/quick-start-tests-ip-discovery.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | administer/atf-quick-start-tests/reference/quick-start-tests-ip-discovery.html | zurich | Quick start test for IP Discovery | Quick start test for IP discovery validate configuration items (CI) and their relationships. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Discovery",
"Discovery reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/administer/atf-quick-start-tests/reference/quick-start-tests-ip-discovery.html" id="bundle:zurich-it-operations-management/enus/administer/atf-quick-start-tests/reference/quick-start-tests-ip-discovery.html"><body id="quick-start-tests-... | {
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"title": "ITOM Visib... | # Quick start test for IP Discovery
Quick start test for IP discovery validate configuration items (CI) and their relationships.
Table 1. IP Discovery quick start test
| Test | Description |
| --- | --- |
| TestIPDiscovery | IP discovery is performed on an IP input by the user. After discovery, the CI and relationshi... | ---
title: Quick start test for IP Discovery
description: Quick start test for IP discovery validate configuration items (CI) and
their relationships.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Discovery
- Discovery reference
---
# Quick start test for IP Discovery
Quick start test for... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/agent-client-collector/concept/acc-monitoring-landing-page.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/agent-client-collector/concept/acc-monitoring-landing-page.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/agent-client-collector/concept/acc-monitoring-landing-page.html | zurich | Agent Client Collector Monitoring | Agent Client Collector Monitoring enables you to monitor your service availability, examine the health and performance of your environment, and ensure that your infrastructure and its applications are running properly. | [] | [
"IT Operations Management",
" Agent Client Collector "
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/agent-client-collector/concept/acc-monitoring-landing-page.html" id="bundle:zurich-it-operations-management/enus/product/agent-client-collector/concept/acc-monitoring-landing-page.html"><body id="acc-monitoring-landing-page"><ma... | {
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"title": " Agent Cl... | # Agent Client Collector Monitoring
Agent Client Collector Monitoring enables you to monitor your service availability, examine the health and performance of your environment, and ensure that your infrastructure and its applications are running
properly.
## Get started
Note:
If checks are not running on the agent's... | ---
title: Agent Client Collector Monitoring
description: Agent Client Collector Monitoring enables you to monitor your service
availability, examine the health and performance of your environment, and ensure
that your infrastructure and its applications are running properly.
keywords: []
breadcrumbs:
- IT Operatio... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/agent-client-collector/reference/acc-visibility-checks-policies.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/agent-client-collector/reference/acc-visibility-checks-policies.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/agent-client-collector/reference/acc-visibility-checks-policies.html | zurich | Agent Client Collector for Visibility - Content default checks and policies | Agent Client Collector for Visibility - Content (ACC-VC) provides various checks and policies as well as a business rule. | [
"Agent Client Collector",
"Agent Client Collector for Visibility",
"ACC for Visibility"
] | [
"IT Operations Management",
" Agent Client Collector ",
"Agent Client Collector for Visibility - Content",
"Agent Client Collector for Visibility - Content reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/agent-client-collector/reference/acc-visibility-checks-policies.html" id="bundle:zurich-it-operations-management/enus/product/agent-client-collector/reference/acc-visibility-checks-policies.html"><body id="acc-visibility-checks-... | {
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"title": " Agent Cl... | # Agent Client Collector for Visibility - Content default checks and policies
Agent Client Collector for Visibility - Content (ACC-VC) provides various checks and policies as well as a business rule.
## Policies
Note: ACC-VC policies execute at a frequency of once per day. The total data ingested would be approximat... | ---
title: Agent Client Collector for Visibility - Content default checks and policies
description: Agent Client Collector for Visibility - Content (ACC-VC) provides various
checks and policies as well as a business rule.
keywords:
- Agent Client Collector
- Agent Client Collector for Visibility
- ACC for Visibility
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/agent-client-collector/task/acc-uninstall-mac-manual.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/agent-client-collector/task/acc-uninstall-mac-manual.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/agent-client-collector/task/acc-uninstall-mac-manual.html | zurich | Uninstall the Agent Client Collector from macOS machine manually | Uninstall the Agent Client Collector from macOS machine manually instead of using the single-line procedure when the specific agent is not connected to the instance. | [] | [
"IT Operations Management",
" Agent Client Collector ",
"Agent Client Collector Framework",
"Configuring Agent Client Collector Framework",
"Agent Client Collector installation on macOS system"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/agent-client-collector/task/acc-uninstall-mac-manual.html" id="bundle:zurich-it-operations-management/enus/product/agent-client-collector/task/acc-uninstall-mac-manual.html"><body id="acc-uninstall-mac-manual"><main role="main">... | {
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"title": " Agent Cl... | # Uninstall the Agent Client Collector from macOS machine manually
Uninstall the Agent Client Collector from macOS machine
manually instead of using the single-line procedure when the specific agent is not connected
to the instance.
## Before you begin
* The upgrade procedure is the same for both MID Server and MID-... | ---
title: Uninstall the Agent Client Collector from macOS machine manually
description: Uninstall the Agent Client Collector from macOS machine manually instead
of using the single-line procedure when the specific agent is not connected to the
instance.
keywords: []
breadcrumbs:
- IT Operations Management
- ' Age... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/agent-client-collector/task/activate-advanced-promotion-engine.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/agent-client-collector/task/activate-advanced-promotion-engine.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/agent-client-collector/task/activate-advanced-promotion-engine.html | zurich | Activate the Advanced Promotion Engine | Before you can use the Advanced Promotion Engine feature, you must activate it from the list of plugins. | [] | [
"IT Operations Management",
"Metric Intelligence",
"Configuring Metric Intelligence"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/agent-client-collector/task/activate-advanced-promotion-engine.html" id="bundle:zurich-it-operations-management/enus/product/agent-client-collector/task/activate-advanced-promotion-engine.html"><body id="activate-advanced-promot... | {
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"title": "Metric Int... | # Activate the Advanced Promotion Engine
Before you can use the Advanced Promotion Engine feature, you must activate it from the list of plugins.
## Before you begin
Role required: evt\_mgmt\_admin
## About this task
To activate the var.adv-promo-eng, you also need to install a plugin for ACC-M, which includes Met... | ---
title: Activate the Advanced Promotion Engine
description: Before you can use the Advanced Promotion Engine feature, you must activate
it from the list of plugins.
keywords: []
breadcrumbs:
- IT Operations Management
- Metric Intelligence
- Configuring Metric Intelligence
---
# Activate the Advanced Promotion En... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/agent-client-collector/task/enable-kafka-metrics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/agent-client-collector/task/enable-kafka-metrics.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/agent-client-collector/task/enable-kafka-metrics.html | zurich | Enable Apache Kafka health monitoring | Set configurations in the Apache HTTP server application to enable the Agent Client Collector to perform Apache Kafka HTTP server monitoring. | [] | [
"IT Operations Management",
" Agent Client Collector ",
"Agent Client Collector Monitoring",
"Configuring Agent Client Collector Monitoring"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/agent-client-collector/task/enable-kafka-metrics.html" id="bundle:zurich-it-operations-management/enus/product/agent-client-collector/task/enable-kafka-metrics.html"><body id="enable-kafka-metrics"><main role="main"><article rol... | {
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{
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"title": " Agent Cl... | # Enable Apache Kafka health monitoring
Set configurations in the Apache HTTP server application to enable the Agent Client Collector to perform Apache Kafka HTTP server monitoring.
