Portfolio Planning diagnostics

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Portfolio Planning Diagnostics

    Portfolio Planning diagnostics allow you to run scans that identify and resolve configuration errors before planning managers prioritize projects. These scans validate critical elements such as lens structure, views, and global rankings, ensuring that your portfolio planning is effective and error-free.

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    Key Features

    • Identify planning items without a global rank: This scan checks for planning items that lack a global rank. If issues are found, you can run a script to populate the missing ranks.
    • Validate List views for planning items: Ensures all planning items have necessary list views (APW Prioritization and APW Default). Missing views will be reported for correction.
    • Validate Form section views for planning items: Confirms that all planning items possess required form views (APW Prioritization, APW Default, and APW New). Missing views are flagged for user action.
    • Validate Related list views for planning items: Checks for the presence of the APW Default Related list view for all applicable planning items, highlighting any that are missing.
    • Validate Workspace view rules: Ensures that planning items have the necessary workspace view rules for both Default and APW Default views, with any discrepancies noted for correction.
    • Validate invalid fields in the Portfolio Plan configuration: Identifies invalid fields in existing portfolio plans and allows users to remove them through a fix script.
    • Validate Portfolio Plan Configuration: Confirms that each portfolio plan in your instance has a valid configuration, ensuring overall integrity.

    Key Outcomes

    By utilizing these diagnostic scans, ServiceNow customers can effectively maintain the integrity of their Portfolio Planning configurations. This proactive approach allows for smoother project prioritization and roadmapping, ultimately enhancing project management efficiency and effectiveness.

    Run diagnostic scans to identify and fix errors in the configuration and other common settings for Portfolio Planning before your planning managers prioritize and roadmap their projects and demands.

    Portfolio Planning diagnostic scans help you find discrepancies by validating the configuration for the following:
    • Lens and lens structure
    • Form views, list views, related list views, and workspace view rules for planning items
    • Global ranking for planning items
    • Portfolio plans

    The following are the default diagnostic scans available for Portfolio Planning.

    Portfolio Planning diagnostics

    Name of the scan Description

    Identify planning items without a global rank

    Identifies the number of planning items on the Prioritization List page, for which the global rank is not populated.

    If this scan fails, the result shows the planning items that do not have a global rank. Click Run Fix Script to populate a global rank to items for which this field is empty.

    Validate List views for planning items

    Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization and APW Default List views.

    If this scan fails, the result displays the List views that are missing for certain planning item tables.

    To learn how to fix these, see Create list views for new planning item tables in Strategic Planning.

    Validate Form section views for planning items

    Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization, APW Default, and APW New form views.

    If this scan fails, the result displays the Form section views that are missing for certain planning item tables.

    To learn how to fix these, see Create form views for new planning item tables in Strategic Planning.

    Validate Related list views for planning items

    Verifies that all the planning items that are allowed on portfolio plans have the APW Default Related list view.

    If this scan fails, the result displays the Related list views that are missing for certain planning item tables.

    To learn how to fix these, see Create related list views for new planning item types in Strategic Planning.

    Validate Workspace view rule for Default view of planning items

    Verifies that all the planning items that are allowed on portfolio plans have the Default view's workspace view rule.

    If this scan fails, the result displays the Default view rule is missing for certain planning item tables.

    To learn how to fix these, see Create workspace view rules for new planning item forms in Strategic Planning.

    Validate Workspace view rule for APW Default view of planning items

    Verifies that all the planning items that are allowed on portfolio plans have the APW Default view's workspace view rule.

    If this scan fails, the result displays the APW Default view rule is missing for certain planning item tables.

    To learn how to fix these, see Create workspace view rules for new planning item forms in Strategic Planning.
    Validate invalid fields in the Portfolio Plan configuration Finds any invalid fields in the portfolio plan configuration records for all existing portfolio plans.

    If this scan fails, click Run Fix Script to remove the identified invalid fields.
    Validate Portfolio Plan Configuration for all the portfolio plans Verifies if each existing portfolio plan created in your instance has a valid portfolio plan configuration.