Prioritize work in Strategic Planning

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Review and prioritize the items of your portfolio plan pipeline to add them to the plan's roadmap so that your teams can start working on them.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Review and prioritize the items in the List, Kanban, or Hierarchy views of the Prioritization tab during your grooming sessions. You can use the MoSCoW values assigned to an item to help you decide the priority of work.

    Procedure

    1. Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. From the Prioritization page, mark a planning item as In Review or Prioritized from one of the following views.
      ViewAction
      List

      Update the Planning state field of the item.

      Planning state update in Prioritization page.
      Kanban

      Move the item card into the Prioritized lane.

      Prioritize item in kanban view
      Hierarchy

      Update the Planning state field of the item.

      Planning state in Prioritization.

      For a high-level portfolio plan, you can’t edit the Planning state inline. Select the short description of the item to open its Full details page and then update the item's Planning item.
      After you mark a planning item as Prioritized, it’s automatically added to your portfolio roadmap, based on the values in the Approved start date and Approved end date fields. Your roadmap shows only those items that have their Planning state set to Prioritized.
      • If the dates fall within the portfolio planning period, then the item is displayed on the roadmap.
      • If either of the date fields is empty, then the item is added to the Unscheduled items list of the roadmap.

      If you've marked an item as Done or Cancelled, that item isn’t displayed on the Prioritization page by default. You can update the filter on the Planning state column to show the items that are completed or canceled.

    4. Optional: From the List view, you can update the planning state of multiple items at once.
      1. Select the Planning state cell of one of the rows that you want to update.
      2. Press and hold the Ctrl key (for Windows OS) or command key (for Mac OS), and select the Planning state cells of the other rows that you want to update.
      3. Double-click one of the selected cells and choose a state.

      Update planning state of multiple rows at once in Prioritization page.