Strategic Planning Workspace: Additional Fields in Roadmap Group By

danieltietze
Tera Guru

‎07-11-2023 04:45 AM

Hi.

I'm trying to add additional fields for the "Group By" in Strategic Planning Workspace. I've followed this doc: https://docs.servicenow.com/bundle/utah-it-business-management/page/product/alignment-planner-worksp...

 

Procedure

  1. Navigate to All > Strategic Planning > Portfolio Plan Configuration.
  2. Open a table for which you want to edit the configuration.

However, I can't get the additional fields to show up in the "Group By" in the Roadmap. Specifically, I want to add the "Product" column. I've added it to all Portfolio Plan configurations both for Demand and Project.

What am I doing wrong?

Thanks!

Daniel

0 Helpfuls
  • 1,819 Views
2 REPLIES 2

User147276
Giga Guru

‎07-11-2023 05:12 AM

I had the same situation (needing to add Product) and the answer is to go to the integrations for SPW and add the product field to the table maps for demands and projects.  Once you have added the field to the table maps, and update, then the field will be available.  SN docs info here:  https://docs.servicenow.com/bundle/utah-it-business-management/page/product/apw-internal-integration...

HaustinK
Tera Contributor

3 weeks ago

If anyone came here looking for the updated answer:

I believe the correct answer is navigating to Strategic Planning > Portfolio Plan Configuration, selecting the Planning Item table you're concerned with, and adding the fields you'd like under the "Group by fields" list in the "Roadmap timeline configuration" form section. You can also add Color by, metric, and status field defaults here and a bunch of other configuration.

Hope this helps!

0 Helpfuls