Enterprise Agile Planning

Activate a new or existing configuration in Enterprise Agile Planning (EAP) so that your users can start planning work for their teams.

Add the EAP dashboards tag to identify your dashboard. The dashboards with tag appear in the reference qualified definition list, which helps you to add the dashboard to your configuration detail.

Associate the EAP read-only (sn_apw_advanced.eap_read_only) role to the dashboard. The users with this role can view and edit the dashboard for the teams in their Agile configuration.

Learn about the different SAFe configurations available in Enterprise Agile Planning (EAP) so that you can work with your admin to update the configuration according to your team's needs.

Use ServiceNow Otto skills to accelerate epic and story creation, refine acceptance criteria, and monitor epic health in Enterprise Agile Planning (EAP).

Use the Epic status assessment skill to evaluate epic health across six risk dimensions in Enterprise Agile Planning (EAP). ServiceNow Otto returns a red, yellow, or green health status with plain-English reasoning, giving portfolio managers a consolidated view of epic risks.

Add dashboards to your Agile configuration so that product managers or scrum team members can access them from the Home tab of their Agile teams in Enterprise Agile Planning workspace.

Streamline breaking down work by creating child work items directly from the parent record page in Enterprise Agile Planning workspace.

Add Agile Team in the Type field of existing SAFe groups to so that these teams are visible for your EAP users in the workspace.

Several types of components are installed with Enterprise Agile Planning when you install the Strategic Planning applications, including tables and user roles.

Using the AI Agent Studio, you can review and edit the configuration of the Create stories agentic workflow to modify the workflow description, steps, and agents included.

Enable viewing different work item types in the Backlog and Planning board pages for EAP teams such as Portfolio, Solution Train, Agile Release Train, or Agile Team.

Map custom story state choices to state buckets in the dictionary to keep story cards visible and correctly placed on the Planning board in Enterprise Agile Planning.

Create a system property to modify the limit on the number of iterations displayed for an EAP Team in its Backlog in Enterprise Agile Planning (EAP).

Associate a custom dashboard to your Enterprise Agile Planning configurations to track and measure key metrics for your teams.

Activate a configuration, add teams to your Agile structure, and define your planning calendars. Your team can then get started with Backlog management and PI planning in EAP.

Establish a connection to CWM by setting your EAP team's Agile tool to Collaborative Work Management.

Create a dashboard to track key metrics for your custom Agile configuration by creating a dashboard or duplicating and editing a default EAP dashboard.

Store information related to your work, iterations, and teams, and collaborate in real-time using Docs in Enterprise Agile Planning workspace.

Define timelines for planning calendars so that the teams can create their own iterations in the Backlog and Planning Board of Enterprise Agile Planning.

For creating work items with details similar to an existing item, save time and effort by creating a copy of the existing item.

Create a custom team type to include in the Agile configurations for Enterprise Agile Planning.

Create a custom work item type to include in the Agile configurations for Enterprise Agile Planning.

Draw work item dependencies in real-time across teams and iterations and visually analyze them while you collaborate using the Planning board in Enterprise Agile Planning.

Define your own Agile configuration or update an existing configuration in Enterprise Agile Planning (EAP).

Create iteration goals for your Agile teams to highlight the overall objectives to be accomplished for a planning interval or sprint.

Create or update form views for work item types so that the fields displayed in the Backlog and Planning board pages of Enterprise Agile Planning suit your team requirements.

Create or update EAP List View for work item types so that the columns displayed in the Backlog page of Enterprise Agile Planning suit your team requirements.

Update the default Scripted Extension Point or create a scripted extension point using the default one as a template to filter the data displayed on the EAP dashboard.

Flexibly organize information for your teams and work items by creating, duplicating, and deleting pages and subpages within a Doc in Enterprise Agile Planning workspace.

Create iterations of Planning Intervals (PI) and Sprints so that teams can start prioritizing and scheduling their work from the Backlog in Enterprise Agile Planning (EAP).

