OnePlan to ServiceNow Integration

ServiceNow is a cloud computing platform designed to help organizations manage their business workflows. 

With OnePlan, organizations can bridge strategic planning with work being managed in ServiceNow. Portfolios and projects defined in OnePlan can be aligned with data imported from ServiceNow, enabling full visibility, strategic alignment, and better portfolio-level control.

Use Cases

The ServiceNow integration has the following most popular use cases:

Visibility into Execution Across Teams

• Use Case: Portfolio managers need visibility in OnePlan into project execution tracked in ServiceNow by operations, IT, or creative teams.
• Value: Provides leadership a single view of status without requiring teams to switch tools or duplicate updates.

Strategic Initiative Tracking

• Use Case: Tasks and projects in ServiceNow are connected to strategic initiatives in OnePlan.
• Value: Ensures that work aligns to business priorities and allows for better outcome tracking.

Cross-Team Resource Allocation

• Use Case: Resource assignments in ServiceNow are synced to OnePlan to assess workloads across projects and teams.
• Value: Enhances planning accuracy, avoids burnout, and informs staffing decisions across portfolios.

Forecasting Future Resource Needs

• Use Case: Upcoming ServiceNow tasks with due dates are used in OnePlan to forecast team and skillset demands.
• Value: Enables HR and PMOs to proactively manage capacity based on real work pipelines.

Budget vs Actual Tracking

• Use Case: OnePlan tracks planned vs actual costs for projects executed in ServiceNow.
• Value: Provides cost insights for finance teams and supports better budget accountability.

Unified Reporting and Dashboards

• Use Case: ServiceNow data is integrated with other work management systems (e.g., Microsoft Planner, Jira, Trello) in OnePlan dashboards.

• Value: Delivers comprehensive insights across portfolios, regardless of where teams execute work.

   

Features

This ServiceNow integration supports the following features:

• Import ServiceNow projects into OnePlan as plans.
• Create and update OnePlan tasks from ServiceNow.
• Create and update ServiceNow tasks from OnePlan.
• Synchronize custom fields between ServiceNow and OnePlan.
• Automatic data sync via scheduled jobs.
• Filter what data to sync.
• Choose from different OneConnect subscription levels to match your needs.

Setup Requirements

To set up the ServiceNow integration, you’ll need:

• A licensed ServiceNow user account for the integration.

Setup

To configure the integration, refer to the ServiceNow Integration Setup page.

Next Steps

After installing the integration:

• Configure field mappings and schedule sync jobs.
• Load data from ServiceNow into OnePlan.
• Build portfolios from the integrated plans.

Mind the Gap

This integration is specifically for ServiceNow projects/tasks. If you are looking for a more generic ServiceNow integration, please review out other integration.

Known limitations of the integration:

• ServiceNow does not support multiple resource assignments on the task level, hence only the first resource from OnePlan will be assigned.
• ServiceNow rolls up some of the fields if you have a hierarchy of tasks to the higher levels. Based on this, some fields in ServiceNow will not match the values with OnePlan. (as they will auto calculate)