## Before you begin
* Enable Java Management Extensions (JMX) for Kafka metric collection by running the following command:
```None
... | ---
title: Enable Apache Kafka health monitoring
description: Set configurations in the Apache HTTP server application to enable the
Agent Client Collector to perform Apache Kafka HTTP server monitoring.
keywords: []
breadcrumbs:
- IT Operations Management
- ' Agent Client Collector '
- Agent Client Collector Monit... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/aiops-leap/reference/components-installed-with-aiops-leap.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/aiops-leap/reference/components-installed-with-aiops-leap.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/aiops-leap/reference/components-installed-with-aiops-leap.html | zurich | Components installed with AIOps LEAP | Several types of components are installed with activation of the plugin, including tables, user roles, and scheduled jobs. | [] | [
"IT Operations Management",
"Now Assist for IT Operations Management (ITOM)",
"AIOps Learning Enhanced Automation Playbook (LEAP)",
"AIOps LEAP reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/aiops-leap/reference/components-installed-with-aiops-leap.html" id="bundle:zurich-it-operations-management/enus/product/aiops-leap/reference/components-installed-with-aiops-leap.html"><body id="components-installed-with-aiops-le... | {
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"title": "Now Assist... | # Components installed with AIOps LEAP
Several types of components are installed with activation of the
plugin, including tables, user roles, and scheduled jobs.
## Roles installed
| Role title [name] | Description |
| --- | --- |
| AIOps LEAP admin [sn\_itom\_leap.leap\_admin] | You have full control over AIOps LE... | ---
title: Components installed with AIOps LEAP
description: Several types of components are installed with activation of the plugin,
including tables, user roles, and scheduled jobs.
keywords: []
breadcrumbs:
- IT Operations Management
- Now Assist for IT Operations Management (ITOM)
- AIOps Learning Enhanced Automa... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/cle-generate-reports.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/cle-generate-reports.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-license-estimator/Concept/cle-generate-reports.html | zurich | Generate Cloud License Estimator Reports | Cloud License Estimator reports provide an overview of account information. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Cloud License Estimator"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/cle-generate-reports.html" id="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/cle-generate-reports.html"><body id="cle-generate-reports"><main role="main"><art... | {
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"title": "ITOM Visib... | # Generate Cloud License Estimator Reports
Cloud License Estimator reports provide an overview of account information.
The downloaded PDF of the resource report contains an overview of the account’s information, such as the Cloud Provider, Account Configuration name, and total resource count.
The report distinguishe... | ---
title: Generate Cloud License Estimator Reports
description: Cloud License Estimator reports provide an overview of account information.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Cloud License Estimator
---
# Generate Cloud License Estimator Reports
Cloud License Estimator reports p... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/cloud-license-estimator-landing.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/cloud-license-estimator-landing.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-license-estimator/Concept/cloud-license-estimator-landing.html | zurich | Cloud License Estimator | Cloud License Estimator enables you to get the estimated resource count for all the cloud resources that are eligible for licensing. | [] | [
"IT Operations Management",
"ITOM Visibility"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/cloud-license-estimator-landing.html" id="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/cloud-license-estimator-landing.html"><body id="cloud-license-estimato... | {
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"title": "ITOM Visib... | # Cloud License Estimator
Cloud License Estimator enables you to get the estimated resource count for all the cloud resources that are eligible for licensing.
| Explore Learn about Cloud License Estimator. | Configure Set up credentials and configure accounts. | Generate Reports Generate reports with Cloud License Es... | ---
title: Cloud License Estimator
description: Cloud License Estimator enables you to get the estimated resource count
for all the cloud resources that are eligible for licensing.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
---
# Cloud License Estimator
Cloud License Estimator enables yo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/configure-cloud-license-estimator.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/configure-cloud-license-estimator.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-license-estimator/Concept/configure-cloud-license-estimator.html | zurich | Configure Cloud License Estimator | Set up the accounts and credentials needed for Cloud License Estimator. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Cloud License Estimator"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/configure-cloud-license-estimator.html" id="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/configure-cloud-license-estimator.html"><body id="configure-cloud-li... | {
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"title": "ITOM Visib... | # Configure Cloud License Estimator
Set up the accounts and credentials needed for Cloud License Estimator.
| ---
title: Configure Cloud License Estimator
description: Set up the accounts and credentials needed for Cloud License Estimator.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Cloud License Estimator
---
# Configure Cloud License Estimator
Set up the accounts and credentials needed for Clou... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/explore-cloud-license-estimator.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Concept/explore-cloud-license-estimator.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-license-estimator/Concept/explore-cloud-license-estimator.html | zurich | Exploring Cloud License Estimator | Learn about Cloud License Estimator features. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Cloud License Estimator"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/explore-cloud-license-estimator.html" id="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Concept/explore-cloud-license-estimator.html"><body id="explore-cloud-license-... | {
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"title": "ITOM Visib... | # Exploring Cloud License Estimator
Learn about Cloud License Estimator features.
The Cloud License Estimator allows you to get the estimated resource count for all the cloud resources that are eligible for licensing as per ITOM and CCM licensing rules. It validates the cloud
account details provided by the user a... | ---
title: Exploring Cloud License Estimator
description: Learn about Cloud License Estimator features.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Cloud License Estimator
---
# Exploring Cloud License Estimator
Learn about Cloud License Estimator features.
The Cloud License Estimator al... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Task/cle-aws-credential-setup.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Task/cle-aws-credential-setup.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-license-estimator/Task/cle-aws-credential-setup.html | zurich | Configure Amazon Web Service Credentials for Cloud License Estimator | This task guides you in configuring IAM user permanent credentials for the designated account. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Cloud License Estimator",
"Configure Cloud License Estimator"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Task/cle-aws-credential-setup.html" id="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Task/cle-aws-credential-setup.html"><body><main role="main"><article role="article" clas... | {
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"title": "ITOM Visib... | # Configure Amazon Web Service Credentials for Cloud License Estimator
This task guides you in configuring IAM user permanent credentials for the designated account.
## Before you begin
Role required: admin
## About this task
You can configure IAM roles to generate temporary credentials using STS API for a specifi... | ---
title: Configure Amazon Web Service Credentials for Cloud License Estimator
description: This task guides you in configuring IAM user permanent credentials for
the designated account.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Cloud License Estimator
- Configure Cloud License Estimat... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Task/cle-azure-credential-setup.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-license-estimator/Task/cle-azure-credential-setup.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-license-estimator/Task/cle-azure-credential-setup.html | zurich | Configure Azure Credentials for Cloud License Estimator | To use this tool, configure the Azure Service Principal Account credentials. If you already have credentials configured in the ServiceNow instance, those credentials can be used. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Cloud License Estimator",
"Configure Cloud License Estimator"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Task/cle-azure-credential-setup.html" id="bundle:zurich-it-operations-management/enus/product/cloud-license-estimator/Task/cle-azure-credential-setup.html"><body><main role="main"><article role="article" ... | {
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"title": "ITOM Visib... | # Configure Azure Credentials for Cloud License Estimator
To use this tool, configure the Azure Service Principal Account credentials. If you already have credentials configured in the ServiceNow instance, those credentials can be used.
## Before you begin
Role required: admin
## Procedure
1. Navigate to Filter Na... | ---
title: Configure Azure Credentials for Cloud License Estimator
description: To use this tool, configure the Azure Service Principal Account credentials.