Create any additional planning calendars that you use in your organization, such as Release, so that you can plan and track work in the calendar of your choice.

Create stories directly from a work item's form. Create them manually or save time by generating them using Now Assist in the Enterprise Agile Planning (EAP) workspace.

Add substates to a story state for an Agile Team to track work in more detail on stories and on the Planning board in Enterprise Agile Planning.

Create stories, features, epics, or capabilities for teams to add work to their backlog in Enterprise Agile Planning.

Add organizational entities and teams to an Enterprise Agile Planning (EAP) configuration so that users can plan work for them in the EAP Backlog and Planning Board.

Store and manage all kinds of documentation for Agile teams and their planning items (Epics, Capabilities, and Features) from a centralized location of Enterprise Agile Planning workspace.

The Agile Team dashboard provides you with sprint progress and team performance details for an Agile team in the Enterprise Agile Planning (EAP) workspace.

The ART dashboard provides a snapshot of the overall progress of your Planning Interval (PI).

Create clear, comprehensive, and testable acceptance criteria for user stories without writing them manually in Enterprise Agile Planning (EAP). Review and refine suggested options to ensure they meet your requirements.

View and manage the complete work item hierarchy across your portfolio configurations directly from the Hierarchy tab in the Enterprise Agile Planning (EAP) workspace.

Indicators included in the EAP dashboard.

ServiceNow Enterprise Agile Planning helps streamline communication and collaboration between teams, and drive coordination with diverse teams. Using an intuitive workspace, scale your Agile framework across the organization with flexible work and team structure configurations.

The Portfolio dashboard provides a high-level view of all the active work items in your portfolio.

Reference topics provide additional information about the lists, forms, roles, tables, and other components that you use to configure and use Enterprise Agile Planning (EAP).

The Solution Train dashboard provides a snapshot of teams' work assignment status such as capabilities, work items, and team performance.

Edit details of a PI or a Sprint to update details such as name, team capacity, committed points.

Learn more about Enterprise Agile Planning (EAP) and review the benefits it can provide for your organization.

Use the Create stories agent to generate high-quality stories for planning items in Enterprise Agile Planning (EAP).

Breakdown epics and features into stories using the ServiceNow Otto panel in the Enterprise Agile Planning (EAP) workspace. Based on the work item details, ServiceNow Otto generates stories.

Generate a complete user story directly from an epic using Quick story generation feature in EAP. Provide brief context, and ServiceNow Otto generates a story title, description, and acceptance criteria that you can review and edit before saving.

Configure an initial load limit system property to control how many work items the Hierarchy tab displays at each portfolio level in the Enterprise Agile Planning (EAP) workspace.

Run a fix script to enable the Hierarchy tab in the Enterprise Agile Planning (EAP) workspace.

Enhance visibility and streamline planning for your Agile teams by connecting Enterprise Agile Planning (EAP) with Collaborative Work Management (CWM).

Within Enterprise Agile Planning, define PI-level or sprint level objectives or associate work items with enterprise goals.

The Kanban Portfolio dashboard in Enterprise Agile Planning (EAP) provides progress metrics and work item status for your EAP portfolios of the Kanban configuration.

The Kanban Team Dashboard in EAP provides the work item status and progress metrics for the Agile teams following the Kanban configuration in the Enterprise Agile Planning (EAP) workspace.

Add the EAP teams that you frequently work with to Favorites so that you can save time navigating to them in the workspace without searching for them.

Submit a SAFe-EAP migration request and start the migration of data between the tables of Scaled Agile Framework and Enterprise Agile Planning.

Learn about the process required For a successful migration of data from Scaled Agile Framework applications to Enterprise Agile Planning.

For the SAFe Story and SAFe Scrum task tables, ensure that only the data from the necessary columns is migrated to Enterprise Agile Planning. By updating a Script Include, include or exclude any columns according to your requirements.

