HR Leave · Australia

SPM — Strategic Portfolio Management (Zero → Pro)

ServiceNow Australia · Custom app · Arabic + English readable · scripts copy/paste ready

App typeCustom
Scopex_786686_hr_leave
sys_idc84db0e8839f0b509f02b0d6feaad3c9
Replace{BASE} = your instance
Instance URLs Demand Project

SPM — Strategic Portfolio Management (Zero → Pro)

اقرأ أولاً: ../MASTER_ALL_IN_ONE_SUMMARY.md · ../html/MASTER_ALL_IN_ONE_SUMMARY.html
الدليل الشامل: ../MASTER_ALL_IN_ONE.md · ../html/MASTER_ALL_IN_ONE.html
ممارسة الشاشات: ../html/MASTER_PRACTICE_GUIDE_ALL_TOPICS.html
Australia · Scope x_786686_hr_leave

Australia Instance — نسخة أستراليا

Setting Value
Region / Datacenter ServiceNow Australia
Release train Zurich (Sep 2026 EA) · next EA: Brazil
URL base {BASE}
Scope note HR Leave app: x_786686_hr_leave
Guided Setup {BASE}/now/guided-setup

Direct Navigation URLs — روابط التنقل المباشرة

Page / Tool Navigation Path Direct URL Purpose
Strategic Planning All > Strategic Planning {BASE}/now/strategic-planning/home Goals & initiatives
Innovation / Ideas All > Innovation Management {BASE}/idea_list.do Idea intake
Demands All > Demand Management > Demands {BASE}/dmn_demand_list.do Demand workbench
Projects All > Project > All {BASE}/pm_project_list.do PPM projects
Portfolios All > Project > Portfolios {BASE}/pm_portfolio_list.do Portfolio view
Resource Plans All > Resource Management > Resource Plans {BASE}/resource_plan_list.do Capacity planning
Planning Console All > Resource Management > Planning Console {BASE}/resource_management.do Resource workbench
Agile Boards All > Agile Development > Boards {BASE}/rm_story_board.do Sprint boards
Roadmaps All > Roadmap Planning {BASE}/now/roadmap/home Timeline planning
Guided Setup SPM All > Guided Setup {BASE}/now/guided-setup Initial configuration

Platform target: ServiceNow Australia (Sep 2026) · next EA: Brazil
URLs: ../../SERVICENOW_DIRECT_URLS_CATALOG.md · 1-week: ../../SERVICENOW_ONE_WEEK_STUDY_DEPLOY_AUSTRALIA.md
HR Leave: Scope x_786686_hr_leave

CIS-SPM / CIS-PPM Professional Implementer Guide
الأسلوب: عربية + إنجليزية تكمّلان بعضهما — بدون ترجمة حرفية لأسماء الشاشات.


ملخص ووصف بالعربية (Arabic Summary)

البند الشرح
ما هو SPM؟ إدارة المحفظة الاستراتيجية — أهداف → فكرة → طلب (Demand) → مشروع → موارد → ميزانية
لماذا مهم؟ يربط استراتيجية الإدارة بالمشاريع الممولة — ليس Excel منفصل
من يستخدمه؟ PMO، مدير محفظة، مدير مشروع، مدير موارد، تنفيذيون
ماذا يغطي الملف؟ §1B ست طبقات · Strategy·Idea·Demand·PPM·Resource·Agile · §16

ملخص في سطر: SPM مظلة · PPM مشاريع داخلها · مسار: هدف استراتيجي → فكرة → Demand → مشروع → منفعة.

وصف مختصر: يشرح الفرق SPM/PPM/ITBM، Innovation، Demand Workbench، Planning Console، Resource Workbench، Agile، Cost/Benefit. CIS-SPM/PPM.


1) Overview & Business Value

SPM (Strategic Portfolio Management) is ServiceNow’s suite for turning strategy into funded, resourced, delivered work.
PPM (Project Portfolio Management) is the project/delivery app inside that suite — not a rival to SPM. — SPM = مجموعة تطبيقات (استراتيجية → فكرة → طلب → مشروع → موارد → ميزانية). PPM = جزء من SPM يُدير المشاريع والتسليم — ليس بديلًا لـ SPM.

Read first: §1B Strategy → Goals → Innovation → Demand → Project — Full Map

Executives set strategy & goals; the organization submits ideas; PMO governs demands; approved work becomes projects with resources and financials — all visible on portfolios and roadmaps.

الإدارة تضع الاستراتيجية والأهداف → الموظفون يقدّمون أفكارًا → PMO يقيّم الطلبات → المعتمد يصبح مشروعًا → موارد وميزانية → منافع تُغذّي الاستراتيجية مجددًا.

Core applications (SPM suite — separate licenses on Store):

App (module) Short name One-line purpose
Strategic Planning / Enterprise Strategy Strategy Goals, initiatives, roadmaps, alignment
Innovation Management Innovation / Ideas Capture ideas from employees
Demand Management Demand Intake governance, scoring, approval
Project Portfolio Management (PPM) PPM / Projects Projects, programs, portfolios, WBS
Resource Management Resource Capacity, plans, allocations
Agile Development 2.0 Agile Stories, sprints, boards, SAFe
Financial Management Financials Cost plans, benefit plans, budgets
Roadmap Planning Roadmap Timeline view of strategic work

1B) Strategy → Goals → Innovation → Demand → Project — Full Map

Use in workshops when the client asks: “Where do strategy goals live?” or “What is Demand vs Project?”
الأسلوب: عربية + إنجليزية تكمّلان بعضهما في نفس السياق.

1B.1 SPM vs PPM vs ITBM — naming (not “either/or”)

Term What it is Who uses it
ITBM Legacy name (IT Business Management) Old docs, long-time customers
PPM Project Portfolio Management — projects, programs, portfolios PMO, project managers
SPM Current suite name — strategy + innovation + demand + PPM + resource + agile + financials ServiceNow Store, Guided Setup SPM, CIS-SPM
Strategy Top of stack — goals, initiatives, enterprise planning Executives, strategy office

SPM is the umbrella. PPM is one app inside it. You implement strategy execution with the whole SPM stack, not “PPM only” if the client cares about goals and demand governance.

SPM = المظلة · PPM = المشاريع داخلها · Demand = البوابة قبل المشروع · Strategy = القمة.

┌──────────────────────────────────────────────────────────────┐
│ BUSINESS OUTCOME — execute strategy, fund the right work │
└────────────────────────────┬─────────────────────────────────┘
 │ implemented on ServiceNow as
 ▼
┌──────────────────────────────────────────────────────────────┐
│ SPM (Strategic Portfolio Management — product suite) │
│ Strategy · Innovation · Demand · PPM · Resource · Agile · $ │
└──────────────────────────────────────────────────────────────┘

1B.2 The full stack — top to bottom (strategy to value)

LAYER 1 — STRATEGY (Why are we investing?)
 Enterprise Strategy / Strategic Goals / Initiatives
 Roadmap Planning (when on timeline)
 │
 │ alignment score / portfolio link
 ▼
LAYER 2 — PORTFOLIO GOVERNANCE (What buckets of work?)
 Portfolio (pm_portfolio) → Program (pm_program)
 │
 ▼
LAYER 3 — INTAKE (What should we consider?)
 Idea (Innovation Management) — employee / partner suggestions
 │ promote
 ▼
LAYER 4 — DEMAND (Should we fund it?)
 Demand (dmn_demand) — assess, score, stage gates, approve/reject
 │ convert
 ▼
LAYER 5 — DELIVERY (How do we build it?)
 Project (pm_project) — Waterfall WBS OR Agile stories/sprints
 Resource plans + allocations
 Cost plan + benefit plan
 │
 ▼
LAYER 6 — VALUE (Did it work?)
 Close project → benefit realization → portfolio review
 │
 └──────► feeds Layer 1 (next planning cycle)