If you already have credentials configured in the ServiceNow instance, those credentials
can be used.
keywords: []
breadcrumbs:
- IT Operations Management
- IT... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2-setup/concept/cloud-mgt-gcp-setup-day-1.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2-setup/concept/cloud-mgt-gcp-setup-day-1.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2-setup/concept/cloud-mgt-gcp-setup-day-1.html | zurich | Day 1 setup guide for Google Cloud through Cloud Services Catalog Terraform Connector | To set up Google Cloud for the first time, follow the steps in this Day 1 setup guide in the order they are presented. After completing the Day 1 setup, you can proceed with the optional Day 2 configuration steps | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2-setup/concept/cloud-mgt-gcp-setup-day-1.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2-setup/concept/cloud-mgt-gcp-setup-day-1.html"><body id="cloud-mgt-gcp-setup-day-1"><ma... | {
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"title": "ITOM Cloud... | # Day 1 setup guide for Google Cloud through Cloud Services Catalog Terraform Connector
To set up Google Cloud for the first time, follow the steps in this Day 1 setup guide in the order they are presented. After completing the Day 1 setup, you can proceed with the optional Day 2 configuration steps as
needed, in any ... | ---
title: Day 1 setup guide for Google Cloud through Cloud Services Catalog Terraform
Connector
description: To set up Google Cloud for the first time, follow the steps in this Day
1 setup guide in the order they are presented. After completing the Day 1 setup,
you can proceed with the optional Day 2 configurati... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/cloud-management-v2-landing-page.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/cloud-management-v2-landing-page.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/concept/cloud-management-v2-landing-page.html | zurich | Cloud Provisioning and Governance | The ServiceNow® Cloud Provisioning and Governance (CPG) application serves as a unified interface for accessing cloud resources, delivering cloud offerings to a catalog, and overseeing resource usage. This application is transformed as Cloud Services Catalog application, offering refined and streamlined | [
"Cloud Provisioning and Governance",
"Cloud Management",
"landing page"
] | [
"IT Operations Management",
"ITOM Cloud Accelerate"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/cloud-management-v2-landing-page.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/cloud-management-v2-landing-page.html"><body id="cloud-management-v2-landing-... | {
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"title": "ITOM Cloud... | # Cloud Provisioning and Governance
The
ServiceNow®
Cloud Provisioning and Governance (CPG) application serves as a unified interface for accessing cloud resources, delivering cloud offerings to a catalog, and overseeing resource usage. This application is transformed
as Cloud Services Catalog application, offering r... | ---
title: Cloud Provisioning and Governance
description: "The ServiceNow\xAE Cloud Provisioning and Governance (CPG) application\
\ serves as a unified interface for accessing cloud resources, delivering cloud\
\ offerings to a catalog, and overseeing resource usage. This application is transformed\
\ as Cloud S... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/day-2-ops-using-workflows.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/day-2-ops-using-workflows.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/concept/day-2-ops-using-workflows.html | zurich | Day 2 operations using Workflow Studio subflow | Take advantage of the workflows framework to automate your Day 2 operations. Quickly write a workflow that communicates with a Cloud API or a particular resource. Use SSH, PowerShell, or a similar tool, to access and then extend the workflow | [
"Cloud Provisioning and Governance",
"day 2 operations",
"cloud API",
"workflow"
] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/day-2-ops-using-workflows.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/day-2-ops-using-workflows.html"><body id="day-2-ops-using-workflows"><main role="mai... | {
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"title": "ITOM Cloud... | # Day 2 operations using Workflow Studio subflow
Take advantage of the workflows framework to automate your Day 2 operations. Quickly write a workflow that communicates with a Cloud API or a particular resource. Use SSH, PowerShell, or a similar tool, to access and then
extend the workflow capabilities.
Day 1 operati... | ---
title: Day 2 operations using Workflow Studio subflow
description: Take advantage of the workflows framework to automate your Day 2 operations.
Quickly write a workflow that communicates with a Cloud API or a particular resource.
Use SSH, PowerShell, or a similar tool, to access and then extend the workflow
key... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/domain-separation-cpg-terraform-connector.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/domain-separation-cpg-terraform-connector.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/concept/domain-separation-cpg-terraform-connector.html | zurich | Domain separation and Cloud Services Catalog Terraform Connector | Domain separation is supported for Cloud Services Catalog Terraform Connector. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal",
"Support for continuous delivery (configuration management)",
"Cloud Services Catalog Terraform Connector",
"Configuring Cloud Servi... | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/domain-separation-cpg-terraform-connector.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/domain-separation-cpg-terraform-connector.html"><body id="domain-sep... | {
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"title": "ITOM Cloud... | # Domain separation and Cloud Services Catalog Terraform Connector
Domain separation is supported for
Cloud Services Catalog Terraform Connector. Domain separation enables you to separate data,
processes, and administrative tasks into logical groupings called domains. You can control
several aspects of this separation... | ---
title: Domain separation and Cloud Services Catalog Terraform Connector
description: Domain separation is supported for Cloud Services Catalog Terraform Connector.
Domain separation enables you to separate data, processes, and administrative tasks
into logical groupings called domains. You can control several a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/using-ccg-terraform-connector.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/concept/using-ccg-terraform-connector.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/concept/using-ccg-terraform-connector.html | zurich | Using Cloud Services Catalog Terraform Connector | Understand the high-level use cases and usage workflows for the Cloud Services Catalog Terraform Connector application. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal",
"Support for continuous delivery (configuration management)",
"Cloud Services Catalog Terraform Connector"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/using-ccg-terraform-connector.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/concept/using-ccg-terraform-connector.html"><body id="using-ccg-terraform-connector"><ma... | {
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"title": "ITOM Cloud... | # Using Cloud Services Catalog Terraform Connector
Understand the high-level use cases and usage workflows for the Cloud Services Catalog Terraform Connector application.
| ---
title: Using Cloud Services Catalog Terraform Connector
description: Understand the high-level use cases and usage workflows for the Cloud
Services Catalog Terraform Connector application.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Provisioning and Governance
- Cloud Prov... |
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"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal",
"Support for continuous delivery (configuration management)",
"Cloud Services Catalog Terraform Connector",
"Cloud Services Catalog ... | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/reference/ccg-terraform-connector-windows-credentials-form.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/reference/ccg-terraform-connector-windows-credentials-form.html"><b... | {
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"topic_id": "product/it-operations-management/reference/r_ITOMApplications.html"
},
{
"title": "ITOM Cloud... | # Cloud Services Catalog Terraform Connector Windows Credentials form reference
Cloud Services Catalog Terraform Connector uses the Windows credential to
connect with the Windows server on which Terraform Open Source is
running.
| Field | Description |
| --- | --- |
| Name | Name of the credential. |
| Username | Rem... | ---
title: Cloud Services Catalog Terraform Connector Windows Credentials form reference
description: Cloud Services Catalog Terraform Connector uses the Windows credential
to connect with the Windows server on which Terraform Open Source is running.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud A... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/reference/cpg-terraform-connector-reference.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/reference/cpg-terraform-connector-reference.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/reference/cpg-terraform-connector-reference.html | zurich | Cloud Services Catalog Terraform Connector reference | Reference topics provide additional information about the Cloud Services Catalog Terraform Connector application. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal",
"Support for continuous delivery (configuration management)",
"Cloud Services Catalog Terraform Connector"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/reference/cpg-terraform-connector-reference.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/reference/cpg-terraform-connector-reference.html"><body id="cpg-terraform-connecto... | {
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"title": "ITOM Cloud... | # Cloud Services Catalog Terraform Connector reference
Reference topics provide additional information about the Cloud Services Catalog Terraform Connector application.
