Scenario Planning In Spw

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.

All references to "Backlog" are changed to "Prioritization" following the change of the feature name in the app.Add new planning items to your portfolio plan's work backlog in Strategic Planning Workspace and ensure that the work pipeline is current.

Use ServiceNow Otto skills to generate portfolio insights, generate goals insights, and targets for goals.

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 Strategic 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.

Reference information to provide additional details about Strategic Planning such as the fields, user roles, tables, guidelines, and domain separation information.

Learn about the features, functionality, and the business value that Strategic Planning provides.

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

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

Associate a primary goal or target for the planning items where the items contribute to achieving the goal or target.

Create a goal or target relationship with a planning item or any other item to identify and associate your current or future work and achieve your goals and targets.

Target status is calculated automatically from achievement percentages when you enter actual values, and it rolls up to goals using Green, Yellow, and Red thresholds.

Prioritize work that is relevant for your portfolio using a centralized workspace in Strategic Planning. Review and determine the right work to invest in.

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

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

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

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

Change the Number field prefixes for goals and targets, for example, to OBJ and KR for objectives and key results, and update existing records.

Update the target type when the way you measure a target changes. The change can reset planned and actual values in target breakdowns.

The check-in frequency of a target sets how often its actual value must be updated. This reference lists each value and when it is displayed on the target form.

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

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 confirm alignment with primary goals, evaluate comprehensive planning, optimize resource usage, confirm feasibility, and financial information.

Several types of components are installed with installation of the Strategic Planning application, such as user roles, tables, scheduled jobs, system properties, and custom scripts.

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

Configure a table for an assigned entity type, so that the goal user can associate goals with the required assigned entity.

Configure system-wide automatic status calculation settings to determine target and goal status automatically based on achievement percentages. Enable or disable automatic calculation and customize Green, Yellow, and Red threshold values to align with your organizational governance policies.

This system property enables you to update the bulk import functionality in Strategic Planning with PPM, Agile 2.0, and SAFe.

Enable and associate a widget to view financial summary of work items at a high-level.

Configure goal preferences to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

Change the tolerance band that determines whether a Maintain constant target is on target. The default tolerance is ±5%.

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

Configure the severity thresholds and scoring factors that determine how planning items are classified as critical, medium, or low risk, so that Portfolio insights generates recommendations based on your organization's risk criteria.

Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.

Set how many days before a target's review due date the owner and contributors are reminded, based on the target's check-in frequency.

Understand the process required to set up Strategic Planning to work with Agile Development 2.0, Scaled Agile Framework, Next Experience for Demand Management, and Project Portfolio Management.

To define and manage goals in Strategic Planning, you must perform some initial administrative tasks for the workspace to be fully functional. The data displayed in the goals view in Strategic Planning is stored in the Goal Framework tables.

Learn how to configure settings for planning items and add additional configuration for a lens in Strategic Planning so that you can set up lenses for your planning manager.

Configure the way data is shown on the Prioritization tab 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.

Use the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values.

The context variable is an additional configuration for the target source that can be used on the Target form to fetch the required data and auto-update the Actual value field on the Target form. A context variable is required for target source types Assessment/Survey and PA Indicator.

Create a copy of an existing planning item to add it to your portfolio plan's work backlog in Strategic 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 duplicate portfolio plans that were shared with you either with view or edit access.

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.

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

To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a business rule to allow assigning a rank value for all future records of this table.

Create a business rule to enable import for your new custom table map configuration from Agile Development 2.0, SAFe, and PPM applications.

Create a copy of an existing goal or target to align goals with your organizational strategic priorities. If the goal or target you want to create is similar to an existing one, duplicating the existing record saves your time.

Start scoring your planning items based on your preferences by creating a custom scoring framework.

Learn how to create an attribute to calculate the final score of your Scoring Framework.

Start defining your company's planning perspectives in Strategic Planning by creating a lens.

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

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.

Once you have Strategic Planning installed, the ServiceNow Internal Alignment integration is created by default. In case the alignment integration is not available, you can create your alignment integration type.

Map the choice list for each field map for fields with a list of values from Strategic Planning to Agile Development 2.0, SAFe, Project Portfolio Management and vice-versa.

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

Create a context variable manually if you want to configure more context variables for a target source.

Create a context variable manually for the target source type PA Indicator if the breakdown is of Choice list type.

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

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 Strategic Planning with the tables in Agile Development 2.0, SAFe, and PPM.

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

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 Strategic Planning to Agile Development 2.0, SAFe, Project Portfolio Management and vice-versa.

For every planning item table that you create, you must create the necessary form views. You can also customize the views for existing planning items.

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.

Create a global rank column for planning item types that do not extend the Planning Item [sn_align_planning_item] table so that you can enable high-level planning for these items in Strategic Planning Workspace.

Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.

Run the Create Goals Demo Data with Target Breakdowns schedule job to create goals demo data with target breakdowns, so that you can view the target breakdowns section on the Goals page.

For every new planning item table that you create, you must create the necessary list views. You can also customize the views for existing planning items.