العربي — طبقة بطبقة:

الطبقة السؤال التطبيق
1 Strategy لماذا نستثمر؟ Strategic Planning / Goals
2 Portfolio في أي سلة عمل؟ Portfolio / Program
3 Innovation ماذا يقترح الناس؟ Ideas
4 Demand هل نموله؟ Demand Management
5 Delivery كيف ننفّذ؟ PPM + Resource + Agile
6 Value هل حققنا المنفعة؟ Benefits + dashboards

1B.3 Each SPM module — different question (not the same app)

Module (app) Core business question Main records Not the same as…
Strategic Planning / Goals Where do we want to go? Strategic goals, initiatives, targets Demand (intake) · Project (delivery)
Innovation (Ideas) What ideas does the org have? idea Demand (governed intake) · raw ideas ≠ approved work
Demand Management Should we fund this? dmn_demand, assessments, scorecards Project (execution) · ITSM request (operations)
PPM (Projects) How do we deliver? pm_project, tasks, templates Demand (pre-funding) · Agile (method within project)
Portfolio / Program How does work group strategically? pm_portfolio, pm_program Project (single delivery) · Strategy goal (outcome)
Resource Management Who is available to do the work? resource_plan, resource_allocation Project tasks (what) · HR (hiring)
Agile Development How do teams iterate? rm_story, rm_sprint, boards Waterfall WBS (alternative method on same project)
Financial Management What does it cost / return? Cost plan, benefit plan, fiscal periods ERP GL (system of record may stay external)
Roadmap Planning When does it happen on timeline? Roadmap items linked to goals/projects Project schedule (detailed WBS dates)

1B.4 Strategy goals → portfolio → project (alignment chain)

Strategic goals express outcomes (e.g. “Increase digital revenue 20%”). Portfolios collect funded work that supports those goals. Projects are how goals become reality.

الهدف الاستراتيجي = نتيجة · المحفظة = مجموعة مشاريع تخدم الهدف · المشروع = التنفيذ.

Strategic Goal: "Improve customer self-service"
 │
 ├─ Initiative: "Launch mobile portal"
 │ │
 │ └─ linked Portfolio: "Digital Customer Experience"
 │ │
 │ └─ Program: "Mobile 2026"
 │ │
 │ ├─ Project: "Mobile app phase 1"
 │ └─ Project: "API modernization"
 │
 └─ Roadmap: shows goals + projects on timeline (executive view)
Object Owner typical ServiceNow table / app
Strategic goal Strategy office / exec Strategic Planning
Initiative VP / director Strategic Planning
Portfolio Portfolio manager pm_portfolio
Program Program manager pm_program
Project Project manager pm_project
Task / Story Team pm_project_task / rm_story

Alignment score / strategic fit (Demand & Project):
Demand and project records often carry fields linking to goal or portfolio — used in prioritization dashboards.


1B.5 Innovation → Demand → Project (intake pipeline)

This is the most common CIS-SPM exam path and the PMO governance story.

Employee / stakeholder
 │
 ▼
IDEA (Innovation Management)
 • Low barrier — anyone submits via /sp or Idea portal
 • Categories, voting, comments (optional)
 │
 │ PMO / demand manager: "promote to demand"
 ▼
DEMAND (Demand Management)
 • Stages: Draft → Submitted → Screening → Qualified → Approved/Rejected
 • Assessment / scorecard (value, risk, cost, strategic alignment)
 • Flow Designer approvals (stage gates)
 │
 │ Approved + convert
 ▼
PROJECT (or Enhancement / Defect — other conversion types)
 • Methodology: Waterfall | Agile | Hybrid
 • Planning Console (WBS) OR Agile board
 • Resource plan + cost/benefit plan
Transition Who decides ServiceNow action
Idea → Demand Demand manager / innovation lead Promote idea to demand
Demand → Project Governance board / PMO Convert demand (approved state)
Demand → Enhancement Product owner (Agile) Convert to enhancement record
Demand → Reject Board State = rejected, no project

لا تنشئ مشروعًا مباشرة إذا العميل يريد حوكمة — مرّ عبر Demand (أو على الأقل Idea → Demand).


1B.6 How modules share data (integration — not silos)

Shared link Connects
Portfolio / Program on project Project rolls up to portfolio dashboards
Strategic goal on demand/project Prioritization & PA reports
Demand → Project reference Traceability: why was this project funded?
Resource plan on project Same people on tasks/timecards/agile
Cost / benefit plan on project Financial roll-up to program/portfolio
Roadmap Visual layer on goals + projects
Assessment metrics Same scorecard pattern for demand prioritization
 Strategic Goals
 │
 ┌─────────┴─────────┐
 ▼ ▼
 Portfolio Roadmap
 │
 ├─ Program
 │ └─ Project ◄──── converted from Demand ◄──── Idea
 │ ├─ Resource plan / allocations
 │ ├─ Cost plan / benefit plan
 │ └─ Tasks (WBS) OR Stories (Agile)
 └─ Executive dashboard (PA / portfolio workbench)

1B.7 SPM vs other ServiceNow modules (boundaries)

Module Focus vs SPM
ITSM Run IT (incidents, changes, catalog) ITSM = operate · SPM = invest & deliver projects. Link: project tasks may spawn changes.
HRSD HR services HR projects (onboarding programs) rare in SPM; HR demands possible via portal.
CSM External customers Product ideas may feed SPM demand for product IT.
GRC/IRM Risk & compliance Project risk in PPM; enterprise risk register in GRC — different tables.
Agile / Jira Dev execution ServiceNow Agile inside SPM project OR integrate Jira via spoke.
ERP (SAP) Finance system of record SPM cost plans may sync budgets; ERP stays authoritative for GL.

ITSM = يومي · SPM = استثمار وتسليم مشاريع · قد يتقاطعان عند Change مرتبط بمشروع.


1B.8 Which apps to license first (consultant phasing)

Client situation Start with Add later
“We need project management only” PPM + templates Demand, Resource
“Ideas flooding email” Innovation + Demand PPM when governance ready
“Board wants strategy dashboard” Strategic Planning + Portfolio Roadmap, full demand
“Resource conflicts everywhere” PPM + Resource Management Agile
“SAFe / scrum teams” PPM (Hybrid) + Agile 2.0 SAFe PI planning
“Full SPM transformation” Phase: Strategy/Portfolio → Demand → PPM → Resource → Financials → Agile Never skip demand if PMO exists

Most mature path: Portfolio + Demand first, then PPM + Resource, then Strategy/Roadmap when exec reporting is ready. — مسار ناضج: محفظة + طلب (Demand) أولًا → ثم مشاريع + موارد → ثم استراتيجية وخارطة طريق.


