View a roadmap of a business capability

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • View the roadmap of your business capabilities and align them with the organization's strategy. Creating a portfolio plan helps you plan, prioritize, and roadmap the work for your business capability.

    시작하기 전에

    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

    프로시저

    1. Navigate to Workspaces > Enterprise Architecture Workspace.
    2. Open the Business Capability Hierarchy page by selecting the business portfolio icon (Business Portfolio icon.).
    3. Select the row context menu icon (Row context menu icon.) 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 capability, sub-capabilities, and associated business applications.
      주:
      The temporary portfolio plan is meant for preview purpose only. To plan, prioritize, and roadmap the work for your business capability, copy the temporary portfolio plan or create one.
      Business capability roadmap in SPW
    4. 옵션: Copy the portfolio plan for your business capability to plan, prioritize, and roadmap the work for your business capability.
      1. From the portfolio plan header, select the more actions icon (More actions menu in SPW) and then select Copy portfolio plan.
      2. On the Copy portfolio plan window, fill in the details.
        1. Enter a name for the portfolio plan in the  Portfolio plan name  field.
        2. (Optional)  Grant access to the users of the portfolio plan by selecting the Share with same users and groups  option.
      3. 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.