Key Features

• Identify planning items without a global rank: Detects planning items missing a global rank on the Prioritization List and allows automatic population of missing ranks using a fix script.
• Validate List views for planning items: Confirms that planning items have the required APW Prioritization and APW Default list views and reports any missing views.
• Validate Form section views for planning items: Ensures planning items include APW Prioritization, APW Default, and APW New form views; flags missing ones for correction.
• Validate Related list views for planning items: Checks that planning items have the APW Default related list view, with details on missing views.
• Validate Workspace view rules: Verifies presence of workspace view rules for both Default and APW Default views on planning items, highlighting missing rules.
• Validate invalid fields in Portfolio Plan configuration: Detects and removes invalid fields from portfolio plan configuration records using fix scripts.
• Validate Portfolio Plan Configuration: Confirms that all portfolio plans have valid configurations.

Practical Use for ServiceNow Customers

By running these diagnostics, ServiceNow customers can proactively detect and fix configuration issues that could disrupt portfolio planning workflows. This ensures that planning items are properly ranked, visible in correct views, and that portfolio plans are correctly configured, enabling planning managers to confidently prioritize and roadmap initiatives without encountering errors.

When a diagnostic scan fails, the results clearly identify the specific issues and often provide actionable guidance or automated fix scripts to resolve them, streamlining maintenance and configuration validation.