Access execution records from Portfolio Plans
After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.
Before you begin
Role required: sn_align_core.apw_user, sn_align_core.ap_read_only
About this task
An execution record is created in the Demands module for each planning item demand, using alignment integration. For more information, see Configuring Strategic Planning with PPM, Agile 2.0, and SAFe.
Procedure
-
Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
-
From the list of portfolio plans, select one and then select Planning.
-
Open an execution demand from the Prioritization, Kanban, or Roadmap view.
|
View |
Action |
|---|---|
|
Prioritization |
[Omitted image "ppw-open-demand.png"] Alt text: Row context menu with the Open demand option. |
|
Kanban |
[Omitted image "demand-kanban-ppw.png"] Alt text: Actions menu with the Open demand option. |
|
Roadmap view |
|
\[Omitted image "demand-from-portfolio-plan.png"\] Alt text: A demand in the Demands module opened from a portfolio plan.
---
title: Access execution records from Portfolio Plans
description: After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/access-demands-from-portfolio-plan-spw.html
release: brazil
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Prioritize portfolio plan work, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---
# Access execution records from Portfolio Plans
After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.
## Before you begin
Role required: sn\_align\_core.apw\_user, sn\_align\_core.ap\_read\_only
## About this task
An execution record is created in the Demands module for each planning item demand, using alignment integration. For more information, see [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/configuring-apw-with-agile-safe-and-ppm.md).
## Procedure
1. Navigate to **All** > **Strategic Planning** > **Strategic Planning Workspace** > **Portfolio Planning**.
2. From the list of portfolio plans, select one and then select **Planning**.
3. Open an execution demand from the Prioritization, Kanban, or Roadmap view.
<table id="choicetable_access_demands_ppw"><thead><tr><th align="left" id="d254783e118">
View
</th><th align="left" id="d254783e121">
Action
</th></tr></thead><tbody><tr><td id="d254783e127">
**Prioritization**
</td><td>
1. Select the row context menu of a planning item of type demand.
2. Select **Open demand**.
\[Omitted image "ppw-open-demand.png"\] Alt text: Row context menu with the Open demand option.
</td></tr><tr><td id="d254783e155">
**Kanban**
</td><td>
1. Select the Actions menu of a planning item demand card.
2. Select **Open demand**.
\[Omitted image "demand-kanban-ppw.png"\] Alt text: Actions menu with the Open demand option.
</td></tr><tr><td id="d254783e183">
**Roadmap view**
</td><td>
1. Select a demand planning item from the roadmap.
2. Select the execution URL from the side panel.
</td></tr></tbody>
</table> The execution demand is opened in the **Demands** module.
\[Omitted image "demand-from-portfolio-plan.png"\] Alt text: A demand in the Demands module opened from a portfolio plan.
| title | Access execution records from Portfolio Plans |
| description | After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/access-demands-from-portfolio-plan-spw.html |
| release | brazil |
| product | Scenario Planning in SPW |
| classification | scenario-planning-in-spw |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Prioritize portfolio plan workPortfolio Planning in Strategic Planning WorkspaceStrategic PlanningStrategic Portfolio Management |