Prioritizing portfolio plan work in Portfolio Planning
Use the Prioritization feature of the Portfolio Planning Workspace to add, update, and rank planning items so that you can prioritize the right work for the right time.
Views for prioritizing planning items
Prioritization tab in Portfolio Planning represents your backlog, displaying the items of your work pipeline. The Hierarchy tab also represents your backlog, each providing a different view of the same items. For an overview of these views, see Work prioritization in Portfolio Planning for an overview of these views.
Prioritization features
- Add new planning items
Add new items to your backlog directly from the Prioritization page. The type of planning items that you can create here depends on your portfolio plan configuration. See Add planning items to Prioritization.
- Update planning item details
You can edit details of the planning items, add attachments, and collaborate on them with the stakeholders directly from the Prioritization page views to enable smoother real-time backlog grooming.
- Open the planning item in the Execution app
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If you're using ServiceNow PPM, Agile Development 2.0, or SAFe applications to execute the planned work, you can open the planning items in their own application. For example, if your planning item is a project, you can navigate to the project form, project planning console, or project status report directly from the Prioritization page.
- Personalize the Prioritization tab view
Change the way that the Prioritization tab is displayed so that you can view the information in the format that you need. See Personalizing views for prioritization.
All settings, such as row and column personalization, grouping, and sorting, are saved as the portfolio plan preferences. So, these settings are applied to all the users or user groups that the portfolio plan is shared with.