A project in PPM has four main phases: initiate, plan, execute, and close.
- Initiation Phase: The project is authorized. Project charter is completed, you obtain final budget approval, and ensure all staffing is confirmed for the project and resource plans are in a confirmed state.
- Planning Phase: Create a detailed project schedule and tasks, create a schedule baseline, identify risks, hold a project kick-off meeting, and allocate resource plans.
- Executing Phase: The project team produces the deliverables outlined in the planning phase. You monitor risks, issues, decisions, and actions and initiate change requests as needed.
- Closing Phase: The project is officially closed, the final status report is created, the final schedule baseline is created, and resource plans are completed.
There are three main roles in PPM project management: project administrator, project manager, and program manager.
- Project Administrator: Creates new projects, updates project records, and creates and edits status reports.
- Project Manager: Updates project records and creates and edits status reports
- Program Manager: Creates and maintains programs
Project Overview
A project overview provides a holistic view of and allows project managers to maintain high-level project information. Explore project records and keep track of your project's movement throughout project phases. View project dates, details, business case information, post-implement costs, and notes within ServiceNow.
Project Tasks, Milestones, and Schedule Baseline
Create project tasks and milestones, and utilize project schedule baselines to ensure your project meets its deliverables.
Risks, Issues, Decisions, Actions, and Change Requests (RIDAC)
Throughout the project lifecycle, risks might turn into issues, or new issues and risks can come up. Some issues or decisions may also result in changes to the project. The entire lifecycle is tracked through the (Risks, Issues, Decisions, Actions, and Change Requests) RIDAC process.
- Creating a risk
- Create a new issue
- Creating a decision
- Creating actions
- Creating a change request
- Converting one RIDAC to another
Project Status Reports
Project status reports help inform stakeholders of a project's progression and illustrate any potential problems within a project.
Stakeholders
Project stakeholders are individuals invested in the success of a project. Stakeholders can include sponsors, project managers, and members of the project team. Add stakeholders to your project within ServiceNow Project Portfolio Management.
Project Attributes
Project attributes are values specific to the parameters of a project. Add attributes to your project with ServiceNow Project Portfolio Management.
