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Service Now Billing Codes and Task Types

CESO - Customer Experience & Solution Ops

Owner: Erikk Isfeld, Manager - Contact Centre as a Service
Last updated: May 2026

This reference helps the team match weekly work to the correct ServiceNow project task. Use the Quick Pick to find the right code in seconds. Use the Bucket Reference for the full list, and the Task Type Definitions when you need to decide whether something is an Incident, a Defect, an Enhancement, or a Case.


Before you log off Friday:

  1. Open every ticket you touched this week in ServiceNow and enter Time Worked there. This auto-populates your timesheet with the correct project/task.
  2. For non-ticket time (meetings, admin, strategy, demos, pre-sales), pick the right CESO or Business Development code manually using this guide.
  3. If you cannot submit your timesheet because of a missing Resource Plan, request one through the ITSM catalog item “User request to have a new resource plan” before Friday - do not wait until Monday.
  4. Manually adjust any auto-populated entries that are wrong before submitting.

Find the row that matches what you actually did, then use the code on the right.

What I didWhere it goesCode
I fixed a bug or restored service for an ODB clientODB Client Support / Service ManagementPRJTASK0079919
I built or delivered a catalog request for an ODB clientODB Client Support / Internal RequestsPRJTASK0079934
I worked an FEC incident or defectFEC Internal Support / Service ManagementPRJTASK0118560
I delivered a catalog request or enhancement for FECFEC Internal Support / Internal RequestPRJTASK0118565
I worked an MCSD incident or defectMCSD Internal Support / Service ManagementPRJTASK0118537
I delivered a catalog request for MCSDMCSD Internal Support / Internal RequestPRJTASK0118551
I worked a Capacity-SBC incident, defect, or maintenance itemCapacity-SBC / Maintenance / Service ManagementPRJTASK0104775
I built or delivered a catalog request for Capacity-SBCCapacity-SBC / Internal RequestsPRJTASK0010101
I worked on Shelf content, integrations, or article deliveryShared Services / ShelfPRJTASK0118608
I worked on Business Intelligence (Power BI, A3S reporting, dashboards)Shared Services / Business IntelligencePRJTASK0118612
I worked on the ServiceNow platform itselfShared Services / ServiceNowPRJTASK0118604
I worked a Service BC Voice ticket (CO 174)CO 174 Genesys Support Services / Voice TeamPRJTASK0078075
I performed Service Delivery Manager duties for Service BCCO 174 Genesys Support Services / Service Delivery MgrPRJTASK0078078
I supported Timmins (City of Timmins ongoing support)Timmins Ongoing Support / Application Mgmt SupportPRJTASK0090160
I worked on the NGSD Phase 2 project - build or working sessionsNext Gen Service Desk - Phase 2 / Build / MeetingsPRJTASK0124234
I worked on the NGSD Phase 2 project - UAT or testingNext Gen Service Desk - Phase 2 / UAT / MeetingsPRJTASK0124225
I worked on ESDC WP-02 KM Solution DevelopmentESDC WP-02 / 01 KM Solution DevelopmentPRJTASK0119617
I worked on ESDC WP-02 AI EnablementESDC WP-02 / 02 AI EnablementPRJTASK0119623
I worked on ESDC WP-01 Business Readiness & DesignESDC WP-01 / see WP-01 sub-taskssee table
I worked on the SOW-001 Bell engagementSOW-001 ESDC Business Analysis / Fujitsu (Bell)PRJTASK0109151
I worked on a pre-sales / business development opportunity (named prospect)Business Development Opportunitiessee table
I attended a standup, internal meeting, did timesheets/TRAX, internal emailAdmin - CESO / OperationsPRJTASK0010266
I completed mandatory or compliance training (HR, security awareness, corporate courses)Admin - CESO / OperationsPRJTASK0010266
I did self-directed learning to stay current in my existing role (reading docs, tutorials, refreshers)Admin - CESO / OperationsPRJTASK0010266
I onboarded a new hire or shadowed someone for cross-trainingAdmin - CESO / OperationsPRJTASK0010266
I designed future-state CCaaS architecture or capability roadmapsAdmin - CESO / Solution Development & Portfolio StrategyPRJTASK0122697
I studied for or wrote a certification exam tied to our CCaaS roadmap (Genesys, AWS, etc.)Admin - CESO / Solution Development & Portfolio StrategyPRJTASK0122697
I attended a training session, workshop, or conference to build new team capabilitiesAdmin - CESO / Solution Development & Portfolio StrategyPRJTASK0122697
I improved how we deliver today (CI/CD, flow optimization, internal POCs)Admin - CESO / Efficiency and GrowthPRJTASK0122665
I built a reusable internal tool, template, or runbook for the teamAdmin - CESO / Efficiency and GrowthPRJTASK0122665
I did exploratory work or demos with no project code yetAdmin - CESO / Emergent GrowthPRJTASK0122687

Full code list, organized the way ServiceNow groups them. When you pick a bucket in the project task dropdown, all the tasks listed under it here will be your options.

