Portfolio Planning diagnostics

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Portfolio Planning Diagnostics

    Portfolio Planning diagnostics enable users to run scans that identify and rectify configuration errors and common settings issues before planning managers prioritize and roadmap their projects. These diagnostics help ensure that planning items are correctly configured, which is vital for effective project management.

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    Key Features

    • Identify Planning Items Without a Global Rank: This scan detects planning items on the Prioritization List page lacking a global rank. If issues are found, users can run a script to populate the missing ranks.
    • Validate List Views for Planning Items: Verifies if all planning items have the necessary APW Prioritization and APW Default List views. Users are guided to create missing views if the scan fails.
    • Validate Form Section Views for Planning Items: Checks that all planning items have the required form views. Missing views are identified for corrective action.
    • Validate Related List Views: Ensures that planning items allowed on portfolio plans possess the required related list views, with guidance provided for any missing views.
    • Validate Workspace View Rules: Confirms that both Default and APW Default views have the necessary workspace view rules for planning items, highlighting any deficiencies.
    • Validate Invalid Fields in Portfolio Plan Configuration: Identifies and allows for the removal of any invalid fields in portfolio plan configurations across existing plans.
    • Validate Portfolio Plan Configuration: Checks if each existing portfolio plan has a valid configuration, ensuring overall integrity and functionality.

    Key Outcomes

    By utilizing the Portfolio Planning diagnostics, customers can ensure their planning configurations are accurate, thereby enhancing the effectiveness of project prioritization and management. Successfully addressing identified issues leads to improved portfolio planning processes, allowing for better decision-making and resource allocation.

    Run diagnostic scans to identify and fix errors in the configuration and other common settings for Portfolio Planning before your planning managers prioritize and roadmap their projects and demands.

    Portfolio Planning diagnostic scans help you find discrepancies by validating the configuration for the following:
    • Lens and lens structure
    • Form views, list views, related list views, and workspace view rules for planning items
    • Global ranking for planning items
    • Portfolio plans

    The following are the default diagnostic scans available for Portfolio Planning.

    Portfolio Planning diagnostics

    Name of the scan Description

    Identify planning items without a global rank

    Identifies the number of planning items on the Prioritization List page, for which the global rank is not populated.

    If this scan fails, the result shows the planning items that do not have a global rank. Click Run Fix Script to populate a global rank to items for which this field is empty.

    Validate List views for planning items

    Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization and APW Default List views.

    If this scan fails, the result displays the List views that are missing for certain planning item tables.

    To learn how to fix these, see Create list views for new planning item tables in Strategic Planning.

    Validate Form section views for planning items

    Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization, APW Default, and APW New form views.

    If this scan fails, the result displays the Form section views that are missing for certain planning item tables.

    To learn how to fix these, see Create form views for new planning item tables in Strategic Planning.

    Validate Related list views for planning items

    Verifies that all the planning items that are allowed on portfolio plans have the APW Default Related list view.

    If this scan fails, the result displays the Related list views that are missing for certain planning item tables.

    To learn how to fix these, see Create related list views for new planning item types in Strategic Planning.

    Validate Workspace view rule for Default view of planning items

    Verifies that all the planning items that are allowed on portfolio plans have the Default view's workspace view rule.

    If this scan fails, the result displays the Default view rule is missing for certain planning item tables.

    To learn how to fix these, see Create workspace view rules for new planning item forms in Strategic Planning.

    Validate Workspace view rule for APW Default view of planning items

    Verifies that all the planning items that are allowed on portfolio plans have the APW Default view's workspace view rule.

    If this scan fails, the result displays the APW Default view rule is missing for certain planning item tables.

    To learn how to fix these, see Create workspace view rules for new planning item forms in Strategic Planning.
    Validate invalid fields in the Portfolio Plan configuration Finds any invalid fields in the portfolio plan configuration records for all existing portfolio plans.

    If this scan fails, click Run Fix Script to remove the identified invalid fields.
    Validate Portfolio Plan Configuration for all the portfolio plans Verifies if each existing portfolio plan created in your instance has a valid portfolio plan configuration.