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 · ‎07-28-2023

Regarding this response
for example, I have 40 planning items with the HR department which is my bottom portfolio plan entity but I can see only 30 records in priority tab and 10 records are missing, do we have any other criteria like planning state is not approved like that

Kelsey Douglas · ‎07-28-2023

The only thing I can think of is maybe when you made your portfolio plan you added in additional filters, and/or maybe there is something different about those 10 records that is excluding them from the portfolio? I would go through the 10 missing records and try to isolate what makes them different from the 30 records that are showing up in the prioritization tab.

OllieP · ‎10-11-2023

I am using the 'Product' lens which has 'Company', 'Product Model', 'Demand, Project, Epic'

I get this message too. So does that mean I have to go into the project and make sure the above fields are populated? As I can't see 'Company' or 'Product Model' fields on the project.

Thanks in advance

Kelsey Douglas · ‎10-11-2023

The bottom level entity must have a value in order for your planning item to show up in the roadmap, so for the Product lens, the planning item (demand, project, or epic) must have a Product Model associated to it. If you don't have Product Model on the Project record, you will need to configure the form so that Product Model field is added, then you can associate a Product Model with the planning item. You also need to make sure that your planning items meet any additional filter requirements that you set in your Portfolio Plan when you made it, for example, say you chose to create a Portfolio Plan using the Product lens, with an additional filter of only a specific company, or product model. Then your planning item needs to be associated to whatever company or product model you chose. You also may need to add the Product Model field to 3 different views that are used in SPW, use this doc as a reference: https://docs.servicenow.com/en-US/bundle/vancouver-it-business-management/page/product/alignment-pla...

OlliePer · ‎10-12-2023

Yes I have selected the Products for my Product Model. When the Portfolio is created and displayed, there is an option to use the Drop-Down menu and choose 'New Project' I created a project within here and this is when it I get the message 'This does not meet the project plan criteria. Can projects also be displayed in this product portfolio?