1B.9 Demand lifecycle vs Project lifecycle (do not confuse)

Demand states (governance — should we?):

Draft → Submitted → Screening → Qualified → Approved / Rejected

Project states (delivery — are we done?):

Pending → Open / Work in Progress → Closed Complete / Closed Incomplete
(+ % complete, schedule, status reports)
Demand Project
Purpose Prioritize & approve funding Plan & execute work
Ends with Convert or reject Close + benefits
Typical owner Demand manager / PMO Project manager
Table dmn_demand pm_project

1B.10 Quick interview / workshop answers

Question Short answer (EN) العربي
SPM vs PPM? SPM = full suite; PPM = project delivery app inside it SPM مظلة · PPM مشاريع
Strategy vs Demand? Strategy = goals; Demand = gated intake to fund work استراتيجية = أهداف · Demand = بوابة تمويل
Idea vs Demand? Idea = open suggestion; Demand = governed assessment فكرة = اقتراح · Demand = تقييم رسمي
Portfolio vs Program vs Project? Portfolio > Program > Project hierarchy محفظة > برنامج > مشروع
Waterfall vs Agile in SPM? Same project — methodology field; WBS vs stories نفس المشروع — منهجية مختلفة
Resource plan vs allocation? Plan = request capacity; Allocation = assigned hours/people خطة = طلب · تخصيص = إسناد
Cost plan vs benefit plan? Cost = spend; Benefit = expected value return تكلفة vs منفعة
Roadmap vs project schedule? Roadmap = exec timeline; WBS = detailed tasks خارطة تنفيذية vs جدول تفصيلي

2) Architecture & Data Model

Key tables:

Table الغرض
idea الأفكار
dmn_demand الطلب (Demand)
pm_project المشروع
pm_project_task مهام المشروع (WBS)
pm_portfolio المحفظة
pm_program البرنامج
resource_plan / resource_allocation تخطيط/تخصيص الموارد
rm_story قصص Agile
rm_sprint السبرنت
cost_plan / benefit_plan التكاليف والمنافع

Hierarchy (detail in §1B):

Strategic Goals / Initiatives (Strategic Planning)
 └─ Portfolio (pm_portfolio)
 └─ Program (pm_program)
 └─ Project (pm_project)
 ├─ Project Task / WBS (pm_project_task) ← Waterfall
 └─ Story / Sprint (rm_story / rm_sprint) ← Agile
Idea (idea) → promote → Demand (dmn_demand) → convert → Project
Resource plan + allocation · Cost plan + benefit plan · Roadmap overlay

3) Plugins & Activation

App / Plugin Name
Project Portfolio Management com.snc.financial_planning_pmo / SPM suite
Demand Management com.snc.demand_management
Resource Management com.snc.resource_management
Agile Development 2.0 com.snc.sdlc.agile.2.0
Innovation Management from Store
Strategic Planning / Roadmap SPM suite
Financial Planning (Cost) com.snc.financial_planning

How to activate:

  1. Navigate: All > System Applications > All Available Applications > All. — Open direct
  2. Activate the SPM apps you need (PPM, Demand, Resource, Agile).
  3. Guided Setup:
    Navigate: All > Guided Setup > SPM (or PPM). — Open direct

4) Guided Setup & All Options

Sections:
- Foundation — fiscal calendar, cost centers.
- Demand — stages, scoring, assessment.
- Project — methodology (Waterfall/Agile/Hybrid), templates, WBS.
- Resource — resource plans, allocation, availability.
- Agile — scrum/SAFe, story points, sprints.
- Financials — cost plans, benefit plans, budgets.
- Portfolios & Roadmaps — planning.

Important options:

Option Navigate
Project methodology project record (Waterfall/Agile)
Planning Console / WBS open project → Planning Console
Resource Workbench All > Resource > Resource Workbench · Open direct
Demand Workbench All > Demand > Demand Workbench · Open direct
Agile Board All > Agile Development > Agile Board · Open direct
Roadmap Planning All > Strategic Planning · Open direct
Fiscal periods All > Financial Management · Open direct

5) End-to-End Process Cycle

Idea → value flow (see §1B.5):

Strategic Goal / Initiative (why)
 → Idea (Innovation — anyone submits)
 → Demand (assess, score, align to goal/portfolio, approve)
 → Project / Enhancement (convert when approved)
 → Plan: WBS or Agile, resources, cost/benefit
 → Execute: tasks / sprints, track % complete
 → Monitor: status reports, financials, portfolio RAG
 → Close → benefit realization → portfolio & strategy review

Demand lifecycle:

Draft → Submitted → Screening → Qualified → Demand → Approved/Rejected

Project lifecycle:

Pending → Open/Work in Progress → Closed Complete
(states tracked + % complete + schedule)

6) Development

Business Rule — roll up project status note

(function executeRule(current, previous) {
 if (current.percent_complete >= 100 && current.state != 'closed_complete') {
 current.work_notes = 'All tasks complete — consider closing the project.';
 }
})(current, previous);

Development topics:
- Demand assessment & scoring (Assessment Designer).
- Project templates & WBS automation.
- Resource allocation rules.
- Agile: stories, sprints, story points, velocity.
- Cost/Benefit plans + roll-ups.
- Portfolio dashboards & roadmaps.


7) Administration

Area Navigate
Roles it_project_manager, resource_manager, scrum_master, it_demand_manager
Fiscal calendar All > Financial Management · Open direct
Resource setup All > Resource · Open direct
Assessment metrics All > Assessments · Open direct

Key roles:
- it_project_manager / project_manager — مدير المشروع.
- resource_manager — مدير الموارد.
- it_demand_manager — مدير الطلب.
- scrum_master, it_agile_developer — أدوار Agile.
- it_pps_user / portfolio roles.


8) Hands-on Labs

Lab 1 — Idea → Demand:
1. Navigate: All > Innovation Management > Ideas → create an idea. — Open direct
2. Promote to Demand; score it in the Demand Workbench.

Lab 2 — Project + WBS:
1. Create a Project from the approved demand.
2. Open Planning Console; build WBS tasks with dependencies.

Lab 3 — Resource Management:
1. Create a resource plan, request resources.
2. Allocate in the Resource Workbench.

Lab 4 — Agile:
1. Create stories, assign points, plan a sprint.
2. Track on the Agile Board.

Lab 5 — Financials & Portfolio:
1. Add a cost plan + benefit plan to the project.
2. Review the portfolio dashboard.


9) Best Practices & Common Mistakes

Best practices:
- Start with Demand to enforce intake governance.
- Use Planning Console for scheduling (not manual dates).
- Keep resource plans realistic (capacity vs allocation).
- Tie projects to portfolios for strategic visibility.

Common mistakes:
- إنشاء مشاريع بلا Demand (لا حوكمة دخول).
- تجاهل Resource capacity فتتعارض التخصيصات.
- خلط Program و Portfolio.


10) CIS-SPM Exam Focus

High-yield:
- Strategy → Idea → Demand → Project — see §1B (exam favorite).
- SPM vs PPM — suite vs project app (§1B.1).
- Portfolio → Program → Project → Task hierarchy.
- Demand lifecycle vs project lifecycle (§1B.9).
- Demand conversion (to project/enhancement/defect).
- Strategic alignment / goal linkage on demand & project.
- Resource Management (plan, allocation, capacity, workbench).
- Project methodologies (Waterfall/Agile/Hybrid) + Planning Console/WBS.
- Agile 2.0: stories, sprints, points, SAFe.
- Cost plan vs benefit plan; fiscal periods.
- Roadmaps & strategic planning vs project schedule.
Exam tip: — احفظ مسار الفكرة → الطلب → المشروع والفرق بين Portfolio/Program/Project.


11) Portals, Workspaces, Role Hierarchy & Feature Catalog

ملاحظة عن الروابط:
الكثير من SPM يُدار عبر Workbenches وPlanning Console وليس Portal تقليدي.

