cwm-doc-generation

CWM 文档生成

概述

此技能介绍如何根据 ServiceNow 项目数据生成全面的协作工作管理（CWM）文档：

• 创建自动化项目状态报告，涵盖里程碑进度、预算和时间线健康状况
• 生成风险摘要，包含影响评估和缓解计划
• 根据受众（高管、赞助人、团队）定制利益相关者沟通内容
• 构建投资组合级仪表板，汇总多个项目的健康指标
• 从任务数据、资源分配和活动历史记录中提取项目洞察
• 生成可用于会议的项目更新演示文稿

适用场景： 准备每周／每月状态报告、向利益相关者传达项目健康状况、为领导层汇总投资组合状态，或生成风险和问题摘要时。

前提条件

• 角色： project_manager、program_manager、portfolio_manager 或 admin
• 插件： com.snc.project_management（项目投资组合管理）或 CWM 工作区
• 访问权限： 对 pm_project、pm_project_task、planned_task、risk、issue、pm_resource_plan 表具有读取权限
• 数据： 已填充任务、里程碑和状态数据的活动项目
• 相关技能： 用于任务分解的 spm/cwm-tasks-generation，用于分析的 spm/project-insights

流程

第 1 步：检索项目概览数据

提取包含关键健康指标的核心项目记录。

MCP 方式：

Tool: SN-Get-Record
Parameters:
  table_name: pm_project
  sys_id: [PROJECT_SYS_ID]
  fields: sys_id,number,short_description,description,state,phase,priority,percent_complete,planned_start_date,planned_end_date,actual_start_date,actual_end_date,budget_cost,actual_cost,project_manager,sponsor,portfolio,program,health,schedule_health,cost_health,scope_health,resource_health

REST 方式：

GET /api/now/table/pm_project/[PROJECT_SYS_ID]
  ?sysparm_fields=sys_id,number,short_description,description,state,phase,priority,percent_complete,planned_start_date,planned_end_date,actual_start_date,actual_end_date,budget_cost,actual_cost,project_manager,sponsor,portfolio,program,health,schedule_health,cost_health,scope_health,resource_health
  &sysparm_display_value=true

第 2 步：检索里程碑和任务进度

获取里程碑完成状态和任务进度指标。

MCP 方式：

Tool: SN-Query-Table
Parameters:
  table_name: pm_project_task
  query: project=[PROJECT_SYS_ID]^milestone=true^ORDERBYplanned_start_date
  fields: sys_id,number,short_description,state,percent_complete,planned_start_date,planned_end_date,actual_start_date,actual_end_date,assigned_to
  limit: 50

Tool: SN-Query-Table
Parameters:
  table_name: pm_project_task
  query: project=[PROJECT_SYS_ID]
  fields: sys_id,state,percent_complete,priority
  limit: 500

REST 方式：

GET /api/now/table/pm_project_task
  ?sysparm_query=project=[PROJECT_SYS_ID]^milestone=true^ORDERBYplanned_start_date
  &sysparm_fields=sys_id,number,short_description,state,percent_complete,planned_start_date,planned_end_date,actual_start_date,actual_end_date,assigned_to
  &sysparm_display_value=true

第 3 步：检索风险和问题

提取与项目相关的活动风险和问题。

MCP 方式：

Tool: SN-Query-Table
Parameters:
  table_name: risk
  query: task=[PROJECT_SYS_ID]^state!=closed
  fields: sys_id,number,short_description,category,probability,impact,risk_score,response,state,assigned_to,mitigation_plan
  limit: 30

Tool: SN-Query-Table
Parameters:
  table_name: issue
  query: task=[PROJECT_SYS_ID]^state!=closed
  fields: sys_id,number,short_description,priority,state,assigned_to,resolution,sys_created_on
  limit: 30

REST 方式：

GET /api/now/table/risk
  ?sysparm_query=task=[PROJECT_SYS_ID]^state!=closed
  &sysparm_fields=sys_id,number,short_description,category,probability,impact,risk_score,response,state,assigned_to,mitigation_plan
  &sysparm_display_value=true

GET /api/now/table/issue
  ?sysparm_query=task=[PROJECT_SYS_ID]^state!=closed
  &sysparm_fields=sys_id,number,short_description,priority,state,assigned_to,resolution,sys_created_on
  &sysparm_display_value=true

