Strategic Planning Workspace not displaying Epic under Planning Items list view

[Jennifer Steele]

I am working on configuring SPM and SPW in a test environment and while I'm able to manage epics via the strategic planning workspace and my lenses are configured to display them as planning items, they do not appear on the list view section under Planning Items as a category (see attached screenshot). Is there something I need to update in the configuration to make them visible here?

[Community Alums]

Hi @Jennifer Steele ,

In the OOTB, default view EPICs won't show, you will need to configure to bring in "EPIC" under "Planning Items".

Go to sn_align_core_lens table.

Open the Project Portfolio lens.

Then move the Epic option to right side in the slushbucket & save it.

Now it should reflect.

[Jennifer Steele]

As I mentioned in my initial question, we do have Epics under Planning Items in our lens configuration but it does not display as a category on the List section of the SPW window, even though I am successfully able to use the epics as planning items in my lens. It would be nice to be able to view the subset of all epics within Planning Items without needing to leave SPW

[Sandeep V1 · Accepted solution]

@Jennifer Steele  can you try doing this configuration?

https://www.servicenow.com/community/spm-articles/how-to-configure-lists-in-strategic-planner-worksp...

[Jennifer Steele]

Very belated thank you for this! Took me a while to get to a place where I could implement per your instructions @Sandeep V1 but they worked perfectly!