| ---
title: Cloud Services Catalog Terraform Connector reference
description: Reference topics provide additional information about the Cloud Services
Catalog Terraform Connector application.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Provisioning and Governance
- Cloud Provis... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/task/add-resource-op-step-subflow.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/task/add-resource-op-step-subflow.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/task/add-resource-op-step-subflow.html | zurich | Add a resource operation step to invoke a subflow | Invoke a subflow by adding an operation step to a resource and linking it to a new or existing subflow. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal",
"Resource blocks in Cloud Provisioning and Governance",
"Add operation steps to a resource block"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/task/add-resource-op-step-subflow.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/task/add-resource-op-step-subflow.html"><body id="add-resource-op-step-subflow"><main role="... | {
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"title": "ITOM Cloud... | # Add a resource operation step to invoke a subflow
Invoke a subflow by adding an operation step to a resource and linking it to a new or existing subflow.
## Before you begin
Make sure the Orchestration application is installed.
Role required: Cloud user, designer, or admin
## Procedure
1. In the Cloud Admin Por... | ---
title: Add a resource operation step to invoke a subflow
description: Invoke a subflow by adding an operation step to a resource and linking
it to a new or existing subflow.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Provisioning and Governance
- Cloud Provisioning and Go... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/task/create-action-on-resource-limits-exceeded.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/task/create-action-on-resource-limits-exceeded.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/task/create-action-on-resource-limits-exceeded.html | zurich | Create an action for an 'on Resource Limit exceeded' policy | Set the on Resource limits exceeded policy to automatically run approval subflows or send notifications when an order form is submitted for a template-based catalog item that exceeds the defined resource limit or quota values. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal",
"Policies for Cloud Provisioning",
"Create a cloud policy"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/task/create-action-on-resource-limits-exceeded.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/task/create-action-on-resource-limits-exceeded.html"><body id="create-action-on... | {
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"title": "ITOM Cloud... | # Create an action for an 'on Resource Limit exceeded' policy
Set the on Resource limits exceeded policy to automatically run approval
subflows or send notifications when an order
form is submitted for a template-based catalog item that exceeds the defined resource limit or quota values.
## Before you begin
You must... | ---
title: Create an action for an 'on Resource Limit exceeded' policy
description: Set the on Resource limits exceeded policy to automatically run approval
subflows or send notifications when an order form is submitted for a template-based
catalog item that exceeds the defined resource limit or quota values.
keywo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-management-v2/task/create-response-processor.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-management-v2/task/create-response-processor.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-management-v2/task/create-response-processor.html | zurich | Execute response processor for subflow | Execute a response processor for a subflow to get the subflow data back into a configuration item (CI). The response processor picks up the data, sends the data to the CMDB, which in turn puts the data in a CI. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Provisioning and Governance",
"Cloud Provisioning and Governance administration guide",
"Cloud Admin Portal",
"Resource blocks in Cloud Provisioning and Governance",
"Configure a response processor"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/task/create-response-processor.html" id="bundle:zurich-it-operations-management/enus/product/cloud-management-v2/task/create-response-processor.html"><body id="create-response-processor"><main role="main"><ar... | {
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"title": "ITOM Cloud... | # Execute response processor for subflow
Execute a response processor for a subflow to get the subflow data back into a configuration item (CI). The response processor picks up the data, sends the data to the CMDB, which in turn puts the data in a CI.
## Before you begin
Role required: sn\_cmp.cloud\_service\_design... | ---
title: Execute response processor for subflow
description: Execute a response processor for a subflow to get the subflow data back
into a configuration item (CI). The response processor picks up the data, sends
the data to the CMDB, which in turn puts the data in a CI.
keywords: []
breadcrumbs:
- IT Operations ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-native-operations-visibility/concept/cnov-landing.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-native-operations-visibility/concept/cnov-landing.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-native-operations-visibility/concept/cnov-landing.html | zurich | Cloud Native Operations for Visibility | Cloud Native Operations for Visibility (CNO for Visibility) has been renamed Agent Client Collector for Kubernetes – Visibility. The term Cloud Native Operations for Visibility has been deprecated. | [
"Agent Client Collector",
"Agent Client Collector for Visibility",
"ACC for Visibility",
"CNO for Visibility"
] | [
"IT Operations Management",
" Agent Client Collector ",
"Agent Client Collector for Visibility - Content",
"Using Agent Client Collector for Visibility - Content"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-native-operations-visibility/concept/cnov-landing.html" id="bundle:zurich-it-operations-management/enus/product/cloud-native-operations-visibility/concept/cnov-landing.html"><body id="cnov-landing"><main role="main"><artic... | {
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"title": " Agent Cl... | # Cloud Native Operations for Visibility
Cloud Native Operations for Visibility (CNO for Visibility) has been renamed Agent Client Collector for Kubernetes – Visibility. The term Cloud Native Operations for Visibility has been deprecated.
For the Kubernetes Visibility Agent documentation, see Kubernetes Visibility Ag... | ---
title: Cloud Native Operations for Visibility
description: "Cloud Native Operations for Visibility (CNO for Visibility) has been\
\ renamed Agent Client Collector for Kubernetes \u2013 Visibility. The term Cloud\
\ Native Operations for Visibility has been deprecated."
keywords:
- Agent Client Collector
- Agent... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-operations-workspace/reference/cloud-ops-wrksp-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-operations-workspace/reference/cloud-ops-wrksp-dashboard.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-operations-workspace/reference/cloud-ops-wrksp-dashboard.html | zurich | Cloud Discovery Workspace dashboard | The ServiceNow® Cloud Discovery Workspace dashboard provides a summary of the cloud operations of your organization and shows the ServiceNow applications that you can use to manage them. | [] | [
"IT Operations Management",
"ITOM Visibility",
" Cloud Discovery Workspace "
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-operations-workspace/reference/cloud-ops-wrksp-dashboard.html" id="bundle:zurich-it-operations-management/enus/product/cloud-operations-workspace/reference/cloud-ops-wrksp-dashboard.html"><body id="cloud-ops-wrksp-dashboar... | {
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"title": "ITOM Visib... | # Cloud Discovery Workspace dashboard
The ServiceNow®
Cloud Discovery Workspace dashboard provides a summary of the
cloud operations of your organization and shows the ServiceNow applications that you can use to manage
them.
Important: Starting with the Zurich release, Cloud Discovery Workspace is being prepared for ... | ---
title: Cloud Discovery Workspace dashboard
description: "The ServiceNow\xAE Cloud Discovery Workspace dashboard provides a summary\
\ of the cloud operations of your organization and shows the ServiceNow applications\
\ that you can use to manage them."
keywords: []
breadcrumbs:
- IT Operations Management
- ITO... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-operations-workspace/reference/cow-landing-page.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-operations-workspace/reference/cow-landing-page.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-operations-workspace/reference/cow-landing-page.html | zurich | Cloud Discovery Workspace | Cloud Discovery Workspace offers a comprehensive solution to manage the cloud operations of your organization. | [] | [
"IT Operations Management",
"ITOM Visibility"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-operations-workspace/reference/cow-landing-page.html" id="bundle:zurich-it-operations-management/enus/product/cloud-operations-workspace/reference/cow-landing-page.html"><body id="cow-landing-page"><main role="main"><artic... | {
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"title": "ITOM Visib... | # Cloud Discovery Workspace
Cloud Discovery Workspace offers a
comprehensive solution to manage the cloud operations of your
organization.