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

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

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

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

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

Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.

To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create portfolio plan configuration for the table.

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.

Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.

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

To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a rank configuration for the global rank column of the table.

For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.

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

Add attributes within your scoring framework, so that you can build a formula and start scoring your planning items within your portfolio plan.

Create a target source so that the goal user can configure it for the targets to automate the Actual value of the targets.

Strategic Planning can be integrated with Project Portfolio Management's Teamspaces to access and manage relevant projects and demands with the corresponding planning item records.

Define workspace view rules for the form views of new planning item types in Strategic Planning.

Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards.

Learn how to create a custom scoring framework and associate it with a portfolio plan, so you can prioritize your planning items based on a defined score.

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.

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

Customize the label for Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables according to your organization’s requirement.

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

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

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

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

Customize the default column configuration for the Prioritization page of your portfolio plan so that your planning managers can select the appropriate data points they need.

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

Add entities to your lens and build its structure so that your planning managers can start creating their portfolio plans in Strategic Planning.

Defining a custom unit of measure helps the goal users to set the unit of measure for targets as per their choice. Unit of measures are two types, quantitative and qualitative.

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.

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 Strategic Planning.

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

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

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 Strategic Planning Workspace.

Enable the monetary benefit plans and non-monetary benefit plans related lists for your planning item types such as Epics, Features, and Capabilities.

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

Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.

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

To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.

Enable or disable scenario planning in Strategic Planning.

EActivate financials for all the planning items to work on the financial estimates.

Learn about the fields of the epic form. Use this form to create or edit the details of a planning item of the type Epic in Strategic Planning.

View error logs to understand the cause of any issues that might have occurred during the integration process.

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

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 Strategic Planning Workspace.

Facilitate execution of the work planned in Strategic Planning in ServiceNow applications such as Project Portfolio Management (PPM), Agile Development 2.0, or Scaled Agile Framework.

Export the status of goals, 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 can’t access your ServiceNow instance.

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.

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

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

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.

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

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.

Modify the prefix to customize the name of the baselines for your planning items.

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.

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.

Track budget overruns and deficits by enabling negative budget values for planning items in Strategic Planning.

Financial widgets provide at-a-glance visibility into the portfolio’s financial health. These widgets aggregate cost, budget, and benefit data to help you monitor spending, track variances, and measure return on investment.

Plan, re-forecast, track the financials, and create baselines for all of your planning items.

With fiscal calendar support, the check-in frequency of a target follows the fiscal periods of your organization instead of the Gregorian calendar.

Field information for forms used in the Strategic Planning application.

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

Use the Scheduled Script Execution form to enable Generate Labor Costs and Generate Labor Costs For Epic scheduler jobs for your planning items.

Generate labor costs for projects and sub-projects based on the attribute-based resource assignments and the financial attributes configured in the planning attributes page.

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 default mapping configurations to create table maps for the available applications.

Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.

Generate measurable targets for your goals in Strategic Planning Workspace using ServiceNow Otto for SPM.

Use the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.

Use the Goal form to create goals for your organizational strategic priorities.

Create goals for your portfolio plan, set targets for them, and evaluate the progress of these goals and targets to accomplish your organizational plans and drive business outcomes.

Use the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.

Business goals are an important part of establishing up priorities and setting a company for success. Understanding how to set achievable goals can greatly increase the ability to stay on track both in the short term and the long term for a company.

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

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

If your planning managers need high-level planning enabled for items other than the default ones, you need to update the configuration for lens entities and portfolio plans.

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

With the admin role, you can import your existing goals and targets data from a spreadsheet to the Goal Framework tables.

Import records from Agile Development 2.0, after the relevant table maps, fields maps, and choice maps are configured.

Learn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning.

Install the Strategic Planning application from ServiceNow Store if you have the admin role.

Activate scheduled jobs to automatically generate labor costs for attribute-based resource assignments.

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

Lenses represent planning perspectives, which would be different for planning managers at different levels in an organization. Lenses enable you to create personalized portfolio plans through which you prioritize and align work with high-level initiatives and goals.

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

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

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

Update or delete the dependencies for the planning items on your roadmap so that they reflect any change of plans.

Update or delete the milestones that you added to your planning items (such as demands, epics, or programs) so that they reflect any change of plans.

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.

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.

Review the work pipeline for your portfolio in Strategic Planning Workspace. Add, update, and rank planning items so that you can prioritize the right work for the right time.

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.

Create goals for your portfolio plans, set targets for them, and evaluate the progress of the goals and targets in Strategic Planning Workspace to accomplish your organizational plans and drive business outcomes.

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 Strategic Planning Workspace and enable focused planning of work in the desired perspective (lens) to drive alignment.

Understand which targets become stale after a goal calendar change, and how to recover them.

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

If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the Goal Framework tables by running the scheduled job.

Migrate the existing goal relationship data from the Goal Relationship [sn_gf_goal_m2m_relationship] table by running the scheduled job.

