--- 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 --- # Prioritize portfolio plan work # Prioritizing portfolio plan work in Strategic Planning Workspace {#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 Prioritizing Portfolio Plan Work in Strategic Planning Workspace The Strategic Planning Workspace allows you to effectively manage and prioritize your portfolio's work pipeline. You can add, update, and rank planning items to ensure that the right projects are prioritized at the right time. The Prioritization tab serves as your backlog, with alternative views available through the Kanban and Hierarchy tabs. Show full answer Show less ## Key Features * **Add new planning items:** Create items directly in your backlog based on your portfolio plan configuration. * **Update planning item details:** Edit and collaborate on planning item details directly from the Prioritization page. * **MoSCoW values:** Categorize items using Must have, Could have, Should have, and Won't have values for better prioritization. * **Rank planning items:** Use drag functionality to rearrange items and set their priority. * **Prioritize items to roadmap:** Change the planning state to 'Prioritized' to include items in your portfolio's roadmap. * **Open planning items in Execution apps:** Directly navigate to related applications like PPM or Agile Development 2.0 from the Prioritization page. * **Personalize views:** Customize the display of the Prioritization page to fit user preferences, which are saved for all users associated with the portfolio plan. * **Apply filters:** Utilize filters across various views to maintain a consistent data set. * **Reorder columns:** Adjust the layout of the columns in the Prioritization tab by dragging them as needed. ## Key Outcomes By utilizing the features of the Strategic Planning Workspace, you can effectively manage your portfolio's work pipeline, ensuring that priority is given to the most relevant tasks. This enhances collaboration, streamlines work processes, and ultimately leads to better project execution aligned with your strategic goals. Review the work pipeline for your portfolio in Strategic Planning Workspace. Add, update, and rank planning items so that you can prioritize the right work for the right time. ## Views for prioritizing planning items {#managing-backlog-alignment-planner-workspace__section_fd1_4y3_dwb} The Prioritization tab on the Planning page in Strategic Planning represents your backlog, displaying the items in your work pipeline. The Kanban and Hierarchy tabs also represent your backlog, each providing a different view of the same items. For an overview of these views, see [Prioritization in Strategic Planning](https://servicenow-prod.fluidtopics.net/7BwCg89VfVsuhEPKVO3L6w "Prioritize work that is relevant for your portfolio using a centralized workspace in Strategic Planning. Review and determine the right work to invest in."). Note: The Prioritization feature is available only for portfolio plans. ## Planning items in the Prioritization tab {#managing-backlog-alignment-planner-workspace__section_rmb_xgc_kyb} By default, portfolio plans show only the records that are created within the Planning Item \[sn_align_core_planning_item\] table and its child tables. Any records stored in other ServiceNow AI Platform tables aren't shown unless an integration is established. Consider that you want to manage projects through a portfolio plan. Project records that are only stored in the Planning Item Project \[sn_align_project\] table are displayed in the Prioritization, Kanban, and Hierarchy tabs. But any projects created using the PPM Standard aren't shown by default because these project records are stored in the PPM Project \[pm_project\] table. To enable their display in Strategic Planning Workspace, set up integration with PPM so that the tables of Strategic Planning are mapped to the tables of PPM. The same is the case with Epics created using Agile Development 2.0 and SAFe applications. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://servicenow-prod.fluidtopics.net/z2JaWNb_U2V7VMGEPZ_dkg "Understand the process required to set up Strategic Planning to work with Agile Development 2.0, Scaled Agile Framework, Next Experience for Demand Management, and Project Portfolio Management."). ## Prioritization features {#managing-backlog-alignment-planner-workspace__section_vmw_ky3_dwb} In the Prioritization and Hierarchy tabs, you can perform the following actions:{#managing-backlog-alignment-planner-workspace__table_vh2_spq_2xb__entry__3} | Feature | Description | Example UI | |-|-|-| | [Add new planning items](https://servicenow-prod.fluidtopics.net/cqrkvitmPQp4a49Nj9Rr3g "Add new planning items to your portfolio plan's work backlog in Strategic Planning Workspace and ensure that the work pipeline is current.") | 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. | | | [Update planning item details](https://servicenow-prod.fluidtopics.net/MN1Mw7YyOALl_ReYiYpoOQ "Update the details of your planning items or delete them so that your Strategic Planning Prioritization tab reflects the latest work pipeline.") | Edit details of the planning items, add attachments, and collaborate on them with the stakeholders directly from the Prioritization page to facilitate smoother real-time backlog grooming. | | | MoSCoW values | Categorize planning items using the Must have, Could have, Should have, or Won't have (MoSCoW) values in the List and Hierarchy views. This categorization creates a baseline of priority that you can later use when you're grooming and prioritizing work for your portfolio. | | | [Rank planning items](https://servicenow-prod.fluidtopics.net/PoEBUd4iMxaBLX2zpvNW2w "Rank the planning items that are added to the pipeline of your portfolio plan to decide on their priority so that you can start prioritizing work for your portfolio.") | Decide on the order of priority for the planning items by using the drag functionality to rearrange them. | | | [Prioritize items to roadmap](https://servicenow-prod.fluidtopics.net/wj0JBTUbtVS9LQLvmjl83Q "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.") | Set the planning state of an item to Prioritized to add them to the portfolio's roadmap. | | | Open the planning item in the Execution app | 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 an epic, you can navigate to the epic form directly from the Prioritization page. | | | [Personalize the Prioritization page views](https://servicenow-prod.fluidtopics.net/LGCELn7GcuYZ~uIU4qfshg "Personalize the List view in the Prioritization page by grouping, sorting, and hiding columns so that you can view the information that is most relevant for planning.") | Change the way that the Prioritization page is displayed so that you can view the information in the format that you need. 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. | | | Apply filters for Prioritization | Apply filters to all the views of Prioritization, Roadmap, Hierarchy, or Scoring so that you can view a consistent data set for your portfolio plan. | | | Reorder the columns by dragging them horizontally | Reorder the position of the columns in the Prioritization tab by dragging them horizontally. | | [ ] {#managing-backlog-alignment-planner-workspace__table_vh2_spq_2xb}