11.1 Portals & Self-service

Surface URL لمن
Service Portal (ideas/demand intake) /sp الموظفون (تقديم أفكار/طلبات)
Employee Center /esc الموظفون
Idea Portal /sp?id=idea الجميع

11.2 Workspaces & Consoles (PMO/managers)

Surface URL لمن
Demand Workbench All > Demand > Demand Workbench · Open direct مديرو الطلب
Resource Workbench All > Resource > Resource Workbench · Open direct مديرو الموارد
Project Workspace /now/ppm or PPM workspace مديرو المشاريع
Planning Console (WBS) افتح مشروعًا → Planning Console PM
Agile Board All > Agile Development > Agile Board · Open direct فرق Agile
Roadmap / Strategic Planning All > Strategic Planning · Open direct القيادة
Portfolio Workbench All > Project Portfolio · Open direct مديرو المحافظ

11.3 Role Hierarchy

admin
└─ it_pps_admin / spm_admin
 ├─ it_portfolio_manager
 │ └─ it_program_manager
 │ └─ it_project_manager / project_manager
 │ └─ it_project_user (team member)
 ├─ it_demand_manager → it_demand_user
 ├─ resource_manager → resource_user
 └─ scrum_master / it_agile_developer / product_owner

11.4 Full Business Cycle

Strategy / Goals (Strategic Planning)
 → Idea (Innovation) → Idea Portal
 → Demand (assess, score, prioritize) — Demand Workbench
 → Approve → Project / Enhancement / Defect
 → Plan (Planning Console): WBS, schedule, dependencies
 → Resource Plan + Allocation (Resource Workbench)
 → Execute: Waterfall tasks OR Agile stories/sprints
 → Financials: cost plan vs benefit plan, budgets
 → Monitor: status reports, % complete, risk
 → Close → realize benefits → Portfolio review → feed strategy

11.5 Feature Catalog

Process features:
- Innovation/Idea Management.
- Demand Management (intake, scoring, assessment).
- Project Portfolio Management (Waterfall/Agile/Hybrid).
- Planning Console & WBS.
- Resource Management (plans, allocations, capacity).
- Agile Development 2.0 (SAFe, stories, sprints, velocity).
- Test Management 2.0.
- Financial Management (cost/benefit plans, budgets, fiscal periods).
- Strategic Planning & Roadmaps.
- Program & Portfolio management.

Platform features used:
- Workbenches & Planning Console (drag-drop scheduling).
- Assessment Designer (demand scoring).
- Flow Designer (approvals/stage gates).
- Performance Analytics (portfolio dashboards).
- Now Assist for SPM.
- Reporting on roll-ups (program/portfolio).


12) End-to-End Implementation (Post-Activation)

اقرأ هذا بعد تفعيل تطبيقات SPM (PPM, Demand, Resource, Agile).

12.1 Application Menus map

All > Innovation Management > Ideas
All > Demand
 ├─ Demands / Demand Workbench / Assessments
 └─ Administration (stages, scoring)
All > Project
 ├─ Projects / My Projects / Planning Console
 ├─ Project Tasks (WBS) / Templates
 └─ Status Reports
All > Resource
 ├─ Resource Plans / Allocations / Resource Workbench
 └─ Availability / Capacity
All > Agile Development
 ├─ Stories / Sprints / Agile Board / Backlog
 └─ Scrum / SAFe config
All > Financial Management (Cost/Benefit Plans, Fiscal periods)
All > Strategic Planning / Roadmaps
All > Project Portfolio (Portfolios / Programs / Workbench)

12.2 Core tables to know

List Table
idea.list ideas
dmn_demand.list demands
pm_project.list projects
pm_project_task.list WBS tasks
pm_portfolio.list portfolios
pm_program.list programs
resource_plan.list resource plans
rm_story.list agile stories
rm_sprint.list sprints

12.3 End-to-end build order

  1. Strategy & portfolio foundation (see §1B):
    - Strategic goals / initiatives (if licensed).
    - Portfolios, programs, link to goals.
    - Roadmap (optional exec view).
  2. Platform foundation:
    - Fiscal calendar/periods, cost centers, companies.
    - Roles (portfolio mgr, PM, demand mgr, resource mgr, scrum master).
  3. Intake pipeline:
    - Innovation/Idea Management + Idea Portal /sp.
    - Demand Management: stages, assessment/scoring, alignment to goals.
  4. Project setup:
    - Methodologies (Waterfall/Agile/Hybrid), project templates, WBS.
  5. Resource Management:
    - Resource plans, allocation, capacity in Resource Workbench.
  6. Agile:
    - Scrum/SAFe config, stories, sprints, story points.
  7. Financials:
    - Cost plans, benefit plans, budgets, roll-ups to portfolio.
  8. Flows:
    - Demand approval stage gates, project approvals.
  9. Dashboards:
    - Portfolio + strategic alignment dashboards + PA.
  10. Self-service:
    - Service Portal intake /sp, Employee Center /esc.
  11. Test full path: goal → idea → demand → project → benefit.
  12. Deploy Update Set.

12.4 All configuration pages

Config Navigate
SPM/PPM properties All > Project Administration > Properties · Open direct
Demand config All > Demand > Administration · Open direct
Resource config All > Resource > Administration · Open direct
Agile config All > Agile Development > Administration · Open direct
Fiscal periods All > Financial Management > Administration · Open direct
Assessment metrics All > Assessments > Metric Definitions · Open direct

Study path note: — للدراسة من الصفر اتبع: STUDY_ROADMAP.md


13) Options & Instance Notes

Resource Content
Instance gaps MODULE_OPTIONS_AND_INSTANCE_NOTES.md → SPM
Full implementation MODULE_IMPLEMENTATION_PLAYBOOK.md → SPM

14) Implementation Scenarios, Options, Best Practices & Customizations

Playbook: MODULE_IMPLEMENTATION_PLAYBOOK.md → SPM

14.1 Scenarios

ID Scenario Path
S1 Demand intake Ideas → demands
S2 PPM Projects + resources + financials
S3 Enterprise agile SAFe / PI planning

14.2 Options matrix

Area A B
Intake SP idea portal Email demands
Execution Waterfall projects Agile boards
Resources Resource Management plugin Spreadsheets
Financials Portfolio financials External ERP only

14.3 Plugins

SPM/PPM (Store), Agile Development, Resource Management, Demand Management — Guided Setup SPM

14.4 Roles

Portfolio manager, project manager, resource manager, team member, executive viewer.

14.5 Common developments

Demand workflow, project templates, resource plans, timecards, Jira integration, custom dashboards, strategic alignment scoring.

14.6 Best practices

Governance board before opening idea flood; one demand evaluation model; align project method to org (agile vs waterfall).

14.7 Go-live


15) Zero-to-Hero End-to-End Implementation (Scratch → Go-Live)

Framework: MODULE_ZERO_TO_HERO_CONSULTING.md

من الاستراتيجية والأهداف → فكرة → طلب (Demand) → مشروع → موارد وميزانية → منافع — راجع §1B.

15.1 Business goals

Full strategy stack: §1B

Goal English detail العربي
Strategy execution Goals on platform → funded projects → measured benefits تنفيذ الاستراتيجية من هدف إلى مشروع
Governed intake Ideas & demands scored before projects exist حوكمة: فكرة → طلب قبل المشروع
Portfolio visibility Exec sees what is funded and aligned to goals ماذا نمول ولماذا
Resource optimization Capacity vs allocation across portfolio من يعمل على ماذا
Financial tracking Cost vs benefit vs budget ميزانية vs فعلي vs منفعة
Roadmap clarity When strategic work lands on timeline متى على خارطة الطريق

15.2 Phase 0 — Discover (strategy & PMO)

Workshop topic English العربي
Strategy process Where are goals today? (Excel, OKR tool?) أين الأهداف اليوم؟
Intake chaos Email vs formal demand كيف تدخل الطلبات؟
PMO maturity Demand board exists? هل يوجد مجلس prioritization؟
Method mix % waterfall vs agile نسبة المنهجيات
Financials ERP vs SPM cost plans أين الميزانية؟

Deliverable: strategy-to-delivery target model referencing §1B layers 1–6.

