---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Programs enhanced experience

# Programs enhanced experience with portfolio plan view {#ariaid-title1}

Release version: Australia  
Updated September 1, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
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![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Programs enhanced experience with portfolio plan view

The Programs enhanced experience in ServiceNow provides dedicated, focused planning views for managing individual programs within your portfolio without any setup.
Each program automatically receives its own plan that includes prioritized, roadmap, capacity, and financial views scoped specifically to that program's data.
This feature streamlines program management by isolating program-level planning data and eliminating the need to navigate broader portfolio interfaces.
Show full answer Show less  

## Key Features

* **Dedicated Program Plans:** Each program gets an automatic plan instantly upon creation, with existing programs backfilled automatically.
* **Multiple Planning Views:** Access four planning views within each program plan:
  * Prioritization -- organize and rank initiatives and dependencies
  * Roadmap -- visualize timelines and milestones
  * Capacity -- monitor resource allocation and workload
  * Financials -- track budgets, costs, and financial health aligned to fiscal calendars
* **Program-Scoped Data:** Program plans show only planning items, goals, risks, financial data, and stakeholders related to that program, avoiding portfolio-wide distractions.
* **Fiscal Calendar Support:** Financial data aligns to your organization's fiscal calendar, with fallback to Gregorian calendar when necessary, ensuring accurate financial tracking.
* **Programs Menu:** A new top-level menu provides easy, single-click navigation to each program's enhanced plan view, improving usability.
* **Role-Based Access:** Security is managed by roles allowing read-only access, management access, or full program manager permissions to control who can view or modify program plans.
* **Automatic Plan Ownership:** Program managers are automatically assigned ownership of their program plans for streamlined administration.

## Key Outcomes

* **Zero Setup Required:** Programs receive fully functional plans immediately without manual configuration.
* **Focused Planning Environment:** Users can concentrate on program-specific data and activities without portfolio-wide noise.
* **Improved Navigation and Usability:** The Programs menu simplifies access to program plans, reducing navigation effort.
* **Aligned Financial Management:** Financial tracking respects your fiscal calendar settings, supporting accurate budgeting and forecasting.
* **Secure and Controlled Access:** Role-based permissions ensure appropriate data visibility and editing capabilities for program team members.  
Programs enhanced experience provides dedicated program planning views with zero setup. Access program-scoped planning data including Prioritization, Roadmap, and Financials views for focused program management without
navigating portfolio-wide interfaces.

## What is program enhanced experience {#program-portfolio-plan-ppw__section_h34_tt1_lkc}

Program enhanced experience provides dedicated, focused planning interfaces for managing individual programs. Each program receives its own plan with instant access to planning views without requiring setup or configuration. Navigate
to the new Programs menu and select any program to open its dedicated plan with program-scoped planning data and multiple visualization options.

Programs enhanced experience includes:

* **Dedicated program plans:** Each program gets an automatic plan with zero setup
* **Multiple planning views:** Prioritization, Roadmap, Kanban, and Financials views
* **Program-scoped data:** View only that program's planning items and data
* **Fiscal calendar support:** Financials tab defaults to your fiscal calendar
* **Automatic plan creation:** New programs receive plans instantly; existing programs are backfilled automatically
{#program-portfolio-plan-ppw__ul_i34_tt1_lkc}

## Program planning views {#program-portfolio-plan-ppw__section_j34_tt1_lkc}

Each program plan includes four dedicated planning views:
{#program-portfolio-plan-ppw__table_jby_1fk_lkc__entry__3}

| View | Purpose | Use Case |
|-|-|-|
| Prioritization | Organize and prioritize planning items within the program | Rank initiatives, determine delivery order, manage dependencies |
| Roadmap | Visualize program timeline and schedule across planning items | Track delivery milestones, align timelines, communicate program direction |
| Capacity | Track team resource capacity and allocation | Monitor resource utilization, manage workload, identify constraints, plan allocation |
| Financials | Track program budget, costs, and financial metrics | Monitor spend, forecast costs, manage program financial health |
[ ]

{#program-portfolio-plan-ppw__table_jby_1fk_lkc}

## Program-scoped data {#program-portfolio-plan-ppw__section_l34_tt1_lkc}

Program plans display only that program's planning items in a focused, streamlined interface. This scope isolation confirms you see relevant data without portfolio-wide noise. Program-scoped planning data includes:

* Planning items (demands, projects, epics, capabilities, features) assigned to the program
* Goals and initiatives linked to the program
* Risks, issues, decisions, actions, and changes associated with program items
* Financial data specific to the program
* Program team members and stakeholders

{#program-portfolio-plan-ppw__ul_m34_tt1_lkc}

Portfolio-level features such as making plans public and scenario planning are hidden at the program level to maintain focus on program-specific planning.

## Fiscal calendar support {#program-portfolio-plan-ppw__section_n34_tt1_lkc}

The Financials tab in program plans defaults to your fiscal calendar, displaying program financial data aligned to your organization's fiscal periods. If your fiscal calendar does not span the program's date range, the system
gracefully falls back to Gregorian calendar with an explanatory message. This flexibility confirms accurate financial tracking regardless of your calendar configuration.

## Programs menu {#program-portfolio-plan-ppw__section_o34_tt1_lkc}

A new Programs menu has been added to the workspace as an L1 menu, positioned after Portfolio Planning. The Programs menu lists every program in your portfolio and provides single-click navigation to each program's enhanced planning
view. This direct access streamlines program navigation and reduces menu navigation overhead.

## Role-based access for program planning {#program-portfolio-plan-ppw__section_p34_tt1_lkc}

{#program-portfolio-plan-ppw__simpletable_q34_tt1_lkc__stentry__3}

| Role | Access Level | Permissions |
|-|-|-|
| sn_align_core.ap_read_only | Read | Can view program plans and planning data (where they already have program-level read access) |
| sn_align_core.apw_user | Manage | Can create, update, and manage planning items within program plans |
| Program Manager | Full Access | Automatic plan owner; can manage all aspects of the program plan |

{#program-portfolio-plan-ppw__simpletable_q34_tt1_lkc}

## Automatic portfolio plan creation and backfill {#program-portfolio-plan-ppw__section_r34_tt1_lkc}

Program plans are created automatically with zero setup required:

* **New programs:** Receive dedicated plans instantly on creation
* **Existing programs:** Automatically backfilled with plans in batches of 500 at a time, newest programs first

{#program-portfolio-plan-ppw__ul_s34_tt1_lkc}

No manual configuration, template selection, or setup steps are needed. Programs receive full planning functionality immediately.

## Benefits of program enhanced experience {#program-portfolio-plan-ppw__section_t34_tt1_lkc}

* **Zero setup:** Program plans are created automatically without configuration
* **Focused planning:** View only program-scoped data without portfolio-wide distractions
* **Multiple visualizations:** Choose the planning view that fits your workflow
* **Fiscal calendar alignment:** Financial data aligns to your organization's fiscal periods
* **Direct navigation:** Programs menu provides single-click access to each program plan
* **Role-based security:** Access controlled by established roles for program planning
* **Automatic plan ownership:** Program managers are automatically assigned as plan owners
{#program-portfolio-plan-ppw__ul_u34_tt1_lkc}