Total Cost On Roadmap Based on Delivery team on Strategic Portfolio Workspace

[vandanasaluja]

When the roadmap is grouped by Delivery Team, display:

Delivery Team Roadmap Items Total Cost

Team A	Project 1, Project 2	$450K
Team B	Project 3, Project 4	$700K

If the user changes Group By to Domain:

Domain Total Cost

Finance	$1.2M
HR	$800K

The logic should work automatically.

[Mark Manders]

Do you have a link to the documentation where it states that that should work automatically?

And can you share what it's actually doing? Your screenshot is set on planning, not on cost.

[vandanasaluja]

We have a requirement in the Strategic Portfolio Workspace (Planning Console) where users can dynamically change the Group By field (for example, Delivery Team, Domain, Business Sponsor, Initiative, etc.).

The client's expectation is that regardless of which field is selected in the Group By, the Planning Console should automatically:

• Calculate the total planned cost for each group.

• Display the aggregated cost directly in the corresponding group header/section.

• Recalculate the totals automatically whenever the Group By selection changes.

For example:

• If Group By = Delivery Team, display the total planned cost for each Delivery Team.

• If Group By = Domain, display the total planned cost for each Domain.

• If Group By = Business Sponsor, display the total planned cost for each Business Sponsor.

The aggregation should be completely dynamic and should not be hardcoded for a specific field.

should be implemented in the Planning Console/SPW? 

[Mark Manders]

I would reach out to ServiceNow to check if this is on the roadmap already and otherwise create an idea for it.

Customizing this on the Planning Console/SPW will be major and next to that, create technical debt, preventing any future updates from ServiceNow to be applied to the instance, without having to check, compare and adjust.

If ServiceNow is not working on it yet, or delivery time is not acceptable for the customer, a custom dashboard would probably be the fastest and least impactful way forward.

[Chirag Pathak]

Hi @vandanasaluja ,

This isn't supported out of the box in the Strategic Portfolio Workspace Planning Console. Achieving it would require customizing core Next Experience components, which isn't recommended as it increases maintenance effort and upgrade risk.

A better approach would be to create an Executive Dashboard using Platform Analytics or Performance Analytics, where the data can be grouped by fields such as Delivery Team, Domain, or Business Sponsor and the aggregated costs can be displayed without customizing the Planning Console.