View the roadmap of your business applications and align them with the organization's strategy. Creating a portfolio plan helps you plan, prioritize, and roadmap the work for your business application.
Before you begin
Ensure that the Strategic Planning plugin (com.sn_apw_advanced) (v4.0.2 or later) is installed.
Role required: sn_apm.apm_user and sn_align_core.apw_user
Procedure
-
Open the View roadmap option using the following navigation.
- From the Business Portfolio page:
- Navigate to
- Select the expand row icon (
) next to a business capability.
- Select the row context menu icon (
) for a business application and select View roadmap.
- From the Portfolio page:
- Navigate to
- Select the expand row icon (
) next to Application Portfolio.
- Select Business Applications.
- Select a business application to open it.
- Select the more actions menu (
) and select View roadmap.
You’re navigated to the Planning page of the Strategic Planning Workspace. A temporary portfolio plan is created in the Strategic Planning Workspace with all the planning items that are associated with the
business application.
Note: The temporary portfolio plan is meant for preview purpose only. To plan, prioritize, and roadmap the work for your business application, copy the temporary portfolio plan or create one.

- Optional:
Copy the portfolio plan for your business application to plan, prioritize, and roadmap the work for your business application.
-
From the portfolio plan header, select the more actions icon (
) and then select Copy portfolio plan.
-
On the Copy portfolio plan window, fill in the details.
- Enter a name for the portfolio plan in the Portfolio plan name field.
- (Optional) Grant access to the users of the portfolio plan by selecting the Share with same users and groups option.
-
Select Confirm.
Alternatively, you can also create your own portfolio plan in the Strategic Planning Workspace (SPW) using the Business Capability lens. For more information, see
Create a portfolio plan.