15.3 Phase 1 — Activate

SPM suite apps (as licensed): Strategic Planning, Innovation, Demand, PPM, Resource, Agile, Financials — Store + Guided Setup SPM.

15.4 Phase 2 — Strategy & portfolio (Week 1–3)

Step English Navigate / object
1 Define 2–3 strategic goals for pilot Strategic Planning
2 Create Portfolio aligned to goal pm_portfolio
3 Create Program under portfolio pm_program
4 (Optional) Roadmap view for exec Strategic Planning / Roadmap
5 Link scoring criteria to strategic alignment on demand Assessment metrics

لا تبدأ بمشاريع عشوائية — اربط محفظة بـ هدف استراتيجي أولًا (§1B.4).

15.5 Phase 3 — Innovation & demand (Week 2–5)

Idea portal /sp, categories, promote idea → demand, evaluation scorecard, demand stages, approval Flow, demand→project conversion rules.

15.6 Phase 4 — Project delivery (Week 4–10)

Templates, methodologies (waterfall/agile/hybrid), Planning Console WBS, milestones, status reports, link project to portfolio/program/goal.

15.7 Phase 5 — Resources & financials (Week 6–12)

Resource plans, Resource Workbench allocations, capacity conflicts, cost plan + benefit plan, fiscal periods.

15.8 Phase 6 — UAT & go-live

End-to-end: goal → idea → demand → approve → project → resource → close → benefit field.

15.9 Phase 7 — Operate

Portfolio dashboards, strategic alignment reports, benefit realization reviews, feed next planning cycle.

15.10 Master checklist


16) Full E2E Practice · Pages · Requirements · Options (AR + EN)

Portfolio · Demand · Project · Resource · (Agile) · Financials.


16.1 Business goals

Strategy-to-value stack: §1B

Goal (EN) الهدف (AR) KPI
Strategic goals on platform أهداف استراتيجية على المنصة # goals with linked projects
Idea → approved demand فكرة → طلب معتمد Demand cycle time
Demand aligned to strategy طلب مربوط بالهدف Alignment score avg
Portfolio prioritization أولوية المحفظة RAG by portfolio
Project delivery تسليم المشروع On-time / on-budget
Resource capacity سعة الموارد Over-allocation %
Budget vs actual vs benefit ميزانية vs فعلي vs منفعة Variance · benefits realized
Roadmap visibility رؤية خارطة الطريق Exec roadmap adoption

Why buy SPM: English: Spreadsheets cannot connect strategy goals → governed intake → funded projects → resources → benefits at enterprise scale. — SPM يربط هدف استراتيجي → فكرة → طلب → مشروع → موارد → ميزانية → منفعة في منصة واحدة.


16.2 Requirements

ID EN AR Layer (§1B)
SP-R00 Strategic goals + portfolio link أهداف + محفظة 1–2 Strategy
SP-R01 Idea intake (portal) أفكار من البوابة 3 Innovation
SP-R02 Demand evaluation + alignment score تقييم + مواءمة استراتيجية 4 Demand
SP-R03 Demand → Project conversion تحويل لمشروع 4→5
SP-R04 Project templates + methodology قوالب ومنهجية 5 Delivery
SP-R05 Portfolio / program hierarchy محفظة / برنامج 2 Governance
SP-R06 Resource plans + allocations خطط موارد 5 Delivery
SP-R07 Cost + benefit plans تكلفة + منفعة 5–6 Value
SP-R08 Executive portfolio dashboard لوحة محفظة 6 Value
SP-R09 (Optional) Roadmap خارطة طريق 1 Strategy
SP-R10 (Optional) Agile boards Agile 5 Delivery

16.3 Consultation cycle

Phase EN AR Deliverable
0 PMO maturity, governance board نضج PMO Charter
1 Current demand intake طلبات حالية Gap
2 Evaluation model (scorecard) تقييم Model
3 Project methodology (agile/waterfall) منهجية Template set
4 Resource pools pools Org chart
5 Financial baseline مالي Cost plan
6 UAT demand→project UAT Sign-off

Questions: Who approves demand? Who owns resource conflicts?
من يعتمد الطلب؟ من يحل تعارض الموارد؟


16.4 Options (A / B / C)

Area A B C
Intake SP Portal ideas Demand form only Email
Method Hybrid PPM + Agile Waterfall only Agile only
Resources Resource Management app Spreadsheet sync PM assigns manually
Financials Full cost plans High-level budget External ERP only
Planning Planning Console Classic lists External PPM

16.5 All pages (Navigate)

Page Navigate
SPM / PPM Administration All > Project > Administration · Open direct
Demands All > Demand > Demands · Open direct
Demand Management All > Demand > Demand Management · Open direct
Projects All > Project > Projects · Open direct
Project templates All > Project > Templates · Open direct
Tasks / milestones All > Project > Tasks · Open direct
Resource Management All > Resource Management > Resource Plans · Open direct
Allocations All > Resource Management > Allocations · Open direct
Timecards All > Time Sheet > Timecards · Open direct
Portfolios All > Portfolio > Portfolios · Open direct
Programs All > Program > Programs · Open direct
Planning Console All > Planning Console · Open direct
Agile boards All > Agile > Boards (if licensed) · Open direct
Ideas (portal) /sp idea submission
Strategic Planning / Goals All > Strategic Planning · Open direct
Enterprise Strategy All > Enterprise Strategy (version varies) · Open direct

16.6 Full PDI lab (20 steps)

Step EN AR Verify
0 (If licensed) Create strategic goal + link portfolio هدف + محفظة §1B.4 alignment
1 Activate SPM/PPM/Demand/Resource plugins تفعيل Guided Setup done
2 Create Portfolio Digital Initiatives محفظة Portfolio saved
3 Configure idea category on /sp فكرة Idea submitted
4 Promote idea → Demand طلب Demand record
5 Set evaluation scorecard fields تقييم Score calculated
6 Demand approval Flow موافقة Approved state
7 Convert Demand → Project مشروع Project linked
8 Apply project template (waterfall) قالب Tasks/milestones
9 Create resource plan for project خطة موارد Plan open
10 Add team members + allocations تخصيص Hours allocated
11 Conflict: over-allocate user — resolve تعارض Conflict visible
12 PM updates task % complete تقدم Status green/yellow
13 (Optional) Timecard entry وقت Hours logged
14 Cost plan vs actual (simple) مالي Variance report
15 Executive dashboard — portfolio view لوحة Exec sees RAG
16 (Optional) Agile story on board Agile Story moved
17 Close project — benefits field إغلاق Benefits captured
18 Options A/B/C documented خيارات Doc
19 UAT SP-R01–07 UAT Pass
20 Update Set SPM Lab 16 Export Done

16.7 Sign-off


§17 — Power User Playbook (SPM)

17.1 Personas

Persona Primary actions
Idea Submitter /sp?id=ideas create + vote
Demand Manager Evaluate, score, approve/reject demands
Portfolio Manager Compose portfolios, set strategic goals, review RAG
Program Manager Multi-project orchestration
Project Manager (PM) Waterfall plans, milestones, %complete, risks/issues
Scrum Master / PO Agile sprints, backlog, boards
Resource Manager Capacity, allocations, conflict resolution
Team Member Update tasks, log time, complete stories
Executive Sponsor Strategic alignment view, RAG dashboard
Finance / PMO Cost plans, actuals, variance, benefits

17.2 Day-in-Life — PM (Hybrid Waterfall + Agile)

  1. Morning: open Planning Console → review portfolio dependencies, milestones.
  2. Update task % complete; risks raised by team; mitigate or escalate.
  3. Switch to Agile board → review sprint burn-down; reassign stories.
  4. Timecard review at lunch — approve team timecards.
  5. Cost plan check — actuals vs plan; flag if variance > 10%.
  6. End of day: status report (auto from PA).

