Create a high-level portfolio plan

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 5분

    • Build a portfolio plan for high-level strategic items in the Strategic Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these strategic items.

    시작하기 전에

    Role required: sn_align_core.apw_user or business_stakeholder

    이 태스크 정보

    By default, you can select the Strategic Investments lens and use Initiatives or Strategic Programs, or select the Project Program lens and use Programs as your high-level planning items. You can also select the Digital Product lens and use the Product Enhancement entity for high-level planning. If you want to plan using a different item, work with your admin to enable those items in your ServiceNow instance. For more information on the configuration, see High-level planning configuration in Strategic Planning.

    In this task, select a lens, add conditions to filter the planning item data that you need, and enter additional details to build a portfolio plan.

    프로시저

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the Portfolio Plans page, select New.
      If there are no existing portfolio plans, select Create your first portfolio plan.
    3. Select a lens for your high-level planning.
      By default, the Strategic Investments and Project Program lenses are enabled for high-level planning.
      주:
      Don’t select Goals lens because the Goal [sn_gf_goal] table doesn't support high-level planning.
      The Create portfolio plan wizard is shown.
    4. Make your selections by using the Create portfolio plan wizard.
      1. For the selected lens, choose the type of work that you want to plan.

        For example, you want to manage work for initiatives in your company. Select Initiatives as your high-level planning item. This enables you to plan for initiatives and review the work aligned to these initiatives.

        High-level planning wizard.

      2. Add conditions to further filter the data of your planning items.

        For example, you’re responsible for the initiatives of the Customer Support department. You can set a condition to filter initiatives of only the Customer Support department from the Initiative table.

        You can also add multiple conditions to help you set a complex filter and add the right information to your portfolio plan.

      3. Fill in the details of the portfolio plan.

        Provide the information of the portfolio plan's name, owner, start and end dates, and description.

      4. Select a scoring framework using the drop-down values or from the Scoring framework window.
        To create a custom scoring framework for your portfolio plan, select Explore scoring frameworks.Select a scoring framework for your portfolio plan.
      Use the Previous and Next buttons to navigate between the steps.
    5. Select Create.

    결과

    The portfolio plan is created and the page is refreshed to show the Goals, Scoring, and Planning pages. You can view the list of all portfolio plans that you own or shared with you from the Home page.

    다음에 수행할 작업