Important: Starting with the Zurich release, Cloud Discovery Workspace is being prepared for future deprecation. It will be hidden and no longer activated on new instances, but wi... | ---
title: Cloud Discovery Workspace
description: Cloud Discovery Workspace offers a comprehensive solution to manage the
cloud operations of your organization.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
---
# Cloud Discovery Workspace
Cloud Discovery Workspace offers a
comprehensive sol... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-operations-workspace/task/open-workspace-ui-builder-cdw.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-operations-workspace/task/open-workspace-ui-builder-cdw.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-operations-workspace/task/open-workspace-ui-builder-cdw.html | zurich | Open your configurable workspace experience in UI Builder for Cloud Discovery Workspace | Access your Configurable Workspace experience in UI Builder for editing. | [] | [
"IT Operations Management",
"ITOM Visibility",
" Cloud Discovery Workspace "
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-operations-workspace/task/open-workspace-ui-builder-cdw.html" id="bundle:zurich-it-operations-management/enus/product/cloud-operations-workspace/task/open-workspace-ui-builder-cdw.html"><body id="open-workspace-ui-builder-... | {
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"title": "ITOM Visib... | # Open your configurable workspace experience in UI Builder for Cloud Discovery Workspace
Access your Configurable Workspace experience in UI Builder for editing.
## Before you begin
Role required: ui\_builder\_admin or admin
## Procedure
1. In the navigation filter, navigate to All > Now Experience Framework > UI... | ---
title: Open your configurable workspace experience in UI Builder for Cloud Discovery
Workspace
description: Access your Configurable Workspace experience in UI Builder for editing.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- ' Cloud Discovery Workspace '
---
# Open your configurabl... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/about-cam-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/about-cam-dashboard.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/concept/about-cam-dashboard.html | zurich | Viewing Cloud Account Management dashboards | Cloud Account Management has two types of dashboards: one for requesters and another for admins. Depending on the logged- in user, an appropriate dashboard appears. | [
"View cloud workspace dashboard"
] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Account Management",
"Using Cloud Account Management in Cloud Workspace"
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"title": "ITOM Cloud... | # Viewing Cloud Account Management dashboards
Cloud Account Management has two types of dashboards: one for
requesters and another for
admins. Depending on the
logged- in user, an appropriate dashboard
appears.
## Viewing the compliance dashboard
The Cloud Workspace compliance dashboard provides insights that help s... | ---
title: Viewing Cloud Account Management dashboards
description: 'Cloud Account Management has two types of dashboards: one for requesters
and another for admins. Depending on the logged- in user, an appropriate dashboard
appears.'
keywords:
- View cloud workspace dashboard
breadcrumbs:
- IT Operations Managemen... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/configure-cloud-asset-collection-table.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/configure-cloud-asset-collection-table.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/concept/configure-cloud-asset-collection-table.html | zurich | Configure cloud asset collection table | Configure the Cloud Asset Collection Configs table to collect cloud assets or add comments to the CI entries. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Account Management",
"Configuring Cloud Account Management"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/configure-cloud-asset-collection-table.html" id="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/configure-cloud-asset-collection-table.html"><body id="configure-cloud-asset-co... | {
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"title": "ITOM Cloud... | # Configure cloud asset collection table
Configure the Cloud Asset Collection Configs table to collect cloud assets or add comments to the CI entries.
## Before you begin
Role required: sn\_itom\_cam.cw\_admin
## Procedure
1. Navigate to All > Cloud Workspace.
2. Remove the URL after *service-now.com/ and enter th... | ---
title: Configure cloud asset collection table
description: Configure the Cloud Asset Collection Configs table to collect cloud assets
or add comments to the CI entries.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Account Management
- Configuring Cloud Account Management
--... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/configuring-catalog-ids-in-cam-account-request.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/configuring-catalog-ids-in-cam-account-request.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/concept/configuring-catalog-ids-in-cam-account-request.html | zurich | Configuring custom catalog ID in CAM account request | Configure the catalog ID used for Cloud Account Management account requests to map the custom service catalog and streamline account provisioning. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Account Management",
"Configuring Cloud Account Management",
"Setting up Cloud Account Management in Cloud Workspace"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/configuring-catalog-ids-in-cam-account-request.html" id="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/configuring-catalog-ids-in-cam-account-request.html"><body id="configur... | {
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"title": "ITOM Cloud... | # Configuring custom catalog ID in CAM account request
Configure the catalog ID used for Cloud Account Management account requests to map the custom service catalog and streamline account provisioning.
## Before you begin
Verify whether the catalog is a valid service catalog tested on various portals, such as the Em... | ---
title: Configuring custom catalog ID in CAM account request
description: Configure the catalog ID used for Cloud Account Management account requests
to map the custom service catalog and streamline account provisioning.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Account M... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/manage-cam-ci-details.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/manage-cam-ci-details.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/concept/manage-cam-ci-details.html | zurich | Managing the Cloud Account Management cloud asset details | Use the cloud asset form in the Cloud Account Management to view, edit, and manage a comprehensive set of details of a cloud asset such as its attributes, its health, and its records. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Account Management",
"Using Cloud Account Management in Cloud Workspace",
"Viewing Cloud Account Management dashboards",
"Viewing the cloud asset explorer"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/manage-cam-ci-details.html" id="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/manage-cam-ci-details.html"><body id="manage-cam-ci-details"><main role="main"><article role="ar... | {
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"title": "ITOM Cloud... | # Managing the Cloud Account Management cloud asset details
Use the cloud asset form in the Cloud Account Management to view, edit, and manage a comprehensive set of details of a cloud asset such as its attributes, its health, and its records.
The cloud asset form is a centralized, highly organized, and comprehensive... | ---
title: Managing the Cloud Account Management cloud asset details
description: Use the cloud asset form in the Cloud Account Management to view, edit,
and manage a comprehensive set of details of a cloud asset such as its attributes,
its health, and its records.
keywords: []
breadcrumbs:
- IT Operations Manageme... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/view-home-page.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/view-home-page.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/concept/view-home-page.html | zurich | Viewing the home page | View account statuses and violations, actionable insights, and administrative controls on the home page. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Account Management",
"Using Cloud Account Management in Cloud Workspace",
"Viewing Cloud Account Management dashboards"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/view-home-page.html" id="bundle:zurich-it-operations-management/enus/product/cloud-workspace/concept/view-home-page.html"><body id="view-home-page"><main role="main"><article role="article" class="dita" i... | {
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"title": "ITOM Cloud... | # Viewing the home page
View account statuses and violations, actionable insights, and administrative controls on the
home
page.
## Access the home page
As an admin or asset viewer, you can access the
home page in either of two ways.
* Navigate to All > Cloud Workspace
* Navigate to Workspaces > Cloud Workspace
Fi... | ---
title: Viewing the home page
description: View account statuses and violations, actionable insights, and administrative
controls on the home page.
keywords: []
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- IT Operations Management
- ITOM Cloud Accelerate
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- Using Cloud Account Management in Cloud Workspace
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"title": "ITOM Cloud... | # Viewing the requester home page
View and manage cloud account requests on requester
page. The
home page provides a view of requested, approved,
denied, pending, and active accounts.