After upgrading to Strategic Planning v4.3.2 or later, run the Migrate BreakdownInterval To Checkinfrequency scheduled job to migrate the existing values from the Review frequency field to the Check-in frequency field in the target records.

Learn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Strategic Planning workspace.

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

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

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

Activate and execute the scheduled job to map your costs and work with multicurrency.

Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning.

Learn about the fields of the view rule form. Use this form to define workspace view rules for the form views of new planning item types in Strategic Planning.

As a portfolio manager, optimize your portfolio planning by comparing potential outcomes, assessing their alignment with strategic goals, and approving the best scenario as your live plan.

Customize the way that your roadmap is displayed in the Timeline view. Group the roadmap items, color them by a category, add numerical data points, and display milestones and dependencies to analyze your roadmap efficiently and take informed decisions.

All references to "Backlog" are changed to "Prioritization" following the change of the feature name in the app.Personalize the List view in the Prioritization page by grouping, sorting, and hiding columns so that you can view the information that is most relevant for planning.

Personalize the Hierarchy tab view in the Planning page of Strategic Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.

Personalize the Kanban tab view in your portfolio plan's Planning page as displayed in Strategic Planning, so you can view information that is most relevant to you and your stakeholders.

Personalize how the Prioritization, Kanban, and Hierarchy tabs on the Planning page are displayed so that you can view the planning item information that is most relevant to you and your stakeholders.

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

Portfolio Planning in Strategic Planning Workspace helps product and portfolio managers align work with strategy across the organization, while facilitating Agile transformation by combining traditional and agile work streams.

Learn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items.

Learn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Strategic Planning workspace.

Learn about the types of default and custom planning items that planning managers can work with in Strategic Planning Workspace.

To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, populate global rank for existing records of this table.

Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.

Portfolio plan RIDAC (Risks, Issues, Decision, Actions, and Change requests) provides a unified view of all risks, issues, decisions, actions, and changes for a portfolio plan. Access portfolio governance items directly without navigating to separate RIDAC records.

Personalized portfolio plans help you align work with your company's objectives and roadmap the right work for the right time. Drive shared strategy using planning insights from portfolio plans and improve enterprise planning.

Review the scenarios when the reordering of items can fail in the List view of Prioritization in Strategic Planning Workspace.

Review and prioritize the items of your portfolio plan pipeline to add them to the plan's roadmap so that your teams can start working on them.

Learn about the fields of the product enhancement form. Use this form to create or edit the details of a product enhancement in Strategic Planning.

Learn about the fields of the Strategic program form. Use this form to create or edit the details of a Strategic Program in Strategic Planning.

Programs enhanced experience provides dedicated program planning views with zero setup. Access program-scoped planning data including Prioritization, Roadmap, Kanban, and Financials views for focused program management without navigating portfolio-wide interfaces.

The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.

Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace.

Publish a custom roadmap theme so that you can apply it to your roadmap.

Rank the planning items that are added to the pipeline of your portfolio plan to decide on their priority so that you can start prioritizing work for your portfolio.

Assign ranks to the items based on the planning item attributes and scoring framework attributes such as Planned Cost, Moscow, Priority, Score, and so on.

Update the planned dates of your roadmap items to account for any changes in your scheduling priorities.

Clear the check-in frequency of stale targets in a date range after a goal calendar change, so that the owners can select a frequency again.

Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company's planning needs.

Strategically plan work for your company using visual roadmaps in Strategic Planning Workspace.

Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Strategic Planning.

Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in Strategic Planning Workspace. Facilitate collaboration among stakeholders and adjust plans on the go.

Create and evaluate strategic scenarios to explore different planning approaches. Approve the optimal scenario that aligns with the organizational goals and strategic priorities.

Use the Goal Framework for SPM application to modify the run time for the scheduled job according to your preference to auto-update the actual value of the targets for which a target source has been configured.

Add items without start or end dates yet to your portfolio plan or free-form roadmap.

Scheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.

Score your items using the Scoring framework attributes that generate a score, that helps in prioritizing and ranking the items in your portfolio plan.

Scoring enables you to prioritize items, such as epics, projects, demands, initiatives, strategic programs, and other planning items, based on a defined quantitative metric.

The goal calendar decides which periods your targets use for their check-in frequency and breakdowns. You can use the Gregorian calendar or a fiscal calendar.

Update system property value to set the display limit for goals on the Goals page in Strategic Planning.

Create targets to track and measure progress toward your goals. Select a target type that matches the direction of each goal.

Configure target sources for target automation so that the goal user can define a target source when setting a target for the goal. Defining a target source for a target updates the actual value of the target automatically.

Learn about the process required to set up Strategic Planning to enable your product and portfolio managers start aligning their work with business goals and strategy.

Add people from your organization who are the stakeholders for the work involved in your roadmap plan so that they have visibility into the roadmap's progress.

Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan's progress and start collaborating.

As a portfolio manager, show or hide the features (for example, Goals, Scoring, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.

A target with breakdowns becomes stale when its stored breakdowns no longer match the goal calendar. A stale target can't be changed until its check-in frequency is cleared.