17.3 Day-in-Life — Resource Manager

  1. Open /now/rm workspace — see heat-map of allocations.
  2. Identify over-allocated user (>100% in week 30).
  3. Re-allocate or hire freelancer; negotiate with PM.
  4. Run capacity report by skill.

17.4 Top 20 SPM Scripts

1. Idea → Demand auto-promotion when votes ≥ 50

// Scheduled Job — every hour
(function {
 var idea = new GlideRecord('idea');
 idea.addQuery('state', 'submitted');
 idea.addQuery('votes', '>=', 50);
 idea.query();
 while (idea.next()) {
 var demand = new GlideRecord('dmn_demand');
 demand.initialize();
 demand.setValue('short_description', idea.getValue('short_description'));
 demand.setValue('description', idea.getValue('description'));
 demand.setValue('idea', idea.getUniqueValue());
 demand.setValue('stage', 'screen');
 demand.setValue('submitted_by', idea.getValue('opened_by'));
 var demandId = demand.insert();

idea.setValue(‘state’, ‘promoted_to_demand’);
idea.setValue(‘demand’, demandId);
idea.update();
gs.eventQueue(‘spm.idea.promoted’, idea, demandId);
}
})();

2. Demand scoring formula

var SPMDemandScorer = Class.create();
SPMDemandScorer.prototype = {
 initialize: function {},

/* Computes weighted score: strategic 40%, financial 30%, risk 20%, effort 10% /
score: function (demandSysId) {
var d = new GlideRecord(‘dmn_demand’);
if (!d.get(demandSysId)) return 0;

var strategic = this._n(d.getValue(‘strategic_alignment’));
var financial = this._npv(d);
var risk = 100 - this._n(d.getValue(‘risk_score’));
var effort = 100 - this._n(d.getValue(‘effort_score’));

var weighted = (strategic * 0.4) + (financial * 0.3) +
(risk * 0.2) + (effort * 0.1);
var rounded = Math.round(weighted);

d.setValue(‘overall_score’, rounded);
d.update();
return rounded;
},

_n: function (v) { return parseFloat(v || 0); },

_npv: function (d) {
var benefit = parseFloat(d.getValue(‘expected_benefit’) || 0);
var cost = parseFloat(d.getValue(‘expected_cost’) || 0);
if (cost <= 0) return 0;
return Math.min(100, Math.round((benefit - cost) / cost * 100));
},

type: ‘SPMDemandScorer’
};

3. Resource over-allocation detector

function detectOverAllocations(periodStart, periodEnd) {
 var conflicts = [];
 var resources = new GlideRecord('sys_user');
 resources.addActiveQuery();
 resources.addQuery('u_resource', true);
 resources.query();
 while (resources.next()) {
 var capacity = parseFloat(resources.getValue('u_weekly_capacity') || 40);
 var alloc = new GlideAggregate('resource_allocation');
 alloc.addQuery('resource', resources.getUniqueValue());
 alloc.addQuery('start_date', '<=', periodEnd);
 alloc.addQuery('end_date', '>=', periodStart);
 alloc.addAggregate('SUM', 'hours');
 alloc.query();
 if (alloc.next()) {
 var totalH = parseFloat(alloc.getAggregate('SUM', 'hours'));
 if (totalH > capacity) {
 conflicts.push({
 user: resources.getDisplayValue(),
 capacity: capacity,
 allocated: totalH,
 over: totalH - capacity
 });
 }
 }
 }
 return conflicts;
}

4. Project → Cost plan auto-create

// Business Rule on pm_project (after, insert)
(function (current) {
 var cp = new GlideRecord('cost_plan');
 cp.initialize();
 cp.setValue('task', current.getUniqueValue());
 cp.setValue('type', 'planned');
 cp.setValue('cost', current.getValue('budget_cost'));
 cp.insert();
})(current);

5. Burn-down chart data API

function burnDown(sprintSysId) {
 var s = new GlideRecord('rm_sprint');
 if (!s.get(sprintSysId)) return null;
 var start = new GlideDateTime(s.getValue('start_date'));
 var end = new GlideDateTime(s.getValue('end_date'));
 var totalPoints = 0;

var st = new GlideRecord(‘rm_story’);
st.addQuery(‘sprint’, sprintSysId);
st.query();
while (st.next()) {
totalPoints += parseInt(st.getValue(‘story_points’), 10) || 0;
}

var days = [];
var d = new GlideDateTime(start);
while (d.compareTo(end) <= 0) {
var done = new GlideAggregate(‘rm_story’);
done.addQuery(‘sprint’, sprintSysId);
done.addQuery(‘state’, ‘done’);
done.addQuery(‘sys_updated_on’, ‘<=’, d);
done.addAggregate(‘SUM’, ‘story_points’);
done.query();
var burned = done.next() ? parseInt(done.getAggregate(‘SUM’, ‘story_points’), 10) : 0;
days.push({ date: d.getDate().getValue(), remaining: totalPoints - burned });
d.addDaysLocalTime(1);
}
return { total: totalPoints, days: days };
}

6. Status RAG calculator

var SPMRAGCalculator = Class.create();
SPMRAGCalculator.prototype = {
 initialize: function {},

/* Returns ‘green’ | ‘amber’ | ‘red’ /
calc: function (projectSysId) {
var p = new GlideRecord(‘pm_project’);
if (!p.get(projectSysId)) return ‘unknown’;
var schedule = this._schedule(p);
var cost = this._cost(p);
var risk = this._risk(p);

var worst = Math.max(schedule, cost, risk);
if (worst >= 2) return ‘red’;
if (worst >= 1) return ‘amber’;
return ‘green’;
},

_schedule: function (p) {
var planned = new GlideDateTime(p.getValue(‘planned_end_date’));
var current = new GlideDateTime(p.getValue(‘end_date’));
var diffDays = (current.getNumericValue() - planned.getNumericValue()) /
(1000 * 60 * 60 * 24);
if (diffDays > 14) return 2;
if (diffDays > 0) return 1;
return 0;
},

_cost: function (p) {
var plan = parseFloat(p.getValue(‘budget_cost’) || 0);
var act = parseFloat(p.getValue(‘actual_cost’) || 0);
if (plan <= 0) return 0;
var over = (act - plan) / plan;
if (over > 0.1) return 2;
if (over > 0) return 1;
return 0;
},

_risk: function (p) {
var r = new GlideAggregate(‘pm_project_risk’);
r.addQuery(‘project’, p.getUniqueValue());
r.addQuery(‘state’, ‘!=’, ‘closed’);
r.addQuery(‘severity’, ‘IN’, ‘4,5’); // high/critical
r.addAggregate(‘COUNT’);
r.query();
var critRisks = r.next() ? parseInt(r.getAggregate(‘COUNT’), 10) : 0;
if (critRisks > 3) return 2;
if (critRisks > 0) return 1;
return 0;
},

type: ‘SPMRAGCalculator’
};

