Rank planning items in Portfolio Planning Workspace

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

    • Rank the planning items that are added to the pipeline of your portfolio plan and decide on their priority so that you can start planning your portfolio roadmap.

    Before you begin

    • Create a portfolio plan.
    • Ensure that the planning items in the Prioritization page are sorted by the Rank column in ascending order.

    Role required: sn_align_core.apw_user

    About this task

    Use the List view to stack-rank the planning items of your portfolio plan.

    Within the ServiceNow system, all the planning items are assigned a global rank. Reorder the items in the Prioritization page to change their rank and update their planning state. If you decide to include a planning item into your roadmap schedule, mark its Planning State as Prioritized to add it to the roadmap directly from the Prioritization page.

    The Rank column helps you quickly identify the rank of an item relative to the other items in the backlog. This information is useful to determine the top-ranked items from a long list of planning items. When there’s no custom grouping or sorting, the planning items are sorted by their rank, and you can reorder the rows.

    Note:
    Reordering of rows is not allowed if the planning items are already grouped or sorted by any other attribute. Remove the grouping or sorting to reorder rows.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. From the List view, Rank the planning items according to your priority by rearranging their order.
      ChoiceAction
      Reorder a single planning item

      Use the Rearrange rows icon (Rearrange rows icon.) to drag and drop the row to the required position.

      Prioritization page single row reorder
      Reorder multiple planning items at once
      1. Use the Select row checkbox (Select checkbox.) to select the items that you want to reorder.
      2. Use the Rearrange rows icon (Rearrange rows icon.) to drag and drop the rows to the required position.

      Prioritization page multi-row reorder
      Repeat this step until the ranking of the planning items align with your business priorities. To get better visibility of data that you need:
      Tip:
      Using the Row context menu (Row context menu), you can also assign the highest and lowest ranks to the planning items using the Move to top and Move to bottom options respectively.

    Result

    The rank of the item is automatically updated and can be seen from the Rank column. The Rank column is read-only.