Access execution records from Portfolio Plans

  • Release version: Australia
  • Updated August 4, 2026
  • 1 minute to read

    • After creating a planning item demand in a Portfolio Plan, access the corresponding execution demand record directly from the Prioritization, Kanban, or Roadmap view.

    Before you begin

    Role required: sn_align_core.apw_user, sn_align_core.ap_read_only

    About this task

    An execution record is created in the Demands module for each planning item demand, using alignment integration. For more information, see Configuring Strategic Planning with PPM, Agile 2.0, and SAFe.

    Procedure

    1. Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. Open an execution demand from the Prioritization, Kanban, or Roadmap view.
      ViewAction
      Prioritization
      1. Select the row context menu of a planning item of type demand.
      2. Select Open demand.

        Row context menu with the Open demand option.
      Kanban
      1. Select the Actions menu of a planning item demand card.
      2. Select Open demand.

        Actions menu with the Open demand option.
      Roadmap view
      1. Select a demand planning item from the roadmap.
      2. Select the execution URL from the side panel.
      The execution demand is opened in the Demands module.

      A demand in the Demands module opened from a portfolio plan.