Fields in Portfolio Planning Workspace

[mj36]

Hi,

Could you please advise how to achieve this with Out-of-the-box functionality (without scripting):

In the Portfolio Planning Workspace, we need to:
- see Program data and be able to group by/color by Program for Demands and Projects
- see Investment type in both "Prioritization" and "Roadmap" sheets
In Investment Portal:
- we need to see the Planning state from the Portfolio Planning Workspace data.

Thanks!

[Namita Mishra · Accepted solution]

Hi @mj36 ,

For portfolio planning workspace, you can (as an admin) select 'Portfolio Plan Configuration' from the left menu navigation and select the required fields  from group by and color by sections

For Investment Portal:

FYI -

1) Planning State column is from sn_align_core_planning_item table.

2) sn_align_core_demand and sn_align_core_project tables are inherited from sn_align_core_planning_item table hence they do have this (planning state) field.

To add the Planning State column on the Investment Portal, first you need to configure this column for dmn_demand and pm_project tables.

Steps below:

1)Create Planning State field for Demand (dmn_demand) and Project (pm_project) tables.

You can create a String field - Planning State - in dmn_demand and pm_project tables similar to the one present in the sn_align_core_demand and sn_align_core_project tables.

 

2) Configure the field map for 'Planning State' field between execution table and alignment table.

A) From left navigation menu, select  Strategic Planning -> Integrations -> ServiceNow Internal

B) Configure the table map for pm_project and dmn_demand tables.

C) Create a field map for planning state between execution table and alignment table.

3) Configure the Planning state field for demand and project to update the field value

Screenshots below:

4) Configure 'Planning State' column on the investment portal

Screenshot below:

Hope this answers the query. If it does, please mark the response as correct.

Happy Weekend!

Thank You!

Namita Mishra

[mj36]

Thanks @Namita Mishra.

[mj36]

Hi @Namita Mishra - a question for Portfolio Plan Configuration. When I open it from the menu, I see a list of source tables to be configured on. I assume you suggested to configure that on "sn_align_core_planning_item"?

Another question is that when I try to configure it, it still does not show Program under Group by fields list, as it was available to you (see attachment). All is out-of-the box. How to add Program here?