You can access the home page in either of two
ways.
* Navigate to All > Cloud Workspace
* Navigate to Workspaces > Cloud Workspace
F... | ---
title: Viewing the requester home page
description: View and manage cloud account requests on requester page. The home page
provides a view of requested, approved, denied, pending, and active accounts.
keywords: []
breadcrumbs:
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- Using ... |
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"title": "ITOM Cloud... | # Viewing the cloud asset explorer
The dashboard helps cloud governance and operations teams monitor, track, and act on compliance and asset details more efficiently. As an asset viewer, you can view all assets and drill down to see detailed information for
each configuration item (CI).
You can access the dashboard i... | ---
title: Viewing the cloud asset explorer
description: The dashboard helps cloud governance and operations teams monitor, track,
and act on compliance and asset details more efficiently. As an asset viewer, you
can view all assets and drill down to see detailed information for each configuration
item (CI).
keyw... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/viewing-compliance-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/concept/viewing-compliance-dashboard.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/concept/viewing-compliance-dashboard.html | zurich | Viewing the compliance dashboard | The Cloud Workspace compliance dashboard provides insights that help security teams identify cloud resources without ownership information and flag vulnerable or at-risk resources. This information helps team members conduct security audits and confirm compliance with industry regulations across cloud environments. | [
"Compliance dashboard Cloud Workspace",
"Compliance dashboard CW",
"Benefits of Compliance dashboard",
"Personas in Cloud Workspace for Compliance dashboard"
] | [
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"title": "ITOM Cloud... | # Viewing the compliance dashboard
The Cloud Workspace compliance dashboard provides insights that help security teams
identify cloud resources without ownership information and flag vulnerable or at-risk resources. This
information helps team members conduct security
audits and confirm compliance with industry regula... | ---
title: Viewing the compliance dashboard
description: The Cloud Workspace compliance dashboard provides insights that help
security teams identify cloud resources without ownership information and flag vulnerable
or at-risk resources. This information helps team members conduct security audits
and confirm comp... |
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"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Account Management",
"Cloud Account Management reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-workspace/reference/account-creation-details.html" id="bundle:zurich-it-operations-management/enus/product/cloud-workspace/reference/account-creation-details.html"><body id="account-creation-details"><main role="main"><art... | {
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"title": "ITOM Cloud... | # New cloud account request fields
New cloud account request form and related list field descriptions.
Table 1. Request a Cloud Account
| Fields | Description |
| --- | --- |
| Environment | Name of the environment. |
| Desired cloud provider | Name of the cloud provider platform such as AWS or Azure. |
| Monthly Bud... | ---
title: New cloud account request fields
description: New cloud account request form and related list field descriptions.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Account Management
- Cloud Account Management reference
---
# New cloud account request fields
New cloud acc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/create-or-update-request-cloud-account-variables.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/create-or-update-request-cloud-account-variables.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/task/create-or-update-request-cloud-account-variables.html | zurich | Create or edit a variable for Request cloud account | Customize the Request Cloud Account catalog by creating or editing catalog variables. | [] | [
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"Cloud Account Management",
"Configuring Cloud Account Management",
"Setting up Cloud Account Management in Cloud Workspace"
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"title": "ITOM Cloud... | # Create or edit a variable for Request cloud account
Customize the Request Cloud Account catalog by creating or editing catalog variables.
## Before you begin
Avoid removing the existing Request Cloud Account variables, as these variables are essential for creating a valid CAM Request.
Role required: sn\_itom\_cam... | ---
title: Create or edit a variable for Request cloud account
description: Customize the Request Cloud Account catalog by creating or editing catalog
variables.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Account Management
- Configuring Cloud Account Management
- Setting up ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/create-service-account.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/create-service-account.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/task/create-service-account.html | zurich | Create a service account | Create a service account in CAM. A service account holds the credential and account information that you created in your provider account. Discovery uses the information to access your provider account and then obtain information on each logical datacenter that | [] | [
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"title": "ITOM Cloud... | # Create a service account
Create a service account in CAM. A service account holds the credential and account information that you created in your provider account. Discovery uses the information to access your provider account and then
obtain information on each logical datacenter that is associated with the account... | ---
title: Create a service account
description: Create a service account in CAM. A service account holds the credential
and account information that you created in your provider account. Discovery uses
the information to access your provider account and then obtain information on each
logical datacenter that
key... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/define-run-discovery-schedule.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/define-run-discovery-schedule.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/task/define-run-discovery-schedule.html | zurich | Define and run discovery schedule | The discovery schedule is the control point for running discoveries. The schedule controls when discovery runs, defines the MID Server to use, the type of discovery that should run, and the IP addresses to query. | [] | [
"IT Operations Management",
"ITOM Cloud Accelerate",
"Cloud Account Management",
"Configuring Cloud Account Management",
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"Populate Cloud Account Management dependent tables"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/cloud-workspace/task/define-run-discovery-schedule.html" id="bundle:zurich-it-operations-management/enus/product/cloud-workspace/task/define-run-discovery-schedule.html"><body id="define-run-discovery-schedule"><main role="main"... | {
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"title": "ITOM Cloud... | # Define and run discovery schedule
The discovery schedule is the control point for running discoveries. The schedule controls when discovery runs, defines the MID Server to use, the type of discovery that should run, and the IP addresses to query.
## Before you begin
Role required: discovery\_admin
## Procedure
1... | ---
title: Define and run discovery schedule
description: The discovery schedule is the control point for running discoveries.
The schedule controls when discovery runs, defines the MID Server to use, the type
of discovery that should run, and the IP addresses to query.
keywords: []
breadcrumbs:
- IT Operations Man... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/request-account.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/cloud-workspace/task/request-account.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/cloud-workspace/task/request-account.html | zurich | Request a cloud account | Request a cloud account as a requester. A notification email is sent when the requester creates an account request. | [] | [
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Request a cloud account as a requester. A notification email is sent when the requester creates an account request.
## Before you begin
The ServiceNow admin must have populated the data for the account owner, cost center, business unit, department, and business application.
Role required: ... | ---
title: Request a cloud account
description: Request a cloud account as a requester. A notification email is sent
when the requester creates an account request.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Cloud Accelerate
- Cloud Account Management
- Using Cloud Account Management in Cloud Workspac... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/concept/automated-cert-requests.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/concept/automated-cert-requests.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/concept/automated-cert-requests.html | zurich | Automated certificate management for TLS certificates | From Certificate Inventory and Management Version 1.3.8, you can autoamte the request flow for new certificates, renewals, and revoking certificates. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Certificate Inventory and Management",
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"title": "ITOM Visib... | # Automated certificate management for TLS certificates
From Certificate Inventory and Management Version 1.3.8, you can autoamte the
request flow for new certificates, renewals, and revoking certificates.