7. Milestone slip alert

// Scheduled Job — daily
(function {
 var ms = new GlideRecord('pm_project_task');
 ms.addQuery('is_milestone', true);
 ms.addQuery('state', '!=', 'complete');
 ms.addQuery('planned_end_date', '<', new GlideDateTime());
 ms.query();
 while (ms.next()) {
 gs.eventQueue('spm.milestone.slipped', ms,
 ms.getValue('project'), ms.getValue('number'));
 }
})();

8. Capacity vs demand chart data — GlideAggregate on resource_plan.requested_hours grouped by month.

9. Strategic goal alignment scorer — sum of weighted demand scores per goal.

10. Project Cloning — Use Project Template + clone via new sn_pm.ProjectCloneUtil().clone(srcId).

11-20. Quick recipes

# Pattern
11 Demand → Story breakdown (1 demand → N stories)
12 Timecard reminder (Friday email)
13 Auto-close completed projects after 30 days
14 Risk register heat-map (probability × impact)
15 Benefit realization tracker (planned vs actual)
16 Resource backfill suggestion (Now Assist)
17 Multi-currency cost normalization
18 Approval batching (sponsor approves multiple per click)
19 Portfolio simulation (what-if analysis)
20 OKR scoring (objectives + key results)

§18 — From-Scratch Implementation (Day 0 → Day 30)

Phase Days Outcome
Strategy + Foundation 0–6 Goals, hierarchy, plugins
Demand + Project 7–15 Workflows, templates, governance
Resource + Cost 16–22 Allocations, plans, timecards
Agile + Analytics 23–27 Boards, dashboards, AI
UAT + Launch 28–30 Pilot, training, go-live

18.1 Day-by-day

Day 0 — Strategy & governance model
- Strategic goals (3-5 enterprise level)
- Portfolio structure
- Decision rights (RACI for stage-gate decisions)
- Demand types (Project, Enhancement, Operational)

Day 1 — Plugins

- com.snc.sdlc.scrum.pp
- com.snc.financial_planning_workspace
- com.sn_planning_console_workspace
- com.snc.demand_management
- com.snc.resource_management
- com.snc.cost_plan_v2

Day 2-3 — Portfolio + Program hierarchy
- 3-5 portfolios (Digital, Modernization, Compliance, etc.)
- Programs under each
- Strategic alignment to enterprise goals

Day 4 — Idea Portal config — /sp?id=ideas
- Categories
- Voting enabled
- Auto-promotion threshold

Day 5-6 — Demand stage gates
- Screen → Qualify → Approve → Reject/Backlog
- Scoring criteria (strategic, financial, risk, effort)
- Sponsor approval flow

Day 7-8 — Project templates
- Waterfall (Initiation → Planning → Execution → Closure)
- Agile (Sprint 0 → Sprint N)
- Hybrid

Day 9 — Task hierarchy + dependencies
- Phase → Task → Sub-task
- FS, SS, FF, SF dependencies
- Critical path

Day 10 — Planning Console
- Multi-project Gantt
- Dependencies visualization
- Resource conflict overlay

Day 11 — Project status reporting
- Weekly status template
- Auto-RAG calculator (script #6)

Day 12-13 — Resource pool
- Capacity per user
- Skill catalog
- Cost rates (by role)

Day 14 — Resource Plans
- Project requests resources by role + skill
- Resource manager approves/assigns
- Conflict resolution UX

Day 15 — Allocations + conflict detection (script #3)

Day 16-17 — Timecards
- Bi-weekly cycles
- Approval workflow (PM + manager)
- Categories: project, vacation, training, admin

Day 18-19 — Cost plans
- Labor (rates × hours)
- Vendor / contract costs
- Capex vs Opex
- Variance reports

Day 20 — Benefits tracking
- Planned benefit per project
- Actual measurement post-go-live
- Realization waterfall report

Day 21 — Risks + Issues register
- Risks: pre-occurrence, probability × impact
- Issues: occurred, mitigation, owner

Day 22 — Change requests on projects (scope changes)

Day 23-24 — Agile setup
- Scrum / Kanban / SAFe
- Boards
- Backlog grooming
- Sprint planning
- Story points + velocity

Day 25 — Dashboards
- Executive (RAG, ROI, alignment)
- Resource (utilization, conflicts)
- Project (Gantt, burn, cost)
- PA: Demand throughput, project health trend

Day 26 — Now Assist
- Project status auto-summary
- Risk identification
- Resource recommendation

Day 27 — ATF — 10 scenarios across demand, project, resource

Day 28 — Training
- PMs (2 days)
- Resource managers (1 day)
- Team members (½ day)
- Executives (1h dashboard tour)

Day 29 — Pilot with 5 projects across 2 portfolios

Day 30 — Full launch + Hypercare

18.2 KPIs Month 1

KPI Target
Demand cycle time (submit → approve) ≤ 14 days
Resource utilization 75-85%
Project on-time delivery ≥ 80%
Project on-budget ≥ 85%
Timecard submission % ≥ 95%
Strategic alignment % ≥ 90%

§19 — CIS-PPM / SPM Exam & Z-to-Hero Feature Labs (with 40 inline questions)

No external exam bank exists — this section provides 40 CIS-style questions inline.

19.1 Z-to-Hero Feature Labs (12 labs)

Lab Feature
L1 Portfolio + Program hierarchy
L2 Idea Portal with voting threshold
L3 Idea → Demand auto-promotion at 50 votes
L4 Demand scoring (strategic + financial + risk + effort)
L5 Demand stage gates with sponsor approval Flow
L6 Project from waterfall template + tasks
L7 Project from agile template + sprints + backlog
L8 Resource Plan + Allocations
L9 Over-allocation conflict resolution
L10 Cost Plan + Variance vs Actuals
L11 RAG calculator script (Schedule × Cost × Risk)
L12 Benefits realization tracking (planned vs actual)

19.2 40 SPM/CIS-PPM Practice Questions

Demand & Strategy (Q1-Q10)

  1. Where does Idea promotion to Demand happen?
    A. Service Portal | B. Demand Workbench | C. Idea record action | D. Both A and C — Answer: D

  2. Demand scoring formula uses what default weights (strategic / financial / risk / effort)?
    A. 25/25/25/25 | B. 40/30/20/10 | C. 50/30/10/10 | D. Custom always — Answer: B (default in SPMDemandScorer)

  3. Strategic alignment links Demand to:
    A. Project | B. Goal | C. Initiative | D. B and C — Answer: D

  4. Portfolio vs Program difference?
    A. Same | B. Portfolio = collection of programs; Program = collection of related projects | C. Reversed | D. Random — Answer: B

  5. Idea state for “approved to become Demand”:
    A. promoted_to_demand | B. approved | C. qualified | D. closed — Answer: A

  6. Who approves Demand by default?
    A. Anyone | B. Sponsor (defined on Demand) | C. PMO | D. Resource Manager — Answer: B

  7. Demand stage screen means:
    A. Approved | B. Initial validation before scoring | C. Rejected | D. In-flight — Answer: B

  8. Strategic goal table:
    A. pm_project | B. strategy_goal | C. dmn_demand | D. pm_initiative — Answer: B

  9. Demand → Project conversion preserves:
    A. Score | B. Sponsor | C. Cost estimates | D. All of the above — Answer: D

  10. Demand fiscal year is set:
    A. Automatically from expected_start | B. By sponsor | C. By PMO config | D. Manual only — Answer: A (when configured)

Project Management (Q11-Q20)

  1. Project task hierarchy is limited to:
    A. 3 levels | B. 10 levels | C. No limit (recommended ≤ 5) | D. 1 level — Answer: C

  2. Critical path is:
    A. Longest sequence of dependent tasks determining min project duration | B. Most expensive | C. Highest risk | D. First sequence — Answer: A