第 4 步：检索资源分配数据

获取资源计划信息，以了解容量和利用率。

MCP 方式：

Tool: SN-Query-Table
Parameters:
  table_name: pm_resource_plan
  query: project=[PROJECT_SYS_ID]^state=active
  fields: sys_id,resource,role,planned_hours,actual_hours,remaining_hours,start_date,end_date,utilization
  limit: 50

REST 方式：

GET /api/now/table/pm_resource_plan
  ?sysparm_query=project=[PROJECT_SYS_ID]^state=active
  &sysparm_fields=sys_id,resource,role,planned_hours,actual_hours,remaining_hours,start_date,end_date,utilization
  &sysparm_display_value=true

第 5 步：生成项目状态报告

将所有数据汇编成结构化的状态报告。

=== PROJECT STATUS REPORT ===
Report Date: [current_date]
Project: [number] - [short_description]
Project Manager: [project_manager]
Phase: [phase] | State: [state]

OVERALL HEALTH: [health_indicator]
  Schedule: [schedule_health] | Cost: [cost_health]
  Scope: [scope_health] | Resources: [resource_health]

PROGRESS SUMMARY:
Percent Complete: [percent_complete]%
Planned Timeline: [planned_start] - [planned_end]
Actual Timeline: [actual_start] - [projected_end]
Schedule Variance: [days ahead/behind]

BUDGET STATUS:
Budget: $[budget_cost]
Actual Spend: $[actual_cost]
Remaining: $[budget - actual]
Cost Variance: [percentage]% [over/under]

MILESTONE STATUS:
| Milestone | Planned Date | Status | Variance |
|-----------|-------------|--------|----------|
| [name] | [date] | [on-track/at-risk/complete/late] | [days] |
| [name] | [date] | [status] | [days] |

TASK METRICS:
Total Tasks: [count] | Complete: [count] | In Progress: [count]
Overdue Tasks: [count] | Blocked: [count]

RISKS ([count] active):
| Risk | Probability | Impact | Score | Response |
|------|------------|--------|-------|----------|
| [description] | [H/M/L] | [H/M/L] | [score] | [mitigate/accept/transfer] |

ISSUES ([count] open):
| Issue | Priority | Owner | Status |
|-------|----------|-------|--------|
| [description] | [P1-P4] | [name] | [investigating/resolving] |

KEY ACCOMPLISHMENTS (This Period):
- [Accomplishment 1]
- [Accomplishment 2]

PLANNED ACTIVITIES (Next Period):
- [Activity 1]
- [Activity 2]

DECISIONS NEEDED:
- [Decision 1 with context]

第 6 步：生成执行摘要

创建简洁的高管级沟通内容。

=== EXECUTIVE SUMMARY ===
Project: [name]
Status: [GREEN/YELLOW/RED]

HEADLINE: [One-sentence project status]

KEY METRICS:
- Progress: [%] complete ([ahead/behind] schedule by [days])
- Budget: $[actual] of $[budget] spent ([%] utilized)
- Next Milestone: [name] due [date] - [status]

TOP RISKS:
1. [Risk description] - Mitigation: [action]
2. [Risk description] - Mitigation: [action]

DECISIONS REQUIRED:
1. [Decision needed with recommendation]

FORECAST: [Project on track for [date] completion / Recommend [action] to recover schedule]

第 7 步：生成利益相关者沟通内容

针对不同受众定制沟通内容。

赞助人更新：

Subject: [Project Name] - Status Update [Date]

Dear [Sponsor Name],

[One paragraph summary of project health and progress]

Key highlights this period:
- [Highlight 1]
- [Highlight 2]

Items requiring your attention:
- [Decision or escalation needed]

Next milestone: [name] targeted for [date].

Full status report attached for reference.

团队更新：

Subject: [Project Name] - Weekly Update [Date]

Team,

Progress this week:
- [Completed item 1]
- [Completed item 2]

Focus for next week:
- [Priority 1] - Owner: [name]
- [Priority 2] - Owner: [name]

Blockers:
- [Blocker description] - Need: [what is needed]

Reminders:
- [Upcoming deadline or meeting]

第 8 步：生成投资组合摘要

用于多个项目的投资组合级报告。

MCP 方式：

Tool: SN-Query-Table
Parameters:
  table_name: pm_project
  query: portfolio=[PORTFOLIO_SYS_ID]^state=active
  fields: sys_id,number,short_description,health,percent_complete,schedule_health,cost_health,budget_cost,actual_cost,planned_end_date,project_manager
  limit: 50

