Portfolio Planning

After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.

Learn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.

Validate your lens configuration and activate it so that your planning managers can start creating portfolio plans using this lens.

Actual cost and effort represent the realized cost and time spent on demands and demand tasks. Values are calculated from approved time cards and hourly rates.

Add actions required to resolve an issue or risk for a demand based on your analysis of the risk or issue.

Track and manage the relationship between demands and organizational goals or targets directly from the Next Experience for Demand Management. Linking demands to goals or targets supports alignment with strategic priorities and shows how each demand contributes to broader organizational objectives.

Define and manage requirements for a demand to capture its functional and technical specifications. Demand managers can associate planned tasks with the requirement, and assign an owner responsible for verifying that requirements are met.

Add a risk to a demand to identify, analyze, prioritize, plan, and track potential problems during any phase of the demand life cycle.

Delegate assignments and track demand progress by managing the stakeholders associated with a demand.

Add the monetary benefit plans and non-monetary benefit plans related lists for your planning item.

Add a change request as the outcome of an action taken to resolve an issue or mitigate a risk. The change request can affect the demand's scope, resource requirements, cost, or schedule.

Add a decision to a demand to record the solution or plan for a risk or issue.

Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling.

Provide values for the dynamic attributes available on a demand through its Additional Information tab. This approach captures governance-process-specific information without affecting demands using other experiences.

Add references to application records or fields in demand Docs to keep documentation current without manual updates. You can add references from any table on your ServiceNow instance you have access to.

Create a cost plan for a specified duration to track planned and actual expenses. Edit cost plans to adjust planned expenses and delete descoped forecasts.

Add an issue to a demand to escalate a risk or to track an unexpected problem. If the issue remains unresolved, unnecessary conflicts, delays, or even a failure can occur.

Track key outcomes of your planning items (such as demands and projects) by creating milestones for them, directly from the roadmap view.

Track key dates of your plan's timeline by creating milestones and displaying them on the roadmap.

Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset, for a demand.

Add new planning items to your portfolio plan's work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current.

If you have existing dashboards created using Platform Analytics, you can add them to the Portfolio Planning Workspace to access them directly from a single location.

ServiceNow Otto for Strategic Portfolio Management provides AI-powered skills for demand records that help you quickly understand demand details and refine records. These skills improve planning efficiency and support informed decision-making.

Allocate, manage, and approve budget for your demands. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a demand.

Apply your custom theme to ensure roadmap bar colors align with your organization’s style.

Apply a template to demand Doc pages to standardize content structure across demands or save a configured page as a reusable template for your team.

Approve a scenario that aligns with your organizational goals and offers the best business outcomes to make the scenario your current plan.

Approve qualified demands in Next Experience for Demand Management. Approving a demand moves it to the Approved state, where the demand manager can convert it into a work item such as a project or enhancement.

Assign a resource for unassigned work for a demand using the suggestions which match the skill-set and primary attributes requirements.

Filter the unassigned work to view priority requests and assign them to resources. Get additional insights and approve the assigned work using the inline editing feature.

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.

Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.

Updating the entered currency, entered benefit, offset type, or fiscal period of a benefit plan updates all related amount fields in the benefit plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in demand currency.

Integration of Portfolio Planning with other ServiceNow applications helps portfolio and product managers to optimize planning, collaboration, and release management for their products.

This system property enables you to update the bulk import functionality in Portfolio Planning with PPM.

The Demands Dashboard provides a visual summary of demand data directly in the Next Experience for Demand Management. The dashboard and demand list views are available from the same workspace, with filters that apply across all widgets.

Generate employee profiles for resources and map them with primary attributes to start capacity planning.

The Capacity Planning screen provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources.

Categorize your planning items based on your requirement by adding tags.

Understand the fields of the choice map form. This form is used to create choice maps.

Copy the base demand summarization skill and customize it with your own fields, related entities, and prompt to summarize demands.

Add comments and attachments to a free-form roadmap for other users of your organization can review and share their feedback. Collaborate and ensure that your roadmap aligns with your company's priorities.

Add comments and attachments to your portfolio plan so that users can review and share their feedback. Collaborate with stakeholders and drive shared outcomes.

Compare scenarios side by side to evaluate comprehensive planning, optimize resource usage, confirm feasibility, and financial information.

Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Portfolio Planning.

Add or manage existing widgets to view financial insights while comparing scenarios. Define your own attribute from the cost types to view it's details in the Compare scenario page.

Generate employee profiles for resources and map them with primary attributes to start capacity planning.

Configure the default expense type to create or edit cost plans for your planning items.