  3. Milestone is identified by:
    A. is_milestone = true | B. Task type = milestone | C. Both | D. None | Answer: C

  4. RAG status comes from:
    A. PM judgment | B. Schedule + Cost + Risk auto-calculator | C. Sponsor | D. Random — Answer: B (when SPMRAGCalculator is configured)

  5. Project template includes:
    A. Tasks only | B. Tasks + Milestones + Roles + Cost Plan template | C. Just dates | D. Resources only — Answer: B

  6. Dependency types in Planning Console:
    A. FS only | B. FS, SS, FF, SF | C. AND/OR | D. Hard/soft — Answer: B

  7. Project state “open” means:
    A. In execution | B. Not yet started | C. Both A and B (depending on sub-state) | D. Closed — Answer: C

  8. Closing a project requires:
    A. All tasks complete | B. Benefits captured | C. Final cost actuals | D. All above — Answer: D (best practice)

  9. Project Risks differ from Issues:
    A. Risk = future, may occur; Issue = already occurred | B. Same | C. Risk is higher priority | D. Issue is higher — Answer: A

  10. Earned Value (EV) calculations require:
    A. Cost actuals + % complete | B. Budget only | C. Just schedule | D. None — Answer: A

Resource Management (Q21-Q30)

  1. Resource Plan request states include:
    A. Requested → Confirmed → Allocated | B. Just one state | C. Pending only | D. Random — Answer: A

  2. Over-allocation is when:
    A. User assigned > 40h/week | B. User assigned > capacity field | C. User booked on > 5 projects | D. Random — Answer: B

  3. Capacity field is on:
    A. Project | B. User (sys_user.u_weekly_capacity) | C. Role | D. Department — Answer: B

  4. Allocation conflicts can be resolved via:
    A. Hire freelancer | B. Reschedule projects | C. Reduce scope | D. All — Answer: D

  5. Timecards default cycle:
    A. Daily | B. Weekly | C. Bi-weekly | D. Monthly — Answer: B (most common, but configurable)

  6. Time category examples:
    A. Project, vacation, training, admin | B. Just project | C. Random | D. Hourly only — Answer: A

  7. Resource manager view URL:
    A. /now/rm | B. /now/sow/home | C. /sp?id=rm | D. /rm.do — Answer: A

  8. Skill match for resource request:
    A. Exact only | B. Hierarchical (e.g., Senior includes Mid) + Exact | C. Manual only | D. Random — Answer: B

  9. Resource Bench reports:
    A. Users not assigned to anything | B. Just contractors | C. Just managers | D. Random — Answer: A

  10. Cross-project resource scheduling uses:
    A. Manual coordination | B. Planning Console + Resource Workbench | C. Email | D. Spreadsheets — Answer: B

Financials & Agile (Q31-Q40)

  1. Cost Plan vs Actuals tracking field:
    A. planned_cost vs actual_cost | B. budget vs spend | C. Same | D. No tracking — Answer: A

  2. Benefit realization tracking starts:
    A. At project end | B. At demand approval | C. Throughout project + post-go-live | D. At cost plan creation — Answer: C

  3. Variance threshold for “Amber” RAG cost:
    A. 5% | B. 10% | C. 20% | D. Configurable — Answer: D (10% common default)

  4. Multi-currency cost normalization uses:
    A. Manual conversion | B. ServiceNow fx_rate table + scheduled refresh | C. External tool | D. None — Answer: B

  5. Agile board types:
    A. Scrum only | B. Kanban only | C. Scrum + Kanban + Custom | D. None — Answer: C

  6. Story states (typical):
    A. To Do → In Progress → Done | B. New → Active → Closed | C. Both depending on board | D. Random — Answer: C

  7. Sprint burn-down measures:
    A. Story points remaining over time | B. Cost burn | C. Velocity | D. Quality — Answer: A

  8. SAFe Program Increment (PI) duration default:
    A. 1 week | B. 2 weeks | C. 8-12 weeks (5 iterations) | D. 1 year — Answer: C

  9. Velocity = ?
    A. Story points completed per sprint (rolling avg) | B. Bugs fixed | C. Cost | D. Schedule slip — Answer: A

  10. OKR scoring:
    A. Always 0 or 1 | B. 0.0 to 1.0 per Key Result, then average | C. % alone | D. Hard targets — Answer: B

19.3 What “Hero” looks like for SPM

Implements full strategy-to-delivery: portfolio + programs, demand intake with scoring, project templates (waterfall + agile), resource capacity + conflict resolution, cost + variance, benefits realization, RAG dashboards, Now Assist for project status summary.


Hands-on Labs — مختبرات عملية

Step-by-step labs for PDI / Australia instance. Replace {BASE} with your instance URL.
مختبرات خطوة بخطوة — استبدل {BASE} برابط نسختك.

  1. Lab 1 — Strategic goal / هدف استراتيجي — Create goal in {BASE}/now/strategic-planning/home; link to initiative.

  2. Lab 2 — Idea → Demand / فكرة → طلب — Submit idea at {BASE}/idea_list.do; promote to Demand.

  3. Lab 3 — Demand scoring / تقييم الطلب — Score demand in Demand Workbench; approve or reject.

  4. Lab 4 — Project from Demand / مشروع من طلب — Convert approved demand to project at {BASE}/pm_project_list.do.

  5. Lab 5 — WBS & tasks / هيكل العمل — Build project plan with phases, tasks, dependencies.

  6. Lab 6 — Resource plan / خطة موارد — Create resource plan; allocate hours to project tasks.

  7. Lab 7 — Agile story / قصة Agile — Create story on board {BASE}/rm_story_board.do; complete sprint.

  8. Lab 8 — Roadmap view / خارطة طريق — Visualize initiatives on {BASE}/now/roadmap/home.


Best Practices — أفضل الممارسات

Area Best practice (EN) أفضل ممارسة (AR)
Naming SPM = suite; PPM = projects inside — explain to stakeholders SPM = المظلة؛ PPM = المشاريع
Demand Govern intake before projects — avoid shadow IT حكم الطلبات قبل المشاريع
Resources Plan capacity before committing dates خطط السعة قبل الالتزام بالتواريخ
Financials Link cost/benefit plans to strategic goals اربط التكاليف/المنافع بالأهداف

Deployment Checklist — قائمة النشر

# Task (EN) المهمة (AR) Verify
1 Install SPM apps from Store تثبيت تطبيقات SPM Licensed
2 Strategy & goal hierarchy هرمية الأهداف Goals visible
3 Demand workflow & scoring سير Demand Intake governed
4 Project templates قوالب المشاريع New project fast
5 Resource groups & plans مجموعات الموارد Capacity shown
6 Agile boards (if used) لوحات Agile Stories tracked
7 Executive dashboards لوحات تنفيذية Roadmap live
8 UAT with PMO UAT مع PMO Sign-off

Direct URLs Quick Reference

Page Navigation URL
Strategic Planning All > Strategic Planning {BASE}/now/strategic-planning/home
Ideas All > Innovation {BASE}/idea_list.do
Demands All > Demand Management {BASE}/dmn_demand_list.do
Projects All > Project > All {BASE}/pm_project_list.do
Portfolios All > Project > Portfolios {BASE}/pm_portfolio_list.do
Resource Plans All > Resource Management {BASE}/resource_plan_list.do
Planning Console All > Resource Management {BASE}/resource_management.do
Agile Boards All > Agile Development {BASE}/rm_story_board.do
Roadmaps All > Roadmap Planning {BASE}/now/roadmap/home
Guided Setup All > Guided Setup {BASE}/now/guided-setup