Create or update a configuration in EAP

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

    • Define your own Agile configuration or update an existing configuration in Enterprise Agile Planning (EAP).

    Before you begin

    Install Strategic Planning.

    Set the Application Scope of your ServiceNow instance to Strategic Planning.

    Role required: sn_apw_advanced.eap_admin

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace.
    2. From the Settings menu, select Enterprise Agile Planning > Configuration.
    3. Choose to create a configuration or update an existing one.
      • To create, select New configuration.
      • To update, select Edit from one of the available configurations.

      Create an EAP configuration or edit an existing one.

    4. On the form, fill in or update the fields.
      Table 1. New configuration form
      Field Description
      Configuration name Name to identify the configuration.
      State State of the configuration. The default value for this field is Inactive.

      Change it to Active to make it available to use for your Enterprise Agile Planning.
      Sync with Agile Development Select this option to sync iterations such as Planning Intervals and Sprints with Agile Development 2.0. For more information, see Integration between EAP and Agile Development 2.0.
    5. Select the work item types to be available within this configuration.
      Only the work item types that you enable here are available to plan in the Backlog and Planning board.

      Select work item types for EAP configuration.

    6. Select the team levels that you want to have in your configuration.

      Based on the team levels that you enable here, you can add only those entities to your Agile structure. For example, if you didn’t enable Solution Train team level in the configuration, you can’t add any solution trains to your Agile structure and you can’t plan work for any solution trains from the Backlog or Planning board.

    7. Select the default work item type to be available at each team level and its planning calendar.
      Planning calendars can be set only for Agile Release Trains (ARTs) and Agile Teams and the planning calendar types available by default are Planning Interval and Sprint. If you want a different calendar, create one. See Create a planning calendar in EAP.

      Mapping work item type and planning calendars to the team levels.

    8. Select Save.

    What to do next

    Activate an EAP configuration.