Configure the ServiceNow Internal integrations to view the financials for planning items in Portfolio Planning.

Select investment currency as an additional currency, which can be different from your functional currency, to manage financial records of your planning items.

Configuration details for properties and scheduled jobs to view and manage portfolio financials in Portfolio Planning

Add new tables to roadmap preferences and configure their details so that these tables can be used as source tables while creating a free-form roadmap in Portfolio Planning.

Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your demands.

Configure custom risk ranks and value scores to rate the impact and probability factors of risks. These values determine the degree of the risks associated with a demand.

Configure the generative AI skills for demands by defining their triggers, display locations, and access settings to make it available to users.

Configure the fields that appear in the demand details ticket page in Employee Slate.

Financial planning settings for demands include the financials view, planning attributes, and scheduled jobs.

Configure a system property that controls which tab opens when a demand record is created. Set this property to match your team's workflow.

Add or modify an existing question for creating a demand through Agent assist in Virtual Agent using the conversational experience.

Run the scheduled job to populate the planning item field on RIDAC records that were created before the Portfolio Planning Workspace was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports.

Configure scenario planning in strategic planning to create and compare multiple scenarios.

Configure demand experiences so that each type of demand has its own custom fields, form view, and visible modules.

Next Experience for Demand Management settings control how demands are evaluated and promoted to projects, enhancements, changes, defects, or Enterprise Agile Planning (EAP) entities.

Learn about lens structure and pre-defined lenses in Portfolio Planning so that you can configure a lens that represents your company's planning process.

Understand the process required to set up Portfolio Planning to work with ServiceNow Project Portfolio Management.

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

Configure the way data is shown on the Prioritization and Roadmap pages of the workspace so that your planning managers view the information that is relevant for them.

Create custom themes to configure roadmap bar colors, ensuring they align with your organization’s standards.

If the dashboard you want to create is similar to an existing one, duplicating the existing dashboard saves your time. After duplicating the dashboard, you can customize the tabs and widgets as required.

Create a copy of an existing planning item to add it to your portfolio plan's work backlog in Portfolio Planning Workspace and ensure that the work pipeline is current. If the planning item you want to create is similar to an existing planning item, duplicating the existing planning item saves your time.

Create a portfolio plan with the data of an existing portfolio plan. If the portfolio plan you want to create is similar to an existing portfolio plan, duplicating the existing portfolio plan saves your time. You can also copy portfolio plans that were shared with you either with view or edit access.

Copy a resource assignment to create one with inherited values, then adjust the fields before submitting. This reduces repetitive data entry when similar assignments recur across plans.

Create a roadmap with the data of an existing roadmap. If the roadmap you want to create is similar to an existing roadmap, duplicating the existing roadmap saves your time.

Updating the unit cost, quantity, or fiscal period of a cost plan updates all related amount fields in the cost plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in the demand currency.

Enable the planning attributes Group, Skill, and Role so that your planning managers can view the resource capacity details.

Create a business rule to enable import for your new custom table map configuration from and Project Portfolio Management (PPM) application.

In the Platform Analytics experience, you can create, duplicate, share, and export dashboards with data visualizations, filters, and other elements.

Create a demand experience to control the form view, demand modules, and dynamic attributes that appear on demands to support configuration independence across different types of demands.

Create demands to capture the strategic and operational requirements and centralize information for stakeholder assessment and prioritization.

Create a dynamic category to define the custom fields that appear on demand records of a specific demand experience.

Create a scenario from a live plan or another scenario in a simulated environment to compare the scenario with the live plan and other scenarios.

The action form enables you to create an action for a demand.

Create AI systems from directly within the demand workflow and associate them with your demands.

Internal alignment integration synchronizes internal processes and data to support Strategic Portfolio Management, confirming that planning and execution are aligned with business objectives through real-time bi-directional synchronization with applications such as Project Portfolio Management, Agile Development 2.0, and Scaled Agile Framework (SAFe).

Create an entity, such as a work item, from a demand so that you can track work on the demand.

Configure a playbook to match your organization's demand process. Customize the default demand workflow playbook or create one to define the stages and activities that guide demand records through your workflow.

Create and manage monetary benefit plans to track potential monetary benefits during demand execution.

Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the time and effort spent performing the specified activities.

Store information related to your tasks, reference users and task records using pages and subpages in Docs. You can also collaborate on editing documents in real time.

Create and manage resource assignments for demands directly from Next Experience for Demand Management.

Map the choice list for each field map for fields with a list of values from Portfolio Planning to Project Portfolio Management and vice-versa.

Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs against the actual expenses.

Use this form to create cost plans for your planning items.

The cost plan form enables you to create a cost plan for a demand.