TaskCodeUse for
Service ManagementPRJTASK0079919Incidents and defects affecting ODB clients.
Internal RequestsPRJTASK0079934Catalog tasks and enhancements requested by ODB clients.
TaskCodeUse for
Service ManagementPRJTASK0118560FEC incidents and defects.
Internal RequestPRJTASK0118565FEC catalog tasks and enhancements.
TaskCodeUse for
Service ManagementPRJTASK0118537MCSD incidents and defects.
Internal RequestPRJTASK0118551MCSD catalog tasks and enhancements.
TaskCodeUse for
Maintenance / Service ManagementPRJTASK0104775Capacity-SBC incidents, defects, and routine maintenance.
Internal RequestsPRJTASK0010101Capacity-SBC catalog tasks and enhancements.

Centralized work performed in support of other teams, services, or products.

TaskCodeUse for
ShelfPRJTASK0118608Shelf knowledge platform: content, integrations, article delivery.
Business IntelligencePRJTASK0118612BI work: Power BI, Genesys A3S data modeling, reporting pipelines, dashboards.
ServiceNowPRJTASK0118604Work on the ServiceNow platform itself.

Client-specific recurring support work that does not run through a standard support bucket.

ClientTaskCodeUse for
Service BCVoice Team (CO 174)PRJTASK0078075Day-to-day Service BC Voice support work.
Service BCService Delivery Manager (CO 174)PRJTASK0078078SDM duties for the Service BC engagement.
City of TimminsApplication Management Support (SOW 001 / RFP 1094)PRJTASK0090160Timmins ongoing support.
Amazon ConnectPlanPRJTASK0113107Planning and support time on the Amazon Connect platform.

Use these only when assigned to the project. If no project code applies yet, use Emergent Growth instead.

TaskCodeUse for
Build / MeetingsPRJTASK0124234NGSD Phase 2 build work and working sessions.
UAT / MeetingsPRJTASK0124225NGSD Phase 2 testing and UAT activity.
TaskCodeUse for
01 Draft Requirements Traceability MatrixPRJTASK0119570Drafting and updating the RTM.
06 Design SpecificationsPRJTASK0119585Design specification authoring.
07 UI DesignPRJTASK0119588UI design work.
08 Detailed Functional Design SpecsPRJTASK0119591Functional design specifications.
09 Detailed Tech Design SpecsPRJTASK0119594Technical design specifications.
10 Architecture & EnvironmentPRJTASK0119597, PRJTASK0119600Architecture and environment work and Solution Architecture.
13 Extended Data CataloguePRJTASK0119606Data catalogue extension work.
14 AI Tech Capabilities AnalysisPRJTASK0119609AI tech capability analysis.
Meetings - Cross DeliverablesPRJTASK0119612Cross-deliverable meetings tied to WP-01.
TaskCodeUse for
01 KM Solution DevelopmentPRJTASK0119617Knowledge management solution development.
02 AI EnablementPRJTASK0119623AI enablement build/configuration work.
Meetings - Cross DeliverablesPRJTASK0119627Cross-deliverable meetings tied to WP-02.

SOW-001 - ESDC Business Analysis Professional Services Resource for Bell

Section titled “SOW-001 - ESDC Business Analysis Professional Services Resource for Bell”
TaskCodeUse for
ESDC Fujitsu (Bell)PRJTASK0109151Billable Bell engagement work.
Non-billable overtimePRJTASK0124684Overtime on the Bell engagement that is not billable to the client.

Business Development Opportunities (Pre-Sales)

Section titled “Business Development Opportunities (Pre-Sales)”

Use a Business Development code when there is a named prospect or opportunity (an opp ID exists). For unscoped exploration or demos with no specific client attached, use CESO / Emergent Growth instead.

TaskCodeUse for
ExxonMobil - Shelf KMPRJTASK0117244Pre-sales work for ExxonMobil Shelf KM opportunity.
CAN-BC-TransLink - TransLink MVTP 87-77-77 SMS/MMS Public Reporting ReplacementPRJTASK0118762Pre-sales work on the TransLink replacement project.