Flexibly change the planning calendar for your Agile Release Train (ART) or Agile Team by overriding the default calendar that is set during configuration of Enterprise Agile Planning.

View the information that is most relevant to you and your team on the Backlog tab by choosing the columns to be displayed. You can also apply filters to narrow down the data on the page.

Choose metrics and indicators to be shown on cards so that key information is available at a glance on the Planning board in Enterprise Agile Planning workspace.

Customize the column layout of the Hierarchy grid in the Enterprise Agile Planning (EAP) workspace by selecting which columns to display, reordering them, or adjusting their widths.

Using the Planning board of Enterprise Agile Planning, plan work for multiple teams across iterations (for example, Big Room Planning). Track the progress of work, create and visualize dependencies between work items, and reschedule work to react quickly to changes while confirming alignment with business priorities.

Plan work across all teams in an ART for multiple Planning Intervals. Coordinate with different teams to manage dependencies and resolve blockers in real-time using the Planning board in Enterprise Agile Planning.

System properties that you can configure to modify the way your product manager or scrum team members view their work in the Enterprise Agile Planning (EAP) workspace.

Learn about the fields of SAFe-EAP migration form. Use this form to submit a request to migrate Scaled Agile Framework data to Enterprise Agile Planning.

Perform backlog grooming and schedule work from the team's backlog for the upcoming iteration Enterprise Agile Planning.

Run Scrum and Kanban teams side by side in one Agile Release Train (ART) in Enterprise Agile Planning by setting the planning methodology for each Agile Team.

Limit the amount of work in progress for each state or substate of an Agile Team in Enterprise Agile Planning so that the team keeps its workload under control.

Create Planning Intervals (PIs) and Sprints directly from the Backlog by entering start and end dates, without setting up planning calendar entries first.

Start an iteration of a Sprint or PI so that your team can start working and tracking progress of work. After your team finishes the assigned work, mark this iteration as complete, directly from the Backlog in Enterprise Agile Planning.

Divide a story state into substates in Enterprise Agile Planning so that a team can track work in more detail.

Use ServiceNow Otto capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document in Enterprise Agile Planning (EAP).

Change the planning methodology of an Agile Team from Scrum to Kanban in Enterprise Agile Planning so that the team works from a continuous backlog instead of sprints.

While setting up a configuration in Enterprise Agile Planning, you can establish an integration with Agile Development 2.0. Learn more about the tables connected and the way you access the information.

Learn about the fields of the new table form that are required to add a new team type in Enterprise Agile Planning.

Change the epic methodology of your Enterprise Agile Planning configuration to SAFe or Scrum based on your Agile workflow.

Update the EAP dashboard configuration whenever there are changes to the planning calendar for any currently active configurations in Enterprise Agile Planning.

Use the EAP dashboards to visualize metrics, identify blockers, and analyze performance trends for your Agile teams.

Using the Backlog page of Enterprise Agile Planning, create, update, and prioritize work items. Additionally, schedule work items into iterations such as Planning Intervals (PI) or Sprints.

Manage your team backlog, plan for sprints and iterations, add dependencies, and collaborate using team-level and work item level Docs using Enterprise Agile Planning in the Strategic Planning Workspace.

Ensure that the right EAP configuration which suits your current SAFe configuration is active and that the required work types are selected.

Before starting the migration from SAFe, verify that the default mapping of tables, fields, and column choices between Scaled Agile Framework applications and Enterprise Agile Planning is according to your requirements.

View all Planning Intervals, Sprints, and other iterations across your teams in a single list, and see the child iterations that belong to a selected iteration in Enterprise Agile Planning.

Set a work in progress (WIP) limit on a state or substate so that a team sees when a Planning board lane holds more work than planned.

Learn about work item dependencies and how they're shown on the Planning board for a team in Enterprise Agile Planning.

Review the scenarios when the reordering of work items can fail in the Backlog of Enterprise Agile Planning workspace.

Learn about the fields of the new table form that are required to add a new work item type in Enterprise Agile Planning.