Alignment Planner Workspace - Free-form Roadmaps

[TPigeon]

Anyone have any recommendations on further details of how to trouble shoot the set up of the free-form roadmaps?  I was able to figure out AWP in the other release, but we've just put Tokyo in our Sandbox environment and it works differently. 

I am in the PMO trying to make this work, so I am not a full admin in ServiceNow. I have AWP admin role, they've given that to me. I need better resources I can read or watch on how to set some of this up.

Right now I've done the directions for Integrations, they turned on the OOB Lens for me and when I go to AWP I still don't see any demands or projects.

Any thoughts?  Oh and I don't have money for a consultant on this one right now. 

[TPigeon · Accepted solution]

I am doing it through one of the out of the box lens "organization lens" for demands. What's odd is that If I go to planning items I see many demands, but in APW there isn't anything in the department field, but if I open the demand in the field called department there is data.  In the APW world where is it getting the department field? 

[mcastoe · Accepted solution]

HI,

APW is using the Department Reference from the Demand. After you create your plan, if you click on the Prioritization tab, do you see anything listed?

If so, then you only need to set the record(s) to prioritized for them to show in the Roadmap.   If you are not seeing anything, try going to the Alignment Planner Workspace > Integrations list and open the ServiceNow Integration.

Once you are in the Integration form, click the Import button to force population of planning items.

hope this helps,

Mark

[TPigeon]

OK, I was able to get the Freeform Roadmaps to work.