Configuring Strategic Planning Workspace

Learn about the process required to set up Strategic Planning to enable your product and portfolio managers start aligning their work with business goals and strategy.

Configuration workflow

Use the following steps as guidelines to set up Strategic Planning. Some of these steps require the admin role and some require the sn_align_core.apw_admin role.

1. Install Strategic Planning.
2. Assign user roles.

   See the Roles installed table in Components installed with Strategic Planning Workspace.

   주:

   If you are upgrading from an older version to Strategic Planning v2.1.0 or higher, a fix script is run to remove the milestone_editor role from the roadmap_editor role because the roadmap_editor role is no longer used. In this case, you may experience a longer time for the upgrade to complete if your ServiceNow instance has a large number of users with the roadmap_editor role. For more information, see KB1443618.
3. Configure lenses to enable your planning managers to create portfolio plans.

   See Lens configuration in Strategic Planning.

4. Enable high-level planning for tables that are not enabled by default.

   See High-level planning configuration in Strategic Planning.

5. Validate your configuration for lens, planning items, portfolio plans, high-level planning, and others.

   See Strategic Planning diagnostics.

6. Configure Prioritization and Roadmap display settings.

   See Prioritization display settings in Strategic Planning.

7. Configure Feedback and manage your feedback and product ideas. See Configuring Feedback application in Strategic Planning.
8. Integrate Strategic Planning with a ServiceNow® execution system of your choice. This integration enables you to plan in Strategic Planning and execute in your chosen app.

   See Configuring Strategic Planning with PPM, Agile 2.0, and SAFe and Configuring Feedback application in Strategic Planning.

9. Migrate your existing goals to Strategic Planning and configure goal preferences.

   See Configuring goals in Strategic Planning.

10. Configure Capacity Planning and generate resource capacity.

    See Capacity configuration in Strategic Planning.

11. Enable financial planning for epics and customise the Financials screen view.

    See Configure financials for planning items Strategic Planning.

Guided Setup to configure Strategic Planning

Guided Setup provides a sequence of tasks to help you with the required configuration on your ServiceNow instances. After installing Strategic Planning, navigate to All > Strategic Planning > Guided Setup.

When you’re configuring a task from the Guided Setup, you can launch the in-app help for additional guidance by clicking the Show Help icon ().