---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Portfolio Planning

# Portfolio Planning {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Enhance your traditional product and portfolio management by prioritizing work and visualizing plans with ServiceNow®
Portfolio Planning. Effectively plan, track, and manage work for projects and demands using a centralized workspace.
Portfolio Planning is available for users with a Strategic Portfolio Management (SPM) Standard
license.

## Get started {#portfolio-planning-app-landing-page__section_zgz_2vl_2tb}

|-|-|-|-|
| [Explore Learn the key features and value that Portfolio Planning offers your business](https://www.servicenow.com/docs/srf_eYqXI2skFfbwnr58fA "Prioritize, roadmap, and track the work planned for your products and portfolios using Portfolio Planning. Enhance management of your traditional project and product delivery approach.") | [Configure Set up the core configuration](https://www.servicenow.com/docs/l4cFL8jHgNV8uJUgGbxXQA "Learn about the process required to set up Portfolio Planning to enable your product and portfolio managers start aligning their work business objectives.") | [Use Learn how to plan and align work across your portfolios](https://www.servicenow.com/docs/3dJ8MMr2HGR8ajmaju4mTw "Create personalized portfolio plans in Portfolio Planning Workspace and enable focused planning of work in the desired perspective (lens) to align with business objectives.") | [Prioritize Rank and prioritize work for your portfolio plans](https://www.servicenow.com/docs/B2SrSwd2vihy6b018JiiPw "Use the Prioritization feature of the Portfolio Planning Workspace to add, update, and rank planning items so that you can prioritize the right work for the right time.") |
| [Roadmap Roadmap work for your portfolio plan](https://www.servicenow.com/docs/Nnlb7FAjeOdk6j8DMAB08g "Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in a centralized workspace. Facilitate collaboration among stakeholders and adjust plans on the go.") | [Report Export portfolio plan and roadmap status report as a PPT](https://www.servicenow.com/docs/DuHWzeBZJfcZpc3I5hBv4A "Export the status of work items, roadmap, and key metrics of your portfolio plan and free-form roadmap into a Microsoft PowerPoint file so that you can keep your business stakeholders updated on the progress. Save time by avoiding copying data into reports and drive shared outcomes by enabling collaboration even with stakeholders who cannot access your ServiceNow instance.") | [Integrate Integrate Portfolio Planning with Project Portfolio Management](https://www.servicenow.com/docs/pueXwASup1VITU2zmhbnSg "Facilitate execution of the work planned in Portfolio Planning in ServiceNow Project Portfolio Management (PPM) application.") | [Compare Compare capabilities of Portfolio Planning with Strategic Planning](https://www.servicenow.com/docs/srf_eYqXI2skFfbwnr58fA#exploring-portfolio-planning__comparing_with_strategic_planning) |
| [Scenario planning Optimize planning with scenario planning](https://www.servicenow.com/docs/Md5sL0Nm4HUG7h28QYL0Aw "As a portfolio manager, optimize your portfolio planning by comparing potential outcomes, assessing their alignment with strategic goals, and approving the best scenario as your live plan.") | [DemandsCreate, evaluate, and prioritize demands throughout the demand life-cycle](https://www.servicenow.com/docs/NzD2gDmC_FOll_ZZRTwlFQ "Next Experience for Demand Management enables you to create, evaluate, and prioritize demands throughout the demand life cycle.") | [View and manage portfolio-wide risks, issues, decisions, actions, and changes across your entire organization](https://www.servicenow.com/docs/B5X0jg~Y6dIME9JXRR1mfQ "RIDAC (Risk, Issue, Decision, Action, Change) in Portfolio Planning Workspace provides a holistic, portfolio-wide view of all risks, issues, decisions, actions, and changes across your entire organization—from individual projects to programs and portfolios.") | [Reference Get details about components and domain separation](https://www.servicenow.com/docs/IYC4ggxWhnsOkCu_RhNyMQ "Reference information to provide additional details about Portfolio Planning such as user roles, tables, and domain separation information.") |
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## Troubleshoot and get help {#portfolio-planning-app-landing-page__section_lg1_cgj_4rb}

* Ask or answer questions in the [Strategic Portfolio Management forum on the
  ServiceNow Community](https://community.servicenow.com/community?id=community_forum&sys_id=7d291a2ddbd897c068c1fb651f9619da)
* [Search the Known Error Portal for known error
  articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477)
* [Contact Customer Service and Support](https://support.servicenow.com/now?draw=case)
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