Create a cost plan for a required duration to track your planned and actual expenses. Edit cost plans to adjust your planned expenses and delete any de-scoped forecasts.

Customize roadmap bar colors to align with your organization’s branding guidelines and maintain visual consistency.

Create a table map to define the mapping between tables in Portfolio Planning with the tables in Project Portfolio Management (PPM).

In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.

The decision form enables you to create a decision or plan for a demand to resolve or mitigate a risk or issue.

The Demand Task form enables you to create or modify a demand task.

Use this form to create expense lines for your actual expense.

The expense line form enables you to create an expense line for the actual expenses for your demand.

Create or edit expense lines to capture the actual costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.

Map the fields for each table map from Portfolio Planning to Project Portfolio Management and vice-versa.

Create and compare financial baselines to get a snapshot of the demand expenses and compare the planned costs.

Create a standalone visual roadmap to start high-level planning of work from different units of the company.

Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

The goal/target relationship form enables you to define how a goal relates to a demand.

Build a portfolio plan for high-level items (programs) in the Portfolio Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these programs.

Customize the fields to be highlighted on the Prioritization page of a portfolio plan according to your planning manager's needs.

The issue form enables you to create an issue for a demand.

Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.

Flexibly organize information for your planning items by creating, duplicating, and deleting pages and subpages in Strategic Planning.

Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.

Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planning perspective of your choice.

Create a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

The request change form enables you to request for a change in the demand.

The requirement form enables you to create or modify requirements for a demand.

The resource assignment form enables you to create a resource assignment record for a demand.

Create and manage resource assignments for demands directly from Next Experience for Demand Management to efficiently manage the work on demands.

Create RIDAC items (Risks, Issues, Decisions, Actions, Changes) for a planning item to track and manage governance across the planning lifecycle.

Create a Risk, Issue, Decision, Action, or Change item and associate it with a planning item in the Portfolio Planning Workspace.

The risk form enables you to define a risk for a demand.

The Demand stakeholder form enables you to create a stakeholder record for a demand.

Manage the fields required on the new cost plan form as per your organization needs.

Customize the left pane for financials to view custom field information.

Add custom tables to the Lists menu in Portfolio Planning Workspace.

Customize the demand form in Next Experience for Demand Management to configure which fields appear when users create a demand.

Customize the fields to be highlighted on the Prioritization tab of a portfolio plan according to your planning manager's needs.

You can add custom tables to the Lists menu in Portfolio Planning Workspace and manage access to the newly created categories and lists.

Easily track the milestones of your roadmap timeline or its planning items by choosing how the milestones are displayed on the roadmap view.

Improve the efficiency of identifying the relationships between your planning items by choosing how the dependencies are displayed on the roadmap view.

Configure what columns must be displayed on the Prioritization page of portfolio plans so that your planning managers can select the appropriate data points they need.

As a product and portfolio manager, use dashboards in Portfolio Planning Workspace to monitor performance, track progress, and make informed decisions related to planning and execution. These dashboards leverage Platform Analytics to provide a trend of historical data and regular reports.

Data fields are migrated from a demand to a project when the project is created from the demand.

Data fields are migrated from a demand to an EAP entity when the entity is created from the demand.

Data fields that are migrated from a demand to an entity when the selected entity is created from the demand.

Defer demands in Next Experience for Demand Management to move them to the backlog when they aren't feasible to act on currently, such as when resources aren't available. After deferral, demands can be reviewed and moved to any other demand state.

Manage who can view the newly created categories and lists in the Lists page of Portfolio Planning Workspace.

Delete demands to remove them from Next Experience for Demand Management. Demands can be deleted only while in the Pending state.

Delete a customized free-form roadmap view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

Delete a customized portfolio plan view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

Use the conversational experience of ServiceNow Otto for Virtual Agent to create a demand from any application that supports Virtual Agent.

The default demand workflow playbook includes predefined stages and activities that guide you through the demand life cycle.

The demand experience form information is used to create or update a demand experience.

A demand experience defines a governance process and controls which form view, modules, and dynamic attributes appear on a demand.

Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning.

The demand form information is used to update the Details tab of a demand.

Demand tasks are units of work within a demand. Use them to plan and organize initial activities before converting the demand into a work entity such as a product, feature, or enhancement.

The demand workflow defines the stages a demand moves through, from initial intake to assessment, approval, and execution. At each stage, you can evaluate the demand, align it with business objectives, and set up the right processes before resources are assigned.

Important terms in Next Experience for Demand Management are listed in the table.

Next Experience for Demand Management enables you to create, evaluate, and prioritize demands throughout the demand life cycle.

