Can I configure Other Planning Types to Appear on the Portfolio Roadmap

[jennifercaruso]

OOB, marking a planning item as Prioritized, automatically adds the item to the portfolio roadmap, based on the values in the Approved start date and Approved end date fields. The roadmap shows only those items that have their Planning state set to Prioritized.

Based on needs from the business, we have removed 'prioritized' and added two other planning types that are considered 'active'. Is there a way I can update the OOB to not automatically add prioritized planning items to the portfolio roadmap and instead add the two other planning states? I've attempted to look through documentation, the community, et al, so asking here.

Thank you in advance.

[kaushal_snow]

@jennifercaruso ,

Yes , you can extend the OOB behavior, by customizing the logic that determines which Planning Items show on the Portfolio Roadmap (for example, updating the filter or condition in the roadmap query or the business rule that includes only Prioritized items) you can make your custom planning states (your two active states) act like roadmap inclusion states instead of  Prioritized, and with scripting/condition logic you can scope it so it only applies for items tied to certain CIs (or configuration items) by checking the CI on the record before putting it on the roadmap..........

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[jennifercaruso]

Thank you, this is exactly what I was hoping for and expecting from the platform. Any chance you can help direct me to the BR name that determines the query so I can alter it? That is exactly what I have been searching for in documentation and my instance, and I cannot locate it.