Demands and Strategic Planner Workspace (Alignment Planning Workspace)

[Sierra Plaut]

Hello all,

I am trying to understand the relationship between Demands and Strategic Planner Workspace, specifically the prioritization within the Portfolio Planning.

I assumed that when a demand is approved OR a project is created within a specific portfolio, then that demand or project would automatically be included in the Prioritization backlog within the strategic planner workspace. When I try and test this, the demands and projects with the same Portfolio do not show up in my portfolio plan (the prioritization section).

Is this not the intended functionality? I see that you can create a demand or a project directly from the portfolio plan but I don't think my organization would want to do that as we will be using the Demand module.

Any advice would be appreciated!

Thank you,

Sierra

[Juergen Lorry]

Hello, Strategic Planner works with its own set of objects and planning items. A demand created in the demand module is not automatically related to a planning item. To achieve that, please activate & configure the alignment integration, bridging the planning and the execution sides.

Please see https://docs.servicenow.com/bundle/utah-it-business-management/page/product/portfolio-planning/conce... 

[Sierra Plaut]

Thank you so much for your response Juergen! So it is possible, we just need to configure it? Wonderful, I really appreciate your support on this question!

-Sierra

[Juergen Lorry · Accepted solution]

Hello, you can configure how data should flow: both directions, alignment to execution, execution to alignment