Portfolio Planning View by Business Unit AND Impacted Business Unit

[KFry]

I am attempting to use my Portfolio Planning Workspace tool to view all projects/demands by Business Unit AND Impacted Business Units.

For example, my project "Estimate Creator" has a primary business unit of Revenue Cycle, and an Impacted Business unit of Cardiology.

If I pull up a Lens of projects/demands by Business Unit for Cardiology I am not seeing my project. Is this a limitation of the system? Or have I configured it incorrectly? 

I want to see everything that matters to Cardiology, whether it is listed as the primary business unit, or an impacted business unit. 

How can I do this?

[Javier Tirado1]

Hi KFry,

Let us know if you found the solution. I'm having a similar requirement of having a plan roadmap showcasing the BU's that are taking part in the project, but seems impossible to configure (even though I think it's a basic need for project plans).

[KFry]

I never found the solution. We have to manually track items for interested parties. We use programs and tags.

[ShraddhaJ874776]

This is an expected behaviour of Servicenow.

The filter requires items to be tied to a Department, not just the Business Unit. If they aren't, they won’t appear.

Make sure your planning items have a reference to the lowest level entity of your lens.

Go through this link in order to have more insights. Point number 3 in this case I believe.

https://www.servicenow.com/community/spm-articles/troubleshooting-planning-items-not-displaying-in-s...

Mark this as helpful if it works for you! 🙂

Happy to help.