Portfolio plan configuration form

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Portfolio plan configuration form

    The Portfolio plan configuration form in the Strategic Planning Workspace enables ServiceNow customers to create or update display settings for planning items within a portfolio plan. This form is essential for tailoring how portfolio data is presented and managed, ensuring that planning items are categorized, visualized, and tracked effectively.

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    Key Features

    • Source Table Selection: Choose the specific table (e.g., Strategic Priority [sngfstrategy]) that holds the portfolio items you want to configure.
    • Date and Item Fields: Define fields for start date, end date, item name, and item owner to accurately retrieve and display key planning item details.
    • Roadmap Timeline Configuration: Configure grouping of roadmap items by fields such as State, apply color coding based on attributes like Planning item type, and set metrics fields (e.g., Planned benefit, Actual cost) that provide additional insights on hover. Set fields for item status and percent complete to visualize progress.
    • Kanban Configuration: Customize swim lanes and vertical lanes for both Prioritization Kanban and roadmap views, and specify default metrics to display on Kanban cards, helping planning managers review key data efficiently.
    • Rank Configuration: Establish the ranking table, typically aligned with the source table, to support portfolio plan creation and prioritization.

    Practical Use

    By configuring these settings, customers can:

    • Tailor portfolio plan views to reflect organizational priorities and workflows.
    • Enhance visibility into planning item statuses, progress, and metrics through color coding and grouping.
    • Streamline planning item management with customizable Kanban boards suited for prioritization and roadmap tracking.
    • Ensure that ranking and prioritization align with strategic objectives by linking configuration to the appropriate source data.

    Next Steps

    After configuring the Portfolio plan form, customers can proceed to create portfolio plan configurations suitable for high-level strategic planning initiatives, leveraging the tailored settings to drive better decision-making and portfolio visibility.

    Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.

    Table 1. Portfolio plan configuration form
    Field Description
    Source table Table that you want to configure portfolio plan for.

    For example, Strategic Priority [sn_gf_strategy].
    Start date field Field to retrieve the start date value from.
    End date field Field to retrieve the end date value from.
    Item name field Field to retrieve the name of the item from.
    Item owner field Field to retrieve the item owner name from.
    Table 2. Roadmap timeline configuration section of the Portfolio plan configuration form
    Field Description
    Group by fields List of fields with which the roadmap items can be categorized into groups.

    For example, the State attribute can be used to categorize the items into groups of states such as Draft, Ready, Work in progress, and others.
    Color by fields List of fields with which the roadmap items can be categorized by color.

    For example, the Planning item type attribute can be used to assign a unique color to each group of items belonging to a specific type.
    Metrics fields

    List of fields used as the metrics for the roadmap items.

    For example, Planned benefit or Actual cost.

    These values are displayed when you point the mouse cursor on the roadmap item.
    Status field

    Field that is used for the status of the roadmap item.
    Percent complete field

    Field that is used to track the completion of the roadmap item.

    This field value is used to visualize the progress of the roadmap item in the tracking mode.
    Table 3. Kanban configuration section of the Portfolio plan configuration form
    Field Description
    Swim lane Field to use for the swim lane on the board in the Prioritization Kanban view.
    Vertical lane Field to use for the vertical lane on the board the Prioritization Kanban view.
    Metrics on Kanban card Default metrics that your planning managers want to view on a planning item card in the Prioritization Kanban view.
    Swim lane Field to use for the swim lane on the board in the roadmap view.
    Vertical lane Field to use for the vertical lane on the board in the roadmap view.
    Metrics on Kanban card Default metrics that your planning managers want to view on a planning item card on the Kanban board in the roadmap view.
    Table 4. Rank configuration section of the Portfolio plan configuration form
    Field Description
    Rank Configuration Table that is used to create the portfolio plan.

    The value for this field is the table selected in the Source table field.