ServiceNow Certified Implementation Specialist – Strategic Portfolio Management Preparation Details
The CIS-SPM exam validates your skills to configure, implement, and maintain ServiceNow Strategic Portfolio Management applications. This ServiceNow Certified Implementation Specialist – Strategic Portfolio Management study guide maps every exam domain to official documentation, so you can focus your preparation. You can also explore more ServiceNow certification study guides on the ServiceNow Certification category to keep building your skills.
ServiceNow Certified Implementation Specialist – Strategic Portfolio Management Materials
| Coursera | ServiceNow System Administrator from Zero to Hero |
| Udemy | CIS-SPM(Strategic Portfolio Management) March 2026 |
Domain 1: SPM Implementation Overview (2%)
Sub-Topics
SPM implementation preparation
Strategic Portfolio Management
Plugins installed with PPM Standard (Project Portfolio Management)
Roles installed with PPM Standard (Project Portfolio Management)
Recommended Trainings for Strategic Portfolio Management (SPM)
General configurations
Plugins installed with PPM Standard (Project Portfolio Management)
Roles installed with PPM Standard (Project Portfolio Management)
Now Create methodology
Recommended Trainings for Strategic Portfolio Management (SPM)
Strategic Portfolio Management
Domain 2: SPM Financials (10%)
Sub-Topics
Properties and tables
Financial planning for planning items
Financial planning
Financial planning for planning items
Cost types
Financial planning for planning items
Rate types
Expense lines
Rate model
Domain 3: Resource Management (23%)
Sub-Topics
Personas, properties, and roles
Roles installed with PPM Standard (Project Portfolio Management)
User resources and group resources
Resource Management Workspace
Exploring Resource Management Workspace
Configure Resource Management Workspace
Resource assignments
Manage resource assignments from Project Workspace
Resource planning with Project Workspace
Planning attributes
Resource planning with Project Workspace
Planning user capacity in Strategic Planning Workspace
Manage resource assignments from Project Workspace
Capacity planning
Using capacity planning in Portfolio Planning
Planning user capacity in Strategic Planning Workspace
Schedules
User resources and group resources
Using capacity planning in Portfolio Planning
Domain 4: Idea and Demand (18%)
Sub-Topics
Roles and tables
Roles installed with PPM Standard (Project Portfolio Management)
Idea Portal
Migrating from the legacy Ideas application to Idea Portal
States
Migrating from the legacy Ideas application to Idea Portal
Innovation Management integration with Universal Request
Migrating from the legacy Ideas application to Idea Portal
Idea and demand conversion
Migrating from the legacy Ideas application to Idea Portal
Demand form
Demand Workbench
Defining stakeholders
Domain 5: Project Management (30%)
Sub-Topics
Properties, roles, and tables
Roles installed with PPM Standard (Project Portfolio Management)
Plugins installed with PPM Standard (Project Portfolio Management)
Project Workspace
Managing projects with Project Workspace
States
Managing projects with Project Workspace
Subprojects
Managing projects with Project Workspace
Tasks
Managing projects with Project Workspace
Relationships (tasks and dependencies)
Managing projects with Project Workspace
Project templates
Managing projects with Project Workspace
Importing projects
Managing projects with Project Workspace
RIDAC
RIDAC records for a project in Project Workspace
Baselines
Managing projects with Project Workspace
Status reports
Managing projects with Project Workspace
Schedules
Managing projects with Project Workspace
Diagnostics
Managing projects with Project Workspace
Domain 6: Timecard Management (5%)
Sub-Topics
Plugins, roles, and tables
Roles installed with PPM Standard (Project Portfolio Management)
Plugins installed with PPM Standard (Project Portfolio Management)
Categories
Policies
Rate types
Domain 7: Portfolio Planning Workspace (8%)
Sub-Topics
Plugins, roles, tables, and properties
Plugins installed with PPM Standard (Project Portfolio Management)
Roles installed with PPM Standard (Project Portfolio Management)
Portfolio Planning Workspace
Lenses
Planning items
Financial planning for planning items
Display limits
Integrating Portfolio Planning with PPM
Scenario Planning
Domain 8: SPM Platform Analytics & Dashboards (2%)
Sub-Topics
Platform Analytics
Project Portfolio Management Platform Analytics Solutions
Dashboards
Project Portfolio Management Platform Analytics Solutions
Domain 9: SPM Better Together (2%)
Sub-Topics
ServiceNow applications that integrate with SPM
Strategic Portfolio Management
Microsoft Azure DevOps Integration for Agile Development
Atlassian Jira Integration for Agile Development
Export to PowerPoint for Strategic Portfolio Management
Wrapping Up ServiceNow Certified Implementation Specialist – Strategic Portfolio Management
This ServiceNow CIS-SPM study guide covered all nine exam domains, from SPM Financials and Resource Management to Project Management and Portfolio Planning Workspace. Work through each linked page, practise in a personal developer instance, and you will be well prepared for exam day. You can also explore more ServiceNow certification study guides on the ServiceNow Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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