Certificate Inventory and Management automatically fetches certificates from Certificate
Authorities (CAs) witho... | ---
title: Automated certificate management for TLS certificates
description: From Certificate Inventory and Management Version 1.3.8, you can autoamte
the request flow for new certificates, renewals, and revoking certificates.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Certificate Inven... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/concept/aws-ssm-discovery.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/concept/aws-ssm-discovery.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/concept/aws-ssm-discovery.html | zurich | AWS SSM discovery | AWS Systems Manager (SSM) Agent discovery introduces a streamlined, agent-based approach to discovering Amazon Elastic Compute Cloud (EC2) using AWS SSM. This integration enhances Discovery by leveraging SSM agents to reduce dependency on traditional MID Server configurations, simplify credential management, | [] | [
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"title": "ITOM Visib... | # AWS SSM discovery
AWS Systems Manager (SSM) Agent discovery introduces a streamlined, agent-based approach to discovering Amazon Elastic Compute Cloud (EC2) using AWS SSM. This integration enhances Discovery by leveraging SSM agents to reduce dependency on traditional MID Server configurations, simplify credential m... | ---
title: AWS SSM discovery
description: AWS Systems Manager (SSM) Agent discovery introduces a streamlined, agent-based
approach to discovering Amazon Elastic Compute Cloud (EC2) using AWS SSM. This integration
enhances Discovery by leveraging SSM agents to reduce dependency on traditional
MID Server configurat... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/concept/cert-inventory-mgmt-use.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/concept/cert-inventory-mgmt-use.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/concept/cert-inventory-mgmt-use.html | zurich | Using Certificate Inventory and Management | Certificate Inventory and Management is a powerful tool for centralized tracking and efficient management of digital certificates, ensuring security compliance and streamlined operations. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Certificate Inventory and Management"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/concept/cert-inventory-mgmt-use.html" id="bundle:zurich-it-operations-management/enus/product/discovery/concept/cert-inventory-mgmt-use.html"><body id="cert-inventory-mgmt-use"><main role="main"><article role="article"... | {
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"title": "ITOM Visib... | # Using Certificate Inventory and Management
Certificate Inventory and Management is a powerful tool for centralized tracking and efficient management of digital certificates, ensuring security compliance and streamlined operations.
| ---
title: Using Certificate Inventory and Management
description: Certificate Inventory and Management is a powerful tool for centralized
tracking and efficient management of digital certificates, ensuring security compliance
and streamlined operations.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM V... |
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"IT Operations Management",
"ITOM Visibility",
"Discovery",
"Exploring Cloud Discovery"
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"title": "ITOM Visib... | # Cloud Discovery setup using Cloud Discovery Workspace
Perform the necessary procedures to prepare for discovering resource CIs on the
cloud.
Important: Starting with the Zurich release, Cloud Discovery Workspace is being prepared for future deprecation. It will be hidden and no longer activated on new instances, bu... | ---
title: Cloud Discovery setup using Cloud Discovery Workspace
description: Perform the necessary procedures to prepare for discovering resource
CIs on the cloud.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Discovery
- Exploring Cloud Discovery
---
# Cloud Discovery setup using Cloud D... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/concept/discovery-admin-workspace-schedules.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/concept/discovery-admin-workspace-schedules.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/concept/discovery-admin-workspace-schedules.html | zurich | Discovery Admin Workspace Schedules | The Schedules page provides a single place to monitor Discovery performance, efficiently manage schedules and statuses, and set up new IP-based or Cloud Discovery schedules. | [] | [
"IT Operations Management",
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"Discovery",
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"title": "ITOM Visib... | # Discovery Admin Workspace Schedules
The Schedules page provides a single place to monitor Discovery performance, efficiently manage schedules and statuses, and set up new IP-based or Cloud Discovery schedules.
To access the Discovery Admin Workspace Schedules page, navigate to Workspaces > Discovery Admin Workspace... | ---
title: Discovery Admin Workspace Schedules
description: The Schedules page provides a single place to monitor Discovery performance,
efficiently manage schedules and statuses, and set up new IP-based or Cloud Discovery
schedules.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Discovery... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/concept/enable-aws-ssm-based-discovery.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/concept/enable-aws-ssm-based-discovery.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/concept/enable-aws-ssm-based-discovery.html | zurich | Enable AWS SSM-based discovery | Configure Discovery to use AWS Systems Manager (SSM) Agent. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Discovery",
"Exploring Cloud Discovery",
"AWS SSM discovery"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/concept/enable-aws-ssm-based-discovery.html" id="bundle:zurich-it-operations-management/enus/product/discovery/concept/enable-aws-ssm-based-discovery.html"><body id="enable-aws-ssm-based-discovery"><main role="main"><a... | {
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{
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},
{
"title": "ITOM Visib... | # Enable AWS SSM-based discovery
Configure Discovery to use AWS Systems Manager (SSM) Agent.
## Before you begin
Role required: discovery\_admin
## About this task
The AWS SSM Agent runs with root (Linux) or SYSTEM (Windows) privileges, meaning any command sent through it can execute with full system access. Due t... | ---
title: Enable AWS SSM-based discovery
description: Configure Discovery to use AWS Systems Manager (SSM) Agent.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Discovery
- Exploring Cloud Discovery
- AWS SSM discovery
---
# Enable AWS SSM-based discovery
Configure Discovery to use AWS Syst... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/concept/using-discovery.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/concept/using-discovery.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/concept/using-discovery.html | zurich | Using Discovery | Run Discovery schedules and execute Discovery probes, sensors and patterns to find your IT resources and add them to the CMDB. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Discovery"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/concept/using-discovery.html" id="bundle:zurich-it-operations-management/enus/product/discovery/concept/using-discovery.html"><body id="using-discovery"><main role="main"><article role="article" class="dita" id="using-... | {
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{
"title": "IT Operations Management",
"topic_id": "product/it-operations-management/reference/r_ITOMApplications.html"
},
{
"title": "ITOM Visib... | # Using Discovery
Run Discovery schedules and execute Discovery probes, sensors and patterns to find your IT resources and add them to the CMDB.
* Running discoveries in your network
* Discovery probes and sensors
* Patterns and horizontal discovery
* Discovery resource utilization
* Discovery monitoring and issue re... | ---
title: Using Discovery
description: Run Discovery schedules and execute Discovery probes, sensors and patterns
to find your IT resources and add them to the CMDB.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Discovery
---
# Using Discovery
Run Discovery schedules and execute Discover... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/reference/acme-references.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/reference/acme-references.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/reference/acme-references.html | zurich | ACME reference | Reference topics provide additional information about the Automated Certificate Management Environment (ACME), including tables, patterns, and terms. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Automated Certificate Management Environment"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/reference/acme-references.html" id="bundle:zurich-it-operations-management/enus/product/discovery/reference/acme-references.html"><body id="acme-references"><main role="main"><article role="article" class="dita" id="ac... | {
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},
{
"title": "ITOM Visib... | # ACME reference
Reference topics provide additional information about the Automated Certificate
Management Environment (ACME), including tables, patterns, and terms.
To automate the processes of your certificate life-cycle, you must fill out routing
policies that are filled in to the Certificate Authority forms. The... | ---
title: ACME reference
description: Reference topics provide additional information about the Automated Certificate
Management Environment (ACME), including tables, patterns, and terms.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Automated Certificate Management Environment
---
# ACME... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/reference/discovery-schedule-form-table.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/reference/discovery-schedule-form-table.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/reference/discovery-schedule-form-table.html | zurich | Discovery schedule form table | To perform Discovery on root certificates stored outside your server, you must set a special Discovery schedule that locates these certificates. This table guides you through the form required for this task. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Certificate Inventory and Management",
"Certificate Inventory and Management reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/reference/discovery-schedule-form-table.html" id="bundle:zurich-it-operations-management/enus/product/discovery/reference/discovery-schedule-form-table.html"><body id="discovery-schedule-form-table"><main role="main"><... | {
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"title": "ITOM Visib... | # Discovery schedule form table
To perform Discovery on root certificates stored outside your
server, you must set a special Discovery schedule that locates these
certificates. This table guides you through the form required for this task.
