Portfolio Planning diagnostics

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Portfolio Planning diagnostics

    Portfolio Planning diagnostics in ServiceNow’s Portfolio Planning application provide diagnostic scans to identify and resolve configuration errors before planning managers prioritize and roadmap projects and demands. These scans validate critical components such as lens structures, form and list views, workspace view rules, global ranking of planning items, and portfolio plan configurations to ensure smooth and accurate portfolio planning.

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    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.

    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.