Portfolio planning not displaying all demands. How to configure Draft demand in portfolio planning

[Siddartha8]

Hi Ranjith,

By default, draft demands are not displayed in Portfolio Planning. To configure draft demands to be displayed, you need to make the following changes:

1.Go to System Definition > Portfolio Planning > Configuration.
In the Demands section, select the Include Draft Demands checkbox.
Click on Save.
2.Once you have made these changes, draft demands will be displayed in Portfolio Planning.

Here are some additional things to consider:

You can also configure the visibility of draft demands by portfolio. To do this, in the Demands section, select the Show Draft Demands Only for Selected Portfolios checkbox and then select the portfolios that you want to show draft demands for.
You can also configure the visibility of draft demands by user role. To do this, in the Demands section, select the Show Draft Demands Only for Selected User Roles checkbox and then select the user roles that you want to show draft demands for.

I hope this helps!

Regards,
Siddartha

[Shekhar Navhak1]

Hi @ranjithkumark19 

Portfolio planning in ServiceNow typically uses inclusion rules to determine which demands should be considered. To include draft demands, you can customize these rules:

• Navigate to Portfolio > Portfolio Workbench.
• Select the portfolio in question.
• In the Portfolio Workbench, click on the Demand Inclusion Rules tab.
• Create a new rule or modify an existing one.
• Ensure that the rule includes demands in the "Draft" state. You can set conditions based on the demand state field.

For example, you might create a condition like this:

Demand State is one of Draft, Proposed, Active

This condition allows draft, proposed, and active demands to be considered in portfolio planning. Adjust the conditions according to your requirements.