=== PORTFOLIO STATUS SUMMARY ===
Portfolio: [name]
Report Date: [date]
Active Projects: [count]

HEALTH OVERVIEW:
Green: [count] | Yellow: [count] | Red: [count]

| Project | Health | Progress | Schedule | Budget | PM |
|---------|--------|----------|----------|--------|-----|
| [name] | [G/Y/R] | [%] | [on-track/late] | [$actual/$budget] | [name] |

PORTFOLIO BUDGET:
Total Budget: $[sum]
Total Spend: $[sum]
Overall Variance: [%]

ATTENTION REQUIRED:
- [Project X]: [issue requiring attention]
- [Project Y]: [risk or escalation]

工具使用

工具	用途	使用时机
SN-Query-Table	检索项目任务、风险、问题和资源	为报告收集数据
SN-Get-Record	获取详细的项目记录	检索核心项目数据
SN-Natural-Language-Search	根据自然语言描述查找项目	探索性查找项目
SN-Create-Record	在 ServiceNow 中创建状态报告记录	保存生成的报告

最佳实践

1. 按周自动生成报告，以保持一致性
2. 先呈现健康指标——利益相关者希望一眼了解状态
3. 根据受众调整内容深度——高管需要摘要，团队需要详细信息
4. 突出差异——重点关注与计划的偏差，而非复述计划
5. 包含可执行事项——每份报告都应明确后续步骤或所需决策
6. 采用一致的格式——在整个投资组合中统一报告模板
7. 跟踪报告历史——保留状态报告记录，以便进行趋势分析
8. 验证数据时效性——生成报告前，确保任务和里程碑数据是最新的
9. 标记长期未更新的项目——突出显示过去 2 周内没有活动的项目
10. 包含预测——始终展望未来，而不只是回顾过去

故障排查

问题	原因	解决方法
健康指标为空白	未配置或未运行健康度计算	触发项目健康度重新计算；检查健康规则配置
缺少里程碑日期	任务未标记为里程碑	确认关键项目任务已设置 milestone=true
预算数据为零	项目记录中未填写预算字段	检查 budget_cost 和 actual_cost 字段；也可能使用单独的财务表
资源数据不完整	未创建资源计划或未关联资源计划	确认项目存在 pm_resource_plan 记录
未计算风险分数	尚未完成风险评估	确保风险记录中已填写概率和影响字段
项目组合查询未返回项目	项目未关联到项目组合	检查项目记录中的 portfolio 引用字段

示例

示例 1：每周状态报告

**场景：**为 ERP 实施项目生成每周状态报告。

Tool: SN-Get-Record
Parameters:
  table_name: pm_project
  sys_id: abc123def456
  fields: number,short_description,health,percent_complete,schedule_health,cost_health,budget_cost,actual_cost,planned_end_date

生成的报告：

PROJECT STATUS - PRJ0010234: ERP Phase 2 Implementation
Week of March 15, 2026 | Health: YELLOW

Progress: 62% complete (target: 68%) - 6% behind plan
Budget: $1.2M of $2.0M spent (60%) - on track
Schedule: 8 business days behind due to vendor delay

MILESTONES:
- Data Migration Complete: Mar 10 - DONE
- UAT Start: Mar 22 - AT RISK (dependency on data validation)
- Go-Live: Apr 15 - AT RISK (cascading delay)

ACTION NEEDED: Approve additional vendor resources to recover schedule ($45K)

示例 2：高管项目组合简报

**场景：**生成月度项目组合摘要，供 CIO 审阅。

PORTFOLIO: Digital Transformation 2026
12 Active Projects | Budget: $8.5M

Summary: 8 Green, 3 Yellow, 1 Red
Overall Portfolio Health: YELLOW

RED PROJECT: Cloud Migration Phase 3
- 3 weeks behind schedule
- Key risk: Legacy system dependencies
- Recommendation: Extend timeline by 2 weeks, add integration resources

BUDGET: $3.2M spent of $8.5M (38%) - on track for year

相关技能

• spm/cwm-tasks-generation - 根据需求生成任务分解
• spm/project-insights - 项目分析与趋势分析
• spm/planning-summarization - 总结项目规划数据
• spm/agile-story-generation - 为项目工作生成敏捷用户故事
• spm/acceptance-criteria - 为交付物定义验收标准