Reference information to provide additional details about Next Experience for Demand Management such as the fields, user roles, tables, and multicurrency.

Learn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Portfolio Planning .

Docs supports real-time collaboration on documentation such as meeting notes, demand requirements, and technical specifications.

Store and manage all kinds of documentation for planning items from a centralized location of Portfolio Planning Workspace.

If any conrefs are broken, re-add them from the doc/source/reuse/domain-separation/domain-separation-overview.dita file. In the short description, edit the first sentence to state whether domain separation is supported or not and add the application name. Keep the conref at the end that describes domain separation.Domain separation is supported for Portfolio Planning. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

Edit allocated efforts for tasks which have partial actual efforts logged directly from the grid view. This keeps reported time accurate without rolling back time entries through other channels.

Update the details of a draft demand in Employee Slate before submitting it for a demand manager's review.

Customize or edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

Edit a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

Add the New action button to the APW List Menu Configuration page, so that you can add custom tables to the Lists menu in Portfolio Planning Workspace.

Enable the benefit plans property to create and manage benefit plans for planning items.

Enable the demand currency view to track the planned costs of a demand in the selected demand currency.

Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning.

Enable allocation property after migrating to Next Experience to work on budget allocation for your demands.

Edit a planned monetary benefit plan to revise the benefits, dates, and offset to keep financial records current.

Enable the benefit plans property to create and manage benefit plans for demands.

Enable the planning attributes Group, Skill, and Role to view resource capacity details in demands.

Enable or disable scenario planning in Portfolio Planning.

Enable the sn_align_ws.enable_smart_assessments property so demands use smart assessments instead of the classic assessment workflow, when they are moved to screening.

End a resource assignment at a specific date to release a resource from a task before the planned end date. Future effort is removed and the heatmap updates to reflect the resource's availability.

Learn about the scenarios when the planning item milestones on the portfolio plan roadmap or free-form roadmap can be in an error state in the Portfolio Planning Workspace.

Enterprise-Wide Deployment (EWD) partitions demand data by criteria such as department. Demand experiences extends that by controlling each demand's fields, modules, and layout.

Build a demand playbook that guides technology investment requests through intake, architecture review, and a steering committee decision, and moves the demand state automatically at each step.

Facilitate execution of the work planned in Portfolio Planning in ServiceNow Project Portfolio Management application.

The Execution Dashboard helps portfolio and product managers gain real-time visibility into delivery progress across work items, enabling portfolio leads to detect delays, course-correct early, and keep the strategy on track.

The Demands dashboard in Next Experience for Demand Management help demand users and managers monitor performance, track progress, and make informed decisions related to demands.

Next Experience for Demand Management enables you to create, evaluate, and prioritize demands, throughout the demand life cycle.

RIDAC (Risk, Issue, Decision, Action, Change) in Portfolio Planning Workspace provides a holistic, portfolio-wide view of all risks, issues, decisions, actions, and changes across your entire organization—from individual projects to programs and portfolios.

Prioritize, roadmap, and track the work planned for your products and portfolios using Portfolio Planning. Enhance management of your traditional project and product delivery approach.

Export demand Docs as PDF files to use them offline or share with stakeholders outside Next Experience for Demand Management.

Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

Share data with stakeholders or perform further analysis outside the platform by exporting demand records from Next Experience for Demand Management.

Export the costs or baseline comparison data of your planning items to easily share them with your stakeholders.

Export the costs or baseline comparison data for a demand to share with stakeholders.

Export the status of work items, roadmap, and key metrics of your portfolio plan and free-form roadmap into a Microsoft PowerPoint file so that you can keep your business stakeholders updated on the progress. Save time by avoiding copying data into reports and drive shared outcomes by enabling collaboration even with stakeholders who cannot access your ServiceNow instance.

Export a filtered list of RIDAC records to Excel, PDF, CSV, or JSON format. You can download the file directly or send it via email to share RIDAC information with stakeholders.

Extend or reduce the duration of an assignment from the grid view in Resources when the work duration shifts. When you extend or reduce the assignment duration, the assignment dates update and the allocated effort recalculates across the new date range based on the effort redistribution property.

Understand the fields of the field map form. This form is used to create mappings for a corresponding table map.

Answer your assessment questions so your input counts toward the demand's score, helping it move through qualification without waiting on a manual review.

Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.

Activate project cost rollup property to view the rolled up costs of top projects in portfolio financials.

Activate and define Data generation for financials in SPW/PPW scheduled job to migrate budget from old data model to new data model and view portfolio financials.

Edit a planned monetary benefit plan to revise the benefits, dates, offset, and so on, to maintain the updated financial records as your work progresses.