Admin - Customer Experience & Solution Ops (CESO)

Section titled “Admin - Customer Experience & Solution Ops (CESO)”

These are the codes owned by Erikk Isfeld. Use them when work is not billable to a client, project, or shared service.

TaskCodeUse this when…
OperationsPRJTASK0010266Time that isn’t billable to a client, project, or shared service: timesheets, TRAX, standups, internal meetings, 1:1s, training, internal email, Loop/Teams admin.
Solution Development & Portfolio StrategyPRJTASK0122697Designing future-state CCaaS architecture, capability roadmaps, certification planning, integration design (Genesys Cloud, AWS Connect, Shelf, SuccessKPI). Net-new design - not optimizing what already exists.
Efficiency and GrowthPRJTASK0122665Improving how we deliver today: CI/CD pipelines, IaC, Genesys flow & AI Studio optimization, Shelf article delivery streamlining, A3S -> Power BI pipeline review and modeling, internal POCs, reusable team documentation.
Emergent GrowthPRJTASK0122687Pre-project / pre-sales activity with NO project or opportunity code yet: scoping, client demos, exploratory prototyping, early-stage SuccessKPI / A3S draft documentation. Move to a project code or Business Development code as soon as one is assigned.

Boundary rule: Emergent Growth (CESO) vs Business Development

  • Use Business Development Opportunities when there is a named prospect or opportunity ID (e.g., ExxonMobil, TransLink).
  • Use Emergent Growth (CESO) for unscoped exploration, internal demos, and prototyping with no specific client attached.
  • Once a project or opportunity ID is assigned, switch off Emergent Growth and start charging the project/opportunity code.

Use this when you need to decide what kind of ticket you have in front of you. The Bucket Reference above tells you which code to charge once you know the task type.

Specific work items triggered by a user request - provisioning access, requesting information, or performing routine service actions. Straightforward, repeatable, and follow established procedures.

Charge to: the bucket’s Internal Request / Internal Requests code.

A record of an unexpected disruption, outage, or issue affecting a service, system, or user. Tracked, managed, and resolved to restore normal operations. If resolution requires code or flow changes, the incident is closed and a Defect is created.

Charge to: the bucket’s Service Management code.

An error or bug in code, call flows, or other system entities that requires development work and testing to resolve. Defects are created when an issue cannot be fixed through standard support and needs engineering intervention.

Charge to: the bucket’s Service Management code (same as Incidents - defects roll up under the same code by design).

A request for an improvement, new feature, or change to an existing system for a client covered under our support model. Created via the service catalog. Tracks work that adds value beyond defect resolution. Not all enhancements have an associated Story.

Charge to: the bucket’s Internal Request / Internal Requests code (same as Catalog Tasks).

A record in ServiceNow used to track, manage, and resolve client requests, issues, or service needs that don’t fall under incidents, defects, or enhancements. Typically support, troubleshooting, or general service activities for clients on the Case process.

Clients on the Case process:

  • The Corporation of the City of Timmins
  • Service BC - ICC (Internal Contact Centre)
  • Service BC - SDO/IPS (Service Delivery Office / In-Person Services)

Recording time for a Case in CSM:

  1. Open the Case in CSM.
  2. Select the appropriate Project and Task for the Case.
  3. Enter Time Worked against the Case.
  4. The entered time will auto-populate your timesheet with the correct project/task.
  5. If you cannot submit your timesheet because of a missing Resource Plan, request one through the ITSM catalog item “User request to have a new resource plan”.
  6. Manually adjust any auto-populated time in your timesheet if needed.

A large body of work that supports a project, change order, or proof of concept. Created by PMO, Product Owner, Director, or Account Manager. Documents major deliverables, milestones, and objectives. Broken down into smaller tasks or stories for execution.

Charge to: the relevant project code (e.g., NGSD Phase 2, ESDC WP-01/WP-02, SOW-001 Bell). If the work is exploratory and no project code exists, use CESO / Emergent Growth.


  • Owner: Erikk Isfeld. Review quarterly or whenever a new project code, change order, or pre-sales opportunity is opened.
  • When a new code shows up in your team’s Resource Plan that isn’t in this document, add it to the relevant bucket and notify the team in your weekly stand-up.
  • Codes are pulled from the ServiceNow Resource Plan report (Resource Manager = Erikk Isfeld). Run that report monthly to spot drift.
  • If a teammate is repeatedly mis-coding work, address it in their 1:1 and update the Quick Pick row that covers their case.