Configuring Portfolio Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Learn about the process required to set up Portfolio Planning to enable your product and portfolio managers start aligning their work business objectives.

    Configuration workflow

    Use the following steps as guidelines to set up Portfolio Planning. Some of these steps require the admin role and some require the sn_align_core.apw_admin role.
    1. Install Portfolio Planning.
    2. Assign user roles.

      See the Roles installed table in Components installed with Portfolio Planning.

      Note:
      If you are upgrading from an older version to Portfolio Planning v6.1.1 or higher, a fix script is run to remove the milestone_editor role from the roadmap_editor role because the roadmap_editor role is no longer used. In this case, you may experience a longer time for the upgrade to complete if your ServiceNow instance has a large number of users with the roadmap_editor role. For more information, see KB1443618.
    3. Configure lenses to enable portfolio plans.

      See Configuring lens in Portfolio Planning.

    4. Integrate ServiceNow® Portfolio Planning with Project Portfolio Management (PPM).

      See Portfolio Planning with Project Portfolio Management.

    5. Configure Capacity Planning and generate resource capacity.

      See Capacity configuration in Portfolio Planning.

    6. Enable financial planning for epics and customise the Financials screen view.

      See Configure financials for planning items in Portfolio Planning.

    Guided Setup to configure Portfolio Planning

    Guided Setup provides a sequence of tasks to help you with the required configuration on your ServiceNow instances. After installing Portfolio Planning, navigate to All > > Portfolio Planning > Guided Setup.

    When you’re configuring a task from the Guided Setup, you can launch the in-app help for additional guidance by clicking the Show Help icon (Show Help.).