Enable the integration for an internal planning item type to view portfolio financials.

Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

Allocate, manage, and approve budget for your projects. Lean budgeting allocates budget for short planning cycles across fiscal periods, such as monthly, quarterly, or yearly. This approach differs from allocating budget to the complete duration of a planning item.

Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

Activate the Migrate budget for active demands and projects scheduled job to migrate budget of active planning items from Classic UI to Next Experience.

Plan, re-forecast, track the financials, and create baselines for projects and demands.

Field information for forms used in the Portfolio Planning application.

Field information for forms used in Next Experience for Demand Management.

Generate employee profiles for the resources to map against primary attributes.

Generate labor costs in the Financials view for attribute-based resource assignments based on the financial attributes configured in the planning attributes page.

Activate a scheduler job to automatically create labor costs for attribute-based resource assignments.

Use the Scheduled Script Execution form to enable Generate Labor Costs scheduler job for projects and demands.

Activate the scheduled job to automatically generate the resource capacity at the required cadence.

Activate the scheduled job to auto-generate the resource capacity at required cadence.

Create mapping configurations for planning items that are not created by default such as features, stories, etc.

Generate employee profiles for the resources to map against primary attributes.

Generate labor costs to view the expenses of resources using resource assignments and cost plans for a demand.

Generate default mapping configurations to automatically create table maps, field maps, and choice maps for projects and demands, or customize mappings for specific integration needs.

Show or hide parent records of planning items shown in the Hierarchy view for high-level and regular portfolio plans by configuring system properties.

Learn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Portfolio Planning workspace.

Learn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Portfolio Planning workspace.

Use the identify similar records skill to find demand records with similar names, descriptions, or business case content.

Import records from Project Portfolio Management, after the relevant table maps, fields maps, and choice maps are configured.

Use the refine records skill to shorten or elaborate text in demand records, helping demand managers and users improve clarity and completeness before saving.

Add images to demand Docs by uploading a file or embedding a URL. You can also download images from a Doc page to use outside Docs.

You can install the Portfolio Planning application (sn_align_ws) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

Several types of components are installed with activation of the Portfolio Planning application, including tables and user roles.

Learn about the scenarios when the planning item dependencies on the portfolio plan roadmap or free-form roadmap in Portfolio Planning Workspace can be in an error state.

Create and map custom labor costs to sys_id to generate labor costs based on the relevant expenses.

Flexibly switch planning perspectives to prioritize, roadmap, and view the alignment of work using personalized portfolio plans. Improve enterprise planning by discovering planning insights that drive shared outcomes.

Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.

Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application.

Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Portfolio Planning workspace.

Capture actual benefits from planned benefits to measure revenue and calculate profits.

Generate and view the total capacity of the resources with primary attributes. Capacity details helps Portfolio Managers to plan and manage planning items depending on the resource availability.

Use the Manage scenarios option to view a list of all scenarios, rename scenarios, or delete scenarios.

Next Experience for Demand Management is a workspace for creating, tracking, prioritizing, and approving demands.

Next Experience for Demand Management enables end-to-end planning and management of demands.

Financials in Next Experience for Demand Management covers budget, cost plans, expense lines, labor costs, and financial baselines.

Portfolio managers can create customized views for their free-form roadmap by applying personalization settings such as grouping, milestones selection, dependencies selection, and tracking mode. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the free-form roadmaps.

Ensure that Portfolio Planning is integrated properly with Project Portfolio Management (PPM) following these guidelines.

Portfolio managers can create customized views for their portfolio plans by applying personalization settings such as column selection, grouping, and filtering. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the portfolio plans.

Create personalized portfolio plans in Portfolio Planning Workspace and enable focused planning of work in the desired perspective (lens) to align with business objectives.

Locate and map the primary group, primary role, and primary skill for the resources associated with existing employee profile tables.

Locate and map the primary group, primary role, and primary skill for the resources associated with existing employee profile tables.

Add or modify entities for your lens structure so that your planning managers can start creating their portfolio plans in Portfolio Planning.

Update the details of your planning items or delete them so that the Prioritization page in Portfolio Planning Workspace reflects the latest work pipeline.

Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.

Update the details of a portfolio plan in Portfolio Planning Workspace or delete it, to reflect the changes in your planning priorities.

Modify the Script Includes for milestone icons of the roadmap and portfolio plan to customize the icons to be shown in the Roadmap tab in the workspace.

Modify the Script Includes for Prioritization and Hierarchy views of the Planning page to change the columns to be highlighted in these views in the workspace.

The benefit plan form enables you to create monetary benefit plans for a demand.