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 · ‎10-17-2023

HI OlliePer,

If you have implemented SPW in your company, and we are also planning for it, could you please provide the high-level technical design document for my reference, thanks in advance for your help, and have a nice day.

Thanks

Shantharao · ‎10-17-2023

HI Kelsey Douglas,

As per the discussion I understand, that you have implemented SPW in your company, and we are also planning for it, could you please provide the high-level technical design document for my reference, thanks in advance for your help, and have a nice day.

Thanks

Kelsey Douglas · ‎10-17-2023

https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/alignment-planner-w...

Shantharao · ‎11-07-2023

Hi Kelsey,

When I created a new portfolio plan, I couldn't see the EPICs in Vancouver release
Do you have any idea, how to configure it

Kelsey Douglas · ‎11-07-2023

You need to add "Epics" to the Lens you wish to use. Navigate to All>Strategic Planning>Lenses and click the record of the lens you want to configure, in this case it looks like "Project Portfolio". Use the Planning Items slushbucket to add Epics, or any other available planning items you wish to include in the lens, and save the record. Now, when you go to the Strategic Planning Workspace, and select the lens you configured, the planning items you chose will be available.