Portfolio Planning diagnostics

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Portfolio Planning diagnostics

    Portfolio Planning diagnostics in ServiceNow Yokohama release enable you to run diagnostic scans that identify and fix configuration errors and common issues in Portfolio Planning. This ensures your planning managers have accurate and well-configured environments before prioritizing and roadmapping projects and demands.

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    Key Features

    • Lens and lens structure validation: Ensures correct configuration of lenses used in Portfolio Planning.
    • Form, list, related list, and workspace view rules validation: Checks that planning items have the necessary views and workspace rules for proper display and interaction.
    • Global ranking check: Identifies planning items missing global ranks crucial for prioritization.
    • Portfolio plan configuration validation: Detects invalid fields and configuration issues across existing portfolio plans to maintain data integrity.

    Practical Use of Diagnostic Scans

    • Identify planning items without global rank: Lists items lacking a global rank and provides a fix script to populate missing values.
    • Validate list views: Confirms that all planning items include required APW Prioritization and APW Default list views; missing views are reported for correction.
    • Validate form views: Checks for the presence of APW Prioritization, APW Default, and APW New form views on planning items and identifies missing views.
    • Validate related list views: Ensures planning items have the APW Default related list view and reports missing ones.
    • Validate workspace view rules for Default and APW Default views: Verifies workspace view rules exist for planning items and highlights missing rules.
    • Validate invalid fields in portfolio plan configuration: Detects and removes invalid fields within portfolio plan records using a fix script.
    • Validate portfolio plan configuration validity: Confirms each portfolio plan has a valid configuration to prevent operational issues.

    Benefits for ServiceNow Customers

    Using Portfolio Planning diagnostics helps maintain a healthy and consistent Portfolio Planning environment, reducing errors related to configuration and missing components. It facilitates smoother prioritization and planning workflows by ensuring all necessary views, rankings, and configurations are correctly set. The availability of fix scripts for some validations streamlines remediation, saving time and effort for administrators.

    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.