New item is created successfully but is not on the planning board, as it does not meet the portfolio

Kelsey Douglas · ‎06-27-2023

Can anyone explain to me in detail why this message displays:

"New item is created successfully but is not on the planning board, as it does not meet the portfolio plan criteria."

Someone asked this question in a previous post, but the response did not answer the question. I have tested a lot of different scenarios to try and figure out what the "portfolio plan criteria" is that my planning items are not meeting, but I am at a loss. I usually get this error when I use a lens, and when defining the lens for my portfolio plan I choose an entity type that is NOT the bottom entity. Even if I reference selected entities when creating a new planning item, I will still sometimes get this error.

Kelsey Douglas · ‎07-27-2023

I figured out that unless the bottom entity of the lens hierarchy has a value, it will not be visible in the portfolio plan in SPW. So for example with the Organization Lens, it has three levels, Company>Business Unit>Department, each planning item has to have a Department assigned to it, otherwise it will not be available. Even if the other levels of the hierarchy (Company and Business Unit) have values.

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Shantharao · ‎07-27-2023

All planning items like (demand / epics) are not showing in the roadmap, bit confused what is the criteria to show planing items in the roadmap tab?

Kelsey Douglas · ‎07-27-2023

I can't really tell from your screenshot, but if you go to the Prioritization tab, and if you have additional planning items listed there, the Planning State needs to be "Prioritized" for a planning item to show up on the roadmap. In addition, if there aren't any other planning items listed, then they must have a value for the bottom level entity (like Department in the Organization lens) for them to show up in the Prioritization tab.

Shantharao · ‎07-28-2023

Hi,
Thank you for the responses you provided so far, I am new to this Strategic Planning Workspace module,
Do we have any recommended documents or useful youtube videos or Now learning course to enhance my skill in the SPW area?

Thanks in advance for your helping, have a nice day.

Kelsey Douglas · ‎07-28-2023

I used the docs on the SN website:
https://docs.servicenow.com/bundle/utah-it-business-management/page/product/alignment-planner-worksp...

And this YouTube video is very informative:

https://youtu.be/mUUa5qfCSRY

Shantharao · ‎08-04-2023

Hi,

Good day!!!
How can we track the EPIC Percent complete on the Service planning workspace?
Do we have any option to track the EPIC / Projects percentage directly from the SPW?
Please find the screenshot for your understanding

Thanks