--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Scenario Planning for PPM # Scenario Planning for PPM {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Scenario Planning for PPM The Scenario Planning for PPM application offers portfolio managers a centralized platform to create and monitor project execution roadmaps for fiscal years. It enables optimized budget and resource management by allowing users to create, compare, and confirm multiple planning scenarios involving demands and projects. Each scenario represents a distinct planning instance to support funding and resource allocation decisions. Show full answer Show less **Important:** Starting with the Australia release, this application is being prepared for future deprecation. It will no longer be available for activation but will continue to be supported. ServiceNow recommends using the Strategic Planning Workspace (for SPM Pro users) or Portfolio Planning Workspace (for SPM Standard users) to access scenario planning capabilities. ## Key Features * Plan portfolio resource capacity for one or multiple fiscal years, with the ability to break down multi-year planning into smaller windows for continuous tracking. * Allocate budgets to demands and projects from Investment Funding or set target budgets for operating and capital expenses. * Create and manage multiple scenarios with different combinations of demands and projects to experiment with budget and resource allocation. * Apply filters to refine portfolio selections and view projects or demands not aligned with strategic goals. * Edit funding allocations per scenario and compare scenarios to evaluate outcomes and resource utilization. * Confirm or override planning scenarios to reflect changing organizational priorities. * Monitor budget details including actual and planned costs, resource utilization, over-allocated resources, and project progress. ## Practical Use for ServiceNow Customers ServiceNow customers can use this application to improve decision-making in portfolio management by: * Analyzing resource capacity and budget constraints across fiscal years. * Testing different project and demand combinations to optimize portfolio value and alignment with business objectives. * Tracking portfolio progress post-planning to ensure adherence to scope, schedule, cost, and resource plans. ## Installation and Configuration The application is available for installation from the ServiceNow Store. Customers can configure scenario types, scope of portfolios, and funding methods to tailor scenario planning to their organizational needs. Setting target budgets and defining fiscal periods initiates the planning process. ## Next Steps * Create planning scenarios to model different portfolio strategies. * Compare and confirm scenarios to finalize budget and resource allocations. * Track portfolio execution progress using integrated status and dashboard features. The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources. Important: Starting with Australia release, Scenario Planning for PPM (com.snc.ppm_scenario_planning) is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. Alternatively, Strategic Planning Workspace (for SPM pro users) or Portfolio Planning Workspace (for SPM standard users) provides the Scenario Planning capability. For details, see [Scenario planning in Strategic Planning](https://servicenow-prod.fluidtopics.net/QiyzSKjA5jt1JSYFmfmsEA "Create and evaluate strategic scenarios to explore different planning approaches. Approve the optimal scenario that aligns with the organizational goals and strategic priorities.") or [Scenario planning in Portfolio Planning](https://servicenow-prod.fluidtopics.net/GlSlZZw4U4G1DCj7iVznRQ "Create and evaluate strategic scenarios to explore different planning approaches. Approve the optimal scenario that aligns with the organizational goals and strategic priorities."). A scenario is a collection of demands and projects that serves as a planning instance for the selected fiscal year to support funding decisions. Eligible demands and projects in the portfolio are collected into a default or existing scenario of the planning cycle. You use the default or existing scenario as a basis to create additional scenarios. A demand or project can belong to more than one scenario in the current planning cycle but it cannot belong to more than one portfolio. For more information, see [Create planning scenarios](https://servicenow-prod.fluidtopics.net/BJdnnQlQqQe1VDNlwYKOpQ "Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year."). ## Features {#portfolio-planning-overview__section_wz2_bjh_jlb} The Scenario Planning for PPM provides the following capabilities to portfolio managers: * Plan your portfolio based on resource capacity for a single year or multiple years. * Break down your multiple year portfolio planning in smaller planning windows for continuous tracking and planning adjustment. * Allocate budget to demands and projects in your portfolio from Investment Funding. * Create scenario-based plans for portfolios. * Apply filters to refine your list of selected demands and projects in your portfolio. * Experiment with different combinations of demands and projects in planning scenarios. * View details of demands and projects that are not aligned with your strategic goals. * Edit the way demands and projects are funded for each scenario. * Compare different scenarios to assess outcomes of various project and demand combinations. * Confirm a planning scenario that best aligns with your organizational objectives as your current portfolio plan. * Override a previously confirmed planning scenario based on changing priorities and environment. * View budget details such as actual and planned costs, projects, and demands not aligned to goals and strategies, and actual costs for the projects. * View resource utilization and allocation. * View demands and projects with over-allocated resources. {#portfolio-planning-overview__ul_r1y_lyv_blb} * **[Install Scenario Planning for PPM](https://servicenow-prod.fluidtopics.net/2b2ZWC75NzRZAV6SX4~gug)** Install the Scenario Planning for PPM application from ServiceNow Store applications. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/r/store-release-notes/sn-store-release-notes.html). * **[Annual and multi-year resource capacity-based planning](https://servicenow-prod.fluidtopics.net/Hf0aXXj~U6oA0nyjNxeZZA)** Plan your portfolios using scenarios for a single fiscal year or multiple years after analyzing utilization of resources against available capacity. Include demands and projects in all portfolios or a single portfolio to evaluate, prioritize, and select demands and projects that match your business objectives. * **[Configure the scenario planning type and scope](https://servicenow-prod.fluidtopics.net/Skc~N9nhbLY2Bqi0b9cZSA)** Configure the scenario planning type and select the scope of portfolios to determine the way you want to plan and work on your portfolios. You can also specify using Investment Funding for funding demands and projects in your portfolios. * **[Set target budget for a fiscal year](https://servicenow-prod.fluidtopics.net/utOR7Q0QaoCUFtHXKkvEBw)** When planning for a portfolio or all portfolios, start by selecting the fiscal period for the demands and projects that you want to work with. You then set the target amounts for both operating and capital expenses of portfolios when Scenario Planning is not integrated with Investment Funding. * **[Create planning scenarios](https://servicenow-prod.fluidtopics.net/BJdnnQlQqQe1VDNlwYKOpQ)** Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year. * **[Compare planning scenarios](https://servicenow-prod.fluidtopics.net/5ZjCXRIC3nZ6RM4UAAs1Hw)** Compare various planning scenarios with your current or default plan to assess different combinations of projects and demands in your portfolio for execution. You can perform a what-if analysis and determine the planning scenario that optimally achieves the target budget and uses your resources. * **[Confirm a planning scenario](https://servicenow-prod.fluidtopics.net/cgzOYNJbCNO21i_IcWqiCg)** Select and confirm a scenario to allocate budget and resources for executing the selected demands and projects in a fiscal year. * **[Track the progress of a portfolio](https://servicenow-prod.fluidtopics.net/5O~v5nJssJkgq8KT8RwB_w)** After confirming a scenario to complete planning of your portfolio, track the progress of the portfolio. You can also monitor the status of cost, resource, schedule, and scope for the selected fiscal period or planning window for the portfolio. **Related concepts** * [Portfolio Dashboard](https://servicenow-prod.fluidtopics.net/~X~wSvd34lB~KAwg5GZeLg "Portfolio Dashboard provides a central location to a portfolio manager to generate different graphical reports of the portfolios.") **Related tasks** * [Create a portfolio](https://servicenow-prod.fluidtopics.net/L2UCV7ZFIwQwvt0U7lHRKw "Create a portfolio to manage related programs, projects, and demands.") * [Open a portfolio status list](https://servicenow-prod.fluidtopics.net/eWoB6bDiTTpRfTvS267yUw "Open the status list of a portfolio to see the projects that are included in it.")