Projects in a Portfolio are not showing up in the Portfolio plan in Strategic Planning Workspace

Sam141
Tera Contributor

‎12-13-2023 06:47 AM

Why some of the projects in my Clinical Portfolio are not showing up in the Portfolio plan in Strategic Planning Workspace? What are the criteria or the filter for showing the projects in SPW Portfolio plan?

We have the SPM Pro.

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Namita Mishra
ServiceNow Employee
ServiceNow Employee

‎12-14-2023 06:53 AM - edited ‎12-14-2023 06:54 AM

Hi @Sam141 ,

Items shown on the portfolio are based on the dates and the criteria used while creating this portfolio.

In your case, check the criteria used to create the Clinical Portfolio  in strategic planning workspace.

 

Screenshots below:

Check the filter used for selected entity.

Screenshot 2023-12-14 at 10.47.47 PM.png

2) Check if there is any filter condition

Screenshot 2023-12-14 at 10.49.25 PM.png

3) and then also check for the dates used in the portfolio creation.

 

Screenshot 2023-12-14 at 10.50.29 PM.png

 

4) You can also check the filter present on the UI as shown below.

Screenshot 2023-12-14 at 10.51.45 PM.png

 

Hope this helps, if it does, please mark the response as correct answer.

Thank You!

Namita Mishra

 

 

 

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