Update the Planning State Filter on Strategic Planning Workspace/Portfolio Planning

[Karlie]

When you create a portfolio plan in SPW the planning state column has a default filter applied. Does anyone know how we can edit that filter and make it stick? I can update it but as soon as I go back in the portfolio plan it goes back to the default. It is not working as expected, I need to be able to select all the states in the filter for it to work. I have a support case opened, but was wondering if anyone else has any ideas? Thanks!

[Eddie S]

I have the same issue too and will follow this thread. For now, I've configured the Alignment Integration to map a field from the Demand/Project to Planning State (always mapping to the default choice).

[Karlie]

Thanks for the reply, glad I am not the only one experiencing issues with it. Can you explain more how you did that? What do you mean mapping to the default choice? 

[Eddie S]

Hi @Karlie,

Sure , it's just a workaround to make the roadmap work for now but you can reference the below to at least get your demands/projects to display on the roadmap without having to update the filter every time:

1.) Navigate to Strategic planning / portfolio planning (depending on your licensing) > Integrations

2.) OOB, you'll see one alignment integration record called: "ServiceNow Internal"

3.) In the table maps related list, you should see an mapping for dmn_demands to sn_align_core_demand. For us, we're going to leverage Impact and the choices there to always map to Planning State = "Prioritized"