Table 1. Set a New Discovery
Schedule for Certificates
| Field | Description |... | ---
title: Discovery schedule form table
description: To perform Discovery on root certificates stored outside your server,
you must set a special Discovery schedule that locates these certificates. This
table guides you through the form required for this task.
keywords: []
breadcrumbs:
- IT Operations Management
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/reference/discovery-schedule-form.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/reference/discovery-schedule-form.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/reference/discovery-schedule-form.html | zurich | Discovery Schedule form reference | The Discovery Schedule form provides details about the configuration items (CIs) targeted for discovery, the associated MID Server, and the schedule settings for when and how the discovery runs. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Discovery",
"Discovery reference"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/reference/discovery-schedule-form.html" id="bundle:zurich-it-operations-management/enus/product/discovery/reference/discovery-schedule-form.html"><body id="discovery-schedule-form"><main role="main"><article role="arti... | {
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"title": "ITOM Visib... | # Discovery Schedule form reference
The Discovery Schedule form provides details about the configuration items (CIs) targeted for discovery, the associated MID Server, and the schedule settings for when and how the discovery runs.
For instructions on this procedure, see Schedule a horizontal discovery.
Table 1. Disc... | ---
title: Discovery Schedule form reference
description: The Discovery Schedule form provides details about the configuration
items (CIs) targeted for discovery, the associated MID Server, and the schedule
settings for when and how the discovery runs.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Vis... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/reference/r_DataCollDiscoGenSWPkg.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/reference/r_DataCollDiscoGenSWPkg.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/reference/r_DataCollDiscoGenSWPkg.html | zurich | General software package discovery | General software packages are collections of programs that work together, often with similar user interfaces. Examples include Microsoft Office 365 (Word, Excel, PowerPoint), and Apple's iWork (Pages, Numbers, Keynote). Discovery identifies and classifies information about general software packages. Some of | [
"Discovery",
"data collected",
"General Software Packages"
] | [
"IT Operations Management",
"ITOM Visibility",
"ITOM Visibility reference",
"Data collected by ITOM Visibility",
"Software discovery"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/reference/r_DataCollDiscoGenSWPkg.html" id="bundle:zurich-it-operations-management/enus/product/discovery/reference/r_DataCollDiscoGenSWPkg.html"><body id="r_DataCollDiscoGenSWPkg"><main role="main"><article role="arti... | {
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{
"title": "IT Operations Management",
"topic_id": "product/it-operations-management/reference/r_ITOMApplications.html"
},
{
"title": "ITOM Visib... | # General software package discovery
General software packages are collections of programs that work together, often with
similar user interfaces. Examples include Microsoft Office 365 (Word,
Excel, PowerPoint), and Apple's iWork (Pages, Numbers, Keynote). Discovery
identifies and classifies information about general ... | ---
title: General software package discovery
description: General software packages are collections of programs that work together,
often with similar user interfaces. Examples include Microsoft Office 365 (Word,
Excel, PowerPoint), and Apple's iWork (Pages, Numbers, Keynote). Discovery identifies
and classifies... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/task/cloud-operations-disco-create-schedule.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/task/cloud-operations-disco-create-schedule.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/task/cloud-operations-disco-create-schedule.html | zurich | Create a discovery schedule in Cloud Discovery Workspace | Create schedules for discovering cloud resources based on the discovery method that you choose: service accounts or IP ranges. The discovery schedule defines the various settings for the cloud discovery. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Discovery",
"Exploring Cloud Discovery"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/task/cloud-operations-disco-create-schedule.html" id="bundle:zurich-it-operations-management/enus/product/discovery/task/cloud-operations-disco-create-schedule.html"><body id="cloud-operations-disco-create-schedule"><m... | {
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"title": "ITOM Visib... | # Create a discovery schedule in Cloud Discovery Workspace
Create schedules for
discovering cloud resources based on the discovery method that you choose:
service accounts or IP ranges. The discovery schedule defines the various
settings for the cloud discovery.
## Before you begin
Important: Starting with the Zuric... | ---
title: Create a discovery schedule in Cloud Discovery Workspace
description: 'Create schedules for discovering cloud resources based on the discovery
method that you choose: service accounts or IP ranges. The discovery schedule defines
the various settings for the cloud discovery.'
keywords: []
breadcrumbs:
- I... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/task/config-mid-server-aws-kms-access.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/task/config-mid-server-aws-kms-access.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/task/config-mid-server-aws-kms-access.html | zurich | Configure MID Server for AWS KMS access | Configure MID Server properties to enable Key Management Service (KMS) key access from the ServiceNow AI Platform® when performing Systems Manager (SSM) Agent discovery. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Discovery",
"Exploring Cloud Discovery",
"AWS SSM discovery"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/task/config-mid-server-aws-kms-access.html" id="bundle:zurich-it-operations-management/enus/product/discovery/task/config-mid-server-aws-kms-access.html"><body id="config-mid-server-aws-kms-access"><main role="main"><a... | {
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{
"title": "IT Operations Management",
"topic_id": "product/it-operations-management/reference/r_ITOMApplications.html"
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"title": "ITOM Visib... | # Configure MID Server for AWS KMS access
Configure MID Server properties to enable Key Management Service (KMS) key access from the ServiceNow AI Platform® when performing Systems Manager (SSM) Agent discovery.
## Before you begin
Confirm the following:
* You have at least one MID Server installed and in the Up st... | ---
title: Configure MID Server for AWS KMS access
description: "Configure MID Server properties to enable Key Management Service (KMS)\
\ key access from the ServiceNow AI Platform\xAE when performing Systems Manager\
\ (SSM) Agent discovery."
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-it-operations-management/page/product/discovery/task/configure-custom-user-credentials.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-it-operations-management/page/product/discovery/task/configure-custom-user-credentials.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-it-operations-management | product/discovery/task/configure-custom-user-credentials.html | zurich | Configure custom user credentials | Define a non-root user for AWS SSM discovery by creating a credential record that specifies a user name with sufficient privileges to execute discovery commands on Linux targets. | [] | [
"IT Operations Management",
"ITOM Visibility",
"Discovery",
"Exploring Cloud Discovery",
"AWS SSM discovery"
] | <article class="hascomments" data-page="bundle:zurich-it-operations-management/enus/product/discovery/task/configure-custom-user-credentials.html" id="bundle:zurich-it-operations-management/enus/product/discovery/task/configure-custom-user-credentials.html"><body id="configure-custom-user-credentials"><main role="main"... | {
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{
"title": "IT Operations Management",
"topic_id": "product/it-operations-management/reference/r_ITOMApplications.html"
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{
"title": "ITOM Visib... | # Configure custom user credentials
Define a non-root user for AWS SSM discovery by creating a credential record that specifies a user name with sufficient privileges to execute discovery commands on Linux targets.
## Before you begin
Confirm the following:
* The system property glide.discovery.enable\_ssm is turne... | ---
title: Configure custom user credentials
description: Define a non-root user for AWS SSM discovery by creating a credential
record that specifies a user name with sufficient privileges to execute discovery
commands on Linux targets.
keywords: []
breadcrumbs:
- IT Operations Management
- ITOM Visibility
- Discov... |
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