Portfolio plan configuration form

  • Release version: Xanadu
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Portfolio Plan Configuration Form

    The Portfolio Plan Configuration Form is essential for ServiceNow customers using the Strategic Planning Workspace. This form allows users to create or update display settings for planning items in a portfolio plan, ensuring clarity and organization in strategic planning efforts.

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    Key Features

    • Source Table: Choose the table for the portfolio plan, such as Strategic Priority.
    • Start and End Date Fields: Specify the fields from which to retrieve start and end date values.
    • Item Name and Owner Fields: Define fields for the item name and owner’s name.
    • Roadmap Timeline Configuration:
      • Group By Fields: Categorize roadmap items (e.g., by state).
      • Color By Fields: Assign colors based on item type.
      • Metrics Fields: Display metrics like Planned Benefit or Actual Cost.
      • Status and Percent Complete Fields: Track status and visualize item progress.
    • Kanban Configuration:
      • Swim Lane and Vertical Lane: Define lanes for the Prioritization and roadmap views.
      • Metrics on Kanban Card: Specify default metrics for planning item cards.
    • Rank Configuration: Select the table used to create the portfolio plan based on the source table.

    Key Outcomes

    By effectively configuring the Portfolio Plan Form, ServiceNow customers can enhance their strategic planning visibility, manage items efficiently, and ensure that all stakeholders have access to relevant data. This leads to better tracking of project statuses and completion rates, ultimately improving decision-making in portfolio management.

    Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.

    Table 1. Portfolio plan configuration form
    Field Description
    Source table Table that you want to configure portfolio plan for.

    For example, Strategic Priority [sn_gf_strategy].
    Start date field Field to retrieve the start date value from.
    End date field Field to retrieve the end date value from.
    Item name field Field to retrieve the name of the item from.
    Item owner field Field to retrieve the item owner name from.
    Table 2. Roadmap timeline configuration section of the Portfolio plan configuration form
    Field Description
    Group by fields List of fields with which the roadmap items can be categorized into groups.

    For example, the State attribute can be used to categorize the items into groups of states such as Draft, Ready, Work in progress, and others.
    Color by fields List of fields with which the roadmap items can be categorized by color.

    For example, the Planning item type attribute can be used to assign a unique color to each group of items belonging to a specific type.
    Metrics fields

    List of fields used as the metrics for the roadmap items.

    For example, Planned benefit or Actual cost.

    These values are displayed when you point the mouse cursor on the roadmap item.
    Status field

    Field that is used for the status of the roadmap item.
    Percent complete field

    Field that is used to track the completion of the roadmap item.

    This field value is used to visualize the progress of the roadmap item in the tracking mode.
    Table 3. Kanban configuration section of the Portfolio plan configuration form
    Field Description
    Swim lane Field to use for the swim lane on the board in the Prioritization Kanban view.
    Vertical lane Field to use for the vertical lane on the board the Prioritization Kanban view.
    Metrics on Kanban card Default metrics that your planning managers want to view on a planning item card in the Prioritization Kanban view.
    Swim lane Field to use for the swim lane on the board in the roadmap view.
    Vertical lane Field to use for the vertical lane on the board in the roadmap view.
    Metrics on Kanban card Default metrics that your planning managers want to view on a planning item card on the Kanban board in the roadmap view.
    Table 4. Rank configuration section of the Portfolio plan configuration form
    Field Description
    Rank Configuration Table that is used to create the portfolio plan.

    The value for this field is the table selected in the Source table field.