Portfolio plan configuration form

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Portfolio Plan Configuration Form

    The Portfolio Plan Configuration Form allows you to create or update display settings for planning items within the Strategic Planning Workspace. This tool is essential for managing portfolio plans effectively, ensuring that key data is accurately represented and easily accessible.

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    Key Features

    • Field Configuration: Allows you to specify tables and fields for the start date, end date, item name, and item owner, which are crucial for accurate portfolio tracking.
    • Roadmap Timeline Configuration: Enables categorization of roadmap items by grouping (e.g., State), coloring (e.g., Planning item type), and metrics (e.g., Planned benefit, Actual cost) to enhance visualization and tracking.
    • Kanban Configuration: Facilitates the use of swim lanes and vertical lanes in both the Prioritization and roadmap views, along with customizable default metrics displayed on Kanban cards.
    • Rank Configuration: Supports setting up a ranking system for the portfolio plan based on the selected source table, improving prioritization and planning accuracy.

    Key Outcomes

    By utilizing the Portfolio Plan Configuration Form, ServiceNow customers can streamline their planning processes, enhance visibility into project statuses, and improve team collaboration through organized and visually distinct planning items. This configuration empowers teams to track progress effectively and make informed decisions based on real-time data insights.

    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.