Portfolio Planning diagnostics

  • Release version: Zurich
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Portfolio Planning diagnostics

    Portfolio Planning diagnostics in ServiceNow allow you to run diagnostic scans that identify and fix configuration errors and common setting issues before planning managers begin prioritizing and roadmapping projects and demands. These scans validate critical elements such as lens structures, form and list views, global ranking of planning items, and portfolio plan configurations to ensure smooth portfolio planning operations.

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    Key Features

    • Global rank validation: Identifies planning items missing a global rank on the Prioritization List and provides an option to automatically populate ranks.
    • List, form, and related list view checks: Validates that all planning items have the required APW (Agile Portfolio Workbench) views—Prioritization, Default, and New form views—to support portfolio planning workflows. Missing views are flagged for correction.
    • Workspace view rule validation: Ensures planning items have necessary workspace view rules for both Default and APW Default views, which control how items are displayed in workspace interfaces.
    • Portfolio plan configuration checks: Detects invalid fields within portfolio plan configurations and verifies that all portfolio plans have valid configurations. Automated fixes are available for some issues.

    Practical Use for ServiceNow Customers

    Running these diagnostic scans helps ensure your portfolio planning environment is properly configured and free of common errors that could disrupt prioritization and planning activities. By identifying missing views, global ranks, or invalid configurations ahead of time, you can proactively fix these issues, resulting in a more reliable and efficient portfolio planning process for your teams.

    Each diagnostic scan provides detailed results and, where applicable, automated scripts to fix detected problems, simplifying administration and reducing manual troubleshooting efforts.

    Run diagnostic scans to identify and fix errors in the configuration and other common settings for Portfolio Planning before your planning managers prioritize and roadmap their projects and demands.

    Portfolio Planning diagnostic scans help you find discrepancies by validating the configuration for the following:
    • Lens and lens structure
    • Form views, list views, related list views, and workspace view rules for planning items
    • Global ranking for planning items
    • Portfolio plans

    The following are the default diagnostic scans available for Portfolio Planning.

    Portfolio Planning diagnostics

    Name of the scan Description

    Identify planning items without a global rank

    Identifies the number of planning items on the Prioritization List page, for which the global rank is not populated.

    If this scan fails, the result shows the planning items that do not have a global rank. Click Run Fix Script to populate a global rank to items for which this field is empty.

    Validate List views for planning items

    Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization and APW Default List views.

    If this scan fails, the result displays the List views that are missing for certain planning item tables.

    To learn how to fix these, see Create list views for planning item tables in Strategic Planning.

    Validate Form section views for planning items

    Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization, APW Default, and APW New form views.

    If this scan fails, the result displays the Form section views that are missing for certain planning item tables.

    To learn how to fix these, see Create form views for planning item tables in Strategic Planning.

    Validate Related list views for planning items

    Verifies that all the planning items that are allowed on portfolio plans have the APW Default Related list view.

    If this scan fails, the result displays the Related list views that are missing for certain planning item tables.

    To learn how to fix these, see Create related list views for planning item types in Strategic Planning.

    Validate Workspace view rule for Default view of planning items

    Verifies that all the planning items that are allowed on portfolio plans have the Default view's workspace view rule.

    If this scan fails, the result displays the Default view rule is missing for certain planning item tables.

    To learn how to fix these, see Create workspace view rules for planning item forms in Strategic Planning.

    Validate Workspace view rule for APW Default view of planning items

    Verifies that all the planning items that are allowed on portfolio plans have the APW Default view's workspace view rule.

    If this scan fails, the result displays the APW Default view rule is missing for certain planning item tables.

    To learn how to fix these, see Create workspace view rules for planning item forms in Strategic Planning.
    Validate invalid fields in the Portfolio Plan configuration Finds any invalid fields in the portfolio plan configuration records for all existing portfolio plans.

    If this scan fails, click Run Fix Script to remove the identified invalid fields.
    Validate Portfolio Plan Configuration for all the portfolio plans Verifies if each existing portfolio plan created in your instance has a valid portfolio plan configuration.